Successful Portfolios LLC
CIK: 1721780SEC EDGAR →
Portfolio Value
$73.6B
Holdings
199
As of
Q2 2026
New Positions
11
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 120,461 | $9.3B | 12.70% |
| 2 | SCHWAB STRATEGIC TR | 208,190 | $6.1B | 8.25% |
| 3 | SCHWAB STRATEGIC TR | 230,209 | $5.5B | 7.53% |
| 4 | VANGUARD SCOTTSDALE FDS | 51,663 | $3.0B | 4.07% |
| 5 | SCHWAB STRATEGIC TR | 89,305 | $2.7B | 3.61% |
| 6 | GOLDMAN SACHS ETF TR | 24,138 | $2.4B | 3.28% |
| 7 | VANGUARD STAR FDS | 25,642 | $2.2B | 2.97% |
| 8 | VANGUARD BD INDEX FDS | 25,812 | $2.0B | 2.67% |
| 9 | SONY GROUP CORP | 91,543 | $1.9B | 2.60% |
| 10 | INTERACTIVE BROKERS GROUP IN | 19,939 | $1.9B | 2.57% |
Quarterly Changes
Top Buys
New Positions (13)
$246.7M · 4K shares
$225.3M · 3K shares
$224.8M · 5K shares
HONEYWELL INTL INC
$705K · 3K shares
HONEYWELL AEROSPACE INC
$694K · 3K shares
$302K · 677 shares
$298K · 3K shares
$252K · 1K shares
$238K · 1K shares
$226K · 1K shares
$215K · 1K shares
$215K · 930 shares
$204K · 468 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $58.0B | 78.8% |
| Technology | 33 | $4.5B | 6.1% |
| Utilities | 7 | $2.0B | 2.8% |
| Basic Materials | 7 | $1.7B | 2.3% |
| Consumer Defensive | 6 | $1.7B | 2.2% |
| Communication Services | 5 | $1.2B | 1.6% |
| Energy | 10 | $1.1B | 1.4% |
| Healthcare | 12 | $985.8M | 1.3% |
| Unknown | 14 | $929.2M | 1.3% |
| Industrials | 15 | $833.2M | 1.1% |
| Consumer Cyclical | 9 | $716.1M | 1.0% |
| Real Estate | 1 | $258K | 0.0% |