Successful Portfolios LLC - Portfolio Stock Holdings
Successful Portfolios LLC disclosed 205 stock positions in a recent SEC 13F filing. $214,382,364 of stock holdings were filed, with the largest holdings including IVV, BSV, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $281,529,332 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
205Est. Stock Holding Value:
$214,382,364Top Stock Holdings By Sector
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Portfolio Stock Holdings - Successful Portfolios LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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