Filed: 7/14/2026ACC: 0001721780-26-000005
📋 What this filing means
SUCCESSFUL PORTFOLIOS LLC filed this quarterly 13F‑HR report disclosing 199 equity positions with a total reported market value of $214.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
199
Positions
$214.13M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
COM$85.47M39.9%
CORE S&P500 ETF$10.84M5.1%
SHORT TRM BOND$9.35M4.4%
TR UNIT$9.35M4.4%
TOTAL STK MKT$7.58M3.5%
ST STR TECHN ETF$6.08M2.8%
US BRD MKT ETF$6.07M2.8%
Portfolio Concentration
Top 3$29.53M13.8%
4–10$43.16M20.2%
11–25$47.85M22.3%
Rest$93.60M43.7%
Top 3 weight
13.8%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 2.47M
Sole
Full voting authority
2.47M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole199
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings199
Rows:
ISHARES TR
SOLEShares14.31K
TypeSH
Market value$10.84M
5.06%
Sole
14.31K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares120.46K
TypeSH
Market value$9.35M
4.37%
Sole
120.46K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares12.40K
TypeSH
Market value$9.35M
4.36%
Sole
12.40K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares20.37K
TypeSH
Market value$7.58M
3.54%
Sole
20.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares19.78K
TypeSH
Market value$6.25M
2.92%
Sole
19.78K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares32.75K
TypeSH
Market value$6.08M
2.84%
Sole
32.75K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares208.19K
TypeSH
Market value$6.07M
2.84%
Sole
208.19K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares28.63K
TypeSH
Market value$5.85M
2.73%
Sole
28.63K
Shared
0.00
None
0.00
WALMART INC
SOLEShares50.99K
TypeSH
Market value$5.79M
2.70%
Sole
50.99K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares230.21K
TypeSH
Market value$5.54M
2.59%
Sole
230.21K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares4.90K
TypeSH
Market value$4.85M
2.27%
Sole
4.90K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares8.20K
TypeSH
Market value$4.50M
2.10%
Sole
8.20K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.57K
TypeSH
Market value$4.45M
2.08%
Sole
11.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.16K
TypeSH
Market value$3.73M
1.74%
Sole
37.16K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares6.14K
TypeSH
Market value$3.67M
1.71%
Sole
6.14K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares13.39K
TypeSH
Market value$3.30M
1.54%
Sole
13.39K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares51.66K
TypeSH
Market value$3.00M
1.40%
Sole
51.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.35K
TypeSH
Market value$2.99M
1.40%
Sole
8.35K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.28K
TypeSH
Market value$2.94M
1.38%
Sole
8.28K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares8.58K
TypeSH
Market value$2.94M
1.37%
Sole
8.58K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares89.31K
TypeSH
Market value$2.66M
1.24%
Sole
89.31K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares24.14K
TypeSH
Market value$2.41M
1.13%
Sole
24.14K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares25.64K
TypeSH
Market value$2.19M
1.02%
Sole
25.64K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares9.02K
TypeSH
Market value$2.15M
1.01%
Sole
9.02K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares11.31K
TypeSH
Market value$2.05M
0.96%
Sole
11.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 14.31K | SH | $10.84M 5.06% | 14.31K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 120.46K | SH | $9.35M 4.37% | 120.46K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.40K | SH | $9.35M 4.36% | 12.40K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.37K | SH | $7.58M 3.54% | 20.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 19.78K | SH | $6.25M 2.92% | 19.78K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 32.75K | SH | $6.08M 2.84% | 32.75K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 208.19K | SH | $6.07M 2.84% | 208.19K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28.63K | SH | $5.85M 2.73% | 28.63K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 50.99K | SH | $5.79M 2.70% | 50.99K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 230.21K | SH | $5.54M 2.59% | 230.21K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 4.90K | SH | $4.85M 2.27% | 4.90K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.20K | SH | $4.50M 2.10% | 8.20K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.57K | SH | $4.45M 2.08% | 11.57K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 37.16K | SH | $3.73M 1.74% | 37.16K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 6.14K | SH | $3.67M 1.71% | 6.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.39K | SH | $3.30M 1.54% | 13.39K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 51.66K | SH | $3.00M 1.40% | 51.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.35K | SH | $2.99M 1.40% | 8.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.28K | SH | $2.94M 1.38% | 8.28K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 8.58K | SH | $2.94M 1.37% | 8.58K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 89.31K | SH | $2.66M 1.24% | 89.31K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 24.14K | SH | $2.41M 1.13% | 24.14K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 25.64K | SH | $2.19M 1.02% | 25.64K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.02K | SH | $2.15M 1.01% | 9.02K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 11.31K | SH | $2.05M 0.96% | 11.31K | 0.00 | 0.00 |
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