13F Insight
DOSSIER · 13F-HR · Q3 2026

Successful Portfolios LLC

$217M in tracked AUM across 198 positions as of Q3 2026.

SP
CIK 0001721780 · last filed Sep 30, 2026
Total AUM
$217M
as of Q3 2026
Holdings
198
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

1. Portfolio Overview

Successful Portfolios LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 232.5% from $59.03M to $196.26M in the quarter ending December 31, 2025. This dramatic increase suggests either significant capital inflows, a major consolidation of reporting entities, or exceptional performance from existing holdings during a period of market growth. The portfolio is highly diversified, holding **192 p...

The investment strategy appears to be a Core-Satellite approach with a heavy emphasis on "beta" generation through broad market exposure. The portfolio utilizes a tiered structure of ETFs to capture market returns while maintaining a significant selection of individual "blue-chip" equities. The portfolio is liquid and transparent, dominated by large-cap names and passive investment vehicles, indicating a focus on minimizing unsystematic risk while participating in broad market trends.

2. Key Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$11M14K5.1%02
SPY
STATE STR SPDR S&P 500 ETF T
$10M12K4.4%03
BSV
VANGUARD BD INDEX FDS
$10M126K4.4%04
VTI
VANGUARD INDEX FDS
$8M21K3.6%05
NVDA
NVIDIA CORPORATION
$7M28K3.1%06
AAPL
APPLE INC
$7M20K3.0%07
XLK
SELECT SECTOR SPDR TR
$6M32K3.0%08
SCHB
SCHWAB STRATEGIC TR
$6M209K2.9%09
MSFT
MICROSOFT CORP
$6M12K2.8%10
SCHO
SCHWAB STRATEGIC TR
$6M241K2.7%

Filing history

2026Q3Sep 30
$217M▲ 1.3%
198 positionsView →2026Q2Jun 30
$214M▲ 18.0%
199 positionsView →2026Q1Mar 31
$181M▼ 7.6%
188 positionsView →2025Q4Dec 31
$196M▲ 14.5%
192 positionsView →2025Q3Sep 30
$171M▲ 5.3%
175 positionsLocked2025Q2Jun 30
$163M▲ 10.6%
169 positionsLocked2025Q1Mar 31
$147M▼ 1.6%
158 positionsLocked2024Q4Dec 31
$149M▲ 1.1%
161 positionsLocked2024Q3Sep 30
$148M▲ 3.3%
163 positionsLocked2024Q2Jun 30
$143M▼ 2.3%
158 positionsLocked2024Q1Mar 31
$147M▲ 9.5%
171 positionsLocked2023Q4Dec 31
$134M▲ 18.6%
170 positionsLocked
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