SUCCESSION FINANCIAL, INC.

DOSSIER · 13F-HR · Q3 2026

SUCCESSION FINANCIAL, INC.

$104M in tracked AUM across 48 positions as of Q3 2026.

SF

CIK 0002149098 · last filed Sep 30, 2026

Total AUM

$104M

as of Q3 2026

Holdings

48

—

positions

Whale Score

67

67

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

SUCCESSION FINANCIAL, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

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.