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DOSSIER · 13F-HR · Q2 2026

SUCCESSION FINANCIAL, INC.

$105M in tracked AUM across 50 positions as of Q2 2026.

SF
CIK 0002149098 · last filed Jun 30, 2026
Total AUM
$105M
as of Q2 2026
Holdings
50
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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