Successful Portfolios LLC Portfolio Holdings

Successful Portfolios LLC

  • $192 Million
  • Q4 2025

Successful Portfolios LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Million distributed in 192 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $9.31M, Ishares Core S&P 500 ETF with a value of $9.02M, Spdr S&P 500 ETF Trust with a value of $8.61M, Vanguard Bd Index Fd Inc Short with a value of $7.82M, and Microsoft Corp with a value of $6.22M.

Examining the 13F form we can see an increase of $22.6M in the current position value, from $170M to 192M.

Below you can find more details about Successful Portfolios LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $95.6 Million
Technology: $28.5 Million
Financial Services: $12.8 Million
Consumer Defensive: $10.4 Million
Consumer Cyclical: $8.88 Million
Industrials: $8.84 Million
Healthcare: $7.71 Million
Communication Services: $7.19 Million
Other: $11.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.22 Million 3.23% of portfolio
12,265
Q4 2025 Added 1.09%
$279B
$5.58 Million 2.9% of portfolio
54,211
Q4 2025 Added 3.89%
$465B
$5.42 Million 2.82% of portfolio
29,044
Q4 2025 Reduced 5.46%
$4.3T
$5.42 Million 2.81% of portfolio
20,252
Q4 2025 Added 4.79%
$2.39T
$3.23 Million 1.68% of portfolio
13,774
Q4 2025 Added 5.93%
$36B
$2.69 Million 1.4% of portfolio
92,501
Q4 2025 Reduced 0.96%
$367B
$2.67 Million 1.38% of portfolio
7,445
Q4 2025 Added 6.07%
$1.65T
$2.44 Million 1.27% of portfolio
8,835
Q4 2025 Added 0.74%
$1.74T
$2.42 Million 1.26% of portfolio
8,483
Q4 2025 Added 3.54%
$388B
$2.02 Million 1.05% of portfolio
8,394
Q4 2025 Reduced 1.81%
$96.4B
$1.93 Million 1.0% of portfolio
15,422
Q4 2025 Reduced 21.62%
$197B
$1.78 Million 0.92% of portfolio
7,772
Q4 2025 Added 24.31%
$5.47B
$1.77 Million 0.92% of portfolio
163,591
Q4 2025 New
$132B
$1.74 Million 0.91% of portfolio
8,891
Q3 2025 Added 11.57%
$414B
$1.62 Million 0.84% of portfolio
6,929
Q4 2025 Added 6.42%
$346B
$1.45 Million 0.75% of portfolio
9,937
Q4 2025 Added 0.8%
$971B
$1.35 Million 0.7% of portfolio
1,323
Q4 2025 Reduced 2.65%
$6B
$1.34 Million 0.7% of portfolio
20,300
Q4 2025 New
$258B
$1.27 Million 0.66% of portfolio
7,230
Q4 2025 Reduced 0.41%
$268B
$1.22 Million 0.63% of portfolio
4,926
Q4 2025 Reduced 0.83%
$306B
$1.2 Million 0.62% of portfolio
16,940
Q4 2025 Added 0.16%
$168B
$1.13 Million 0.59% of portfolio
13,204
Q4 2025 Added 11.35%
$490B
$1.1 Million 0.57% of portfolio
9,309
Q4 2025 Added 5.54%
$522B
$1.01 Million 0.53% of portfolio
5,066
Q4 2025 Added 10.97%
$193B
$916,000 0.48% of portfolio
8,670
Q4 2025 Reduced 2.76%
$881B
$927,000 0.48% of portfolio
3,089
Q4 2025 Added 4.22%
$662B
$881,000 0.46% of portfolio
1,732
Q4 2025 New
$0
$839,000 0.44% of portfolio
40,457
Q4 2025 New
$228B
$833,000 0.43% of portfolio
6,407
Q4 2025 Added 0.85%
$98.6B
$832,000 0.43% of portfolio
9,196
Q4 2025 Added 11.89%
$303B
$740,000 0.38% of portfolio
4,785
Q4 2025 Added 2.73%
$136B
$706,000 0.37% of portfolio
3,197
Q4 2025 Added 75.47%
$1.37T
$706,000 0.37% of portfolio
1,160
Q4 2025 Added 9.23%
$85.9B
$687,000 0.36% of portfolio
3,288
Q4 2025 Added 28.34%
$190B
$678,000 0.35% of portfolio
44,032
Q4 2025 Added 0.02%
$404B
$661,000 0.34% of portfolio
725
Q4 2025 Added 16.0%
$328B
$634,000 0.33% of portfolio
2,114
Q4 2025 Added 3.73%
$111B
$631,000 0.33% of portfolio
1,866
Q4 2025 Added 0.16%
$204B
$621,000 0.32% of portfolio
4,201
Q4 2025 Reduced 0.4%
$235B
$612,000 0.32% of portfolio
6,599
Q4 2025 Reduced 0.02%
$342B
$590,000 0.31% of portfolio
3,391
Q4 2025 Reduced 0.85%
$69.1B
$548,000 0.28% of portfolio
6,294
Q4 2025 Added 3.13%
$65.7B
$524,000 0.27% of portfolio
1,848
Q4 2025 Reduced 0.38%
$0
$517,000 0.27% of portfolio
15,197
Q4 2025 Added 2.74%
$22.8B
$509,000 0.26% of portfolio
5,248
Q4 2025 Added 0.56%
$266B
$501,000 0.26% of portfolio
1,688
Q4 2025 New
$91.4B
$509,000 0.26% of portfolio
3,082
Q4 2025 Added 24.17%
$139B
$457,000 0.24% of portfolio
1,334
Q4 2025 Added 19.75%
$59.5B
$460,000 0.24% of portfolio
10,264
Q4 2025 Reduced 0.9%

Summary

  • Portfolio
  • No. of Stocks 192
  • Current Value $192 Million
  • Prior Value $170 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 25 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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