Institutional Fund
Successful Portfolios LLC
Clearwater, FLCIK 17217805 filings on record
Portfolio Value
$181.42M
Q1 2026
Holdings
188
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-7.6%
from $196.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.0%
- Vanguard Bd Index Fds4.7%
- Spdr S&P 500 ETF Tr4.4%
- Walmart Inc3.5%
- Vanguard Index Fds3.4%
- Schwab Strategic Tr3.0%
- Other76.0%
Portfolio Holdings
188 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 13.9K | $9.03M | 5.0% | +576 | Added |
| 2 | Vanguard Bd Index Fds | 109.3K | $8.57M | 4.7% | +10.1K | Added |
| 3 | Spdr S&P 500 ETF Tr | 12.5K | $8.02M | 4.4% | −422 | Reduced |
| 4 | Walmart Inc | 51.1K | $6.34M | 3.5% | −3.1K | Reduced |
| 5 | Vanguard Index Fds | 19.6K | $6.23M | 3.4% | +1.2K | Added |
| 6 | Schwab Strategic Tr | 223.0K | $5.41M | 3.0% | +6.4K | Added |
| 7 | Schwab Strategic Tr | 208.8K | $5.22M | 2.9% | −14.1K | Reduced |
| 8 | Apple Inc | 19.9K | $4.98M | 2.7% | −324 | Reduced |
| 9 | Nvidia Corporation | 28.9K | $4.83M | 2.7% | −135 | Reduced |
| 10 | Microsoft Corp | 11.7K | $4.25M | 2.3% | −608 | Reduced |
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