Successful Portfolios LLC

Est. AUM

$181.2M

13F long equity, this entity only

Positions

187

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$9.0M	13937	4.98%	SOLE
2	VANGUARD BD INDEX FDS	SHORT TRM BOND	$8.6M	109326	4.73%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.0M	12515	4.43%	SOLE
4	WALMART INC	COM	$6.3M	51124	3.50%	SOLE
5	VANGUARD INDEX FDS	TOTAL STK MKT	$6.2M	19603	3.44%	SOLE
6	SCHWAB STRATEGIC TR	SHT TM US TRES	$5.4M	222991	2.99%	SOLE
7	SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.2M	208779	2.88%	SOLE
8	APPLE INC	COM	$5.0M	19928	2.75%	SOLE
9	NVIDIA CORPORATION	COM	$4.8M	28909	2.67%	SOLE
10	MICROSOFT CORP	COM	$4.3M	11657	2.35%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.2M	32143	2.31%	SOLE
12	ISHARES TR	0-3 MNTH TREASRY	$3.3M	33113	1.84%	SOLE
13	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.0M	50856	1.64%	SOLE
14	HOME DEPOT INC	COM	$2.8M	8577	1.55%	SOLE
15	AMAZON COM INC	COM	$2.8M	13594	1.53%	SOLE
16	ALPHABET INC	CAP STK CL A	$2.4M	8512	1.31%	SOLE
17	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.4M	91991	1.30%	SOLE
18	ALPHABET INC	CAP STK CL C	$2.3M	8320	1.27%	SOLE
19	GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.1M	21256	1.18%	SOLE
20	APPLIED MATLS INC	COM	$2.1M	6143	1.13%	SOLE
21	DUKE ENERGY CORP NEW	COM NEW	$2.0M	15407	1.12%	SOLE
22	VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	26359	1.11%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	8706	1.03%	SOLE
24	SONY GROUP CORP	SPONSORED ADR	$1.9M	92938	1.02%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET IND	$1.8M	11314	0.99%	SOLE
26	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.7M	68910	0.95%	SOLE
27	ADVANCED MICRO DEVICES INC	COM	$1.6M	8269	0.90%	SOLE
28	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.6M	7974	0.90%	SOLE
29	ISHARES TR	0-5 YR TIPS ETF	$1.6M	15729	0.90%	SOLE
30	MICRON TECHNOLOGY INC	COM	$1.6M	4902	0.88%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.5M	31578	0.85%	SOLE
32	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.5M	11087	0.84%	SOLE
33	VANGUARD BD INDEX FDS	INTERMED TERM	$1.5M	19275	0.82%	SOLE
34	HONEYWELL INTL INC	COM	$1.4M	6291	0.78%	SOLE
35	RTX CORPORATION	COM	$1.4M	7241	0.75%	SOLE
36	INTERACTIVE BROKERS GROUP IN	COM CL A	$1.3M	20202	0.73%	SOLE
37	EXXON MOBIL CORP	COM	$1.2M	7252	0.68%	SOLE
38	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.2M	49890	0.68%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	41412	0.67%	SOLE
40	PROCTER & GAMBLE CO	COM	$1.2M	8285	0.66%	SOLE
41	ELI LILLY & CO	COM	$1.2M	1323	0.66%	SOLE
42	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.2M	23191	0.64%	SOLE
43	NEXTERA ENERGY INC	COM	$1.1M	11558	0.59%	SOLE
44	ABBVIE INC	COM	$1.1M	4972	0.59%	SOLE
45	MCDONALDS CORP	COM	$1.1M	3403	0.58%	SOLE
46	JOHNSON & JOHNSON	COM	$1.0M	4259	0.57%	SOLE
47	SPDR GOLD TR	GOLD SHS	$1.0M	2394	0.56%	SOLE
48	COCA COLA CO	COM	$1.0M	13158	0.55%	SOLE
49	CHEVRON CORPORATION	COM	$977K	4674	0.54%	SOLE
50	JPMORGAN CHASE & CO	COM	$884K	3043	0.49%	SOLE

1–50 of 187

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.