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Portfolio (Quarterly) Guide ↗

Successful Portfolios LLC

· CIK 0001721780
13F Portfolio $181M AUM 188 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 32 Added 94 Reduced 12 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 13,937.0 $9.0M 4.98% +576.0 +4.3% $647.71 +16.4%
2 BSV VANGUARD BD INDEX FDS 109,326.0 $8.6M 4.72% +10K +10.2% $78.39 -0.5%
3 VTI VANGUARD INDEX FDS 19,603.0 $6.2M 3.44% +1K +6.8% $318.03 +16.2%
4 SCHO SCHWAB STRATEGIC TR 222,991.0 $5.4M 2.98% +6K +2.9% $24.26 -0.4%
5 SGOV ISHARES TR 33,113.0 $3.3M 1.84% +3K +8.6% $100.66 -0.0%
6 HD HOME DEPOT INC Consumer Cyclical 8,577.0 $2.8M 1.55% +1K +15.2% $327.94 -5.3%
7 SCHX SCHWAB STRATEGIC TR 91,991.0 $2.4M 1.30% +3K +3.0% $25.60 +15.4%
8 VIG VANGUARD SPECIALIZED FUNDS 8,706.0 $1.9M 1.03% +771.0 +9.7% $214.32 +8.8%
9 VXF VANGUARD INDEX FDS 7,974.0 $1.6M 0.90% +928.0 +13.2% $204.18 +14.9%
10 BIV VANGUARD BD INDEX FDS 19,275.0 $1.5M 0.82% +8K +65.6% $77.14 -0.7%
11 SCHF SCHWAB STRATEGIC TR 49,890.0 $1.2M 0.68% +5K +10.0% $24.67 +12.6%
12 VTIP VANGUARD MALVERN FDS 23,191.0 $1.2M 0.64% +711.0 +3.2% $49.95 +0.7%
13 GLD SPDR GOLD TR Financial Services 2,394.0 $1.0M 0.56% +100.0 +4.4% $425.22 -2.6%
14 AGG ISHARES TR 8,768.0 $870K 0.48% +2K +21.4% $99.22 -0.5%
15 DIS DISNEY WALT CO Communication Services 8,841.0 $851K 0.47% +171.0 +2.0% $96.25 +7.3%
16 SCHD SCHWAB STRATEGIC TR 26,857.0 $824K 0.45% +3K +14.0% $30.68 +6.5%
17 ITOT ISHARES TR 5,351.0 $761K 0.42% +35.0 +0.7% $142.20 +15.4%
18 BND VANGUARD BD INDEX FDS 7,629.0 $562K 0.31% +270.0 +3.7% $73.62 -0.6%
19 MBB ISHARES TR 5,679.0 $539K 0.30% +357.0 +6.7% $94.89 -0.6%
20 QQQ INVESCO QQQ TR Financial Services 775.0 $440K 0.24% +45.0 +6.2% $568.16 +28.5%
Page 1 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 19.8%
Consumer Defensive 11.0%
Consumer Cyclical 8.2%
Industrials 7.8%
Communication Services 7.1%
Healthcare 6.7%
Utilities 5.8%
Energy 5.0%
Basic Materials 2.5%