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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	XLU	SELECT SECTOR SPDR TR	—	8,598.0	$395K	0.22%	+720.0	+9.1%	$45.90	-1.2%
22	VGIT	VANGUARD SCOTTSDALE FDS	—	5,826.0	$347K	0.19%	+786.0	+15.6%	$59.52	-1.0%
23	MTUM	ISHARES TR	—	1,426.0	$332K	0.18%	+9.0	+0.6%	$232.90	+34.8%
24	SPYM	SPDR SERIES TRUST	—	4,189.0	$317K	0.17%	+256.0	+6.5%	$75.70	+16.7%
25	AIQ	GLOBAL X FDS	—	6,788.0	$316K	0.17%	+1K	+26.4%	$46.52	+40.2%
26	EFA	ISHARES TR	—	3,237.0	$308K	0.17%	+115.0	+3.7%	$95.30	+10.3%
27	VUSB	VANGUARD BD INDEX FDS	—	6,116.0	$304K	0.17%	+496.0	+8.8%	$49.75	+0.1%
28	WDC	WESTERN DIGITAL CORP	Technology	1,118.0	$281K	0.15%	+18.0	+1.6%	$251.65	+92.4%
29	VV	VANGUARD INDEX FDS	—	902.0	$269K	0.15%	+16.0	+1.8%	$298.33	+15.7%
30	SCHE	SCHWAB STRATEGIC TR	—	7,676.0	$251K	0.14%	+1K	+18.1%	$32.70	+11.5%
31	ET	ENERGY TRANSFER L P	Energy	12,910.0	$250K	0.14%	+79.0	+0.6%	$19.40	+1.0%
32	VTEB	VANGUARD MUN BD FDS	—	4,303.0	$215K	0.12%	+194.0	+4.7%	$49.86	+0.5%

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① 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%