Successful Portfolios LLC
•CIK: 1721780•Filing: Q4 2025
**Successful Portfolios LLC** manages $196M across a diversified portfolio of 192 positions. The strategy exhibits a notable tilt toward core market indices, with top holdings including IVV ($9.3M) and SPY ($9.0M). Significant allocations are also directed toward technology and consumer staples, evidenced by positions in MSFT ($5.9M), NVDA ($5.4M), and WMT ($6.2M). This structure suggests a disciplined, large-cap growth and value orientation within the current market cycle.
Total AUM
$196.3M
QoQ Performance
+14.5%
Positions
152
Top 10 Concentration
33.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.7%
SPY4.6%
BSV4.0%
VTI3.2%
WMT3.2%
SCHB3.0%
MSFT3.0%
NVDA2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.5%
Technology13.7%
ETF9.5%
Consumer7.6%
Healthcare3.7%
Industrial3.0%
Financial2.2%
Utilities1.9%
🚪 Exited Positionssold since Q3 2025
—
ABRDN JAPAN EQUITY FUND INC
SOLD
$697.1K
+3 more exited positions
Changes from Q3 2025
NEW25 new positions
↑108 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023