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H. Parker Evans

Successful Portfolios Llc

Assets Managed
$214.129M
Holdings
199
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
18.03%(2Q avg: 5.24%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Successful Portfolios Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Successful Portfolios Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 214.129M in assets, with a quarterly growth rate of 18.03% and a 2-quarter average growth rate of 5.24%. The portfolio is managed by H. Parker Evans, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.67%
5.07%
$10.835M
14,309 shares@ $757.24 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 10.19%
4.37%
$9.349M
120,461 shares@ $77.61 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.89%
4.37%
$9.345M
12,403 shares@ $753.46 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.92%
3.55%
$7.585M
20,371 shares@ $372.33 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.73%
2.92%
$6.247M
19,782 shares@ $315.78 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 1.88%
2.84%
$6.077M
32,747 shares@ $185.59 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -0.28%
2.84%
$6.073M
208,190 shares@ $29.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.97%
2.74%
$5.848M
28,628 shares@ $204.27 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.26%
2.71%
$5.786M
50,990 shares@ $113.48 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 3.24%
2.59%
$5.542M
230,209 shares@ $24.08 avg price

1-10 of 199