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Traction Financial Partners

Latest statistics and disclosures from Traction Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SMTH, SPY, QQQ, RDVY, VOO, and represent 51.78% of Traction Financial Partners's stock portfolio.
Added to shares of these 10 stocks: SMTH, SPY, XMHQ, RDVY, QQQ, PRFZ, SDVY, XSVM, FPE, PSP.
Started 1 new stock position in GOOG.
Reduced shares in these 10 stocks: AFLG, , QTEC, FTCB, FVD, TLT, FTGS, , FDT, TDIV.
Sold out of its positions in AVIG, FDN, QTEC, FTA, FEP, FJP, FEM, FTCB, FIIG, FTXO. FMF, FTLS, FTSM, FIXD, AFLG, TLT, PFF, IAUM, SPYG, SPSB.
Traction Financial Partners was a net buyer of stock by $5.7M.
Traction Financial Partners has $162M in assets under management (AUM), dropping by 9.85%.
Central Index Key (CIK): 0002007748

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Positions held by Traction Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Traction Financial Partners

Traction Financial Partners holds 62 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alps Etf Tr Smith Core Plus (SMTH)	12.5	$20M	+14%	773k	26.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	10.7	$17M	+14%	26k	666.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.4	$17M	+5%	28k	600.36	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	9.3	$15M	+8%	224k	67.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.0	$15M		24k	612.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	7.2	$12M	+14%	111k	104.96	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	5.9	$9.6M	+6%	170k	56.46	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	3.4	$5.5M	+17%	122k	45.42	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.2	$5.2M	+13%	285k	18.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$4.2M		70k	59.92	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.6	$4.2M	+8%	45k	93.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$3.9M		78k	50.07	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	2.2	$3.6M	+12%	53k	69.02	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$2.1M	+2%	42k	49.79	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	1.2	$2.0M	+49%	53k	38.02	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	1.2	$1.9M	+6%	34k	56.10	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.0	$1.6M	-6%	32k	50.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.3M		58k	23.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.2M	+2%	4.2k	293.72	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.2M		2.5k	479.61	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.6	$996k	+35%	21k	47.51	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.6	$994k	-3%	15k	67.04	View chart
NVIDIA Corporation (NVDA)	0.6	$988k		5.3k	186.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$856k	+15%	33k	25.71	View chart
Apple (AAPL)	0.5	$820k		3.2k	254.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$757k		2.3k	328.17	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$719k	-35%	16k	46.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$639k		2.3k	281.86	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.4	$596k	-35%	17k	35.91	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$562k	+30%	840.00	669.30	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$552k		7.6k	72.44	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$499k	-28%	5.3k	93.64	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$491k	-35%	5.0k	98.59	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$488k		1.1k	463.54	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.3	$474k	+3%	5.3k	88.65	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$450k		2.2k	209.26	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$446k		3.6k	125.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$431k		2.8k	154.23	View chart
Microsoft Corporation (MSFT)	0.3	$415k		801.00	517.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$406k		3.8k	106.78	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$360k		4.2k	84.83	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$345k	+34%	7.4k	46.81	View chart
Tesla Motors (TSLA)	0.2	$333k		748.00	444.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$325k		1.3k	254.28	View chart
Amazon (AMZN)	0.2	$324k		1.5k	219.57	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$316k		2.6k	120.50	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$305k	-9%	6.8k	45.21	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$305k	-5%	2.2k	139.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$299k		1.2k	256.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$289k		1.5k	186.49	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$283k	-49%	3.8k	75.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$278k	NEW	1.1k	243.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$273k	+26%	8.2k	33.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$267k	+8%	6.2k	42.79	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$260k		3.5k	74.35	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.2	$256k		5.8k	43.99	View chart
Wal-Mart Stores (WMT)	0.2	$254k		2.5k	103.08	View chart
Meta Platforms Cl A (META)	0.2	$253k		345.00	734.38	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$242k	-14%	3.2k	76.01	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$236k	-5%	8.0k	29.32	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$232k	-3%	1.7k	134.42	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$222k		2.2k	99.11	View chart

Past Filings by Traction Financial Partners

SEC 13F filings are viewable for Traction Financial Partners going back to 2024

Traction Financial Partners 2025 Q3 filed Nov. 12, 2025
Traction Financial Partners 2025 Q2 filed July 15, 2025
Traction Financial Partners 2025 Q1 filed April 15, 2025
Traction Financial Partners 2024 Q4 filed Jan. 31, 2025
Traction Financial Partners 2024 Q3 filed Nov. 6, 2024
Traction Financial Partners 2024 Q2 filed Aug. 16, 2024
Traction Financial Partners 2024 Q1 filed May 13, 2024

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