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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 SPY, QQQ, RDVY, SMTH, VOO, and represent 51.44% of Traction Financial Partners's stock portfolio.
Added to shares of these 10 stocks: SPY, VO, VUG, VEA, PRFZ, XMHQ, AIRR, SPEM, SMH, CIBR.
Started 4 new stock positions in QTEC, CIBR, GRID, SMH.
Reduced shares in these 10 stocks: VOO, VTEB, FMB, PRF, TDIV, XSVM, VTV, FTGS, AMZN, RSPN.
Traction Financial Partners was a net buyer of stock by $6.7M.
Traction Financial Partners has $188M in assets under management (AUM), dropping by 15.91%.
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 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	11.9	$22M	+5%	30k	746.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.2	$21M		29k	736.41	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	10.4	$20M		240k	81.06	View chart
Alps Etf Tr Smith Core Plus (SMTH)	9.3	$17M		677k	25.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.7	$16M		24k	686.81	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	8.5	$16M	+4%	286k	55.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	7.8	$15M	+4%	131k	112.88	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	3.4	$6.3M		173k	36.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.2	$6.0M	+13%	84k	71.25	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.0	$5.7M		318k	17.88	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.3	$4.3M		46k	92.21	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.9	$3.5M	+11%	26k	133.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$3.3M	-7%	66k	50.58	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.2	$2.3M	+6%	47k	49.78	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.9	$1.6M		37k	43.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.5M	+5%	55k	27.70	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.8	$1.5M	-6%	21k	69.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$1.4M	+14%	47k	28.96	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.2M	+292%	15k	80.57	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.6	$1.2M	+9%	25k	48.49	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.6	$1.2M	+7%	19k	62.63	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$1.2M	+39%	22k	51.78	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.6	$1.1M	-15%	22k	51.37	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.5	$1.0M	+3%	38k	27.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.0M	+381%	12k	86.14	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$863k		4.5k	190.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$849k		2.3k	370.04	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.4	$763k	+27%	9.3k	81.94	View chart
NVIDIA Corporation (NVDA)	0.4	$759k		3.8k	200.09	View chart
Apple (AAPL)	0.4	$744k		2.6k	289.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.4	$695k	-2%	11k	63.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$622k		830.00	748.89	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.3	$599k		3.6k	168.46	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.3	$539k		4.9k	109.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$521k		2.2k	242.42	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$509k		2.8k	185.23	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$469k		9.7k	48.18	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$467k		894.00	522.49	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$426k	+41%	4.5k	94.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$408k		1.2k	342.83	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$407k	-16%	11k	37.00	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$400k	+13%	7.9k	50.39	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$397k		3.7k	106.47	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$371k	-27%	3.2k	114.88	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$369k		4.2k	87.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$354k		1.2k	303.12	View chart
Tesla Motors (TSLA)	0.2	$315k		749.00	420.60	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$314k		2.5k	127.81	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.2	$296k	+7%	3.3k	89.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$269k		762.00	353.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$264k	NEW	403.00	655.89	View chart
Amazon (AMZN)	0.1	$256k	-8%	1.1k	238.34	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.1	$247k		4.6k	53.34	View chart
Wal-Mart Stores (WMT)	0.1	$247k		2.2k	113.24	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$247k		1.8k	134.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$243k	-28%	1.1k	217.93	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$240k	NEW	2.7k	89.85	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$231k		2.2k	103.96	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$215k	-41%	4.0k	54.03	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$201k	NEW	1.0k	191.75	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$201k	NEW	599.00	334.69	View chart

Past Filings by Traction Financial Partners

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

Traction Financial Partners 2026 Q2 filed Aug. 13, 2026
Traction Financial Partners 2026 Q1 filed May 14, 2026
Traction Financial Partners 2025 Q4 filed Jan. 29, 2026
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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