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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, SMTH, QQQ, RDVY, VOO, and represent 51.16% of Traction Financial Partners's stock portfolio.
Added to shares of these 10 stocks: PRFZ (+$6.7M), BUFR (+$5.5M), AIRR, FTGC, XMHQ, SPY, SPEM, QQQ, VOO, SCHB.
Started 2 new stock positions in FTGC, AIRR.
Reduced shares in these 10 stocks: XSVM (-$9.0M), PSP, SMTH, RSPN, SDVY, VTEB, MSFT, BOND, NVDA, FMB.
Sold out of its positions in META, CIBR, PSP, MSFT, SPTS.
Traction Financial Partners was a net seller of stock by $-3.1M.
Traction Financial Partners has $162M in assets under management (AUM), dropping by -3.73%.
Central Index Key (CIK): 0002007748

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Portfolio Holdings for Traction Financial Partners

Traction Financial Partners holds 57 positions in its portfolio as reported in the March 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)	11.4	$18M	+2%	28k	650.35	View chart
Alps Etf Tr Smith Core Plus (SMTH)	10.7	$17M	-16%	677k	25.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.1	$16M		29k	577.19	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	10.0	$16M		238k	68.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.0	$15M		24k	597.55	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	8.0	$13M	+7%	126k	103.37	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	7.7	$13M	+115%	274k	45.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	3.6	$5.8M	+1946%	171k	33.77	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.4	$5.5M		312k	17.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$4.7M	+3%	74k	64.08	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.6	$4.2M	-6%	46k	92.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$3.6M	-9%	72k	49.89	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	1.6	$2.6M	NEW	24k	110.78	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.3	$2.2M	-8%	44k	49.81	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.9	$1.5M	-41%	38k	39.43	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.9	$1.4M	-86%	23k	60.26	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$1.3M	-16%	26k	50.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.3M	-7%	52k	24.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.1M	-10%	3.9k	287.21	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$1.1M	+11%	23k	47.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$1.1M		2.5k	436.79	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.7	$1.1M	NEW	37k	28.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.0M	+16%	41k	25.10	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.5	$859k	+6%	17k	49.81	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.5	$749k	+100%	16k	46.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$735k		2.3k	320.81	View chart
NVIDIA Corporation (NVDA)	0.4	$666k	-28%	3.8k	174.40	View chart
Apple (AAPL)	0.4	$658k	-21%	2.6k	253.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.4	$645k	-64%	11k	57.58	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$602k		4.5k	132.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$542k		830.00	653.21	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$518k	-3%	7.3k	70.91	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$470k		2.2k	218.75	View chart
Spdr Series Trust State Street Spd (SLYV)	0.3	$467k	-7%	4.9k	94.58	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$459k	-10%	9.8k	47.03	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.3	$451k	-18%	13k	34.05	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.3	$447k		3.6k	125.93	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$445k		2.8k	161.73	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$416k	-10%	4.4k	93.66	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$414k	-14%	894.00	463.05	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$398k		3.7k	106.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$388k		4.2k	91.37	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$321k		6.8k	47.53	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$319k	+6%	7.0k	45.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$306k	-8%	1.2k	261.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$304k		1.5k	196.20	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$289k		1.2k	239.99	View chart
Tesla Motors (TSLA)	0.2	$278k		749.00	371.75	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$278k	-14%	3.2k	86.93	View chart
Wal-Mart Stores (WMT)	0.2	$270k	-11%	2.2k	124.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$268k	-5%	2.4k	109.69	View chart
Amazon (AMZN)	0.2	$245k	-23%	1.2k	208.27	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$232k	-11%	3.1k	75.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$219k	-32%	762.00	286.86	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$215k		2.2k	96.70	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.1	$210k	-20%	4.6k	45.26	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$201k		1.8k	109.36	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 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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