Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Traction Financial Partners, LLC (CIK 2007748) reported $162.4M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($18.4M, 11.36%), SMTH ($17.4M, 10.74%), QQQ ($16.4M, 10.11%), RDVY ($16.2M, 10.00%), VOO ($14.5M, 8.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $18.4M | 11.36% | 28,366 | Added |
| 2 | SMTH | ALPS ETF TR | $17.4M | 10.74% | 677,125 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $16.4M | 10.11% | 28,460 | Added |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $16.2M | 10.00% | 237,780 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $14.5M | 8.95% | 24,339 | Added |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | $13.0M | 8.01% | 125,822 | Added |
| 7 | PRFZ | INVESCO EXCHANGE TRADED FD T | $12.6M | 7.74% | 273,938 | Added |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.8M | 3.55% | 170,940 | Added |
| 9 | FPE | FIRST TR EXCH TRADED FD III | $5.5M | 3.41% | 312,311 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $4.7M | 2.92% | 74,110 | Added |
| 11 | BOND | PIMCO ETF TR | $4.2M | 2.58% | 45,459 | Trimmed |
| 12 | VTEB | VANGUARD MUN BD FDS | $3.6M | 2.20% | 71,472 | Trimmed |
| 13 | AIRR | FIRST TR EXCHANGE TRADED FD | $2.6M | 1.62% | 23,752 | New |
| 14 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.35% | 43,927 | Trimmed |
| 15 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.5M | 0.91% | 37,597 | Trimmed |
| 16 | XSVM | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.86% | 23,046 | Trimmed |
| 17 | FMB | FIRST TR EXCH TRADED FD III | $1.3M | 0.80% | 25,631 | Trimmed |
| 18 | SCHF | SCHWAB STRATEGIC TR | $1.3M | 0.79% | 51,826 | Trimmed |
| 19 | VO | VANGUARD INDEX FDS | $1.1M | 0.69% | 3,909 | Trimmed |
| 20 | FMHI | FIRST TR EXCH TRADED FD III | $1.1M | 0.67% | 22,865 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $1.1M | 0.66% | 2,470 | Trimmed |
| 22 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $1.1M | 0.65% | 36,799 | New |
| 23 | SCHB | SCHWAB STRATEGIC TR | $1.0M | 0.64% | 41,256 | Added |
| 24 | BLOK | AMPLIFY ETF TR | $859,023 | 0.53% | 17,246 | Added |
| 25 | SPEM | SPDR INDEX SHS FDS | $748,633 | 0.46% | 15,959 | Added |
Source: SEC Form 13F filings · as of 2026-03-31