Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Traction Financial Partners, LLC (CIK 2007748) reported $188.3M across 61 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($22.4M, 11.88%), QQQ ($21.1M, 11.22%), RDVY ($19.5M, 10.35%), SMTH ($17.4M, 9.26%), VOO ($16.4M, 8.73%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$22.4M11.88%29,946Added
2QQQINVESCO QQQ TR$21.1M11.22%28,684Added
3RDVYFIRST TR EXCHANGE TRADED FD$19.5M10.35%240,426Added
4SMTHALPS ETF TR$17.4M9.26%677,300Added
5VOOVANGUARD INDEX FDS$16.4M8.73%23,943Trimmed
6PRFZINVESCO EXCHANGE TRADED FD T$15.9M8.46%285,584Added
7XMHQINVESCO EXCHANGE TRADED FD T$14.8M7.85%130,921Added
8BUFRFIRST TR EXCHNG TRADED FD VI$6.3M3.36%173,349Added
9VEAVANGUARD TAX-MANAGED FDS$6.0M3.18%84,138Added
10FPEFIRST TR EXCH TRADED FD III$5.7M3.02%318,020Added
11BONDPIMCO ETF TR$4.3M2.27%46,264Added
12AIRRFIRST TR EXCHANGE TRADED FD$3.5M1.87%26,394Added
13VTEBVANGUARD MUN BD FDS$3.3M1.78%66,230Trimmed
14LMBSFIRST TR EXCHANGE-TRADED FD$2.3M1.23%46,660Added
15SDVYFIRST TR EXCHANGE TRADED FD$1.6M0.86%37,366Trimmed
16SCHFSCHWAB STRATEGIC TR$1.5M0.81%54,788Added
17XSVMINVESCO EXCHANGE TRADED FD T$1.5M0.79%21,436Trimmed
18SCHBSCHWAB STRATEGIC TR$1.4M0.73%47,335Added
19VOVANGUARD INDEX FDS$1.2M0.66%15,360Added
20FMHIFIRST TR EXCH TRADED FD III$1.2M0.65%25,079Added
21BLOKAMPLIFY ETF TR$1.2M0.62%18,579Added
22SPEMSPDR INDEX SHS FDS$1.2M0.61%22,328Added
23FMBFIRST TR EXCH TRADED FD III$1.1M0.59%21,663Trimmed
24FTGCFIRST TR EXCHANGE TRAD FD VI$1.0M0.55%37,951Added
25VUGVANGUARD INDEX FDS$1.0M0.54%11,904Added

Source: SEC Form 13F filings · as of 2026-06-30