SEC 13F Intelligence

Managers / Q1 2026

Traction Financial Partners, LLC

CIK 0002007748 · 168 COUNTY ROAD 648, ENCAMPMENT, WY, 82325 · 3039028660

Reported Value
$162M
Q1 2026
Positions
57
Filings on Record
10
2019–present window
Filed
May 14, 2026
original filing

Summary

Traction Financial Partners, LLC reported $162M in U.S.-listed holdings across 57 positions for Q1 2026.

Its largest position, State Str Spdr S P 500 Etf T, represents 11.4% of the portfolio.

Compared with Q4 2025, the fund opened 2 new positions and exited 5.

Portfolio Metrics

Turnover
+10.8%
vs prior filed quarter
Top-10 Concentration
+76.8%
share of reported value
Largest Position
+11.4%
State Str Spdr S P 500 Etf T
New / Exited
2 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $149MQ4 ’23Q1 ’24: $128MQ2 ’24: $137MQ2 ’24Q3 ’24: $127MQ4 ’24: $129MQ4 ’24Q1 ’25: $128MQ2 ’25: $148MQ2 ’25Q3 ’25: $162MQ4 ’25: $169MQ4 ’25Q1 ’26: $162Mfilingsflow.com

Portfolio Composition

By security type
ETP: 98.6%Common Stock: 1.4%
  • ETP · 98.6% · $160M
  • Common Stock · 1.4% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FIRST TR EXCHANGE TRADED FDNEW+23.8K23.8K+$3M$3M
FIRST TR EXCHANGE TRAD FD VINEW+36.8K36.8K+$1M$1M
FIRST TR EXCHNG TRADED FD VIADDED+162.6K170.9K+$5M$6M
INVESCO EXCHANGE TRADED FD TADDED+146.9K273.9K+$7M$13M
SPDR INDEX SHS FDSADDED+8.0K16.0K+$375,514$748,633
INVESCO EXCHANGE TRADED FD TSOLD OUT55.8K0$4M$0
MSFTMICROSOFT CORPSOLD OUT7980$386,044$0
METAMETA PLATFORMS INCSOLD OUT3450$227,731$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

25 positions
#IssuerClass% PortfolioValueShares
1INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY · RAFI US 1500 · S&P SMCP VLU MNT · S&P500 EQL IND · LARGE CAP GROWTH · RAFI US 1000 ETF17.47%$28M444.3K
2RDVYFIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV · RBA INDL ETF · FST LOW OPPT EFT · SMID RISNG ETF · SHS · GROWTH STRENGTH · NASD TECH DIV14.69%$24M370.5K
3STATE STR SPDR S&P 500 ETF TTR UNIT11.36%$18M28.4K
4VUGVANGUARD INDEX FDSS&P 500 ETF SHS · MID CAP ETF · GROWTH ETF · TOTAL STK MKT · SMALL CP ETF · VALUE ETF11.14%$18M35.7K
5ALPS ETF TRSMITH CORE PLUS10.74%$17M677.1K
6NDQINVESCO QQQ TRhistory →UNIT SER 110.11%$16M28.5K
7FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF · MANAGD MUN ETF · MUNI HI INCM ETF4.88%$8M360.8K
8FIRST TR EXCHNG TRADED FD VIFT VEST LADDERED3.55%$6M170.9K
9VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT2.92%$5M74.1K
10PIMCO ETF TRACTIVE BD ETF2.58%$4M45.5K
11VANGUARD MUN BD FDSTAX EXEMPT BD2.20%$4M71.5K
12SCHWAB STRATEGIC TRINTL EQTY ETF · US BRD MKT ETF1.43%$2M93.1K
13ISHARES TRCORE S&P500 ETF · US AER DEF ETF · SHRT NAT MUN ETF · MSCI EAFE MIN VL · MSCI USA MMENTM1.29%$2M12.2K
14SPDR INDEX SHS FDSSTATE STREET SPD0.66%$1M22.9K
15FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD0.65%$1M36.8K
16SELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET IND0.64%$1M7.3K
17AMPLIFY ETF TRBLOCKCHAIN TECHN0.53%$859,02317.2K
18NVDANVIDIA CORPORATIONCOM0.41%$665,5103.8K
19AAPLAPPLE INCCOM0.41%$658,4132.6K
20DFUSUSDDIMENSIONAL ETF TRUSTUS EQUITY MARKET0.32%$518,2817.3K
21SPDR SERIES TRUSTSTATE STREET SPD0.29%$466,7524.9K
22STATE STR SPDR DOW JONES INDUT SER 10.25%$413,965894
23TSLATESLA INCCOM0.17%$278,441749
24FIRST TR EXCH TRD ALPHDX FDDEV MRK EX US0.17%$277,6543.2K
25WMTWALMART INCCOM0.17%$270,1772.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$162M57May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$169M60Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$162M62Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$148M81Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$128M52Apr 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$129M58Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$127M56Nov 6, 202413F-HRchanges · EDGAR ↗
Q2 2024$137M56Aug 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$128M54May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$149M62Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.