DOSSIER · 13F-HR · Q2 2026
Traction Financial Partners, LLC
$188M in tracked AUM across 61 positions as of Q2 2026.
TF
CIK 0002007748 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Traction Financial Partners, LLC
1. Portfolio Overview
Traction Financial Partners, LLC manages a concentrated portfolio with a total value of $106.09 million as of the report date September 30, 2025. The portfolio consists of 40 holdings, reflecting a focused investment strategy rather than broad diversification across hundreds of securities. Notably, the portfolio experienced a significant decrease in value of -28.1% (dropping fr...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.