DOSSIER · 13F-HR · Q1 2026

Traction Financial Partners, LLC

Traction Financial's holding co. based in Greenwich, CT — $162M in tracked AUM across 57 positions as of Q1 2026.

TF

Traction Financial·Greenwich, CT·Holding Co.

CIK 0002007748 · last filed Mar 31, 2026

Total AUM

$162M

▲ 0.9%

vs prior

Holdings

57

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

16% weight

concentration

AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

STATE STR SPDR S&P 500 ETF T

$18M28K11.4%

02

ALPS ETF TR

$17M677K10.7%

03

INVESCO QQQ TR

$16M28K10.1%

04

FIRST TR EXCHANGE TRADED FD

$16M238K10.0%

05

VANGUARD INDEX FDS

$15M24K9.0%

06

INVESCO EXCHANGE TRADED FD T

$13M126K8.0%

07

INVESCO EXCHANGE TRADED FD T

$13M274K7.7%

08

FIRST TR EXCHNG TRADED FD VI

$6M171K3.6%

09

FIRST TR EXCH TRADED FD III

$6M312K3.4%

10

VANGUARD TAX-MANAGED FDS

$5M74K2.9%

Filing history

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