Traction Financial Partners, LLC — 13F Holdings

2026 Q2  ·  61 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Traction Financial Partners, LLC maintained a portfolio of 61 distinct positions. The most significant new addition was VANECK ETF TRUST, now representing 0.14% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 500 ETF T, increasing the position by 5.6%.
Position History hover any row below to update
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Traction Financial Partners, LLC Raleigh, NC RIA / Wealth Manager AUM $166M
PCA Score Concentration Risk
Risk ENB
Total Positions
61
Quarter
2026 Q2
Top Holding
SPY (11.9%)
Top 10 Concentration
77.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 61

Traction Financial Partners, LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
STATE STR SPDR ...
ETF 11.88% 11.36% #1
Prev: #1
8.0
1,580 5.6%
P
S
29,946 $22,362,969
$534.23 +44.0%
$746.77 +3.0%
2023 Q4 13F Filing 2026-06-30 2026-08-13
QQQ
INVESCO QQQ TR
ETF 11.22% 10.11% #2 1
Prev: #3
6.0
224 0.8%
P
S
28,684 $21,123,206 2023 Q4 13F Filing 2026-06-30 2026-08-13
RDVY
FIRST TR EXCHAN...
ETF 10.35% 10.00% #3 1
Prev: #4
5.5
2,646 1.1%
P
S
240,426 $19,488,892 2023 Q4 13F Filing 2026-06-30 2026-08-13
SMTH
ALPS ETF TR
ETF 9.26% 10.74% #4 2
Prev: #2
4.7
175 0.0%
P
S
677,300 $17,433,706 2025 Q1 13F Filing 2026-06-30 2026-08-13
VOO
VANGUARD INDEX ...
ETF 8.73% 8.95% #5
Prev: #5
4.5
-396 -1.6%
P
S
23,943 $16,444,393 2023 Q4 13F Filing 2026-06-30 2026-08-13
PRFZ
INVESCO EXCHANG...
ETF 8.46% 7.74% #6 1
Prev: #7
3.9
11,646 4.3%
P
S
285,584 $15,927,028 2023 Q4 13F Filing 2026-06-30 2026-08-13
XMHQ
INVESCO EXCHANG...
ETF 7.85% 8.01% #7 1
Prev: #6
3.6
5,099 4.1%
P
S
130,921 $14,778,346 2023 Q4 13F Filing 2026-06-30 2026-08-13
BUFR
FIRST TR EXCHNG...
ETF 3.36% 3.55% #8
Prev: #8
1.8
2,409 1.4%
P
S
173,349 $6,332,439 2025 Q2 13F Filing 2026-06-30 2026-08-13
VEA
VANGUARD TAX-MA...
ETF 3.18% 2.92% #9 1
Prev: #10
3.3
10,028 13.5%
P
S
84,138 $5,994,815 2023 Q4 13F Filing 2026-06-30 2026-08-13
FPE
FIRST TR EXCH T...
Preferred 3.02% 3.41% #10 1
Prev: #9
1.7
5,709 1.8%
P
S
318,020 $5,686,191 2023 Q4 13F Filing 2026-06-30 2026-08-13
BOND
PIMCO ETF TR
ETF 2.27% 2.58% #11
Prev: #11
1.4
805 1.8%
P
S
46,264 $4,266,037 2023 Q4 13F Filing 2026-06-30 2026-08-13
AIRR
FIRST TR EXCHAN...
ETF 1.87% 1.62% #12 1
Prev: #13
2.7
2,642 11.1%
P
S
26,394 $3,517,001 2026 Q1 13F Filing 2026-06-30 2026-08-13
VTEB
VANGUARD MUN BD...
ETF 1.78% 2.20% #13 1
Prev: #12
1.2
-5,242 -7.3%
P
S
66,230 $3,349,913 2023 Q4 13F Filing 2026-06-30 2026-08-13
LMBS
FIRST TR EXCHAN...
ETF 1.23% 1.35% #14
Prev: #14
2.5
2,733 6.2%
P
S
46,660 $2,322,749 2023 Q4 13F Filing 2026-06-30 2026-08-13
SDVY
FIRST TR EXCHAN...
ETF 0.86% 0.91% #15
Prev: #15
0.8
-231 -0.6%
P
S
37,366 $1,611,959 2025 Q2 13F Filing 2026-06-30 2026-08-13
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.81% 0.79% #16 2
Prev: #18
2.3
2,962 5.7%
P
S
54,788 $1,517,628 2023 Q4 13F Filing 2026-06-30 2026-08-13
XSVM
INVESCO EXCHANG...
Bond/Debt 0.79% 0.86% #17 1
Prev: #16
0.8
-1,610 -7.0%
P
S
21,436 $1,491,714 2023 Q4 13F Filing 2026-06-30 2026-08-13
SCHB
SCHWAB STRATEGI...
ETF 0.73% 0.64% #18 5
Prev: #23
2.3
6,079 14.7%
P
S
47,335 $1,370,828 2023 Q4 13F Filing 2026-06-30 2026-08-13
VO
VANGUARD INDEX ...
ETF 0.66% 0.69% #19
Prev: #19
3.3
11,451 292.9%
P
S
15,360 $1,237,589 2023 Q4 13F Filing 2026-06-30 2026-08-13
FMHI
FIRST TR EXCH T...
ETF 0.65% 0.67% #20
Prev: #20
2.3
2,214 9.7%
P
S
25,079 $1,216,086 2023 Q4 13F Filing 2026-06-30 2026-08-13
BLOK
AMPLIFY ETF TR
ETF 0.62% 0.53% #21 3
Prev: #24
2.2
1,333 7.7%
P
S
18,579 $1,163,603 2023 Q4 13F Filing 2026-06-30 2026-08-13
SPEM
SPDR INDEX SHS ...
ETF 0.61% 0.46% #22 3
Prev: #25
2.7
6,369 39.9%
P
S
22,328 $1,156,140 2023 Q4 13F Filing 2026-06-30 2026-08-13
FMB
FIRST TR EXCH T...
ETF 0.59% 0.80% #23 6
Prev: #17
0.7
-3,968 -15.5%
P
S
21,663 $1,112,768 2023 Q4 13F Filing 2026-06-30 2026-08-13
FTGC
FIRST TR EXCHAN...
ETF 0.55% 0.65% #24 2
Prev: #22
0.7
1,152 3.1%
P
S
37,951 $1,026,575 2026 Q1 13F Filing 2026-06-30 2026-08-13
VUG
VANGUARD INDEX ...
Warrant 0.54% 0.66% #25 4
Prev: #21
3.2
9,434 381.9%
P
S
11,904 $1,025,411 2023 Q4 13F Filing 2026-06-30 2026-08-13
XLK
SELECT SECTOR S...
ETF 0.46% 0.37% #26 4
Prev: #30
1.2
no change no change
P
S
4,532 $863,437 2023 Q4 13F Filing 2026-06-30 2026-08-13
VTI
VANGUARD INDEX ...
ETF 0.45% 0.45% #27 1
Prev: #26
0.7
1 0.0%
P
S
2,293 $848,502 2023 Q4 13F Filing 2026-06-30 2026-08-13
DFUS
DIMENSIONAL ETF...
ETF 0.41% 0.32% #28 4
Prev: #32
2.7
2,005 27.4%
P
S
9,314 $763,189 2023 Q4 13F Filing 2026-06-30 2026-08-13
NVDA
NVIDIA CORPORAT...
Technology 0.40% 0.41% #29 2
Prev: #27
0.7
-25 -0.7%
P
S
3,791 $758,541 2023 Q4 13F Filing 2026-06-30 2026-08-13
AAPL
APPLE INC
Technology 0.40% 0.41% #30 2
Prev: #28
0.7
-23 -0.9%
P
S
2,571 $744,044 2023 Q4 13F Filing 2026-06-30 2026-08-13
RSPN
INVESCO EXCHANG...
Unknown 0.37% 0.40% #31 2
Prev: #29
0.6
-330 -2.9%
P
S
10,867 $695,434 2023 Q4 13F Filing 2026-06-30 2026-08-13
IVV
ISHARES TR
ETF 0.33% 0.33% #32 1
Prev: #31
1.1
no change no change
P
S
830 $621,579 2025 Q2 13F Filing 2026-06-30 2026-08-13
PWB
INVESCO EXCHANG...
ETF 0.32% 0.28% #33 4
Prev: #37
1.1
no change no change
P
S
3,553 $598,538 2023 Q4 13F Filing 2026-06-30 2026-08-13
SLYV
SPDR SERIES TRU...
Unknown 0.29% 0.29% #34
Prev: #34
1.1
no change no change
P
S
4,935 $538,458 2023 Q4 13F Filing 2026-06-30 2026-08-13
ITA
ISHARES TR
ETF 0.28% 0.29% #35 2
Prev: #33
1.1
no change no change
P
S
2,150 $521,203 2023 Q4 13F Filing 2026-06-30 2026-08-13
XLI
SELECT SECTOR S...
ETF 0.27% 0.27% #36 2
Prev: #38
1.1
no change no change
P
S
2,750 $509,383 2023 Q4 13F Filing 2026-06-30 2026-08-13
FVD
FIRST TR EXCHAN...
ETF 0.25% 0.28% #37 2
Prev: #35
0.6
-18 -0.2%
P
S
9,742 $469,370 2023 Q4 13F Filing 2026-06-30 2026-08-13
DIA
STATE STR SPDR ...
ETF 0.25% 0.25% #38 2
Prev: #40
1.1
no change no change
P
S
894 $467,105 2023 Q4 13F Filing 2026-06-30 2026-08-13
FDT
FIRST TR EXCH T...
ETF 0.23% 0.17% #39 10
Prev: #49
2.6
1,310 41.0%
P
S
4,504 $426,428 2025 Q2 13F Filing 2026-06-30 2026-08-13
MTUM
ISHARES TR
Bond/Debt 0.22% 0.18% #40 7
Prev: #47
0.6
-16 -1.3%
P
S
1,190 $407,968 2023 Q4 13F Filing 2026-06-30 2026-08-13
FTGS
FIRST TR EXCHAN...
Warrant 0.22% 0.28% #41 5
Prev: #36
0.6
-2,247 -17.0%
P
S
10,995 $406,839 2025 Q2 13F Filing 2026-06-30 2026-08-13
SPDW
SPDR INDEX SHS ...
ETF 0.21% 0.20% #42 2
Prev: #44
2.1
945 13.5%
P
S
7,935 $399,822 2024 Q1 13F Filing 2026-06-30 2026-08-13
SUB
ISHARES TR
ETF 0.21% 0.25% #43 2
Prev: #41
0.6
-10 -0.3%
P
S
3,731 $397,240 2024 Q4 13F Filing 2026-06-30 2026-08-13
TDIV
FIRST TR EXCHAN...
ETF 0.20% 0.26% #44 5
Prev: #39
0.1
-1,209 -27.3%
P
S
3,227 $370,718 2025 Q2 13F Filing 2026-06-30 2026-08-13
EFAV
ISHARES TR
ETF 0.20% 0.24% #45 3
Prev: #42
0.6
-34 -0.8%
P
S
4,207 $368,996 2023 Q4 13F Filing 2026-06-30 2026-08-13
VB
VANGUARD INDEX ...
ETF 0.19% 0.19% #46 1
Prev: #45
1.1
no change no change
P
S
1,168 $354,044 2023 Q4 13F Filing 2026-06-30 2026-08-13
TSLA
TESLA INC
Consumer Cyclical 0.17% 0.17% #47 1
Prev: #48
1.1
no change no change
P
S
749 $315,029 2023 Q4 13F Filing 2026-06-30 2026-08-13
VONG
VANGUARD SCOTTS...
ETF 0.17% 0.17% #48 3
Prev: #51
0.6
9 0.4%
P
S
2,453 $313,518 2023 Q4 13F Filing 2026-06-30 2026-08-13
SMLF
ISHARES TR
ETF 0.16% 0.14% #49 4
Prev: #53
2.1
246 8.0%
P
S
3,325 $296,391 2025 Q2 13F Filing 2026-06-30 2026-08-13
GOOG
ALPHABET INC
Communication Services 0.14% 0.13% #50 4
Prev: #54
1.1
no change no change
P
S
762 $269,237 2023 Q4 13F Filing 2026-06-30 2026-08-13
Showing 1-50 of 61 holdings

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