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CIK: 0002007748
Total reported value
$188.3M
$188.3M
62 檔
44.6%
At the close of Q3 2025, Traction Financial Partners, LLC disclosed equity holdings valued at approximately $188.3M, spread across 62 reported holdings.
In Q3 2025, Traction Financial Partners, LLC displayed an active expansion posture, initiating 14 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 12.48% | -1.48% | +14.80% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.68% | +0.52% | +14.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.35% | +1.11% | +6.00% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 9.29% | +0.35% | +8.36% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.97% | -0.22% | +1.11% | |
| 6 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 7.18% | -0.16% | +14.25% | |
| 7 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 5.91% | -0.07% | +6.80% | |
| 8 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 3.42% | +0.72% | +17.61% | |
| 9 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 3.21% | -0.39% | +13.13% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.60% | +0.26% | +0.52% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.59% | -0.31% | +8.76% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.42% | -0.42% | -1.10% | |
| 13 | PSP | Invesco Global Listed Privat | ETF-Other | 2.25% | — | +12.90% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.28% | -0.12% | +2.99% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.24% | -0.05% | +49.22% | |
| 16 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.19% | -0.03% | +6.88% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 0.99% | -0.21% | -6.50% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.83% | +0.02% | — | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | -0.03% | +2.94% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.12% | — | |
| 21 | FMHI | First Trust Municipal High I | ETF-Other | 0.61% | -0.02% | +35.73% | |
| 22 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.61% | +0.09% | -3.55% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.01% | -0.69% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.53% | +0.09% | +15.21% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.01% | -0.09% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | — | -0.56% | |
| 27 | FVD | First Trust Value Line Dvd | ETF-Other | 0.44% | -0.03% | -35.75% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.09% | -0.61% | |
| 29 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.37% | -0.06% | -35.34% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | +30.84% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.34% | +0.09% | -1.16% | |
| 32 | FTCS | First Trust Capital Strength | ETF-Other | 0.31% | — | -28.00% | |
| 33 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.30% | -0.06% | -35.72% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.30% | — | +0.96% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.29% | — | +3.23% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.28% | -0.01% | — | |
| 37 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.04% | — | |
| 38 | XLI | Ss Industrial Select Sector | ETF-Other | 0.27% | — | +0.58% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | — | +0.38% | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.25% | -0.04% | — | |
| 41 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.22% | -0.04% | — | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.21% | +0.15% | +34.49% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | — | -0.80% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | — | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | -0.01% | -1.80% | |
| 46 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.19% | +0.01% | +0.50% | |
| 47 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.19% | -0.09% | -9.99% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-Other | 0.19% | — | -5.52% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.18% | +0.04% | — | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.18% | -0.06% | — |
According to official SEC Form 13F filings, Traction Financial Partners, LLC reported a total U.S. public equity portfolio value of $188.3M across 62 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SMTH, SPY, QQQ) accounted for 44.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SDVY
市值: $2.0M
Top Position Liquidated / Trimmed
JPM
前期市值: $259.3K
During Q3 2025, Traction Financial Partners, LLC's top holdings by market value included SMTH (12.5%)、SPY (10.7%)、QQQ (10.3%). The largest single position, SMTH, represented 12.5% of total portfolio value.
In Q3 2025, Traction Financial Partners, LLC made 61 total portfolio adjustments, initiating 14 new buys, adding to 23 positions, trimming 20 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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