Traction Financial Partners, LLC
Annual return '25
+16.8%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$162.4M
Holdings
59
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (3.1k shares)
11.4%
02
$SMTH
ALPS ETF TR
Held since at least Q1 2024
10.7%
03
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +1.7% (47.9k → 48.7k shares)
10.1%
04
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
10.0%
05
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +1.0% (35.7k → 36.1k shares)
9.0%
06
$XMHQ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
8.0%
07
$PRFZ
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
7.7%
08
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q1 2026: Increased +12.4% (24.4k → 27.5k shares)
3.6%
09
$FPE
FIRST TR EXCH TRADED FD III
Held since at least Q1 2024
3.4%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +2.6% (5.8k → 5.9k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:53 UTC.