Arkolith/Funds/Traction Financial Partners, LLC

Traction Financial Partners, LLC

CIK 2007748
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Traction Financial Partners, LLC holds a focused book of 61 stocks worth $188.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 12% of the equity book.

Opened
36
bought for the first time
Added to
27
already held, bought more
Trimmed
17
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
77%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
1%
Consumer Discretionary
0%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Traction Financial Partners, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 61$398.2B
LPL Financial LLC80 / 61$88.9B
ENVESTNET ASSET MANAGEMENT INC80 / 61$83.5B
COMMONWEALTH EQUITY SERVICES, LLC80 / 61$19.4B
OSAIC HOLDINGS, INC.80 / 61$17.2B
AE Wealth Management LLC80 / 61$3.7B
JPMORGAN CHASE & CO79 / 61$354.6B
ROYAL BANK OF CANADA79 / 61$111.9B

Ranked by how many of Traction Financial Partners, LLC's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

61 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$22.4M29.9K
11.9%
+5.6%
Added · +2K sh
2Invesco QQQ TR
UNIT SER 1
$21.1M28.7K
11.2%
+0.8%
Added · +224 sh
3First TR Exchange Traded FD
RISNG DIVD ACHIV
$19.5M240.4K
10.4%
+1.1%
Added · +3K sh
4ALPS ETF TR
SMITH CORE PLUS
$17.4M677.3K
9.3%
~0%
Added · +175 sh
5Vanguard Index FDS
S&P 500 ETF SHS
$16.4M23.9K
8.7%
−1.6%
Reduced · −396 sh
6Invesco Exchange Traded FD T
RAFI US 1500
$15.9M285.6K
8.5%
+4.3%
Added · +12K sh
7Invesco Exchange Traded FD T
S&P MDCP QUALITY
$14.8M130.9K
7.8%
+4.0%
Added · +5K sh
8First TR Exchng Traded FD VI
FT LADD BUFF ETF
$6.3M173.3K
3.4%
+1.4%
Added · +2K sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$6.0M84.1K
3.2%
+14%
Added · +10K sh
10First TR Exch Traded FD III
PFD SECS INC ETF
$5.7M318.0K
3.0%
+1.8%
Added · +6K sh
11Pimco ETF TR
ACTIVE BD ETF
$4.3M46.3K
2.3%
+1.8%
Added · +805 sh
12First TR Exchange Traded FD
RBA INDL ETF
$3.5M26.4K
1.9%
+11%
Added · +3K sh
13Vanguard Mun BD FDS
TAX EXEMPT BD
$3.3M66.2K
1.8%
−7.3%
Reduced · −5K sh
14First TR Exchange-Traded FD
FST LOW OPPT EFT
$2.3M46.7K
1.2%
+6.2%
Added · +3K sh
15First TR Exchange Traded FD
SMID RISNG ETF
$1.6M37.4K
0.9%
−0.6%
Reduced · −231 sh
16Schwab Strategic TR
INTL EQTY ETF
$1.5M54.8K
0.8%
+5.7%
Added · +3K sh
17Invesco Exchange Traded FD T
S&P SMCP VLU MNT
$1.5M21.4K
0.8%
−7.0%
Reduced · −2K sh
18Schwab Strategic TR
US BRD MKT ETF
$1.4M47.3K
0.7%
+15%
Added · +6K sh
19Vanguard Index FDS
MID CAP ETF
$1.2M15.4K
0.7%
+293%
Added · +11K sh
20First TR Exch Traded FD III
MUNI HI INCM ETF
$1.2M25.1K
0.6%
+9.7%
Added · +2K sh
21Amplify ETF TR
BLOCK TECHN ETF
$1.2M18.6K
0.6%
+7.7%
Added · +1K sh
22SPDR Index SHS FDS
ST PORT MARK ETF
$1.2M22.3K
0.6%
+40%
Added · +6K sh
23First TR Exch Traded FD III
MANAGD MUN ETF
$1.1M21.7K
0.6%
−15%
Reduced · −4K sh
24First TR Exchange Trad FD VI
FST TR GLB FD
$1.0M38.0K
0.5%
+3.1%
Added · +1K sh
25Vanguard Index FDS
GROWTH ETF
$1.0M11.9K
0.5%
+382%
Added · +9K sh
26Select Sector SPDR TR
ST STR TECHN ETF
$863K4.5K
0.5%
Held
27Vanguard Index FDS
TOTAL STK MKT
$849K2.3K
0.5%
~0%
Added · +1 sh
28Dimensional ETF Trust
US EQUI MARK ETF
$763K9.3K
0.4%
+27%
Added · +2K sh
29Nvidia Corporation
COM
$759K3.8K
0.4%
−0.7%
Reduced · −25 sh
30Apple Inc
COM
$744K2.6K
0.4%
−0.9%
Reduced · −23 sh
31Invesco Exchange Traded FD T
S&P500 EQL IND
$695K10.9K
0.4%
−2.9%
Reduced · −330 sh
32Ishares TR
CORE S&P500 ETF
$622K830
0.3%
Held
33Invesco Exchange Traded FD T
LARG CAP GRO ETF
$599K3.6K
0.3%
Held
34SPDR Series Trust
ST STR SP600SM C
$538K4.9K
0.3%
Held
35Ishares TR
US AER DEF ETF
$521K2.1K
0.3%
Held
36Select Sector SPDR TR
ST STR INDL ETF
$509K2.8K
0.3%
Held
37First TR Exchange-Traded FD
SHS
$469K9.7K
0.2%
−0.2%
Reduced · −18 sh
38State STR SPDR Dow Jones Ind
UT SER 1
$467K894
0.2%
Held
39First TR Exch TRD Alphdx FD
DEV MRK EX US
$426K4.5K
0.2%
+41%
Added · +1K sh
40Ishares TR
MSCI USA MMENTM
$408K1.2K
0.2%
−1.3%
Reduced · −16 sh
41First TR Exchange-Traded FD
GROWTH STRENGTH
$407K11.0K
0.2%
−17%
Reduced · −2K sh
42SPDR Index SHS FDS
ST STR PO EX ETF
$400K7.9K
0.2%
+14%
Added · +945 sh
43Ishares TR
SHRT NAT MUN ETF
$397K3.7K
0.2%
−0.3%
Reduced · −10 sh
44First TR Exchange Traded FD
NASD TECH DIV
$371K3.2K
0.2%
−27%
Reduced · −1K sh
45Ishares TR
MSCI EAFE MIN VL
$369K4.2K
0.2%
−0.8%
Reduced · −34 sh
46Vanguard Index FDS
SMALL CP ETF
$354K1.2K
0.2%
Held
47Tesla Inc
COM
$315K749
0.2%
Held
48Vanguard Scottsdale FDS
VNG RUS1000GRW
$314K2.5K
0.2%
+0.4%
Added · +9 sh
49Ishares TR
US SML CAP EQT
$296K3.3K
0.2%
+8.0%
Added · +246 sh
50Alphabet Inc
CAP STK CL C
$269K762
0.1%
Held
Showing 50 of 61 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202661$188.3M13F-HR
Q1 2026Mar 31, 2026May 14, 202657$162.4M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202660$168.7M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202562$162.0M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202581$147.5M13F-HR
Q1 2025Mar 31, 2025Apr 15, 202552$128.1M13F-HR
Q4 2024Dec 31, 2024Jan 31, 202558$128.7M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202456$127.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.