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Katelyn Kappius

Traction Financial Partners, Llc

Assets Managed
$162.427M
Holdings
57
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-3.72%(2Q avg: 0.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Traction Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Traction Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 162.427M in assets, with a quarterly growth rate of -3.72% and a 2-quarter average growth rate of 0.2%. The portfolio is managed by Katelyn Kappius, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.69%
11.36%
$18.448M
28,366 shares@ $650.36 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Decreased -16.06%
10.74%
$17.439M
677,125 shares@ $25.76 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.9%
10.12%
$16.427M
28,460 shares@ $577.19 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 0.85%
10%
$16.236M
237,780 shares@ $68.28 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.51%
8.96%
$14.544M
24,339 shares@ $597.56 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 7.17%
8.01%
$13.006M
125,822 shares@ $103.37 avg price
PRFZ
Invesco Ftse Rafi Us 1500 Sm
Recent Activity
Increased 115.59%
7.74%
$12.566M
273,938 shares@ $45.88 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 1946.95%
3.56%
$5.773M
170,940 shares@ $33.78 avg price
FPE
Ft-preferred Secur & Inc Etf
Recent Activity
Decreased -0.09%
3.42%
$5.544M
312,311 shares@ $17.76 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.08%
2.93%
$4.749M
74,110 shares@ $64.09 avg price

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