§ 13F · FUND PROFILE
Tradition Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 488Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | 397K | $46M | 3.3% | +11% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 1.47M | $43M | 3.0% | −6% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 797K | $38M | 2.7% | +4% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.08M | $36M | 2.6% | −16% |
| 5 | AAPL | APPLE INC | 125K | $32M | 2.3% | +2% |
| 6 | EMXC | ISHARES INC | 378K | $30M | 2.1% | +23% |
| 7 | SCHV | SCHWAB STRATEGIC TR | 945K | $29M | 2.1% | +1% |
| 8 | NVDA | NVIDIA CORPORATION | 155K | $27M | 1.9% | +1% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 827K | $25M | 1.8% | +6% |
| 10 | FNDF | SCHWAB STRATEGIC TR | 493K | $24M | 1.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRADITION SIGNAL
AC read
Tradition Wealth Management, LLC is a Other fund managing $1.4 billion in assets. The fund runs a broad portfolio of 488 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed