§ 13F · FUND PROFILE
Tradition Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1252.1T (13F)Positions · 461Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 1.56M | $50.8T | 3.6% | −2% |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | 358K | $44.1T | 3.2% | +6% |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.28M | $43.9T | 3.1% | +3% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 764K | $36.2T | 2.6% | +2% |
| 5 | AAPL | APPLE INC | 122K | $33.1T | 2.4% | +1% |
| 6 | NVDA | NVIDIA CORPORATION | 154K | $28.8T | 2.1% | −3% |
| 7 | SCHV | SCHWAB STRATEGIC TR | 934K | $27.7T | 2.0% | −1% |
| 8 | SCHR | SCHWAB STRATEGIC TR | 952K | $23.9T | 1.7% | +5% |
| 9 | DBEF | DBX ETF TR | 467K | $22.5T | 1.6% | −3% |
| 10 | EMXC | ISHARES INC | 307K | $22.3T | 1.6% | +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 $1252148.5 trillion in assets. The fund runs a broad portfolio of 461 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed