§ 13F · FUND PROFILE
Tradition Wealth Management, LLC.
AUM · $1.6B (13F)Positions · 572Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | 414K | $56M | 3.4% | +4% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 1.49M | $50M | 3.1% | +2% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 838K | $39M | 2.4% | +5% |
| 4 | EMXC | ISHARES INC | 384K | $39M | 2.4% | +2% |
| 5 | AAPL | APPLE INC | 125K | $36M | 2.2% | ±0% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 935K | $34M | 2.1% | −13% |
| 7 | SCHV | SCHWAB STRATEGIC TR | 953K | $33M | 2.0% | +1% |
| 8 | NVDA | NVIDIA CORPORATION | 157K | $31M | 1.9% | +1% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 1.02M | $28M | 1.7% | +6% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 858K | $27M | 1.7% | +4% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 572 positions.
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