Tradition Wealth Management
$1.6B 13F equity value
560 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tradition Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 414,000 | $56M | 3.4% |
| SCHG | SCHWAB STRATEGIC TR | 1,491,128 | $50M | 3.1% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 838,089 | $39M | 2.4% |
| EMXC | ISHARES INC | 384,272 | $39M | 2.4% |
| AAPL | APPLE INC | 124,953 | $36M | 2.2% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 935,346 | $34M | 2.1% |
| SCHV | SCHWAB STRATEGIC TR | 952,665 | $33M | 2.0% |
| NVDA | NVIDIA CORPORATION | 157,359 | $31M | 1.9% |
| SCHF | SCHWAB STRATEGIC TR | 1,020,294 | $28M | 1.7% |
| SCHD | SCHWAB STRATEGIC TR | 858,029 | $27M | 1.7% |
Track Tradition Wealth Management's 13F portfolio: $1.6B in reported holdings, 560 positions. Top holdings and quarterly changes on SentiSense.
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