Tradition Wealth Management
$1.4B Assets Reported
530 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 396,641 | $46M | 3.3% |
| SCHG | SCHWAB STRATEGIC TR | 1,465,074 | $43M | 3.0% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 796,523 | $38M | 2.7% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1,078,068 | $36M | 2.6% |
| AAPL | APPLE INC | 124,738 | $32M | 2.3% |
| EMXC | ISHARES INC | 378,148 | $30M | 2.1% |
| SCHV | SCHWAB STRATEGIC TR | 944,929 | $29M | 2.1% |
| NVDA | NVIDIA CORPORATION | 155,360 | $27M | 1.9% |
| SCHD | SCHWAB STRATEGIC TR | 827,290 | $25M | 1.8% |
| FNDF | SCHWAB STRATEGIC TR | 492,801 | $24M | 1.7% |
Track Tradition Wealth Management's 13F portfolio: $1.4B in reported holdings, 530 positions. Top holdings, AUM, and quarterly changes on SentiSense.