Tradition Wealth Management, LLC
Tradition Wealth Management, LLC reported 559 positions worth $1.64B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: BBUS (3.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BBUS | SH | $55.8M | 3.41% | 414,000 | — | — | |
| ▸ 2 | SCHG | SH | $50.5M | 3.08% | 1,491,128 | — | — | |
| ▸ 3 | JCPB | SH | $39.3M | 2.40% | 838,089 | — | — | |
| ▸ 4 | EMXC | SH | $39.3M | 2.40% | 384,272 | — | — | |
| ▸ 5 | AAPL | SH | $36.2M | 2.21% | 124,953 | — | — | |
| ▸ 6 | BUFR | SH | $34.2M | 2.09% | 935,346 | — | — | |
| ▸ 7 | SCHV | SH | $33.2M | 2.03% | 952,665 | — | — | |
| ▸ 8 | NVDA | SH | $31.5M | 1.92% | 157,359 | — | — | |
| ▸ 9 | SCHF | SH | $28.3M | 1.73% | 1,020,294 | — | — | |
| ▸ 10 | SCHD | SH | $27.2M | 1.66% | 858,029 | — | — |
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Frequently Asked Questions
What stocks does Tradition Wealth Management, LLC hold as of Q2 2026?
Tradition Wealth Management, LLC reported 559 positions worth $1.64B in its Q2 2026 13F filing. Largest positions: BBUS (3.4%), SCHG (3.1%), JCPB (2.4%), EMXC (2.4%) and AAPL (2.2%).
What did Tradition Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Tradition Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.