Tradition Wealth Management, LLC
CIK 0001843010 · EDINA, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.64B
2026 Q2
Positions
559
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BBUS
J P MORGAN EXCHANGE TRADED F
3.4%
SCHG
SCHWAB STRATEGIC TR
3.1%
JCPB
J P MORGAN EXCHANGE TRADED F
2.4%
EMXC
ISHARES INC
2.4%
AAPL
APPLE INC
2.2%
BUFR
FIRST TR EXCHNG TRADED FD VI
2.1%
SCHV
SCHWAB STRATEGIC TR
2.0%
NVDA
NVIDIA CORPORATION
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.