13F Insight
DOSSIER · 13F-HR · Q1 2026

Tradition Wealth Management, LLC

Tradition Wealth's pension fund based in San Francisco, CA — $1.4B in tracked AUM across 532 positions as of Q1 2026.

TW
Tradition Wealth·San Francisco, CA·Pension Fund
CIK 0001843010 · last filed Mar 31, 2026
Total AUM
$1.4B
▼ 16.4%
vs prior
Holdings
532
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Tradition Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BBUS
J P MORGAN EXCHANGE TRADED F
$46M397K3.3%
02
SCHG
SCHWAB STRATEGIC TR
$43M1.5M3.0%
03
JCPB
J P MORGAN EXCHANGE TRADED F
$38M797K2.7%
04
BUFR
FIRST TR EXCHNG TRADED FD VI
$36M1.1M2.6%
05
AAPL
APPLE INC
$32M125K2.3%
06
EMXC
ISHARES INC
$30M378K2.1%
07
SCHV
SCHWAB STRATEGIC TR
$29M945K2.1%
08
NVDA
NVIDIA CORPORATION
$27M155K1.9%
09
SCHD
SCHWAB STRATEGIC TR
$25M827K1.8%
10
FNDF
SCHWAB STRATEGIC TR
$24M493K1.7%

Filing history

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