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

Tradition Wealth Management, LLC

$1.4B in tracked AUM across 532 positions as of Q1 2026.

TW
CIK 0001843010 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
532
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.4B▲ 0.9%
532 positionsView →2025Q4Dec 31
$1.4B▲ 3.0%
499 positionsView →2025Q3Sep 30
$1.4B▲ 8.0%
488 positionsView →2025Q2Jun 30
$1.3B▲ 10.2%
461 positionsLocked2025Q1Mar 31
$1.1B▲ 0.1%
439 positionsLocked2024Q4Dec 31
$1.1B▲ 1.2%
423 positionsLocked2024Q3Sep 30
$1.1B▲ 8.4%
409 positionsLocked2024Q2Jun 30
$1.0B▲ 4.8%
404 positionsLocked2024Q1Mar 31
$988M▲ 3.4%
392 positionsLocked2023Q4Dec 31
$956M▲ 13.8%
1,264 positionsLocked2023Q3Sep 30
$840M▼ 1.9%
1,356 positionsLocked2023Q2Jun 30
$856M▲ 6.5%
1,381 positionsLocked
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