13F Insight
DOSSIER · 13F-HR · Q2 2026

Tradition Wealth Management, LLC

$1.6B in tracked AUM across 572 positions as of Q2 2026.

TW
CIK 0001843010 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
572
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Tradition Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BBUS
J P MORGAN EXCHANGE TRADED F
$56M414K3.4%02
SCHG
SCHWAB STRATEGIC TR
$50M1.5M3.1%03
JCPB
J P MORGAN EXCHANGE TRADED F
$39M838K2.4%04
EMXC
ISHARES INC
$39M384K2.4%05
AAPL
APPLE INC
$36M125K2.2%06
BUFR
FIRST TR EXCHNG TRADED FD VI
$34M935K2.1%07
SCHV
SCHWAB STRATEGIC TR
$33M953K2.0%08
NVDA
NVIDIA CORPORATION
$31M157K1.9%09
SCHF
SCHWAB STRATEGIC TR
$28M1.0M1.7%10
SCHD
SCHWAB STRATEGIC TR
$27M858K1.7%

Filing history

2026Q2Jun 30
$1.6B▲ 16.4%
572 positionsView →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 positionsLocked
Showing 12 of 23