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CIK: 0001843010
Total reported value
$1.6B
$1.6B
459 檔
11.6%
In Q2 2025, Tradition Wealth Management, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 459 disclosed stock positions.
In Q2 2025, Tradition Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 459 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.82% | +0.04% | +0.01% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.24% | -0.27% | +3.33% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.19% | -0.50% | +1.01% | |
| 4 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.86% | +0.10% | +8.24% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.09% | -0.02% | +0.97% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.00% | -0.04% | -1.34% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.98% | -0.09% | +3.50% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | -0.01% | -0.51% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.77% | -0.06% | +1.83% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.72% | -0.17% | +1.90% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.71% | -0.15% | +3.91% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.63% | -0.18% | -3.40% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.60% | -0.01% | -0.43% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.55% | — | +1.10% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.15% | +2.76% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.43% | +0.28% | -8.99% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.40% | -0.07% | -1.87% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.14% | -0.34% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.35% | -0.12% | -3.61% | |
| 20 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.21% | -0.03% | +2.32% | |
| 21 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.20% | -0.08% | +3.17% | |
| 22 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.19% | +0.04% | +3.41% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.11% | -0.01% | +0.51% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.09% | -0.04% | +2.75% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.02% | +0.55% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.21% | -5.23% | |
| 27 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 1.02% | -0.04% | +58.56% | |
| 28 | LOUP | Innovator Deepwater Frontier | ETF-Other | 0.99% | +0.21% | +0.02% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.97% | +0.01% | +3.29% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.12% | +2.33% | |
| 31 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.91% | -0.07% | +48.30% | |
| 32 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.86% | +0.19% | +3.15% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.84% | +0.06% | -3.84% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.80% | +0.03% | +2.66% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | -0.02% | +0.00% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.73% | -0.03% | -0.63% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.41% | -40.13% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.71% | -0.07% | +47.00% | |
| 39 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.70% | -0.07% | -0.84% | |
| 40 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.07% | -1.52% | |
| 41 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | +0.06% | -2.24% | |
| 42 | BALL | Ball CORP | Stock-Consumer Disc | 0.60% | -0.05% | +0.54% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.03% | -16.07% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.59% | — | +0.42% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.57% | +0.03% | -3.76% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.56% | -0.18% | +45.69% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | -0.17% | +1.52% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.56% | -0.05% | -0.26% | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.55% | -0.03% | -0.15% | |
| 50 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.54% | +0.05% | -4.70% |
According to official SEC Form 13F filings, Tradition Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 459 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, JCPB, BUFR) accounted for 11.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
THRO
市值: $2.8M
Top Position Liquidated / Trimmed
AAPL
前期市值: $27.5M
During Q2 2025, Tradition Wealth Management, LLC's top holdings by market value included SCHG (3.8%)、JCPB (3.2%)、BUFR (3.2%). The largest single position, SCHG, represented 3.8% of total portfolio value.
In Q2 2025, Tradition Wealth Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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