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CIK: 0001843010
Total reported value
$1.6B
$1.6B
485 檔
12.2%
The Q3 2025 SEC filing reveals that Tradition Wealth Management, LLC held a total portfolio value of $1.6B, covering 485 public equity positions.
In Q3 2025, Tradition Wealth Management, LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 485 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.74% | +0.04% | -3.10% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.09% | -0.50% | -0.46% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.01% | +0.10% | +5.42% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.62% | -0.27% | -13.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.28% | -0.04% | -0.66% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | -0.01% | +1.07% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.03% | -0.02% | -0.13% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.68% | -0.17% | +4.92% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.65% | -0.09% | -15.18% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.63% | -0.01% | -0.17% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.59% | -0.15% | -2.74% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.58% | -0.18% | -2.76% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.54% | +0.15% | +0.16% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.54% | -0.06% | -10.88% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.54% | — | -0.52% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.52% | +0.28% | +7.40% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.14% | +4.16% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.31% | -0.07% | -3.63% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.29% | -0.12% | +2.44% | |
| 20 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.28% | -0.03% | +9.29% | |
| 21 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.25% | +0.04% | +3.94% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.23% | +0.06% | +100.64% | |
| 23 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.14% | -0.08% | +1.74% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.10% | -0.01% | +0.20% | |
| 25 | LOUP | Innovator Deepwater Frontier | ETF-Other | 1.07% | +0.21% | -1.51% | |
| 26 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.07% | +0.03% | +37.57% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.07% | -0.04% | -1.53% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.02% | -0.24% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.91% | -0.07% | +7.60% | |
| 30 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.90% | +0.19% | +3.64% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.12% | -2.66% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.87% | -0.21% | -14.97% | |
| 33 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 0.84% | -0.04% | -20.26% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.83% | +0.06% | -3.31% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.71% | -0.02% | -0.03% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -0.07% | +5.52% | |
| 37 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.69% | -0.06% | +714.96% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.68% | -0.17% | -1.11% | |
| 39 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.67% | -0.07% | -0.07% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.41% | -7.31% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.62% | +0.13% | +604.87% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.61% | — | -1.13% | |
| 43 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.07% | -3.94% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.56% | +0.01% | -41.18% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.03% | -9.48% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.03% | +2.91% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.54% | +0.03% | -5.15% | |
| 48 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.53% | +0.03% | +16.04% | |
| 49 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.53% | +0.05% | -3.25% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.52% | -0.01% | -0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +1.07% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.6% | +100.64% | Add |
| 3 | BBAG | Jpmorgan Betabuilders US Agg | +0.6% | +714.96% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +604.87% | Add |
| 5 | MTUM | Ishares Msci USA Momentum Fa | +0.4% | +1496.24% | Add |
| 6 | BBUS | Jpmorgan Betabuilders US Equ | +0.4% | +5.42% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | -1.11% | Add |
| 8 | SCHF | Schwab Intl Equity ETF | +0.3% | +37.57% | Add |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | +0.3% | +91.25% | Add |
| 10 | LOUP | Innovator Deepwater Frontier | +0.3% | -1.51% | Trim |
| 11 | MSFT | Microsoft CORP | +0.2% | +4.16% | Add |
| 12 | JPIE | Jpmorgan Income ETF | +0.2% | +7.60% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | +2.91% | Add |
| 14 | TSLA | Tesla Inc | +0.2% | +6.92% | Add |
| 15 | JTEK | Jpmorgan US Tech Leaders | +0.2% | +3.64% | Add |
| 16 | SFLO | Vs Sm Cap Free Cash Flow ETF | +0.2% | -20.26% | Add |
| 17 | JGRO | Jpmorgan Active Growth ETF | +0.2% | +3.94% | Add |
| 18 | JPST | Jpmorgan Ultra-short Income | +0.2% | +5.52% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.16% | Add |
| 20 | SOFI | Sofi Technologies Inc | +0.2% | +39.16% | Add |
| 21 | GFLW | Vs Free Cash Flow Growth ETF | +0.1% | +20.96% | Add |
| 22 | SCHG | Schwab US Large-cap Growth | +0.1% | -3.10% | Trim |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.17% | Trim |
| 24 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.1% | -4.79% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | -18.78% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.02% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +27.72% | Add |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +9.29% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +5.83% | Add |
| 30 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.1% | +16.04% | Add |
| 31 | SCHB | Schwab US Broad Market ETF | 0% | -0.52% | Add |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +7.40% | Trim |
| 33 | AMZN | Amazon.com Inc | 0% | -0.24% | Add |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | -2.76% | Trim |
| 35 | AAPL | Apple Inc | -0.1% | -0.66% | Trim |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -0.46% | Add |
| 37 | SCHV | Schwab US Large-cap Value | -0.2% | -0.13% | Add |
| 38 | IYW | Ishares Ustechnology ETF | -0.2% | -67.72% | Trim |
| 39 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -82.70% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -0.3% | +10.08% | Add |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -28.64% | Trim |
| 42 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | -41.18% | Trim |
| 43 | WFHUSD | Direxion Work From Home ETF | -0.4% | -91.90% | Trim |
| 44 | USMV | Ishares Msci USA Min Vol Fac | -0.4% | -47.35% | Trim |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.5% | -31.42% | Trim |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.5% | -7.31% | Trim |
| 47 | JCPB | Jpmorgan Core Plus Bond ETF | -0.8% | -13.53% | Trim |
| 48 | VBIL | Vanguard 0-3m T-bill ETF | — | NEW | New buy |
| 49 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 50 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
According to official SEC Form 13F filings, Tradition Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 485 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, BUFR, BBUS) accounted for 12.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
VBIL
市值: $3.4M
Top Position Liquidated / Trimmed
SCHG
前期市值: $41.0M
During Q3 2025, Tradition Wealth Management, LLC's top holdings by market value included SCHG (3.7%)、BUFR (3.1%)、BBUS (3.0%). The largest single position, SCHG, represented 3.7% of total portfolio value.
In Q3 2025, Tradition Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 15 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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