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CIK: 0001843010
Total reported value
$1.6B
$1.6B
495 檔
12.7%
During the Q4 2025 filing period, Tradition Wealth Management, LLC (CIK: 0001843010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 495 reported positions.
In Q4 2025, Tradition Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 495 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.64% | +0.04% | -1.87% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.16% | +0.10% | +6.07% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.15% | -0.50% | +2.51% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.59% | -0.27% | +2.47% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.38% | -0.04% | +0.60% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | -0.01% | -2.57% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.99% | -0.02% | -0.85% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.71% | -0.17% | +5.27% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.61% | -0.09% | -2.98% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.60% | +0.28% | +1.06% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.59% | -0.01% | -0.68% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.58% | -0.18% | -1.85% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.53% | -0.15% | -1.13% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.15% | -0.27% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.51% | -0.06% | -0.76% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.50% | — | -1.48% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.14% | +12.10% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.40% | +0.06% | +14.67% | |
| 19 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.37% | -0.03% | +8.80% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | -0.07% | -2.76% | |
| 21 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.23% | +0.04% | +2.77% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.17% | +0.03% | +9.51% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.12% | -0.01% | +1.57% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.11% | -0.12% | -11.49% | |
| 25 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.10% | -0.08% | +2.05% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.03% | -0.04% | -1.80% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.02% | +0.62% | |
| 28 | LOUP | Innovator Deepwater Frontier | ETF-Other | 1.01% | +0.21% | -6.36% | |
| 29 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.98% | -0.07% | +11.61% | |
| 30 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.90% | +0.19% | +6.00% | |
| 31 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 0.88% | -0.04% | +6.12% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.12% | -1.96% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.81% | +0.06% | -1.27% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.73% | +0.13% | +19.84% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | -0.02% | +1.38% | |
| 36 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 0.70% | -0.06% | +5.69% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.70% | -0.07% | +4.89% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.70% | — | +0.31% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.41% | +1.62% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | -0.17% | +1.11% | |
| 41 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.65% | -0.07% | -1.66% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.61% | -0.21% | -28.88% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.10% | +48.01% | |
| 44 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.07% | -3.13% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.02% | +4.34% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.05% | +1.93% | |
| 47 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.55% | +0.03% | +3.97% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.03% | -1.44% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | +0.24% | |
| 50 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.52% | -0.01% | -0.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | +0.2% | +48.01% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +14.67% | Add |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | +0.2% | +6.07% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.93% | Add |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +19.84% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +0.60% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.1% | +9.51% | Add |
| 8 | CGMM | Cap Group Small And Mid Cap | +0.1% | +74.24% | Add |
| 9 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +8.80% | Add |
| 10 | IBB | Ishares Biotechnology ETF | +0.1% | +0.31% | Add |
| 11 | GFLW | Vs Free Cash Flow Growth ETF | +0.1% | +50.66% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.37% | Add |
| 13 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +38.21% | Add |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.1% | +89.17% | Add |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +1.06% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +3.10% | Add |
| 17 | JPIE | Jpmorgan Income ETF | +0.1% | +11.61% | Add |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +2.51% | Add |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +42.81% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | +3.79% | Add |
| 21 | SFLO | Vs Sm Cap Free Cash Flow ETF | 0% | +6.12% | Add |
| 22 | LRCX | Lam Research CORP | 0% | -2.21% | Trim |
| 23 | SCHR | Schwab Intermediate-term US | 0% | +5.27% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +0.62% | Add |
| 25 | VEA | Vanguard Ftse Developed ETF | 0% | +4.34% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +11.83% | Add |
| 27 | MSFT | Microsoft CORP | 0% | +12.10% | Add |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +1.57% | Add |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | -1.85% | Trim |
| 30 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +2.47% | Add |
| 31 | NFLX | Netflix Inc | -0.1% | +764.32% | Add |
| 32 | OBDC | Blue Owl Capital CORP | -0.1% | -24.04% | Trim |
| 33 | KOCT | Innovator U.s. Small Cap Pow | -0.1% | -61.93% | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | -6.61% | Trim |
| 35 | IPO | Renaissance Ipo ETF | -0.1% | -0.73% | Trim |
| 36 | PSEP | Innovator U.s. Equity Power | -0.1% | -74.70% | Trim |
| 37 | SAA | Proshares Ultra Smallcap600 | -0.1% | -16.33% | Trim |
| 38 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -25.78% | Trim |
| 39 | PDP | Invesco Dorsey Wright Moment | -0.1% | -14.89% | Trim |
| 40 | NVDA | Nvidia CORP | -0.1% | -2.57% | Trim |
| 41 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -11.49% | Trim |
| 42 | QUAL | Ishares Msci USA Quality Fac | -0.3% | -28.88% | Trim |
| 43 | JEPQ | JPM Nasdaq Equity Premium | -0.3% | -47.36% | Trim |
| 44 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | — | NEW | New buy |
| 45 | QDPL | Pacer Met US Lrg Cap Dvd 400 | — | NEW | New buy |
| 46 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 47 | AEBA | Allete Inc | — | EXIT | Sold out |
| 48 | MINN | Mairs & Power Mn Muni Bond | — | NEW | New buy |
| 49 | OKLO | Oklo Inc | — | EXIT | Sold out |
| 50 | BPRE | Bluerock Private Real Estate | — | 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 495 disclosed positions in Q4 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, BBUS, BUFR) accounted for 12.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
GPIQ
市值: $2.7M
Top Position Liquidated / Trimmed
AEBA
前期市值: $1.1M
During Q4 2025, Tradition Wealth Management, LLC's top holdings by market value included SCHG (3.6%)、BBUS (3.2%)、BUFR (3.1%). The largest single position, SCHG, represented 3.6% of total portfolio value.
In Q4 2025, Tradition Wealth Management, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 14 holdings, and fully liquidating 2 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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