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CIK: 0001843010
Total reported value
$1.6B
$1.6B
511 檔
11.9%
At the close of Q1 2026, Tradition Wealth Management, LLC disclosed equity holdings valued at approximately $1.6B, spread across 511 reported holdings.
In Q1 2026, Tradition Wealth Management, LLC displayed an active expansion posture, initiating 30 new positions and adding to 89 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 511 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 3.31% | +0.10% | +10.93% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.04% | +0.04% | -5.85% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.67% | -0.27% | +4.32% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.59% | -0.50% | -15.78% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.25% | -0.04% | +2.30% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.12% | +0.28% | +23.11% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.05% | -0.02% | +1.12% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -0.01% | +0.68% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.81% | -0.15% | +6.24% | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.72% | -0.18% | +1.21% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.70% | +0.03% | +41.78% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.61% | -0.17% | -4.38% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.49% | -0.03% | +8.46% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.48% | -0.06% | +1.00% | |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.44% | +0.06% | +8.30% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.15% | -0.23% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.41% | -0.01% | -0.45% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.39% | — | -2.54% | |
| 19 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.33% | -0.06% | +92.37% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.33% | -0.07% | +7.25% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.22% | -0.01% | +7.15% | |
| 22 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.18% | +0.04% | +5.82% | |
| 23 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.11% | -0.08% | +5.22% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.14% | +1.36% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.08% | -0.12% | -1.00% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.08% | -0.04% | +2.65% | |
| 27 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.07% | -0.07% | +10.56% | |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.96% | -0.09% | -41.65% | |
| 29 | LOUP | Innovator Deepwater Frontier | ETF-Other | 0.93% | +0.21% | +3.20% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.02% | +0.05% | |
| 31 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 0.88% | -0.04% | -0.40% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.84% | +0.06% | +1.75% | |
| 33 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.83% | +0.19% | +4.69% | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.82% | +0.13% | +20.49% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.41% | +24.74% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.12% | -3.28% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.73% | -0.02% | +0.04% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.72% | — | +4.48% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.71% | -0.07% | +2.37% | |
| 40 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.65% | -0.07% | -0.53% | |
| 41 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.61% | +0.03% | +7.99% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.10% | +1.05% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.57% | -0.02% | +1.05% | |
| 44 | BALL | Ball CORP | Stock-Consumer Disc | 0.56% | -0.05% | -0.01% | |
| 45 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.55% | +0.02% | +62.51% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.17% | +1.75% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.54% | -0.21% | -8.13% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.53% | +0.03% | +0.45% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.52% | -0.05% | +0.26% | |
| 50 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.07% | -9.85% |
According to official SEC Form 13F filings, Tradition Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 511 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including BBUS, SCHG, JCPB) accounted for 11.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $4.2M
Top Position Liquidated / Trimmed
DTEC
前期市值: $1.0M
During Q1 2026, Tradition Wealth Management, LLC's top holdings by market value included BBUS (3.3%)、SCHG (3.0%)、JCPB (2.7%). The largest single position, BBUS, represented 3.3% of total portfolio value.
In Q1 2026, Tradition Wealth Management, LLC made 197 total portfolio adjustments, initiating 30 new buys, adding to 89 positions, trimming 65 holdings, and fully liquidating 13 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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