Institutions / Tradition Wealth Management, LLC
Tradition Wealth Management, LLC
CIK 1843010 · Institution · as of Dec 31, 2025
Portfolio value
$1.39B
Positions
495
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 495 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $50.76M | 3.6% |
| J P Morgan Exchange Traded F | $44.09M | 3.2% |
| First Tr Exchng Traded Fd VI | $43.85M | 3.1% |
| J P Morgan Exchange Traded F | $36.15M | 2.6% |
| Apple Inc. | $33.15M | 2.4% |
| NVIDIA Corp | $28.78M | 2.1% |
| Schwab Strategic Tr | $27.67M | 2.0% |
| Schwab Strategic Tr | $23.87M | 1.7% |
| Dbx ETF Tr | $22.47M | 1.6% |
| iShares Inc | $22.32M | 1.6% |
| iShares Tr | $22.08M | 1.6% |
| Schwab Strategic Tr | $22.01M | 1.6% |
| Schwab Strategic Tr | $21.36M | 1.5% |
| Invesco Qqq Tr | $21.30M | 1.5% |
| Vanguard Specialized Funds | $21.05M | 1.5% |
| Schwab Strategic Tr | $20.93M | 1.5% |
| Microsoft Corp | $19.93M | 1.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $19.55M | 1.4% |
| J P Morgan Exchange Traded F | $19.12M | 1.4% |
| Invesco Exchange Traded Fd T | $17.37M | 1.2% |
| J P Morgan Exchange Traded F | $17.15M | 1.2% |
| Schwab Strategic Tr | $16.36M | 1.2% |
| Schwab Strategic Tr | $15.62M | 1.1% |
| J P Morgan Exchange Traded F | $15.43M | 1.1% |
| Strategic Trust | $15.31M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.