Tradition Wealth Management, LLC
CIK 1843010
13F filing for Q2 2026・No. 1,887
- Holdings
- US$1.64B
- Quarter change
- +US$230.01M
- Entries
- 572
- Net bought (estimate)
- +US$44.41M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 50
- Sold out 23
- Cut 197
- Added 232
- Corporate actions 2
- Unchanged 59
Largest holdings
538 stocks worth US$1.64B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED FBETABUILDRS US | Added | 414,000 | US$55.77M | 3.41% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 1,491,128 | US$50.46M | 3.09% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 838,089 | US$39.34M | 2.41% |
| EMXCISHARES INCMSCI EMRG CHN | Added | 384,272 | US$39.31M | 2.40% |
| AAPLAppleCOM | Added | 124,953 | US$36.16M | 2.21% |
| FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF | Cut | 935,346 | US$34.17M | 2.09% |
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Added | 952,665 | US$33.16M | 2.03% |
| NVDANvidiaCOM | Added | 157,359 | US$31.49M | 1.93% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 1,020,294 | US$28.26M | 1.73% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 858,029 | US$27.21M | 1.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.