Tradition Wealth Management, LLC 13F Holdings · Q2 2026
Tradition Wealth Management, LLC reported 538 securities worth $1.64B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BBUS (3.41%), SCHG (3.08%), EMXC (2.40%). Among its top 25 positions this quarter: 21 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $55.8M | 3.41% | 414,000 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $50.5M | 3.08% | 1.5M | Added |
| 3 | EMXC | ISHARES INC | $39.3M | 2.40% | 384,272 | Added |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $39.3M | 2.40% | 838,089 | Added |
| 5 | AAPL | APPLE INC | $36.2M | 2.21% | 124,953 | Added |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $34.2M | 2.09% | 935,346 | Trimmed |
| 7 | SCHV | SCHWAB STRATEGIC TR | $33.2M | 2.03% | 952,665 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $31.5M | 1.92% | 157,359 | Added |
| 9 | SCHF | SCHWAB STRATEGIC TR | $28.3M | 1.73% | 1.0M | Added |
| 10 | SCHD | SCHWAB STRATEGIC TR | $27.2M | 1.66% | 858,029 | Added |
| 11 | QQQ | INVESCO QQQ TR | $25.6M | 1.57% | 34,830 | Added |
| 12 | FNDF | SCHWAB STRATEGIC TR | $25.1M | 1.54% | 476,515 | Trimmed |
| 13 | DYNF | BLACKROCK ETF TRUST | $24.5M | 1.50% | 359,593 | Added |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | $24.0M | 1.46% | 290,502 | Added |
| 15 | SCHR | SCHWAB STRATEGIC TR | $23.6M | 1.44% | 956,897 | Added |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $23.2M | 1.42% | 98,217 | Added |
| 17 | IWF | ISHARES TR | $22.9M | 1.40% | 184,576 | Added |
| 18 | SCHB | SCHWAB STRATEGIC TR | $22.8M | 1.39% | 787,134 | Added |
| 19 | BBAG | J P MORGAN EXCHANGE TRADED F | $20.7M | 1.27% | 450,990 | Added |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $20.6M | 1.26% | 96,916 | Trimmed |
| 21 | JGRO | J P MORGAN EXCHANGE TRADED F | $20.0M | 1.22% | 202,549 | Added |
| 22 | FNDX | SCHWAB STRATEGIC TR | $19.8M | 1.21% | 635,786 | Added |
| 23 | SPYM | SPDR SERIES TRUST | $19.5M | 1.19% | 221,608 | Added |
| 24 | LOUP | INNOVATOR ETFS TRUST | $18.6M | 1.14% | 189,004 | Trimmed |
| 25 | VBR | VANGUARD INDEX FDS | $17.1M | 1.04% | 70,187 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR