Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tradition Wealth Management, LLC (CIK 1843010) reported $1.41B across 492 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BBUS ($46.5M, 3.31%), SCHG ($42.7M, 3.04%), JCPB ($37.5M, 2.67%), BUFR ($36.4M, 2.59%), AAPL ($31.7M, 2.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $46.5M | 3.31% | 396,641 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $42.7M | 3.04% | 1.5M | Trimmed |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $37.5M | 2.67% | 796,523 | Added |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $36.4M | 2.59% | 1.1M | Trimmed |
| 5 | AAPL | APPLE INC | $31.7M | 2.25% | 124,738 | Added |
| 6 | EMXC | ISHARES INC | $29.7M | 2.12% | 378,148 | Added |
| 7 | SCHV | SCHWAB STRATEGIC TR | $28.8M | 2.05% | 944,929 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $27.1M | 1.93% | 155,360 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $25.4M | 1.81% | 827,290 | Added |
| 10 | FNDF | SCHWAB STRATEGIC TR | $24.1M | 1.72% | 492,801 | Added |
| 11 | SCHF | SCHWAB STRATEGIC TR | $23.9M | 1.70% | 964,585 | Added |
| 12 | SCHR | SCHWAB STRATEGIC TR | $22.7M | 1.61% | 909,935 | Trimmed |
| 13 | JIRE | J P MORGAN EXCHANGE TRADED F | $21.0M | 1.49% | 277,006 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $20.8M | 1.48% | 96,745 | Added |
| 15 | DYNF | BLACKROCK ETF TRUST | $20.3M | 1.44% | 348,235 | Added |
| 16 | QQQ | INVESCO QQQ TR | $20.0M | 1.42% | 34,600 | Trimmed |
| 17 | IWF | ISHARES TR | $19.8M | 1.41% | 46,450 | Trimmed |
| 18 | SCHB | SCHWAB STRATEGIC TR | $19.5M | 1.39% | 777,734 | Trimmed |
| 19 | JAGG | J P MORGAN EXCHANGE TRADED F | $18.8M | 1.33% | 406,376 | Added |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $18.7M | 1.33% | 97,247 | Added |
| 21 | FNDX | SCHWAB STRATEGIC TR | $17.1M | 1.22% | 615,116 | Added |
| 22 | JGRO | J P MORGAN EXCHANGE TRADED F | $16.5M | 1.18% | 195,610 | Added |
| 23 | RUNN | STRATEGIC TRUST | $15.6M | 1.11% | 483,136 | Added |
| 24 | MSFT | MICROSOFT CORP | $15.5M | 1.10% | 41,767 | Added |
| 25 | VBR | VANGUARD INDEX FDS | $15.1M | 1.08% | 69,591 | Added |
Source: SEC Form 13F filings · as of 2026-03-31