Tradition Wealth Management, LLC: 13F holdings
CIK 18430102026Q2
| Positions | 538 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 538 (+27 vs prior quarter) |
|---|
| Reported value | $1.6bn (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BBUS J P MORGAN EXCHANGE TRADED F | 414,000 | $55.8m | 3.4% |
| SCHG SCHWAB STRATEGIC TR | 1,491,128 | $50.5m | 3.1% |
| JCPB J P MORGAN EXCHANGE TRADED F | 838,089 | $39.3m | 2.4% |
| EMXC ISHARES INC | 384,272 | $39.3m | 2.4% |
| AAPL APPLE INC | 124,953 | $36.2m | 2.2% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 935,346 | $34.2m | 2.1% |
| SCHV SCHWAB STRATEGIC TR | 952,665 | $33.2m | 2.0% |
| NVDA NVIDIA CORPORATION | 157,359 | $31.5m | 1.9% |
| SCHF SCHWAB STRATEGIC TR | 1,020,294 | $28.3m | 1.7% |
| SCHD SCHWAB STRATEGIC TR | 858,029 | $27.2m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843010")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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