account_balance
Investment manager · 13F filer · SEC CIK 1843010
Tradition Wealth Management, LLC
Reported value$1.67Bas of Sep 30, 2026
Positions542 28 new, 24 sold out
Top 10 weight24.9%BBUS alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BBUSJ P Morgan Exchange Traded F
4.1%Added +20%
SCHGSchwab Strategic Tr
3.2%
JCPBJ P Morgan Exchange Traded F
2.7%Added +19%
AAPLApple Inc.
2.5%
EMXCiShares Inc
2.2%
NVDANVIDIA Corp
2.1%
BBAGJ P Morgan Exchange Traded F
2.1%Added +79%
BUFRFirst Tr Exchng Traded Fd Vi
2.1%
FNDXSchwab Strategic Tr
2.0%Added +69%
DYNFBlackRock ETF Trust
1.9%+28%
SCHVSchwab Strategic Tr
1.9%−2%
SCHFSchwab Strategic Tr
1.8%Added +8%
BBUSJ P Morgan Exchange Traded F
4.1%Added +20%
SCHGSchwab Strategic Tr
3.2%
JCPBJ P Morgan Exchange Traded F
2.7%+19%
AAPLApple Inc.
2.5%
EMXCiShares Inc
2.2%
NVDANVIDIA Corp
2.1%
BBAGJ P Morgan Exchange Traded F
2.1%
BUFRFirst Tr Exchng Traded Fd Vi
2.1%
FNDXSchwab Strategic Tr
2.0%
DYNF1.9%
SCHV1.9%
SCHF1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BBUS J P Morgan Exchange Traded F 4.1% Added +20%
SCHG Schwab Strategic Tr 3.2% Held
JCPB J P Morgan Exchange Traded F 2.7% Added +19%
AAPL Apple Inc. 2.5% HeldEMXC iShares Inc 2.2% Held
NVDA NVIDIA Corp 2.1% HeldBBAG J P Morgan Exchange Traded F 2.1% Added +79%
BUFR First Tr Exchng Traded Fd Vi 2.1% Held
FNDX Schwab Strategic Tr 2.0% Added +69%
DYNF BlackRock ETF Trust 1.9% Added +28%
SCHV Schwab Strategic Tr 1.9% Trimmed −2%
SCHF Schwab Strategic Tr 1.8% Added +8%
What changed
Biggest moves since Jun 30, 2026
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