CIK 1843010
Tradition Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
495
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 495
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 358K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.3M | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 764K | $1M+ | SH |
| AAPL | APPLE INC | 122K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 154K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 934K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 952K | $1M+ | SH |
| DBEF | DBX ETF TR | 467K | $1M+ | SH |
| EMXC | ISHARES INC | 307K | $1M+ | SH |
| IWF | ISHARES TR | 47K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 487K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 779K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 35K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 96K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 798K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 41K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 322K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 255K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 91K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 185K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 680K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 574K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 269K | $1M+ | SH |
| RUNN | STRATEGIC TRUST | 459K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 68K | $1M+ | SH |
| AMZN | AMAZON COM INC | 61K | $1M+ | SH |
| LOUP | INNOVATOR ETFS TRUST | 183K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 295K | $1M+ | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 140K | $1M+ | SH |
| SFLO | VICTORY PORTFOLIOS II | 414K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 23K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 398K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 40K | $1M+ | SH |
| IWD | ISHARES TR | 48K | $1M+ | SH |
| BBAG | J P MORGAN EXCHANGE TRADED F | 211K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 193K | $1M+ | SH |
| IBB | ISHARES TR | 58K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 115K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 51K | $1M+ | SH |
| UAPR | INNOVATOR ETFS TRUST | 276K | $1M+ | SH |
| QUAL | ISHARES TR | 43K | $1M+ | SH |
| IVE | ISHARES TR | 37K | $1M+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 202K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 123K | $1M+ | SH |
| GOOGL | ALPHABET INC | 24K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 119K | $1M+ | SH |
| AVGO | BROADCOM INC | 22K | $1M+ | SH |
| IVW | ISHARES TR | 61K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 29K | $1M+ | SH |