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Tradition Wealth Management

Latest statistics and disclosures from Tradition Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BBUS, SCHG, JCPB, EMXC, AAPL, and represent 13.51% of Tradition Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$17M), SPYM (+$6.8M), SFLR (+$6.4M), VGT (+$5.8M), NOBL, VUG, IUSB, First Tr Exchange-traded, SPCX, BBUS.
Started 50 new stock positions in GGOV, NJUN, GLP, Corgi Lithography &, RBC, SPCX, AMPG, VOT, WDC, TTC.
Reduced shares in these 10 stocks: BUFR (-$5.2M), QUAL, EFV, SBAR, IAGG, XTEN, AVEM, THRO, Honeywell International, IVE.
Sold out of its positions in AGI, ARLP, BP, CME, COF, COIN, DFUS, ENTG, GDEN, HWKN. Honeywell International, NAUG, NMAR, XLG, IAGG, KR, COWZ, PSX, REI, CRM, SBAR, U, XTNT.
Tradition Wealth Management was a net buyer of stock by $76M.
Tradition Wealth Management has $1.6B in assets under management (AUM), dropping by 16.36%.
Central Index Key (CIK): 0001843010

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Portfolio Holdings for Tradition Wealth Management

Tradition Wealth Management holds 538 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Tradition Wealth Management has 538 total positions. Only the first 250 positions are shown.

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Download the Tradition Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	3.4	$56M	+4%	414k	134.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.1	$51M		1.5M	33.84	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.4	$39M	+5%	838k	46.94	View chart
Ishares Msci Emrg Chn (EMXC)	2.4	$39M		384k	102.30	View chart
Apple (AAPL)	2.2	$36M		125k	289.36	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.1	$34M	-13%	935k	36.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.0	$33M		953k	34.81	View chart
NVIDIA Corporation (NVDA)	1.9	$32M		157k	200.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$28M	+5%	1.0M	27.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.7	$27M	+3%	858k	31.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$26M		35k	736.41	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.5	$25M	-3%	477k	52.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$25M	+3%	360k	68.01	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.5	$24M	+4%	291k	82.49	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.4	$24M	+5%	957k	24.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$23M		98k	236.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$23M	+297%	185k	124.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$23M		787k	28.96	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	1.3	$21M	+10%	451k	45.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$21M		97k	212.77	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.2	$20M	+3%	203k	98.59	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.2	$20M	+3%	636k	31.10	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$20M	+53%	222k	87.88	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	1.1	$19M		189k	98.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$17M		70k	242.99	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.0	$17M	+7%	521k	32.40	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	1.0	$17M	+2%	150k	111.55	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.0	$16M	+8%	356k	46.05	View chart
Microsoft Corporation (MSFT)	1.0	$16M		42k	373.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.0	$16M	+4%	278k	56.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$16M	+5%	51k	302.97	View chart
Amazon (AMZN)	0.9	$15M	+3%	63k	238.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$15M		405k	36.13	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.9	$14M	-4%	261k	54.63	View chart
Victory Portfolios Ii Vict Sma Cap Etf (SFLO)	0.8	$14M	-2%	400k	34.20	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$12M	+3%	62k	190.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$12M		48k	242.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$11M	-6%	21k	500.40	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.6	$11M	+5%	135k	78.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$11M	+4%	207k	50.57	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.6	$9.5M		271k	35.11	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.6	$9.4M	+21%	124k	75.68	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.6	$9.2M		77k	119.13	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.6	$9.2M	+2%	26k	357.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$9.0M		126k	71.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$8.7M	+20%	13k	686.79	View chart
Broadcom (AVGO)	0.5	$8.5M		23k	377.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$8.4M		61k	137.53	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$8.4M		24k	342.83	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.5	$8.3M		140k	59.42	View chart
Ball Corporation (BALL)	0.5	$8.3M		133k	62.40	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.5	$8.3M	+3%	175k	47.20	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$8.1M		30k	273.63	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.5	$7.8M	+2%	52k	151.73	View chart
Proshares Tr Pshs Ult Scap600 (SAA)	0.5	$7.8M		205k	37.90	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$7.7M	+101%	138k	56.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$7.7M	-10%	34k	227.06	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$7.6M	+79%	164k	46.15	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$7.4M	-3%	176k	42.20	View chart
Bridgewater Bancshares (BWB)	0.4	$7.4M		350k	21.04	View chart
UnitedHealth (UNH)	0.4	$7.1M	-2%	17k	415.62	View chart
Lam Research Corp Com New (LRCX)	0.4	$6.8M		16k	433.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$6.5M	+11%	8.7k	746.81	View chart
Tesla Motors (TSLA)	0.4	$6.5M		15k	420.60	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$6.4M	NEW	166k	38.58	View chart
3M Company (MMM)	0.4	$6.4M	-2%	39k	161.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$6.3M	+1048%	53k	119.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$6.3M	+4%	18k	353.32	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.4	$6.1M		52k	116.67	View chart
Abbvie (ABBV)	0.4	$5.8M		23k	251.64	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$5.5M		94k	59.20	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$5.5M	+14%	150k	36.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.4M	-37%	25k	219.43	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$5.3M		133k	39.80	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$5.3M	+19%	69k	76.11	View chart
JPMorgan Chase & Co. (JPM)	0.3	$5.1M	-7%	16k	327.33	View chart
Victory Portfolios Ii Vict Fr Grow Etf (GFLW)	0.3	$5.1M		150k	34.28	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.3	$5.0M	+25%	170k	29.32	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$4.8M	+2%	208k	23.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.6M	+459%	54k	86.14	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$4.6M		12k	393.96	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.3	$4.5M		136k	32.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$4.4M	+11%	72k	61.46	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$4.4M		47k	93.92	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$4.3M	-14%	83k	52.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.3M	-3%	28k	156.30	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$4.1M		25k	163.45	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.3	$4.1M		125k	32.97	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.2	$4.0M	+5%	88k	45.75	View chart
Victory Portfolios Ii Vict Wes U S Etf (MODL)	0.2	$4.0M		79k	50.97	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$3.9M	+15%	95k	40.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$3.8M	+4%	40k	96.43	View chart
Advanced Micro Devices (AMD)	0.2	$3.8M	+5%	6.5k	580.91	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.2	$3.7M	+9%	79k	47.47	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$3.7M		34k	109.11	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.2	$3.6M		61k	59.31	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$3.6M	+8%	55k	65.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.6M	-2%	36k	98.98	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$3.5M	-14%	22k	161.54	View chart
Micron Technology (MU)	0.2	$3.5M	+28%	3.0k	1154.39	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$3.5M		83k	42.33	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$3.5M	+3%	52k	67.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.4M		23k	148.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.3M	+13%	8.8k	370.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$3.2M		87k	36.87	View chart
Us Bancorp Com New (USB)	0.2	$3.2M	-5%	53k	60.40	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$3.2M		96k	33.21	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$3.1M	-4%	32k	96.46	View chart
Cisco Systems (CSCO)	0.2	$3.1M	-9%	26k	117.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.1M	+5%	8.4k	365.69	View chart
Wal-Mart Stores (WMT)	0.2	$3.0M		27k	113.26	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.2	$3.0M	NEW	146k	20.54	View chart
Old National Ban (ONB)	0.2	$2.9M		114k	25.90	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$2.9M	NEW	17k	170.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.9M		13k	217.93	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$2.9M	-30%	64k	45.58	View chart
Costco Wholesale Corporation (COST)	0.2	$2.9M		3.1k	935.50	View chart
Pgim Rock Etf Tr Ladde S&p 20 Etf (PBFR)	0.2	$2.9M	+3%	94k	30.64	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$2.9M	-2%	49k	59.02	View chart
Meta Platforms Cl A (META)	0.2	$2.9M	-5%	5.1k	563.29	View chart
Caterpillar (CAT)	0.2	$2.8M		2.7k	1065.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.8M	+5%	5.9k	477.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.8M		13k	221.20	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.7M	+7%	29k	94.52	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$2.7M	+5%	55k	50.37	View chart
Wells Fargo & Company (WFC)	0.2	$2.7M		33k	82.64	View chart
Eli Lilly & Co. (LLY)	0.2	$2.7M	+8%	2.2k	1199.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.7M	+5%	117k	22.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.6M	-2%	8.8k	300.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.6M		3.4k	748.80	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$2.6M	-2%	55k	47.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.5M		16k	158.03	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.2	$2.5M	+40%	15k	165.37	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.5M		34k	74.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.5M		58k	43.06	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$2.5M	+13%	42k	59.71	View chart
Xcel Energy (XEL)	0.2	$2.5M		31k	80.30	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$2.4M	-33%	25k	96.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$2.4M		37k	64.50	View chart
Trust For Professional Man Mairs & Pwr Minn (MINN)	0.1	$2.4M	+31%	105k	22.39	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$2.3M	-18%	20k	118.99	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$2.3M	-30%	54k	43.11	View chart
Target Corporation (TGT)	0.1	$2.3M	+11%	18k	130.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.3M		14k	164.60	View chart
Palo Alto Networks (PANW)	0.1	$2.2M		6.5k	341.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$2.2M		9.0k	246.20	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.2M		12k	190.52	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$2.2M	-3%	48k	45.44	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.1	$2.1M		71k	30.09	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$2.1M		66k	32.14	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$2.1M	NEW	75k	28.05	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.1M	+17%	2.2k	965.00	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$2.1M	+5%	61k	34.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$2.0M	-4%	44k	45.89	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$2.0M	-7%	45k	45.07	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.0M		3.1k	655.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.1	$2.0M		67k	29.72	View chart
Johnson & Johnson (JNJ)	0.1	$2.0M	+2%	7.7k	253.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.9M		13k	146.41	View chart
McDonald's Corporation (MCD)	0.1	$1.9M	-4%	7.1k	270.29	View chart
Sofi Technologies (SOFI)	0.1	$1.9M		105k	17.93	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$1.8M	+33%	9.5k	191.76	View chart
International Business Machines (IBM)	0.1	$1.8M	-4%	6.4k	281.22	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$1.8M		164k	10.87	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$1.8M	-4%	39k	45.64	View chart
Visa Com Cl A (V)	0.1	$1.8M		5.2k	343.10	View chart
Ea Series Trust Inte Alph At Etf (GPT)	0.1	$1.8M		52k	33.84	View chart
Chevron Corporation (CVX)	0.1	$1.7M	-2%	10k	165.76	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.6M		15k	107.50	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.6M	+52%	95k	16.70	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$1.6M	NEW	32k	50.29	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$1.6M		32k	49.28	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.1	$1.5M		38k	40.67	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.5M	-17%	6.3k	242.41	View chart
Home Depot (HD)	0.1	$1.5M	-5%	4.3k	352.69	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.5M		20k	76.40	View chart
Graniteshares Etf Tr Nasd Sel Dis Etf (DRUP)	0.1	$1.5M	-7%	24k	62.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.5M	-3%	32k	46.41	View chart
Arista Networks Com Shs (ANET)	0.1	$1.5M		8.6k	169.88	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.4M	-2%	26k	53.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.4M		5.6k	252.24	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$1.4M	-37%	27k	52.34	View chart
Intel Corporation (INTC)	0.1	$1.4M	+20%	9.8k	139.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$1.4M	-2%	27k	49.49	View chart
Ge Vernova (GEV)	0.1	$1.3M	+5%	1.1k	1175.00	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$1.3M	+12%	13k	103.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M	+73%	6.9k	189.73	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$1.3M	-2%	11k	122.01	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.3M		9.2k	141.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	+5%	3.5k	368.38	View chart
Medtronic SHS (MDT)	0.1	$1.2M	-5%	16k	78.23	View chart
Liquidia Corporation Com New (LQDA)	0.1	$1.2M	+4%	15k	79.73	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.2M	+5%	31k	40.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.2M		1.6k	763.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.2M		32k	36.26	View chart
Altria (MO)	0.1	$1.2M		16k	71.95	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.2M		61k	18.87	View chart
Applied Materials (AMAT)	0.1	$1.1M	+36%	1.6k	723.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.1M	+9%	9.7k	117.67	View chart
Uber Technologies (UBER)	0.1	$1.1M	-17%	16k	72.16	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.1M		23k	49.55	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.1M	-4%	8.1k	136.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.1M	+15%	13k	85.49	View chart
Travelers Companies (TRV)	0.1	$1.1M		3.3k	330.07	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.1M	-5%	20k	53.19	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M	+2%	2.5k	426.12	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$1.1M		39k	27.36	View chart
American Express Company (AXP)	0.1	$1.1M	+2%	3.1k	338.26	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M	-6%	4.9k	209.04	View chart
Deere & Company (DE)	0.1	$1.0M	-4%	1.6k	634.16	View chart
Innovator Etfs Trust Growth 100 Dual (DDNQ)	0.1	$1.0M	+201%	49k	20.70	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$1.0M	+15%	19k	52.68	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$998k	-3%	2.4k	409.44	View chart
Fair Isaac Corporation (FICO)	0.1	$998k	-9%	835.00	1194.78	View chart
Philip Morris International (PM)	0.1	$995k	+3%	5.5k	180.91	View chart
Netflix (NFLX)	0.1	$994k	-16%	14k	71.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.1	$989k		25k	39.27	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$984k	-3%	7.4k	132.25	View chart
Amphenol Corp Cl A (APH)	0.1	$952k	+6%	5.4k	176.32	View chart
Iren Ordinary Shares (IREN)	0.1	$945k	+10%	21k	45.73	View chart
Amgen (AMGN)	0.1	$944k	+3%	2.6k	362.08	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$932k		5.9k	158.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$930k	+23%	22k	43.23	View chart
Oracle Corporation (ORCL)	0.1	$927k	+12%	6.3k	146.55	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$919k		33k	28.14	View chart
Hims & Hers Health Com Cl A Call Option (HIMS)	0.1	$916k		26k	34.67	View chart
Cipher Mining (CIFR)	0.1	$911k	+3%	37k	24.50	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$889k	-8%	5.0k	176.70	View chart
Corning Incorporated (GLW)	0.1	$889k	+47%	3.5k	255.43	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$871k		11k	82.34	View chart
Opendoor Technologies Call Option (OPEN)	0.1	$870k	+27%	188k	4.62	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$869k	-3%	19k	45.34	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$852k		6.8k	124.44	View chart
Cummins (CMI)	0.1	$833k	+17%	1.2k	712.98	View chart
Snowflake Com Shs (SNOW)	0.1	$824k	-19%	3.2k	254.50	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$821k	+3%	8.8k	93.38	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$816k	+12%	410.00	1989.44	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$809k	-3%	21k	38.23	View chart
Enterprise Products Partners (EPD)	0.0	$807k		22k	36.76	View chart
Delta Air Lines Com New (DAL)	0.0	$777k	-4%	8.3k	93.66	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$769k	-11%	15k	49.99	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$766k	+11%	9.6k	79.42	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$759k	NEW	6.5k	117.09	View chart
Coreweave Com Cl A (CRWV)	0.0	$752k	+10%	7.6k	99.54	View chart
Innovator Etfs Trust Equi Du Di 5 Etf (DDSQ)	0.0	$744k	NEW	35k	21.07	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$742k	+84%	3.3k	225.52	View chart
Texas Instruments Incorporated (TXN)	0.0	$741k	+3%	2.5k	298.10	View chart
Abacus Fcf Etf Tr Innov Leade Etf (ABOT)	0.0	$735k	-3%	19k	38.72	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$726k		6.9k	104.94	View chart
Goldman Sachs (GS)	0.0	$724k	-7%	716.00	1011.15	View chart

Past Filings by Tradition Wealth Management

SEC 13F filings are viewable for Tradition Wealth Management going back to 2020

Tradition Wealth Management 2026 Q2 filed Aug. 11, 2026
Tradition Wealth Management 2026 Q1 filed May 15, 2026
Tradition Wealth Management 2025 Q4 filed Feb. 11, 2026
Tradition Wealth Management 2025 Q3 filed Nov. 13, 2025
Tradition Wealth Management 2025 Q2 filed Aug. 12, 2025
Tradition Wealth Management 2025 Q1 filed May 14, 2025
Tradition Wealth Management 2024 Q4 filed Feb. 13, 2025
Tradition Wealth Management 2024 Q3 filed Nov. 14, 2024
Tradition Wealth Management 2024 Q2 filed Aug. 12, 2024
Tradition Wealth Management 2024 Q1 filed May 13, 2024
Tradition Wealth Management 2023 Q4 filed Feb. 12, 2024
Tradition Wealth Management 2023 Q3 filed Nov. 13, 2023
Tradition Wealth Management 2023 Q2 filed Aug. 14, 2023
Tradition Wealth Management 2023 Q1 filed May 12, 2023
Tradition Wealth Management 2022 Q4 filed Feb. 3, 2023
Tradition Wealth Management 2022 Q3 filed Nov. 14, 2022

View all past filings

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