StockDriftsStockDriftsTop 50 Tradition Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 3.41% | 414.0K | $55.8M | +4.38%(+17.36K) | $105.47(+32.85%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.09% | 1.49M | $50.5M | +1.78%(+26.05K) | $17.14(+107.81%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.41% | 838.1K | $39.3M | +5.22%(+41.57K) | $46.69(-1.02%) | 2026-06-30 | |
| EMXC | ISHARES INC | 2.4% | 384.3K | $39.3M | +1.62%(+6.12K) | $58.38(+70.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.21% | 125.0K | $36.2M | +0.17%(+215) | $135.41(+125.52%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.09% | 935.3K | $34.2M | -13.24%(-142.72K) | $24.15(+54.98%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 2.03% | 952.7K | $33.2M | +0.82%(+7.74K) | $24.56(+44.20%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.93% | 157.4K | $31.5M | +1.29%(+2.00K) | $42.05(+437.62%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.73% | 1.02M | $28.3M | +5.78%(+55.71K) | $21.83(+31.27%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.66% | 858.0K | $27.2M | +3.72%(+30.74K) | $22.62(+51.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.57% | +50.39% | +7.39% | +42.80% |
| Top 20 Holdings Unweighted | +14.78% | +51.21% | +7.13% | +41.09% |
Tradition Wealth Management, LLC reports $1.64B in US-listed equity holdings across 538 positions in its most recent 13F filing. Its largest disclosed positions are BBUS (3.4%), SCHG (3.1%) and JCPB (2.4%). The top 20 holdings account for 37.22% of reported assets. Its disclosed equity book has returned +50.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tradition Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843010). View Tradition Wealth Management, LLC’s 13F filings on SEC