Tradition Wealth Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001843010 · EDINA, MN

As of Sep 30, 2025, Tradition Wealth Management, LLC reported 488 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SCHWAB US LARGE-CAP GROWTH	SCHG	—	1,585,803	$50.6M	4.09%
FT VEST LADDERED BUFFER ETF	BUFR	—	1,248,745	$41.7M	3.37%
JPMORGAN BETABUILDERS US EQUITY ETF	BBUS	—	337,120	$40.7M	3.29%
JPMORGAN CORE PLUS BOND ETF	JCPB	—	745,141	$35.4M	2.86%
APPLE INC	AAPL	Technology	121,208	$30.9M	2.49%
NVIDIA CORP	NVDA	Technology	158,386	$29.6M	2.39%
SCHWAB US LARGE-CAP VALUE	SCHV	Equity	942,448	$27.4M	2.22%
SCHWAB INTERMEDIATE-TERM US TREASURY ETF	SCHR	—	903,971	$22.7M	1.84%
XTRACKERS MSCI EAFE HEDGED EQUITY ETF	DBEF	—	481,460	$22.3M	1.81%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	46,979	$22.0M	1.78%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	787,647	$21.5M	1.74%
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	FNDF	—	496,127	$21.3M	1.72%
INVESCO QQQ TRUST SERIES 1	QQQ	—	34,772	$20.9M	1.69%
VANGUARD DIVIDEND APPREC ETF	VIG	—	96,523	$20.8M	1.68%
SCHWAB US BROAD MARKET ETF	SCHB	—	809,927	$20.8M	1.68%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	EMXC	—	303,933	$20.5M	1.66%
MICROSOFT CORP	MSFT	Technology	36,760	9.0M	1.54%
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	—	93,245	7.7M	1.43%
JPMORGAN EQUITY PREMIUM INCOME ETF	JEPI	—	304,484	7.4M	1.41%
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	JIRE	—	234,736	7.3M	1.40%
JPMORGAN ACTIVE GROWTH ETF	JGRO	—	179,856	6.9M	1.36%
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF	DYNF	—	280,418	6.6M	1.34%
RUNNING OAK EFFICIENT GROWTH ETF	RUNN	—	449,945	5.4M	1.25%
SCHWAB FUNDAMENTAL US LARGE COMPANY ETF	FNDX	—	565,223	4.9M	1.20%
INNOVATOR DEEPWATER FRONTIER TECH ETF	LOUP	—	195,886	4.5M	1.17%