Universe · entity
Tradition Wealth Management, LLC
Institutional manager (13F) · CIK 1843010
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $870M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | $46M | 396,641 |
| 2 | SCHWAB STRATEGIC TR | $43M | 1,465,074 |
| 3 | J P MORGAN EXCHANGE TRADED F | $38M | 796,523 |
| 4 | FIRST TR EXCHNG TRADED FD VI | $36M | 1,078,068 |
| 5 | APPLE INC | $32M | 124,738 |
| 6 | ISHARES INC | $30M | 378,148 |
| 7 | SCHWAB STRATEGIC TR | $29M | 944,929 |
| 8 | NVIDIA CORPORATION | $27M | 155,360 |
| 9 | SCHWAB STRATEGIC TR | $25M | 827,290 |
| 10 | SCHWAB STRATEGIC TR | $24M | 492,801 |
| 11 | SCHWAB STRATEGIC TR | $24M | 964,585 |
| 12 | SCHWAB STRATEGIC TR | $23M | 909,935 |
| 13 | J P MORGAN EXCHANGE TRADED F | $21M | 277,006 |
| 14 | VANGUARD SPECIALIZED FUNDS | $21M | 96,745 |
| 15 | BLACKROCK ETF TRUST | $20M | 348,235 |
| 16 | INVESCO QQQ TR | $20M | 34,600 |
| 17 | ISHARES TR | $20M | 46,450 |
| 18 | SCHWAB STRATEGIC TR | $20M | 777,734 |
| 19 | J P MORGAN EXCHANGE TRADED F | $19M | 406,376 |
| 20 | INVESCO EXCHANGE TRADED FD T | $19M | 97,247 |
| 21 | SCHWAB STRATEGIC TR | $17M | 615,116 |
| 22 | J P MORGAN EXCHANGE TRADED F | $17M | 195,610 |
| 23 | STRATEGIC TRUST | $16M | 483,136 |
| 24 | MICROSOFT CORP | $15M | 41,767 |
| 25 | J P MORGAN EXCHANGE TRADED F | $15M | 266,791 |
| 26 | VANGUARD INDEX FDS | $15M | 69,591 |
| 27 | J P MORGAN EXCHANGE TRADED F | $15M | 326,486 |
| 28 | DBX ETF TR | $13M | 272,546 |
| 29 | INNOVATOR ETFS TRUST | $13M | 189,302 |
| 30 | AMAZON COM INC | $13M | 60,854 |
| 31 | VICTORY PORTFOLIOS II | $12M | 412,055 |
| 32 | SCHWAB STRATEGIC TR | $12M | 404,904 |
| 33 | J P MORGAN EXCHANGE TRADED F | $12M | 146,533 |
| 34 | INVESCO EXCH TRADED FD TR II | $12M | 48,721 |
| 35 | SPDR SERIES TRUST | $11M | 143,949 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $11M | 22,587 |
| 37 | ISHARES TR | $10M | 47,810 |
| 38 | ISHARES TR | $10M | 60,161 |
| 39 | J P MORGAN EXCHANGE TRADED F | $10M | 197,454 |
| 40 | INNOVATOR ETFS TRUST | $9M | 274,271 |
| 41 | J P MORGAN EXCHANGE TRADED F | $9M | 127,984 |
| 42 | ISHARES TR | $8M | 37,736 |
| 43 | VANGUARD TAX-MANAGED FDS | $8M | 124,121 |
| 44 | BALL CORP | $8M | 133,113 |
| 45 | VANGUARD INSTL INDEX FD | $8M | 101,578 |
| 46 | ISHARES TR | $8M | 39,559 |
| 47 | PALANTIR TECHNOLOGIES INC | $7M | 51,143 |
| 48 | SPDR SERIES TRUST | $7M | 76,557 |
| 49 | PROSHARES TR | $7M | 68,449 |
| 50 | INNOVATOR ETFS TRUST | $7M | 182,132 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.