Tradition Wealth Management
Tradition Wealth Management reported 538 stocks worth $1.6B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are BBUS (3.4%), SCHG (3.1%) and JCPB (2.4%). Compared with Q1 2026, the fund opened new positions in SFLR, added to BBUS, SCHG and JCPB, trimmed BUFR, FNDF and RSP and sold out of SBAR, IAGG and AGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BBUS Jpmorgan Betabuilders U.s. Equity ETF | $55.8M | 3.4% | 414K | +17K (+4%) | 8 of 8 | |
| 2 |  SCHG Schwab Strategic TR | $50.5M | 3.1% | 1.5M | +26K (+2%) | 8 of 8 | |
| 3 |  JCPB J P Morgan Exchange Traded F | $39.3M | 2.4% | 838K | +42K (+5%) | 8 of 8 | |
| 4 |  EMXC Ishares Msci Emerging Markets EX China ETF | $39.3M | 2.4% | 384K | +6,124 (+2%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $36.2M | 2.2% | 125K | +215 (+0%) | 8 of 8 | |
| 6 |  BUFR First Trust | $34.2M | 2.1% | 935K | −143K (−13%) | 8 of 8 | |
| 7 |  SCHV Schwab US Large Cap | $33.2M | 2.0% | 953K | +7,736 (+1%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $31.5M | 1.9% | 157K | +1,999 (+1%) | 8 of 8 | |
| 9 |  SCHF Schwab International | $28.3M | 1.7% | 1M | +56K (+6%) | 8 of 8 | |
| 10 |  SCHD Schwab US Dividend Equity ETF | $27.2M | 1.7% | 858K | +31K (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SBAR Simplify Exchange Traded Fun | $2.3M | 94K |
 IAGG Ishares TR | $1.9M | 37K |
HONEYWELL INTL INC | $984K | 4,353 |
 AGI Alamos Gold Inc New | $281K | 6,335 |
 GDEN Golden Entmt Inc | $267K | 10K |
🔒 Free account: see all 23.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 TOST Toast Inc | Call | $278K | 10K | +10,000 |
 MRVL Marvell Technology Inc | Call | $119K | 400 | +400 |
 PLTR Palantir Technologies Inc | Put | $105K | 900 | 0 |
 GOOGL Alphabet Inc | Call | $36K | 100 | 0 |
 OSCR Oscar Health Inc | Call | $29K | 1,000 | +500 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tradition Wealth Management 13F FAQ
What does Tradition Wealth Management own?
Tradition Wealth Management reported 538 stocks worth $1.6B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are BBUS (3.4%), SCHG (3.1%) and JCPB (2.4%). The table above lists every position in the filing (the top 10 without an account).
What did Tradition Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 50 new positions, 223 added to, 187 trimmed and 23 sold out. New positions include SFLR. It sold all of SBAR, IAGG and AGI.
When will Tradition Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tradition Wealth Management's portfolio worth?
The Q2 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.