Tradition Wealth Management, LLC - Portfolio Stock Holdings
Tradition Wealth Management, LLC disclosed 558 stock positions in a recent SEC 13F filing. $1,632,985,797 of stock holdings were filed, with the largest holdings including BBUS, SCHG, and JCPB. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.We estimate the fund has a total AUM of $2,603,155,796 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
558Est. Stock Holding Value:
$1,632,985,797Top Stock Holdings By Sector
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Portfolio Stock Holdings - Tradition Wealth Management, LLC
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Portfolio Options Holdings - Tradition Wealth Management, LLC
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