Tradition Wealth Management, LLC - Portfolio Stock Holdings
Tradition Wealth Management, LLC disclosed 529 stock positions in a recent SEC 13F filing. $1,377,287,942 of stock holdings were filed, with the largest holdings including BBUS, SCHG, and JCPB. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $2,368,549,348 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:
March 31, 2026No. of Stocks:
529Est. Stock Holding Value:
$1,377,287,942Top 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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