Tradition Wealth Management, LLC ETF holdings
Edina, MN
Reported $1.3B in 290 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
290
Change from prior quarter
+16.3%
With price moves
ETFs as a share of its 13F
78.3%
of $1.6B
Top 10 of 290 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BBUS | JPMorgan BetaBuilders U.S. Equity ETF | $55.8M | 414,000 | +17,359 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $50.5M | 1,491,128 | +26,054 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $39.3M | 838,089 | +41,566 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $39.3M | 384,272 | +6,124 shares |
| BUFR | FT Vest Laddered Buffer ETF | $34.2M | 935,346 | −142,722 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $33.2M | 952,665 | +7,736 shares |
| SCHF | Schwab International Equity ETF | $28.3M | 1,020,294 | +55,709 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $27.2M | 858,029 | +30,739 shares |
| QQQ | Invesco QQQ Trust | $25.6M | 34,830 | +230 shares |
| FNDF | Schwab Fundamental International Equity ETF | $25.1M | 476,515 | −16,286 shares |
280 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001843010. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tradition Wealth Management, LLC own?
Tradition Wealth Management, LLC reported 290 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was BBUS, at $55.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.