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Tradition Wealth Management portfolio

Wealth adviser
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Portfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 11, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Tradition Wealth Management reported a $1.6 bn portfolio of 532 companies (538 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are BBUS, SCHG, JCPB.

Stock portfolio
$1.6 bn
Companies
532
538 positions (by CUSIP)Top 10: 23%
Turnover
7%
Copying its 13F, 5 years
—
Not calculated: not counted as a concentrated manager

Sections with a free account

What changed this quarter

386 positions with a change (34 new, 186 added to, 148 trimmed, 18 sold); also, 4 entered through an IPO, 1 exited through an acquisition or merger, 3 entered through a spin-off.

No moves of 0.5 points of the portfolio or more.

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.

Top holdings

Portfolio by sector

  • ● No sector 80%
  • ● Information Technology 9%
  • ● Financials 3%
  • ● Industrials 2%
  • ● Health Care 2%
  • ● Consumer Discretionary 2%
  • ● Communication Services 1%
  • ● Consumer Staples 1%
  • ● Materials 1%

Declared options (21)

Besides stocks, Tradition Wealth Management declared 1 put (they gain if the stock falls) and 20 calls (they gain if it rises) with a notional of $761K. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.

Stakes above 5% (13D/13G)

Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.

How we classify it

Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided

Managers of a similar size

A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.

Follow Tradition Wealth Management for free

When the next 13F is filed, we email you (if you turn it on) and it shows in your list. No credit card.

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