Tradition Wealth Management, LLC
•CIK: 1843010•Filing: Q4 2025
**Tradition Wealth Management, LLC** manages $1.4B across a diversified portfolio of 495 positions. The firm maintains significant exposure to growth sectors, highlighted by top holdings including SCHG at $50.8M and BBUS at $44.1M. Notable allocations also feature BUFR ($43.9M), JCPB ($36.2M), and AAPL ($33.1M). This concentration suggests a tactical focus on established, high-conviction market leaders.
Total AUM
$1.4B
QoQ Performance
+3.0%
Positions
295
Top 10 Concentration
26.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG3.6%
BBUS3.2%
BUFR3.1%
JCPB2.6%
AAPL2.4%
NVDA2.1%
SCHV2.0%
SCHR1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.9%
Technology9.2%
Consumer2.6%
Healthcare1.3%
ETF1.0%
Financial1.0%
Industrial0.7%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+284 more exited positions
Changes from Q3 2025
NEW4 new positions
↑98 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022