EdgeMarket › What Tradition Wealth Management, Llc reported owning
What Tradition Wealth Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
527Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 46.5M | 3.3% | 396.6K | 138.11 | +19.6% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 42.7M | 3.0% | 1.5M | 35.32 | +17.3% |
| JCPB JPMorgan Core Plus Bond ETF | 37.5M | 2.7% | 796.5K | 46.16 | -1.8% |
| BUFR FT Vest Laddered Buffer ETF | 36.4M | 2.6% | 1.1M | 37.30 | +14.5% |
| AAPL Apple Inc. | 31.7M | 2.3% | 124.7K | 309.35 | +36.9% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 29.7M | 2.1% | 378.1K | 97.80 | +53.2% |
| SCHV Schwab U.S. Large-Cap Value ETF | 28.8M | 2.1% | 944.9K | 34.94 | +22.7% |
| NVDA NVIDIA CORP | 27.1M | 1.9% | 155.4K | 214.72 | +22.4% |
| SCHD Schwab US Dividend Equity ETF | 25.4M | 1.8% | 827.3K | 35.11 | +27.6% |
| FNDF Schwab Fundamental International Equity ETF | 24.1M | 1.7% | 492.8K | 55.84 | +32.1% |
| SCHF Schwab International Equity ETF | 23.9M | 1.7% | 964.6K | 28.46 | +24.7% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 22.7M | 1.6% | 909.9K | 24.38 | -2.4% |
| JIRE JPMorgan International Research Enhanced Equit | 21.0M | 1.5% | 277.0K | 85.32 | +16.9% |
| VIG Vanguard Div Appreciation ETF | 20.8M | 1.5% | 96.7K | 243.91 | +16.2% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 20.3M | 1.4% | 348.2K | 69.08 | +22.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 20.0M | 1.4% | 34.6K | 713.44 | +26.1% |
| IWF iShares Russell 1000 Growth Fund | 19.8M | 1.4% | 46.5K | 122.39 | +11.2% |
| SCHB Schwab U.S. Broad Market ETF | 19.5M | 1.4% | 777.7K | 29.61 | +20.4% |
| BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 18.8M | 1.3% | 406.4K | 45.12 | -2.1% |
| RSP Invesco S&P 500 Equal Weight ETF | 18.7M | 1.3% | 97.2K | 221.67 | +18.8% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 17.1M | 1.2% | 615.1K | 32.53 | +28.4% |
| JGRO JPMorgan Active Growth ETF | 16.5M | 1.2% | 195.6K | 94.21 | +7.0% |
| RUNN Running Oak Efficient Growth ETF | 15.6M | 1.1% | 483.1K | 35.29 | +2.2% |
| MSFT MICROSOFT CORP | 15.5M | 1.1% | 41.8K | 483.24 | -4.4% |
| JEPI JPMorgan Equity Premium Income ETF | 15.1M | 1.1% | 266.8K | 57.92 | +1.4% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 15.1M | 1.1% | 69.6K | 249.18 | +22.7% |
| JPIE JPMorgan Income ETF | 15.0M | 1.1% | 326.5K | 45.85 | -1.1% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 13.5M | 1.0% | 272.5K | 55.82 | +21.1% |
| LOUP Innovator Deepwater Frontier Tech ETF | 13.0M | 0.9% | 189.3K | 91.94 | +46.9% |
| AMZN AMAZON COM INC | 12.7M | 0.9% | 60.9K | 258.63 | +15.6% |
| SFLO VictoryShares Small Cap Free Cash Flow ETF | 12.4M | 0.9% | 412.1K | 39.77 | +43.1% |
| SCHA Schwab U.S. Small-Cap ETF | 11.8M | 0.8% | 404.9K | 34.83 | +32.4% |
| JTEK JPMorgan U.S. Tech Leaders ETF | 11.7M | 0.8% | 146.5K | 99.98 | +20.4% |
| QQQM Invesco NASDAQ 100 ETF | 11.6M | 0.8% | 48.7K | 293.76 | +26.1% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 11.0M | 0.8% | 143.9K | 90.13 | +20.1% |
| unmapped CUSIP 084670702 | 10.8M | 0.8% | 22.6K | — | — |
| IWD iShares Russell 1000 Value ETF | 10.2M | 0.7% | 47.8K | 257.29 | +29.2% |
| IBB iShares Biotechnology ETF | 10.2M | 0.7% | 60.2K | 213.56 | +54.3% |
| JPST JPMorgan Ultra-Short Income ETF | 10.0M | 0.7% | 197.5K | 50.53 | -0.3% |
| UAPR Innovator U.S. Equity Ultra Buffer ETF - April | 9.2M | 0.7% | 274.3K | 35.67 | +12.4% |
| JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF | 8.5M | 0.6% | 128.0K | 77.85 | +27.6% |
| IVE iShares S&P 500 Value ETF | 8.0M | 0.6% | 37.7K | 237.24 | +17.6% |
| VEA Vanguard FTSE Developed Markets ETF | 8.0M | 0.6% | 124.1K | 73.42 | +24.7% |
| BALL BALL Corp | 7.9M | 0.6% | 133.1K | 63.59 | +19.7% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 7.7M | 0.5% | 101.6K | 75.66 | +0.2% |
| QUAL iShares MSCI USA Quality Factor ETF | 7.6M | 0.5% | 39.6K | 223.22 | +19.3% |
| PLTR Palantir Technologies Inc. | 7.5M | 0.5% | 51.1K | 179.94 | +15.3% |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | 7.4M | 0.5% | 76.6K | 116.01 | +27.1% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 7.3M | 0.5% | 68.4K | 58.75 | +11.9% |
| PAPR Innovator U.S. Equity Power Buffer ETF - April | 7.2M | 0.5% | 182.1K | 42.87 | +13.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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