1y return+19.4%S&P 500 +20.9%
3y return+50.5%S&P 500 +68.5%
5y return+40.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $156 against $200 in the S&P 500.2
Tradition Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BBUSJ P Morgan Exchange Traded F | $55.8M | 3.4% | +4.4% |
| SCHGSchwab Strategic Tr | $50.5M | 3.1% | +1.8% |
| JCPBJ P Morgan Exchange Traded F | $39.3M | 2.4% | +5.2% |
| EMXCIshares Inc | $39.3M | 2.4% | +1.6% |
| AAPLApple Inc | $36.2M | 2.2% | |
| BUFRFirst Tr Exchng Traded Fd Vi | $34.2M | 2.1% | −13.2% |
| SCHVSchwab Strategic Tr | $33.2M | 2.0% | |
| NVDANvidia Corporation | $31.5M | 1.9% | +1.3% |
| SCHFSchwab Strategic Tr | $28.3M | 1.7% | +5.8% |
| SCHDSchwab Strategic Tr | $27.2M | 1.7% | +3.7% |
| QQQInvesco Qqq Tr | $25.6M | 1.6% | |
| FNDFSchwab Strategic Tr | $25.1M | 1.5% | −3.3% |
| DYNFBlackrock Etf Trust | $24.5M | 1.5% | +3.3% |
| JIREJ P Morgan Exchange Traded F | $24.0M | 1.5% | +4.9% |
| SCHRSchwab Strategic Tr | $23.6M | 1.4% | +5.2% |
| VIGVanguard Specialized Funds | $23.2M | 1.4% | +1.5% |
| IWFIshares Tr | $22.9M | 1.4% | |
| SCHBSchwab Strategic Tr | $22.8M | 1.4% | +1.2% |
| BBAGJ P Morgan Exchange Traded F | $20.7M | 1.3% | +11.0% |
| RSPInvesco Exchange Traded Fd T | $20.6M | 1.3% | |
| JGROJ P Morgan Exchange Traded F | $20.0M | 1.2% | +3.5% |
| FNDXSchwab Strategic Tr | $19.8M | 1.2% | +3.4% |
| SPYMSpdr Series Trust | $19.5M | 1.2% | +53.9% |
| LOUPInnovator Etfs Trust | $18.6M | 1.1% | |
| VBRVanguard Index Fds | $17.1M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $31.5M |
| QQQInvesco Qqq Tr | December 31, 2020 | +134.7% | $25.6M |
| AAPLApple Inc | December 31, 2020 | +118.1% | $36.2M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2020 | +115.8% | $10.6M |
| SCHGSchwab Strategic Tr | December 31, 2020 | +110.8% | $50.5M |
| LOUPInnovator Etfs Trust | December 31, 2020 | +97.8% | $18.6M |
| SCHBSchwab Strategic Tr | December 31, 2020 | +91.0% | $22.8M |
| FNDXSchwab Strategic Tr | March 31, 2021 | +80.6% | $19.8M |
| EMXCIshares Inc | March 31, 2024 | +77.7% | $39.3M |
| IWDIshares Tr | December 31, 2020 | +77.3% | $11.6M |
Sold off last quarter
- SBARSimplify Exchange Traded Fun was $2.3M
- IAGGIshares Tr was $1.9M
- Honeywell Intl IncCUSIP 438516106 was $984K
- AGIAlamos Gold Inc was $281K
- GDENGolden Entmt Inc was $267K
- BPBp PLC was $265K
- KRKroger Co was $254K
- PSXPhillips 66 was $235K
- ENTGEntegris Inc was $234K
- HWKNHawkins Inc was $233K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.8% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tradition Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1843010&type=13F-HR&dateb=&owner=include&count=40CIK 1843010
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1843010/000184301026000004/Filed August 11, 2026 · accession 0001843010-26-000004