Tradition Wealth Management, LLC
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.7ptsvs SPY
Invested
$1.4B
Holdings
510
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BBUS
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.3%
02
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.0%
03
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.7%
04
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.6%
05
$AAPL
APPLE INC
Q1 2026: Increased +6.3% (10.5k → 11.1k shares)
2.3%
06
$EMXC
ISHARES INC
Held since at least Q1 2024
2.1%
07
$SCHV
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.1%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.5% (11.3k → 11.7k shares)
1.9%
09
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
1.8%
10
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.