SEC Form 13F

Tradition Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-12
Reported value$1,635,765,041
Positions559

Largest disclosed positions

IssuerTickerClassReported valueReported amount
J P MORGAN EXCHANGE TRADED FBBUSBETABUILDRS US$55,774,102414,000
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$50,459,7711,491,128
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$39,339,878838,089
ISHARES INCEMXCMSCI EMRG CHN$39,311,053384,272
APPLE INCAAPLCOM$36,156,292124,953
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$34,168,189935,346
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$33,162,259952,665
NVIDIA CORPORATIONNVDACOM$31,486,049157,359
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$28,262,1321,020,294
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$27,208,102858,029

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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