Tradition Wealth Management, LLC
Tradition Wealth Management, LLC reported 572 holdings worth US$1.64B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Tradition Wealth Management, LLC reported 572 holdings worth US$1.64B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 572
- Value as reported
- US$1.64B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 125K | US$36.2M | 2.2% |
| Nvidia Corporation | 157K | US$31.5M | 1.9% |
| Microsoft Corp. | 42,251 | US$15.8M | 0.96% |
| Alphabet Inc (google) Class C | 43,104 | US$15.4M | 0.94% |
| Amazon.com, Inc. | 63,243 | US$15.1M | 0.92% |
| Berkshire Hathaway Inc. | 21,177 | US$10.6M | 0.65% |
| Broadcom Inc. | 22,584 | US$8.53M | 0.52% |
| Ball Corporation | 133K | US$8.3M | 0.51% |
| Bridgewater Bancshares, Inc. | 350K | US$7.35M | 0.45% |
| Unitedhealth Group Incorporated | 16,983 | US$7.06M | 0.43% |
| Lam Research Corporation | 15,791 | US$6.84M | 0.42% |
| Tesla, Inc. | 15,379 | US$6.47M | 0.40% |
| 3m Company | 39,370 | US$6.37M | 0.39% |
| Palantir Technologies Inc. | 51,260 | US$5.98M | 0.37% |
| Abbvie Inc. | 23,062 | US$5.8M | 0.35% |
| Jp Morgan Chase & Co. | 15,691 | US$5.14M | 0.31% |
| Advanced Micro Devices Inc | 6,478 | US$3.76M | 0.23% |
| Micron Technology, Inc. | 3,036 | US$3.5M | 0.21% |
| U.s. Bancorp | 52,654 | US$3.18M | 0.19% |
| Cisco Systems, Inc. | 26,076 | US$3.06M | 0.19% |
| Walmart Inc. | 26,591 | US$3.01M | 0.18% |
| Old National Bancorp | 114K | US$2.94M | 0.18% |
| Space Exploration Technologies Corp | 17,177 | US$2.93M | 0.18% |
| Costco Wholesale Corporation | 3,079 | US$2.88M | 0.18% |
| Meta Platforms, Inc. | 5,065 | US$2.85M | 0.17% |
| Caterpillar, Inc. | 2,665 | US$2.84M | 0.17% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 5,910 | US$2.82M | 0.17% |
| Wells Fargo & Company | 32,999 | US$2.73M | 0.17% |
| Eli Lilly And Company | 2,248 | US$2.7M | 0.16% |
| Xcel Energy Inc. | 30,610 | US$2.46M | 0.15% |
| Target Corporation | 17,675 | US$2.31M | 0.14% |
| Palo Alto Networks, Inc. | 6,530 | US$2.23M | 0.14% |
| Johnson & Johnson | 7,701 | US$1.96M | 0.12% |
| Mcdonald's Corporation | 7,137 | US$1.93M | 0.12% |
| Sofi Technologies, Inc. | 104K | US$1.87M | 0.11% |
| International Business Machines Corporation | 6,401 | US$1.8M | 0.11% |
| Blue Owl Capital Corporation | 164K | US$1.78M | 0.11% |
| Visa Inc. | 5,153 | US$1.77M | 0.11% |
| Chevron Corporation | 10,326 | US$1.71M | 0.10% |
| United Parcel Service, Inc. | 14,926 | US$1.6M | 0.10% |
| Home Depot, Inc. (the) | 4,271 | US$1.51M | 0.09% |
| Archer-daniels-midland Company | 19,690 | US$1.5M | 0.09% |
| Arista Networks, Inc. | 8,607 | US$1.46M | 0.09% |
| Intel Corporation | 9,827 | US$1.37M | 0.08% |
| Ge Vernova Inc. | 1,135 | US$1.33M | 0.08% |
| Rtx Corporation | 6,943 | US$1.32M | 0.08% |
| Liquidia Corporation | 15,402 | US$1.23M | 0.08% |
| Crowdstrike Holdings, Inc. | 1,599 | US$1.22M | 0.07% |
| Altria Group, Inc. | 16,215 | US$1.17M | 0.07% |
| Applied Materials, Inc. | 1,589 | US$1.15M | 0.07% |
| Blackstone Inc. | 9,682 | US$1.14M | 0.07% |
| Uber Technologies, Inc. | 15,633 | US$1.13M | 0.07% |
| Exxon Mobil Corporation | 8,053 | US$1.1M | 0.07% |
| The Travelers Companies, Inc. | 3,280 | US$1.08M | 0.07% |
| American Express Company | 3,116 | US$1.05M | 0.06% |
| Morgan Stanley | 4,948 | US$1.03M | 0.06% |
| Deere & Company | 1,624 | US$1.03M | 0.06% |
| Fair Isaac Corporation | 835 | US$998K | 0.06% |
| Philip Morris International Inc | 5,498 | US$995K | 0.06% |
| Netflix, Inc. | 13,916 | US$994K | 0.06% |
| Amphenol Corporation | 5,399 | US$952K | 0.06% |
| Amgen Inc. | 2,607 | US$944K | 0.06% |
| Oracle Corporation | 6,327 | US$927K | 0.06% |
| Hims & Hers Health, Inc. | 25,707 | US$891K | 0.05% |
| Bank Of Montreal | 5,031 | US$889K | 0.05% |
| Corning Incorporated | 3,480 | US$889K | 0.05% |
| Cipher Digital Inc. | 36,199 | US$887K | 0.05% |
| Opendoor Technologies Inc | 183K | US$847K | 0.05% |
| Cummins Inc. | 1,168 | US$833K | 0.05% |
| Snowflake Inc. | 3,237 | US$824K | 0.05% |
| Asml Holding Nv | 410 | US$816K | 0.05% |
| Enterprise Products Partners L.p. | 21,947 | US$807K | 0.05% |
| Delta Air Lines, Inc. | 8,296 | US$777K | 0.05% |
| Coreweave, Inc. | 7,557 | US$752K | 0.05% |
| Texas Instruments Incorporated | 2,486 | US$741K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 716 | US$724K | 0.04% |
| Bank Of America Corporation | 12,323 | US$702K | 0.04% |
| Intuitive Surgical, Inc. | 1,742 | US$693K | 0.04% |
| Southern Company (the) | 7,167 | US$686K | 0.04% |
| Nu Holdings Ltd. | 51,209 | US$684K | 0.04% |
| Sunoco Lp | 10,071 | US$680K | 0.04% |
| Main Street Capital Corporation | 13,036 | US$676K | 0.04% |
| Nextera Energy, Inc. | 7,651 | US$672K | 0.04% |
| Kkr & Co. Inc. | 7,215 | US$662K | 0.04% |
| Energy Transfer Lp | 34,161 | US$653K | 0.04% |
| Mastercard Incorporated | 1,215 | US$624K | 0.04% |
| Thermo Fisher Scientific Inc | 1,227 | US$615K | 0.04% |
| Tjx Companies, Inc. (the) | 3,891 | US$589K | 0.04% |
| Verizon Communications Inc. | 13,695 | US$580K | 0.04% |
| Dell Technologies Inc. | 1,340 | US$578K | 0.04% |
| Lemonade, Inc. | 8,821 | US$574K | 0.04% |
| Marvell Technology, Inc. | 1,920 | US$572K | 0.03% |
| Qorvo, Inc. | 6,008 | US$560K | 0.03% |
| Coca-cola Company (the) | 6,811 | US$554K | 0.03% |
| Abbott Laboratories | 6,057 | US$550K | 0.03% |
| Wheaton Precious Metals Corp | 4,874 | US$547K | 0.03% |
| Lowe's Companies, Inc. | 2,454 | US$541K | 0.03% |
| Simon Property Group, Inc. | 2,419 | US$541K | 0.03% |
| Fastenal Company | 11,109 | US$534K | 0.03% |
| Strategy Inc | 6,104 | US$531K | 0.03% |
Every holding of Tradition Wealth Management, LLC
Source
View original at SEC
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