Tradition Wealth Management, LLC
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,405,758
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 527 | 1,405,758 | 13F-HR | Tradition Wealth Management, LLC |
| Q4 2025 | 2/11/2026 | 497 | 1,393,312 | 13F-HR | Tradition Wealth Management, LLC |
| Q3 2025 | 11/13/2025 | 487 | 1,352,196 | 13F-HR | Tradition Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 460 | 1,252,149 | 13F-HR | Tradition Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
295
(0.0% of total reported value)
· QoQ Δ:
+288
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 468.8 K | 33.5% | 0 | 485.5 K | -485.5 K |
| ETFs | 929.5 K | 66.5% | 501.2 K | 0 | 501.2 K |
| Other | 0 | 0.0% | 0 | 4.791 K | -4.791 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,405,758
Holdings
527
QoQ value change ($000)
12,446
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.