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Tradition Wealth Management, LLC
Tradition Wealth Management, LLC is an independent investment advisory firm headquartered in Edina, Minnesota. Founded in 2003, the firm offers comprehensive wealth management, asset management, financial planning, retirement plan consulting, unified managed accounts, and advisory services tailored to individual client needs. Tradition Wealth Management primarily serves individual clients—including both high net worth and non-high net worth individuals—as well as pension and profit-sharing plans and charitable organizations. With a team of approximately 28 employees, Tradition Wealth Management is committed to acting in a fiduciary capacity and providing independent, impartial advice to help clients achieve their financial goals.
Investment Strategy
Tradition Wealth Management employs a consultative process to create customized portfolio allocations based on the individual investment objectives, risk tolerance, and time horizon of each client. The firm offers both discretionary and non-discretionary management, leveraging its asset management program, third-party managed solutions, and independent financial planning to deliver comprehensive advisory recommendations. Tradition Wealth focuses on diversification and long-term wealth accumulation, regularly reviewing and adjusting client portfolios to reflect changes in market conditions and client goals.
Latest 13F Filing Activity
Tradition Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 438 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Schwab Strategic TR, J P Morgan Exchange Traded F among other positions. Tradition Wealth Management, LLC reduced exposure to Pacer FDS TR, SPDR Series Trust, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (438)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 3.82% | $47.8M | 1,636,557 | $16.71 | $29.21 | +$6.8M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.24% | $40.6M | 861,685 | $46.24 | $47.06 | +$1.3M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 3.19% | $39.9M | 1,254,553 | $24.21 | $31.80 | +$3.0M |
B BBUS | J P MORGAN EXCHANGE TRADED F | 2.86% | $35.8M | 319,774 | $101.33 | $111.92 | +$6.0M |
S SCHV | SCHWAB STRATEGIC TR | 2.09% | $26.1M | 943,657 | $25.27 | $27.67 | +$1.3M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
P PFE | PFIZER INC | Bought | Put | $55.4K | 725 | $24.24 | $25.82 | +225 | +$14.2K |
Industry Allocation
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