Tradition Wealth Management, LLC
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,393,312
- 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 |
|---|---|---|---|---|---|
| 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):
7
(0.0% of total reported value)
· QoQ Δ:
-88
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 954.3 K | 68.8% | 25.12 K | 0 | 25.12 K |
| ETFs | 428.2 K | 30.9% | 17.22 K | 0 | 17.22 K |
| Other | 4.791 K | 0.3% | 24 | 0 | 24 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
1,393,312
Holdings
497
QoQ value change ($000)
41,116
(3.0%)
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.