13F
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Tradition Wealth Management, LLC

13F equity value
$1.4B
Positions
511
Top 10 concentration
23.5%
Quarters / total new picks
20 / 693
13F equity value over time
$0M$703M$1B2020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +3.2% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 65.0% of quarters (excess t = 1.62, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+4.7%
t-stat
1.62
Quarterly win rate
65%
Annualized excess
+4.6%
$1 → follow vs universe
$1.66 vs $1.34
Cumulative return: $1 invested in new picks vs universe
1.00 20210331: universe 1.00920210630: universe 1.09020210930: universe 0.97820211231: universe 0.83220220331: universe 0.89420220630: universe 0.82820220930: universe 0.88920221231: universe 0.82620230331: universe 0.87020230630: universe 0.83920230930: universe 0.95220231231: universe 0.99520240331: universe 1.01720240630: universe 1.11020240930: universe 1.10020241231: universe 1.02720250331: universe 1.11920250630: universe 1.15520250930: universe 1.29820251231: universe 1.343 20210331: follow 1.04620210630: follow 1.14720210930: follow 0.99720211231: follow 0.77720220331: follow 0.90420220630: follow 0.86220220930: follow 0.92720221231: follow 0.87020230331: follow 0.88720230630: follow 0.87020230930: follow 1.02320231231: follow 1.10620240331: follow 1.04820240630: follow 1.37620240930: follow 1.31520241231: follow 1.28720250331: follow 1.34120250630: follow 1.40420250930: follow 1.55320251231: follow 1.665 0.71 1.26 1.80 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 511 · 2026 Q1

Ticker Value Weight QoQ
BBUS $46M
3.3%
ADD
SCHG $43M
3.0%
TRIM
JCPB $38M
2.7%
ADD
BUFR $36M
2.6%
TRIM
AAPL $32M
2.3%
ADD
EMXC $30M
2.1%
ADD
SCHV $29M
2.1%
HOLD
NVDA $27M
1.9%
HOLD
SCHD $25M
1.8%
ADD
FNDF $24M
1.7%
HOLD
SCHF $24M
1.7%
ADD
SCHR $23M
1.6%
TRIM
JIRE $21M
1.5%
ADD
VIG $21M
1.5%
HOLD
DYNF $20M
1.4%
ADD
QQQ $20M
1.4%
HOLD
IWF $20M
1.4%
HOLD
SCHB $20M
1.4%
TRIM
BBAG $19M
1.3%
ADD
RSP $19M
1.3%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ACWXAGIARLPBJANBUFFCBCGNGCHRWCLFCOINCOWZEMNTENTGESGEITRGMTZPSXREIROSTRSPGSCCOSTWDTGTXVRTXWECWTI

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.