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Mark Walsingham

Tradition Wealth Management, Llc

Assets Managed
$1.406B
Holdings
511
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0.9%(2Q avg: 1.97%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Tradition Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 511 positions.

Assets under management

The assets under management (AUM) of Tradition Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.406B in assets, with a quarterly growth rate of 0.9% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Mark Walsingham, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BBUS
Jpmorgan Betabuilders Us Equ
Recent Activity
Increased 10.93%
3.31%
$46.478M
396,641 shares@ $117.18 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -5.85%
3.04%
$42.678M
1.465M shares@ $29.13 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 4.33%
2.67%
$37.5M
796,523 shares@ $47.09 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -15.77%
2.59%
$36.406M
1.078M shares@ $33.77 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.31%
2.26%
$31.657M
124,738 shares@ $253.79 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 23.11%
2.12%
$29.745M
378,148 shares@ $78.67 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 1.12%
2.06%
$28.82M
944,929 shares@ $30.51 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.68%
1.93%
$27.095M
155,360 shares@ $174.4 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 6.24%
1.81%
$25.381M
827,290 shares@ $30.69 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 1.21%
1.72%
$24.113M
492,801 shares@ $48.94 avg price

1-10 of 511