TRADITION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWB | 352K | $6.23M |
 | OBDC | 165K | $1.82M |
 | NVDA | 155K | $27.09M |
 | OPEN | 148K | $691.35K |
 | BALL | 133K | $7.87M |
 | AAPL | 125K | $31.66M |
 | ONB | 113K | $2.50M |
 | SOFI | 105K | $1.67M |
 | RXRX | 68K | $207.96K |
 | AMZN | 61K | $12.67M |
 | NU | 57K | $814.76K |
 | USB | 56K | $2.91M |
 | PLTR | 51K | $7.48M |
 | ABCL | 48K | $166.57K |
 | MSFT | 42K | $15.46M |
 | MMM | 40K | $5.85M |
 | ET | 39K | $750.88K |
 | CIFR | 35K | $450.27K |
 | WFC | 33K | $2.66M |
 | PATH | 33K | $364.99K |
Bridgewater Bancshares, Inc.
BWB
Shares Held
352K
Value
$6.23M
Blue Owl Capital Corporation
OBDC
Shares Held
165K
Value
$1.82M
NVIDIA Corporation
NVDA
Shares Held
155K
Value
$27.09M
Opendoor Technologies Inc.
OPEN
Shares Held
148K
Value
$691.35K
Ball Corporation
BALL
Shares Held
133K
Value
$7.87M
Apple Inc.
AAPL
Shares Held
125K
Value
$31.66M
Old National Bancorp
ONB
Shares Held
113K
Value
$2.50M
SoFi Technologies, Inc.
SOFI
Shares Held
105K
Value
$1.67M
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
68K
Value
$207.96K
Amazon.com, Inc.
AMZN
Shares Held
61K
Value
$12.67M
Nu Holdings Ltd.
NU
Shares Held
57K
Value
$814.76K
U.S. Bancorp
USB
Shares Held
56K
Value
$2.91M
Palantir Technologies Inc.
PLTR
Shares Held
51K
Value
$7.48M
AbCellera Biologics Inc.
ABCL
Shares Held
48K
Value
$166.57K
Microsoft Corporation
MSFT
Shares Held
42K
Value
$15.46M
3M Company
MMM
Shares Held
40K
Value
$5.85M
Energy Transfer LP
ET
Shares Held
39K
Value
$750.88K
Cipher Mining Inc.
CIFR
Shares Held
35K
Value
$450.27K
Wells Fargo & Company
WFC
Shares Held
33K
Value
$2.66M
UiPath Inc.
PATH
Shares Held
33K
Value
$364.99K