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Gradient Investments LLC - Portfolio Stock Holdings

Gradient Investments LLC disclosed 477 stock positions in a recent SEC 13F filing. $7,221,592,355 of stock holdings were filed, with the largest holdings including SPYM, NVDA, and DMBS. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $8,201,136,002 and has 40 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

477

Est. Stock Holding Value:

$7,221,592,355

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Gradient Investments LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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