Gradient Capital Advisors, LLC - Portfolio Stock Holdings
Gradient Capital Advisors, LLC disclosed 185 stock positions in a recent SEC 13F filing. $423,008,638 of stock holdings were filed, with the largest holdings including IVV, AAPL, and SPDW. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $742,204,721 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
185Est. Stock Holding Value:
$423,008,638Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gradient Capital Advisors, LLC
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% of Portfolio
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