Gradient Capital Advisors, LLC - Portfolio Stock Holdings
Gradient Capital Advisors, LLC disclosed 185 stock positions in a recent SEC 13F filing. $431,070,251 of stock holdings were filed, with the largest holdings including IVV, AAPL, and SPDW. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
185Est. Stock Holding Value:
$431,070,251Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gradient Capital Advisors, LLC
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