Gradient Capital Advisors, LLC

Name: Gradient Capital Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001727917 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗

Gradient Capital Advisors, LLC reported 179 positions worth $431.8M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: IVV (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$431.8M

2026 Q2

Positions

179

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

36.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 179 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES CORE S&P 500 ETF	SH	$39.2M	9.08%	52,370	—	—
▸ 2	AAPL	APPLE INC COM	SH	$20.6M	4.76%	71,073	—	—
▸ 3	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	SH	$15.6M	3.61%	309,462	—	—
▸ 4	VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	SH	$14.2M	3.30%	180,069	—	—
▸ 5	DFGP	DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	SH	$12.8M	2.96%	234,833	—	—
▸ 6	DFSD	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	SH	$12.3M	2.84%	257,184	—	—
▸ 7	SCHF	SCHWAB INTERNATIONAL EQUITY ETF	SH	$11.8M	2.72%	424,587	—	—
▸ 8	SCHM	SCHWAB U.S. MID-CAP ETF	SH	$11.1M	2.57%	300,477	—	—
▸ 9	DFAT	DIMENSIONAL U.S. TARGETED VALUE ETF	SH	$9.4M	2.18%	134,622	—	—
▸ 10	GOOGL	ALPHABET INC CAP STK CL A	SH	$9.4M	2.17%	26,189	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gradient Capital Advisors, LLC hold as of Q2 2026?

Gradient Capital Advisors, LLC reported 179 positions worth $431.8M in its Q2 2026 13F filing. Largest positions: IVV (9.1%), AAPL (4.8%), SPDW (3.6%), VCSH (3.3%) and DFGP (3.0%).

What did Gradient Capital Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gradient Capital Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.