Gradient Investments LLC
CIK 0001542265 · ARDEN HILLS, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.25B
2026 Q2
Positions
448
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
5.4%
NVDA
NVIDIA CORPORATION
2.7%
DMBS
DOUBLELINE ETF TRUST
2.1%
AAPL
APPLE INC
2.0%
AMZN
AMAZON COM INC
2.0%
AVDE
AMERICAN CENTY ETF TR
1.8%
GOOG
ALPHABET INC
1.7%
JMBS
JANUS DETROIT STR TR
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.