Gradient Investments LLC
CIK 1542265
13F filing for Q2 2026・No. 712
- Holdings
- US$7.25B
- Quarter change
- +US$792.49M
- Entries
- 448
- Net bought (estimate)
- +US$259.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 60
- Sold out 32
- Cut 122
- Added 256
- Corporate actions 2
- Unchanged 10
Largest holdings
448 stocks worth US$7.25B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 4,474,804 | US$393.25M | 5.43% |
| NVDANvidiaCOM | Added | 960,223 | US$192.13M | 2.65% |
| DOUBLELINE ETF TRUSTMORTGAGE ETF | Added | 3,081,101 | US$151.25M | 2.09% |
| AAPLAppleCOM | Added | 502,015 | US$145.26M | 2.00% |
| AMZNAmazonCOM | Cut | 597,018 | US$142.29M | 1.96% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 1,445,630 | US$128.95M | 1.78% |
| GOOGALPHABET INCCAP STK CL C | Cut | 345,387 | US$122.04M | 1.68% |
| JANUS DETROIT STR TRHENDERSON MTG | Added | 2,688,767 | US$120.97M | 1.67% |
| WORLD GOLD TRSPDR GLD MINIS | Cut | 1,517,719 | US$120.54M | 1.66% |
| AIM ETF PRODUCTS TRUSTALLIANZIM US EQU | Added | 3,858,271 | US$119.86M | 1.65% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.