Gradient Capital Advisors, LLC
CIK 1727917
13F filing for Q2 2026・No. 4,290
- Holdings
- US$431.78M
- Quarter change
- +US$46.02M
- Entries
- 179
- Net bought (estimate)
- +US$983.92K
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 9
- Sold out 7
- Cut 65
- Added 65
- Corporate actions 0
- Unchanged 40
Largest holdings
179 stocks worth US$431.78M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES CORE S&P 500 ETFETF | Cut | 52,370 | US$39.22M | 9.08% |
| AAPLAppleStock | Cut | 71,073 | US$20.57M | 4.76% |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFETF | Cut | 309,462 | US$15.59M | 3.61% |
| VANGUARD SHORT-TERM CORPORATE BOND ETFETF | Added | 180,069 | US$14.23M | 3.30% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETFETF | Added | 234,833 | US$12.79M | 2.96% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETFETF | Added | 257,184 | US$12.28M | 2.84% |
| SCHWAB INTERNATIONAL EQUITY ETFETF | Cut | 424,587 | US$11.76M | 2.72% |
| SCHWAB U.S. MID-CAP ETFETF | Cut | 300,477 | US$11.08M | 2.57% |
| DIMENSIONAL U.S. TARGETED VALUE ETFETF | Cut | 134,622 | US$9.41M | 2.18% |
| GOOGLAlphabetStock | Added | 26,189 | US$9.36M | 2.17% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.