Gradient Capital Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Gradient Capital Advisors, LLC

$432M in tracked AUM across 179 positions as of Q2 2026.

GC

CIK 0001727917 · last filed Jun 30, 2026

Total AUM

$432M

as of Q2 2026

Holdings

179

—

positions

Whale Score

50

50

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Gradient Capital Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$39M52K9.1%02

AAPL

APPLE INC COM

$21M71K4.8%03

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

$16M309K3.6%04

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

$14M180K3.3%05

DFGP

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

$13M235K3.0%06

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF