Gradient Capital Advisors, LLC

DOSSIER · 13F-HR · Q3 2026

Gradient Capital Advisors, LLC

$433M in tracked AUM across 179 positions as of Q3 2026.

GC

CIK 0001727917 · last filed Sep 30, 2026

Total AUM

$433M

as of Q3 2026

Holdings

179

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Gradient Capital Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$40M52K9.2%02

AAPL

APPLE INC COM

$23M69K5.3%03

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

$15M305K3.5%04

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

$14M186K3.3%05

DFSD

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

$13M281K3.0%06

DFGP

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

$12M240K2.9%07

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

$11M417K2.6%08

SCHM

SCHWAB U.S. MID-CAP ETF

$10M296K2.3%09

GOOGL

ALPHABET INC CAP STK CL A

$9M27K2.1%10

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF