Gradient Capital Advisors, LLC
Q3 2026 13F filing
Updated 15 days ago179 disclosed positions worth $433M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES CORE S&P 500 ETF | $39.8M | 52.0K | 9.19% | Trimmed(-0.8%) |
| 2 | A APPLE INC COM | $23M | 68.9K | 5.30% | Trimmed(-3.0%) |
| 3 | S STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $15.3M | 304.9K | 3.53% | Trimmed(-1.5%) |
| 4 | V VANGUARD SHORT-TERM CORPORATE BOND ETF | $14.3M | 185.5K | 3.31% | Added(+3.0%) |
| 5 | ? N/A DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $13.1M | 281.1K | 3.02% | Added(+9.3%) |
| 6 | ? N/A DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $12.5M | 240.3K | 2.88% | Added(+2.3%) |
| 7 | S SCHWAB INTERNATIONAL EQUITY ETF | $11.4M | 416.7K | 2.64% | Trimmed(-1.9%) |
| 8 | S SCHWAB U.S. MID-CAP ETF | $10.1M | 296.5K | 2.33% | Trimmed(-1.3%) |
| 9 | G ALPHABET INC CAP STK CL A | $9.2M | 26.7K | 2.12% | Added(+1.8%) |
| 10 | V VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.9M | 181.7K | 2.07% | Added(+7.0%) |
| 11 | ? N/A DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $8.9M | 225.0K | 2.06% | Added(+1.3%) |
| 12 | ? N/A U.S. TARGETED VALUE PORTFOLIO: ETF CLASS SHARES | $8.8M | 132.5K | 2.03% | — |
| 13 | V VANGUARD MORNINGSTAR LARGE-CAP ETF | $8.4M | 23.8K | 1.93% | Trimmed(-4.2%) |
| 14 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $8.2M | 115.9K | 1.89% | Added(+1.4%) |
| 15 | S SCHWAB U.S. LARGE-CAP ETF | $7.7M | 256.6K | 1.78% | Trimmed(-1.2%) |
| 16 | ? N/A U.S. SMALL CAP VALUE PORTFOLIO: ETF CLASS SHARES | $7.7M | 205.2K | 1.78% | — |
| 17 | J JPMORGAN CHASE & CO COM | $7.4M | 22.4K | 1.71% | Trimmed(-1.2%) |
| 18 | N NVIDIA CORPORATION COM | $7.3M | 32.0K | 1.69% | Trimmed(-0.9%) |
| 19 | M MICROSOFT CORP COM | $6.9M | 13.5K | 1.59% | Trimmed(-1.7%) |
| 20 | ? N/A DIMENSIONAL US MARKETWIDE VALUE ETF | $6.7M | 121.6K | 1.54% | Trimmed(-2.6%) |
| 21 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $6.7M | 13.4K | 1.54% | Added(+21.5%) |
| 22 | J JPMORGAN ULTRA-SHORT INCOME ETF | $5.6M | 111.1K | 1.29% | Added(+2.2%) |
| 23 | D DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5.5M | 148.3K | 1.27% | Added(+0.9%) |
| 24 | ? N/A DFA REAL ESTATE SECURITIES PORTFOLIO: ETF CLASS SHARES | $5.4M | 223.0K | 1.24% | — |
| 25 | ? N/A DIMENSIONAL US LARGE CAP VALUE ETF | $5.3M | 132.6K | 1.23% | Trimmed(-0.9%) |
| 26 | S SCHWAB US DIVIDEND EQUITY ETF | $4.9M | 149.2K | 1.12% | Added(+1.0%) |
| 27 | E ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.8M | 93.4K | 1.11% | Added(+6.2%) |
| 28 | V VANGUARD TOTAL INTERNATIONAL STOCK ETF | $4.7M | 55.8K | 1.10% | Trimmed(-0.7%) |
| 29 | V VANGUARD S&P 500 ETF | $4.6M | 6.6K | 1.06% | Trimmed(-6.4%) |
| 30 | T TESLA INC COM | $4.5M | 12.6K | 1.03% | Trimmed(-4.6%) |
| 31 | M META PLATFORMS INC CL A | $4.3M | 5.9K | 0.99% | Trimmed(-4.9%) |
| 32 | V VANGUARD MORNINGSTAR MID-CAP ETF | $4.3M | 54.4K | 0.99% | Trimmed(-1.1%) |
| 33 | E ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.1M | 41.6K | 0.95% | Added(+2.6%) |
| 34 | G SPDR GOLD SHARES | $3.9M | 10.3K | 0.90% | Added(+4.5%) |
| 35 | ? N/A DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $3.9M | 90.0K | 0.90% | Trimmed(-1.9%) |
| 36 | L LAM RESEARCH CORP COM NEW | $3.9M | 11.9K | 0.90% | Trimmed(-24.1%) |
| 37 | V VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $3.7M | 88.1K | 0.87% | Added(+2.2%) |
| 38 | V VANGUARD MORNINGSTAR GROWTH ETF | $3.7M | 40.8K | 0.85% | Added(+0.4%) |
| 39 | A BROADCOM INC COM | $3.7M | 10.5K | 0.85% | Trimmed(-3.2%) |
| 40 | V VANGUARD MORNINGSTAR SMALL-CAP ETF | $3.6M | 12.6K | 0.82% | Trimmed(-1.8%) |
| 41 | A AMERIPRISE FINL INC COM | $2.9M | 5.9K | 0.67% | — |
| 42 | T TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2.7M | 5.9K | 0.62% | Trimmed(-1.1%) |
| 43 | C CISCO SYS INC COM | $2.6M | 24.3K | 0.60% | Trimmed(-0.5%) |
| 44 | V VANGUARD MORNINGSTAR VALUE ETF | $2.4M | 11.2K | 0.56% | Trimmed(-2.7%) |
| 45 | A AMAZON COM INC COM | $2.4M | 9.7K | 0.56% | Trimmed(-1.7%) |
| 46 | A ADVANCED MICRO DEVICES INC COM | $2.4M | 3.9K | 0.55% | Trimmed(-18.3%) |
| 47 | ? N/A AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2.3M | 20.8K | 0.53% | Added(+0.2%) |
| 48 | S STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $2.3M | 22.8K | 0.52% | Trimmed(-13.6%) |
| 49 | N DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $2.2M | 56.0K | 0.51% | Trimmed(-1.2%) |
| 50 | ? N/A AVANTIS U.S. MID CAP EQUITY ETF | $2.2M | 28.4K | 0.50% | Added(+5.2%) |