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Gradient Investments LLC

Q2 2026 13F filing

Updated 67 days ago

448 disclosed positions worth $7.2B

Portfolio value
$7.2B
Total holdings
448
New positions
60
Closed positions
32
Increased
261
Decreased
118
Turnover
20.5%
Filed
2026-07-08

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

SPDR SERIES TRUST

+6.6%
Value
$393.2M
Shares
4.47M
% Port
5.43%
N

NVIDIA CORPORATION

+29.5%
Value
$192.1M
Shares
960.2K
% Port
2.65%
?
3.N/A

DOUBLELINE ETF TRUST

+0.3%
Value
$151.2M
Shares
3.08M
% Port
2.09%
A

APPLE INC

+1.8%
Value
$145.3M
Shares
502.0K
% Port
2.00%
A

AMAZON COM INC

-3.2%
Value
$142.3M
Shares
597.0K
% Port
1.96%
?
6.N/A

AMERICAN CENTY ETF TR

+2.2%
Value
$129M
Shares
1.45M
% Port
1.78%
G

ALPHABET INC

-5.7%
Value
$122M
Shares
345.4K
% Port
1.68%
?
8.N/A

JANUS DETROIT STR TR

+14.6%
Value
$121M
Shares
2.69M
% Port
1.67%
?
9.N/A

WORLD GOLD TR

-6.8%
Value
$120.5M
Shares
1.52M
% Port
1.66%
?
10.N/A

AIM ETF PRODUCTS TRUST

+14.5%
Value
$119.9M
Shares
3.86M
% Port
1.65%
M
11.MSFT

MICROSOFT CORP

-4.6%
Value
$113.7M
Shares
304.9K
% Port
1.57%
?
12.N/A

SPDR INDEX SHS FDS

-1.5%
Value
$112.4M
Shares
2.23M
% Port
1.55%
?
13.N/A

COLUMBIA ETF TR I

+3.9%
Value
$104.4M
Shares
2.41M
% Port
1.44%
?
14.N/A

AMERICAN CENTY ETF TR

-9.8%
Value
$99.5M
Shares
1.03M
% Port
1.37%
?
15.N/A

ISHARES U S ETF TR

+18.4%
Value
$92.1M
Shares
858.0K
% Port
1.27%
?
16.N/A

BONDBLOXX ETF TRUST

+121.8%
Value
$86.8M
Shares
1.90M
% Port
1.20%
M
17.META

META PLATFORMS INC

+4.0%
Value
$82.7M
Shares
146.9K
% Port
1.14%
?
18.N/A

INVESCO EXCH TRADED FD TR II

-2.3%
Value
$82.6M
Shares
272.6K
% Port
1.14%
A
19.AVGO

BROADCOM INC

+8.8%
Value
$77.6M
Shares
205.4K
% Port
1.07%
G

GOLDMAN SACHS GROUP INC

+0.8%
Value
$71.5M
Shares
70.7K
% Port
0.99%
?
21.N/A

BONDBLOXX ETF TRUST

+38.8%
Value
$70M
Shares
1.48M
% Port
0.97%
J

JPMORGAN CHASE & CO

+6.4%
Value
$67.4M
Shares
205.9K
% Port
0.93%
?
23.N/A

JANUS DETROIT STR TR

-5.8%
Value
$66.9M
Shares
1.33M
% Port
0.92%
M

MORGAN STANLEY

-2.7%
Value
$66.6M
Shares
318.7K
% Port
0.92%
L
25.LRCX

LAM RESEARCH CORP

+4.4%
Value
$65.1M
Shares
150.2K
% Port
0.90%
?
26.N/A

PIMCO ETF TR

+8.0%
Value
$62.2M
Shares
1.21M
% Port
0.86%
?
27.N/A

AMERICAN CENTY ETF TR

+35.1%
Value
$61.9M
Shares
483.5K
% Port
0.85%
?
28.N/A

DOUBLELINE ETF TRUST

-2.6%
Value
$61.3M
Shares
1.21M
% Port
0.85%
P
29.PANW

PALO ALTO NETWORKS INC

-2.3%
Value
$59.8M
Shares
175.2K
% Port
0.82%
?
30.N/A

SPDR SERIES TRUST

-36.8%
Value
$59.6M
Shares
2.34M
% Port
0.82%
U
31.UNH

UNITEDHEALTH GROUP INC

-8.0%
Value
$58.1M
Shares
139.8K
% Port
0.80%
?
32.N/A

NEOS ETF TRUST

+4.3%
Value
$57.4M
Shares
1.08M
% Port
0.79%
?
33.N/A

AIM ETF PRODUCTS TRUST

+1.2%
Value
$56.7M
Shares
1.38M
% Port
0.78%
?
34.N/A

SELECT SECTOR SPDR TR

+14.5%
Value
$56.2M
Shares
1.05M
% Port
0.78%
?
35.N/A

BONDBLOXX ETF TRUST

-3.5%
Value
$54.4M
Shares
1.07M
% Port
0.75%
C
36.CVX

CHEVRON CORPORATION

+5.3%
Value
$53.9M
Shares
324.9K
% Port
0.74%
?
37.N/A

INVESCO ACTIVELY MANAGED EXC

-6.0%
Value
$51.9M
Shares
1.03M
% Port
0.72%
?
38.N/A

ANGEL OAK FUNDS TRUST

-5.7%
Value
$51.8M
Shares
1.02M
% Port
0.72%
E
39.ETHA

ISHARES TR

+31.1%
Value
$51.1M
Shares
474.8K
% Port
0.70%
T
40.TGT

TARGET CORP

-10.4%
Value
$49.9M
Shares
381.7K
% Port
0.69%
?
41.N/A

INNOVATOR ETFS TRUST

-6.2%
Value
$49.7M
Shares
1.46M
% Port
0.69%
E
42.ETN

EATON CORP PLC

+5.2%
Value
$49.6M
Shares
116.3K
% Port
0.68%
V
43.V

VISA INC

+9.1%
Value
$47M
Shares
136.9K
% Port
0.65%
?
44.N/A

SPDR SERIES TRUST

+8222.4%
Value
$46.1M
Shares
1.38M
% Port
0.64%
K
45.KO

COCA COLA CO

-0.1%
Value
$45.8M
Shares
563.1K
% Port
0.63%
U
46.URI

UNITED RENTALS INC

+7.8%
Value
$44.8M
Shares
39.5K
% Port
0.62%
?
47.N/A

BONDBLOXX ETF TRUST

Value
$44.3M
Shares
1.18M
% Port
0.61%
E
48.ETHA

ISHARES TR

+4.4%
Value
$44M
Shares
58.7K
% Port
0.61%
W
49.WMT

WALMART INC

+1.2%
Value
$43.9M
Shares
387.8K
% Port
0.61%
?
50.N/A

FIRST TR EXCHANGE-TRADED FD

+10.7%
Value
$43.8M
Shares
734.0K
% Port
0.60%