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CIK: 0001542265
Total reported value
$7.2B
$7.2B
420 檔
12.2%
In Q1 2026, Gradient Investments LLC's U.S. equity holdings reached a combined market value of $7.2B, distributed across 420 disclosed stock positions.
In Q1 2026, Gradient Investments LLC displayed an active expansion posture, initiating 64 new positions and adding to 82 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 420 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.98% | +0.45% | +3.94% | |
| 2 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.35% | -0.26% | +15.72% | |
| 3 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.34% | -0.68% | +47.81% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.65% | -3.90% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -0.03% | +1.38% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.06% | -2.65% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 1.86% | -0.08% | +3.87% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.26% | +6.83% | |
| 9 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.64% | +0.03% | +5.37% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.63% | +0.05% | -7.96% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.60% | -0.05% | +3.63% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.47% | -0.65% | -1.19% | |
| 13 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.46% | +0.19% | +4.21% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.43% | -0.06% | +3.45% | |
| 15 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.40% | +0.04% | +5.37% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.11% | -1.91% | |
| 17 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.14% | -0.77% | +18.31% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.10% | -0.18% | +11.96% | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.03% | +0.11% | +5.68% | |
| 20 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.99% | +0.28% | +7.53% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.25% | -9.10% | |
| 22 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.98% | -0.13% | +12.99% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.92% | +0.07% | -3.79% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.16% | -0.04% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.05% | +0.08% | |
| 26 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.88% | -0.02% | +4.27% | |
| 27 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.88% | -0.13% | +18.49% | |
| 28 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.85% | -0.13% | -21.96% | |
| 29 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.85% | -0.13% | -21.85% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.84% | +0.08% | -0.68% | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 0.80% | -0.11% | -6.87% | |
| 32 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.79% | — | -41.95% | |
| 33 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.79% | -0.01% | +0.73% | |
| 34 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.79% | +0.18% | +18.54% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.13% | -6.22% | |
| 36 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-Other | 0.70% | -0.70% | +18.68% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | +0.08% | +6.82% | |
| 38 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 0.68% | +0.01% | -9.03% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.03% | -3.97% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.64% | -0.06% | +5.66% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.64% | -0.10% | -0.24% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.16% | +6.26% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.63% | -0.63% | +5.07% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.62% | +0.23% | +19.73% | |
| 45 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.61% | -0.01% | +5.54% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.14% | -1.66% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.61% | +0.07% | -7.36% | |
| 48 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.61% | +0.59% | +16.23% | |
| 49 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 0.60% | -0.24% | +19.26% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.14% | -1.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +0.9% | +47.81% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.3% | +107.17% | Add |
| 3 | DMBS | Doubleline Mortgage ETF | +0.3% | +15.72% | Add |
| 4 | CVX | Chevron CORP | +0.2% | -9.10% | Trim |
| 5 | XFIV | Bondbloxx Bbg 5 Yr US Treas | +0.2% | +18.31% | Add |
| 6 | LYB | LyondellBasell Industries N.V. | +0.1% | -5.99% | Trim |
| 7 | MUB | Ishares National Muni Bond E | +0.1% | +29.98% | Add |
| 8 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | +0.1% | +18.49% | Add |
| 9 | COP | Conocophillips | +0.1% | -7.29% | Trim |
| 10 | XSVN | Bondbloxx Bbg 7 Yr US Treas | +0.1% | +18.54% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -2.70% | Trim |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +11.96% | Add |
| 13 | DABS | Doubleline Asset-backed ETF | +0.1% | +12.99% | Add |
| 14 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | +0.1% | +18.68% | Add |
| 15 | TGT | Target CORP | +0.1% | -6.87% | Trim |
| 16 | AVUS | Avantis U.s. Equity ETF | +0.1% | +19.73% | Add |
| 17 | AVDE | Avantis International Equity | +0.1% | +3.87% | Add |
| 18 | AVEM | Avantis Emerging Markets Eq | +0.1% | +3.45% | Add |
| 19 | BBUS | Jpmorgan Betabuilders US Equ | +0.1% | +53.16% | Add |
| 20 | EOG | Eog Resources Inc | +0.1% | +0.86% | Add |
| 21 | SU | Suncor Energy Inc | +0.1% | +101.95% | Add |
| 22 | PCMM | Bblx Private Credit Clo ETF | +0.1% | +19.26% | Add |
| 23 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.1% | +16.23% | Add |
| 24 | SHEL | Shell Plc-adr | +0.1% | +164.42% | Add |
| 25 | JD | Jd.com Inc-adr | +0.1% | +264.91% | Add |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +3.63% | Add |
| 27 | CSNR | C&s Nat Resources Active ETF | +0.1% | +1.65% | Add |
| 28 | LIN | Linde plc | +0.1% | +196.42% | Add |
| 29 | ASML | ASML Holding N.V. | +0.1% | +1.62% | Add |
| 30 | PWR | Quanta Services Inc | +0.1% | -11.85% | Trim |
| 31 | CNI | Canadian Natl Railway Co | +0.1% | +184.31% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +29.60% | Add |
| 33 | NVS | Novartis Ag-sponsored Adr | +0.1% | +139.77% | Add |
| 34 | NGG | National Grid Plc-sp Adr | +0.1% | +152.47% | Add |
| 35 | CM | Can Imperial Bk Of Commerce | +0.1% | +144.16% | Add |
| 36 | JMST | JPM Ultra-short Muni Income | +0.1% | +30.38% | Add |
| 37 | KO | The Coca-Cola Company | +0.1% | +179.21% | Add |
| 38 | RY | Royal Bank Of Canada | +0.1% | +158.51% | Add |
| 39 | TEL | TE Connectivity plc | +0.1% | +168.64% | Add |
| 40 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +112.08% | Add |
| 41 | UBS | UBS Group AG | +0.1% | +177.76% | Add |
| 42 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +120.16% | Add |
| 43 | BKR | Baker Hughes Co | 0% | -14.17% | Trim |
| 44 | PRIV | Ss Ig Publ Priv Cred Etf-usd | 0% | +16.15% | Add |
| 45 | KOF | Coca-cola Femsa Sab-sp Adr | 0% | +143.49% | Add |
| 46 | TOLZ | Proshares Glb Infrastructure | 0% | +4.53% | Add |
| 47 | KMI | Kinder Morgan, Inc. | 0% | -1.72% | Trim |
| 48 | EIX | Edison International | 0% | -3.97% | Trim |
| 49 | PUK | Prudential Plc-adr | 0% | +133.48% | Add |
| 50 | SMFG | Sumitomo Mitsui-spons Adr | 0% | +117.55% | Add |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.2B across 420 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DMBS, GLDM) accounted for 12.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $20.7M
Top Position Liquidated / Trimmed
SIVR
前期市值: $31.3M
During Q1 2026, Gradient Investments LLC's top holdings by market value included SPYM (5.0%)、DMBS (2.4%)、GLDM (2.3%). The largest single position, SPYM, represented 5.0% of total portfolio value.
In Q1 2026, Gradient Investments LLC made 200 total portfolio adjustments, initiating 64 new buys, adding to 82 positions, trimming 46 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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