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CIK: 0001542265
Total reported value
$7.0B
$7.0B
448 檔
14.6%
During the Q2 2026 filing period, Gradient Investments LLC (CIK: 0001542265) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.0B across 448 reported positions.
In Q2 2026, Gradient Investments LLC displayed an active expansion posture, initiating 26 new positions and adding to 105 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 448 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 | 5.43% | +0.39% | +6.58% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | +0.21% | +29.49% | |
| 3 | DMBS | Doubleline Mortgage ETF | ETF-Other | 2.09% | -0.33% | +0.35% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.00% | +0.15% | +1.77% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | -0.02% | -3.19% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 1.78% | +0.12% | +2.18% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.68% | -0.24% | -5.72% | |
| 8 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.67% | -0.02% | +14.57% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.66% | -0.12% | -6.79% | |
| 10 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-Other | 1.65% | +0.12% | +14.53% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | +0.50% | -4.59% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.55% | — | -1.53% | |
| 13 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.44% | +0.13% | +3.92% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.37% | +0.03% | -9.80% | |
| 15 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 1.27% | -0.91% | +18.43% | |
| 16 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 1.20% | -0.20% | +121.80% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.25% | +3.97% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.14% | +0.08% | -2.30% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | +0.05% | +8.78% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.99% | -0.17% | +0.82% | |
| 21 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 0.97% | -0.12% | +38.84% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.06% | +6.38% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.92% | -0.02% | -5.80% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.92% | -0.13% | -2.70% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | -0.24% | +4.43% | |
| 26 | PRFD | Pimco Pref And Cap Sec Act | ETF-Other | 0.86% | — | +7.95% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.85% | +0.15% | +35.15% | |
| 28 | DABS | Doubleline Asset-backed ETF | ETF-Other | 0.85% | -0.06% | -2.60% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.82% | -0.15% | -2.32% | |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.82% | +0.04% | -36.84% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | -0.13% | -7.95% | |
| 32 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.79% | +0.04% | +4.26% | |
| 33 | FEBT | Allianzim US Eq Bffr10 Fb-us | ETF-Other | 0.78% | +0.06% | +1.18% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.78% | +0.03% | +14.48% | |
| 35 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-Corp Bonds | 0.75% | -0.06% | -3.47% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.74% | +0.09% | +5.34% | |
| 37 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.72% | +0.02% | -5.99% | |
| 38 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 0.72% | +0.03% | -5.69% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | +0.10% | +31.07% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.69% | -0.01% | -10.45% | |
| 41 | IGTR | Innovator Grad Tact Rotation | ETF-Other | 0.69% | -0.69% | EXIT | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | +0.03% | +5.20% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.07% | +9.07% | |
| 44 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.64% | -0.01% | +8222.37% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | +0.01% | -0.10% | |
| 46 | URI | United Rentals Inc | Stock-Industrials | 0.62% | -0.16% | +7.82% | |
| 47 | XTWY | Bondbloxx Bbg 20y US Tsy ETF | ETF-Other | 0.61% | -0.12% | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.02% | +4.42% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.03% | +1.22% | |
| 50 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.60% | +0.01% | +10.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.7% | +29.49% | Add |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +0.6% | +8222.37% | Add |
| 3 | XTWY | Bondbloxx Bbg 20y US Tsy ETF | +0.6% | NEW | New buy |
| 4 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.6% | +121.80% | Add |
| 5 | ✓ | +0.6% | NEW | New buy | |
| 6 | AGGH | Simplify Aggregate Bond ETF | +0.5% | NEW | New buy |
| 7 | FOXY | Simplify Currency Strtgy ETF | +0.5% | NEW | New buy |
| 8 | AIS | Vistashares Ais ETF | +0.5% | NEW | New buy |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | New buy |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +6.58% | Add |
| 11 | LRCX | Lam Research CORP | +0.4% | +4.43% | Add |
| 12 | JANB | Aptus January Buffer ETF | +0.4% | NEW | New buy |
| 13 | NJUN | Innovator G-100 P B ETF - Ju | +0.4% | NEW | New buy |
| 14 | PANW | Palo Alto Networks Inc | +0.4% | -2.32% | Trim |
| 15 | IMAR | Innovator Intdevpow Buf-mar | +0.4% | NEW | New buy |
| 16 | IETC | Ishares U.s. Tech Independen | +0.3% | +18.43% | Add |
| 17 | AVUS | Avantis U.s. Equity ETF | +0.2% | +35.15% | Add |
| 18 | URI | United Rentals Inc | +0.2% | +7.82% | Add |
| 19 | TSCO | Tractor Supply Company | +0.2% | NEW | New buy |
| 20 | KMAY | Innovator US Sc Pb ETF - May | +0.2% | NEW | New buy |
| 21 | SEPU | Allianzim US Bf15 Uncap Sep | +0.2% | +14.53% | Add |
| 22 | XSVN | Bondbloxx Bbg 7 Yr US Treas | +0.2% | +38.84% | Add |
| 23 | LLY | Eli Lilly & Co | +0.2% | +39.61% | Add |
| 24 | AVGO | Broadcom Inc | +0.2% | +8.78% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.2% | -7.95% | Trim |
| 26 | APH | Amphenol Corp-cl A | +0.2% | +13.43% | Add |
| 27 | KLAC | Kla CORP | +0.2% | +868.21% | Add |
| 28 | NASA | Tema Space Innovators ETF | +0.2% | NEW | New buy |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +29.84% | Add |
| 30 | LUV | Southwest Airlines Co | +0.1% | +19.26% | Add |
| 31 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -2.30% | Trim |
| 32 | MUB | Ishares National Muni Bond E | +0.1% | +31.07% | Add |
| 33 | MS | Morgan Stanley | +0.1% | -2.70% | Trim |
| 34 | XLF | Ss Financial Select Sector | +0.1% | +14.48% | Add |
| 35 | BLOK | Amplify Blockchain Tech ETF | +0.1% | +6.36% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -1.07% | Trim |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | +0.82% | Add |
| 38 | ETN | Eaton Corporation plc | +0.1% | +5.20% | Add |
| 39 | ASML | ASML Holding N.V. | +0.1% | -7.67% | Trim |
| 40 | TXN | Texas Instruments Inc | +0.1% | -3.45% | Trim |
| 41 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | NEW | New buy |
| 42 | AAPL | Apple Inc | +0.1% | +1.77% | Add |
| 43 | V | Visa Inc-class A Shares | +0.1% | +9.07% | Add |
| 44 | QTUM | Defiance Quantum ETF | +0.1% | -14.96% | Trim |
| 45 | NOW | Servicenow Inc | +0.1% | +39.93% | Add |
| 46 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +23.99% | Add |
| 47 | GOOG | Alphabet Inc-cl C | +0.1% | -5.72% | Trim |
| 48 | JPM | Jpmorgan Chase & Co | +0.1% | +6.38% | Add |
| 49 | LOUP | Innovator Deepwater Frontier | +0.1% | -8.27% | Trim |
| 50 | RECS | Columbia Resear Enh Cor ETF | 0% | +3.92% | Add |
According to official SEC Form 13F filings, Gradient Investments LLC reported a total U.S. public equity portfolio value of $7.0B across 448 disclosed positions in Q2 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, NVDA, DMBS) accounted for 14.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
XTWY
市值: $44.3M
Top Position Liquidated / Trimmed
DDTL
前期市值: $38.6M
During Q2 2026, Gradient Investments LLC's top holdings by market value included SPYM (5.4%)、NVDA (2.6%)、DMBS (2.1%). The largest single position, SPYM, represented 5.4% of total portfolio value.
In Q2 2026, Gradient Investments LLC made 200 total portfolio adjustments, initiating 26 new buys, adding to 105 positions, trimming 52 holdings, and fully liquidating 17 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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