Gradient Capital Advisors, LLC - Portfolio overview

Gradient Capital Advisors, LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 8.94%
2. AAPL - APPLE INC COM, 4.70%
3. SPDW - STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF, 3.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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