Gradient Capital Advisors, LLC Top Holdings and 13F Report (2026) About Gradient Capital Advisors, LLCInvestment ActivityGradient Capital Advisors, LLC has $385.76 million in total holdings as of March 31, 2026.Gradient Capital Advisors, LLC owns shares of 177 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, Gradient Capital Advisors, LLC has purchased 174 new stocks and bought additional shares in 47 stocks.Gradient Capital Advisors, LLC sold shares of 78 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $34,548,482Apple $18,171,832SPDR Portfolio Developed World ex-US ETF $14,382,854Vanguard Short-Term Corporate Bond ETF $13,965,901DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF $11,715,938 Largest New Holdings this Quarter 46434G764 - iShares MSCI Emerging Markets ex China ETF $2,977,517 Holding46435U374 - iShares MSCI Japan Value ETF $441,250 Holding75526L878 - FIRST EAGLE OVERSEAS EQUITY ETF $371,386 Holding595112103 - Micron Technology $361,151 Holding842587107 - Southern $208,859 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ex China ETF 37,853 shares (about $2.98M)DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 52,666 shares (about $2.84M)iShares Core S&P 500 ETF 746 shares (about $487.30K)Dimensional Short-Duration Fixed Income ETF 9,237 shares (about $442.27K)iShares MSCI Japan Value ETF 10,341 shares (about $441.25K) Largest Sales this Quarter SPDR Bloomberg 3-12 Month T-Bill ETF 6,714 shares (about $667.64K)Vanguard Growth ETF 1,514 shares (about $661.34K)Tesla 1,629 shares (about $605.58K)JPMorgan Ultra-Short Income ETF 7,073 shares (about $357.96K)Schwab International Equity ETF 13,201 shares (about $326.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGradient Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$34,548,482$487,298 â–²1.4%52,8909.0%ETFAAPLApple$18,171,832$295,411 â–¼-1.6%71,6024.7%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$14,382,854$316,400 â–¼-2.2%315,0683.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$13,965,901$337,612 â–²2.5%176,1813.6%ETFDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF$11,715,938$2,843,437 â–²32.0%217,0023.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$11,189,317$442,268 â–²4.1%233,6952.9%ETFSCHFSchwab International Equity ETF$10,769,919$326,725 â–¼-2.9%435,1482.8%ETFSCHMSchwab U.S. Mid-Cap ETF$9,588,002$194,769 â–¼-2.0%309,6902.5%ETFDFATDimensional U.S. Targeted Value ETF$8,651,845$126,462 â–¼-1.4%138,5402.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,085,906$424,425 â–²5.5%161,8802.1%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$7,928,524$28,469 â–¼-0.4%229,4802.1%ETFVVVanguard Large-Cap ETF$7,534,871$32,873 â–¼-0.4%25,2132.0%ETFVEAVanguard FTSE Developed Markets ETF$7,366,701$115,536 â–²1.6%114,9611.9%ETFGOOGLAlphabet$7,209,986$277,495 â–²4.0%25,0731.9%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$7,133,934$208,944 â–²3.0%203,5941.8%ETFSCHXSchwab US Large-Cap ETF$6,696,439$120,200 â–¼-1.8%261,1721.7%ETFJPMJPMorgan Chase & Co.$6,669,065$132,958 â–¼-2.0%22,6721.7%FinanceDFUVDimensional US Marketwide Value ETF$6,102,046$219,524 â–¼-3.5%125,9191.6%ETFNVDANVIDIA$5,669,262$18,661 â–¼-0.3%32,5071.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$5,276,372$357,963 â–¼-6.4%104,2561.4%ETFMSFTMicrosoft$5,188,435$168,061 â–¼-3.1%14,0161.3%Computer and TechnologyDFARDimensional US Real Estate ETF$5,065,759$193,764 â–²4.0%214,1971.3%ETFTSLATesla$5,056,544$605,581 â–¼-10.7%13,6021.3%Auto/Tires/TrucksDFAXDimensional World ex U.S. Core Equity 2 ETF$4,888,227$42,700 â–²0.9%143,8981.3%ETFBRK.BBerkshire Hathaway$4,667,887$109,737 â–²2.4%9,7411.2%FinanceDFLVDimensional US Large Cap Value ETF$4,594,306$197,905 â–²4.5%128,6561.2%ETFSCHDSchwab US Dividend Equity ETF$4,571,423$163,924 â–²3.7%149,0031.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,497,139$12,194 â–¼-0.3%85,5621.2%ManufacturingLAM RESEARCH CORP COM NEW$4,402,921$160,246 â–¼-3.5%20,6071.1%StockVXUSVanguard Total International Stock ETF$4,309,747$195,551 â–¼-4.3%55,8911.1%ETFVOOVanguard S&P 500 ETF$4,198,976$44,816 â–¼-1.1%7,0271.1%ETFVOVanguard Mid-Cap ETF$4,110,889$81,557 â–¼-1.9%14,3151.1%ETFGLDSPDR Gold Shares$4,064,519$55,938 â–²1.4%9,4461.1%FinanceMETAMeta Platforms$3,657,377$170,483 â–¼-4.5%6,3930.9%Computer and TechnologyVNQIVanguard Global ex-U.S. Real Estate ETF$3,646,189$26,892 â–²0.7%82,0290.9%ETFDISVDimensional International Small Cap Value ETF$3,600,675$168,961 â–¼-4.5%91,2950.9%ETFAVGOBroadcom$3,445,250$47,047 â–¼-1.3%11,1310.9%Computer and TechnologyVBVanguard Small-Cap ETF$3,389,241$25,406 â–¼-0.7%12,9400.9%ETFVUGVanguard Growth ETF$3,162,978$661,338 â–¼-17.3%7,2410.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,977,517$2,977,517 â–²New Holding37,8530.8%ManufacturingGLDMSPDR Gold MiniShares Trust$2,399,095$179,355 â–¼-7.0%25,8830.6%FinanceVTVVanguard Value ETF$2,210,492$53,757 â–²2.5%11,2670.6%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$2,196,928$667,640 â–¼-23.3%22,0930.6%ETFVBRVanguard Small-Cap Value ETF$2,145,918$314,567 â–¼-12.8%9,8780.6%ETFAVDVAvantis International Small Cap Value ETF$2,145,892$48,532 â–¼-2.2%21,4890.6%ETFAMZNAmazon.com$2,077,910$12,288 â–¼-0.6%9,9770.5%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$1,989,207$117,663 â–¼-5.6%58,7480.5%ETFTSMTaiwan Semiconductor Manufacturing$1,983,091$5,407 â–¼-0.3%5,8680.5%Computer and TechnologyCVXChevron$1,912,080$5,379 â–¼-0.3%9,2420.5%EnergyWPCW.P. Carey$1,897,791$4,893 â–¼-0.3%27,9250.5%FinanceCSCOCisco Systems$1,886,078$30,648 â–¼-1.6%24,3080.5%Computer and TechnologySCHBSchwab US Broad Market ETF$1,745,705$8,132 â–²0.5%69,5500.5%ETFVNQVanguard Real Estate ETF$1,696,958$23,950 â–¼-1.4%19,1310.4%ETFAVANTIS U.S. MID CAP EQUITY ETF$1,645,338$192,809 â–²13.3%22,7760.4%ETFSLViShares Silver Trust$1,628,478$55,466 â–¼-3.3%23,8990.4%ETFBANK NEW YORK MELLON CORP COM$1,589,049$6,287 â–²0.4%13,3950.4%StockVEUVanguard FTSE All-World ex-US ETF$1,565,042$43,784 â–¼-2.7%20,8390.4%ETFAVUVAvantis U.S. Small Cap Value ETF$1,434,011$10,716 â–¼-0.7%12,9810.4%ETFIWMiShares Russell 2000 ETF$1,384,832$19,840 â–¼-1.4%5,5840.4%FinanceJNJJohnson & Johnson$1,317,174$9,777 â–¼-0.7%5,3890.3%MedicalVTIVanguard Total Stock Market ETF$1,313,706$9,624 â–²0.7%4,0950.3%ETFSCHASchwab US Small-Cap ETF$1,293,494$30,854 â–¼-2.3%44,4810.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,194,025$103,060 â–¼-7.9%39,1480.3%ETFAMGNAmgen$1,089,318$2,463 â–²0.2%3,0960.3%MedicalVIGVanguard Dividend Appreciation ETF$1,059,283$129,884 â–¼-10.9%4,9260.3%ETFBACBank of America$1,057,748$2,876 â–²0.3%21,6970.3%FinanceLMTLockheed Martin$1,047,319$4,230 â–²0.4%1,7330.3%AerospaceAMDAdvanced Micro Devices$998,841$110,462 â–¼-10.0%4,9100.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$992,539$20,837 â–²2.1%9,8600.3%ETFDFACDimensional U.S. Core Equity 2 ETF$991,860$28,018 â–²2.9%25,5240.3%ETFFEZSPDR EURO STOXX 50 ETF$961,309$30,668 â–¼-3.1%15,4850.2%ETFCOSTCostco Wholesale$937,394$1,992 â–²0.2%9410.2%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$906,281$164 â–²0.0%11,0550.2%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$867,501$12,761 â–²1.5%34,3290.2%ETFSCHHSchwab U.S. REIT ETF$857,043$40,745 â–¼-4.5%39,8810.2%ETFBSVVanguard Short-Term Bond ETF$854,228$17,878 â–²2.1%10,8940.2%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$853,9650.0%40,8010.2%ETFDFICDimensional International Core Equity 2 ETF$815,8400.0%22,9620.2%ETFGOOGAlphabet$808,545$287 â–²0.0%2,8190.2%Computer and TechnologyQQQInvesco QQQ$799,712$64,046 â–¼-7.4%1,3860.2%FinanceVVisa$794,6610.0%2,6290.2%Business ServicesIJRiShares Core S&P Small-Cap ETF$786,767$124 â–²0.0%6,3290.2%ETFVYMVanguard High Dividend Yield ETF$785,937$10,367 â–¼-1.3%5,3070.2%Financial ServicesHDHome Depot$777,679$986 â–²0.1%2,3650.2%Retail/WholesaleCATCaterpillar$747,998$45,333 â–¼-5.7%1,0560.2%IndustrialsVHTVanguard Health Care ETF$740,530$10,077 â–¼-1.3%2,7190.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$690,694$10,170 â–¼-1.5%29,7460.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$656,6780.0%29,9990.2%ETFQCOMQualcomm$656,441$185,200 â–¼-22.0%5,0970.2%Computer and TechnologyNFLXNetflix$644,686$12,019 â–²1.9%6,7050.2%Consumer DiscretionaryXOMExxonMobil$627,024$4,241 â–¼-0.7%3,6960.2%EnergyVWOVanguard FTSE Emerging Markets ETF$617,829$110,745 â–¼-15.2%11,4310.2%ETFDFAIDimensional International Core Equity Market ETF$607,737$6,701 â–¼-1.1%15,5990.2%ETFIVWiShares S&P 500 Growth ETF$605,3650.0%5,3520.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$584,331$210 â–²0.0%19,4320.2%ETFIEFAiShares Core MSCI EAFE ETF$576,848$15,661 â–¼-2.6%6,3720.1%ETFSCHPSchwab U.S. TIPS ETF$550,9070.0%20,7030.1%ETFVUSBVanguard Ultra-Short Bond ETF$541,4120.0%10,8750.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$539,245$872 â–²0.2%4,9480.1%FinanceIVEiShares S&P 500 Value ETF$532,7310.0%2,5230.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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