Gradient Investments LLC Top Holdings and 13F Report (2026) About Gradient Investments LLCInvestment ActivityGradient Investments LLC has $7.00 billion in total holdings as of September 30, 2026.Gradient Investments LLC owns shares of 457 different stocks, but just 109 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 9.23% of the portfolio was sold this quarter.This quarter, Gradient Investments LLC has purchased 448 new stocks and bought additional shares in 193 stocks.Gradient Investments LLC sold shares of 212 stocks and completely divested from 35 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $407,100,654NVIDIA $200,436,468Apple $150,819,449Microsoft $144,833,639Amazon.com $135,836,044 Largest New Holdings this Quarter 48817R870 - Running Oak Efficient Growth ETF $56,174,634 Holding464287234 - iShares MSCI Emerging Markets ETF $45,301,449 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $24,564,342 Holding573874104 - Marvell Technology $22,151,546 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $9,544,517 Holding Largest Purchases this Quarter Running Oak Efficient Growth ETF 1,728,445 shares (about $56.17M)iShares MSCI Emerging Markets ETF 678,267 shares (about $45.30M)CrowdStrike 115,651 shares (about $30.62M)EXXONMOBIL HOLDINGS CORP 150,933 shares (about $24.56M)Marvell Technology 83,841 shares (about $22.15M) Largest Sales this Quarter iShares U.S. Tech Independence Focused ETF 634,485 shares (about $72.43M)Meta Platforms 60,742 shares (about $44.05M)PayPal 473,650 shares (about $24.88M)Palo Alto Networks 57,700 shares (about $22.92M)DoubleLine Mortgage ETF 422,575 shares (about $19.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGradient Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$407,100,654$5,442,239 ▲1.4%4,535,4355.8%ETFNVDANVIDIA$200,436,468$18,859,155 ▼-8.6%877,6452.9%TechnologyAAPLApple$150,819,449$16,361,608 ▼-9.8%452,8842.2%TechnologyMSFTMicrosoft$144,833,639$11,566,914 ▼-7.4%282,3822.1%TechnologyAMZNAmazon.com$135,836,044$12,910,949 ▼-8.7%545,1981.9%Consumer DiscretionaryAVDEAvantis International Equity ETF$132,720,808$2,455,048 ▲1.9%1,472,8751.9%ETFAIM ETF PRODUCTS TRUST$124,174,906$1,878,128 ▲1.5%3,917,5231.8%ALLIANZIM US EQUDMBSDoubleLine Mortgage ETF$123,116,341$19,569,449 ▼-13.7%2,658,5261.8%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$115,430,578$1,803,277 ▲1.6%2,731,4381.6%ETFRECSColumbia Research Enhanced Core ETF$109,922,917$1,196,598 ▲1.1%2,437,8561.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$108,388,366$3,612,458 ▼-3.2%2,158,7011.5%ETFGLDMSPDR Gold MiniShares Trust$107,924,908$16,801,203 ▼-13.5%1,313,2751.5%ETFGOOGAlphabet$100,843,968$16,843,106 ▼-14.3%295,9561.4%Communication ServicesAVEMAvantis Emerging Markets Equity ETF$97,678,134$701,765 ▲0.7%1,038,9081.4%ETFQQQMInvesco NASDAQ 100 ETF$85,156,503$2,102,318 ▲2.5%279,5321.2%ETFAVGOBroadcom$78,713,509$6,579,535 ▲9.1%224,1341.1%TechnologyAVUSAvantis U.S. Equity ETF$70,104,605$8,172,788 ▲13.2%547,3071.0%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$70,026,370$10,696,075 ▼-13.3%1,652,3451.0%ETFJAAAJanus Henderson AAA CLO ETF$62,967,280$3,943,675 ▼-5.9%1,247,6180.9%ETFMETAMeta Platforms$62,465,177$44,049,128 ▼-41.4%86,1370.9%Communication ServicesJPMJPMorgan Chase & Co.$61,207,283$6,926,598 ▼-10.2%185,0110.9%FinancePRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$60,439,671$1,088,924 ▲1.8%1,233,9660.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$59,872,081$2,951,433 ▲5.2%2,457,8030.9%ETFXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$59,194,558$6,903,442 ▼-10.4%1,326,0430.8%ETFAIM ETF PRODUCTS TRUST$58,454,918$365,688 ▲0.6%1,387,4890.8%ALLIANZIM US EQTSPYINEOS S&P 500 High Income ETF$58,238,782$784,310 ▲1.4%1,095,3320.8%ETFCVXChevron$58,210,737$8,137,777 ▼-12.3%285,0530.8%EnergyGSThe Goldman Sachs Group$57,363,885$6,273,725 ▼-9.9%63,7120.8%FinanceXLFFinancial Select Sector SPDR Fund$56,581,468$621,523 ▲1.1%1,059,5780.8%ETFRUNNRunning Oak Efficient Growth ETF$56,174,634$56,174,634 ▲New Holding1,728,4450.8%ETFMUBiShares National Muni Bond ETF$55,800,207$7,801,379 ▲16.3%551,9310.8%ETFMSMorgan Stanley$55,151,873$4,781,562 ▼-8.0%293,2360.8%FinanceDOUBLELINE ETF TRUST$55,033,228$5,141,021 ▼-8.5%1,105,7020.8%ASSE BA SECS ETFANGEL OAK FUNDS TRUST$52,579,080$1,018,979 ▲2.0%1,036,4330.8%OAK ULTRASHORTGSYInvesco Ultra Short Duration ETF$51,671,624$34,102 ▲0.1%1,034,8810.7%ETFETNEaton$49,954,870$17,618 ▼0.0%116,2530.7%IndustrialsBONDBLOXX ETF TRUST$48,353,096$4,806,904 ▼-9.0%969,7770.7%BBB RATED 1 5 YETGTTarget$47,921,604$11,883,214 ▼-19.9%305,8370.7%Consumer StaplesUNHUnitedHealth Group$46,908,062$4,413,771 ▼-8.6%127,7870.7%HealthcarePANWPalo Alto Networks$46,690,188$22,924,741 ▼-32.9%117,5160.7%TechnologyLAM RESEARCH CORP$46,332,706$2,998,638 ▼-6.1%141,0390.7%COM NEWEEMiShares MSCI Emerging Markets ETF$45,301,449$45,301,449 ▲New Holding678,2670.6%ETFSIMPLIFY EXCHANGE TRADED FUN$44,869,734$13,158,367 ▲41.5%1,679,2570.6%CURRE STRAT ETFKOCoca-Cola$44,628,521$3,846,571 ▼-7.9%518,4540.6%Consumer StaplesSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$44,253,076$199,813 ▼-0.4%1,370,9130.6%ETFINNOVATOR ETFS TRUST$43,668,111$318,283 ▲0.7%2,210,1370.6%EQTY DUL DIRCT15FTSMFirst Trust Enhanced Short Maturity ETF$42,448,810$1,230,132 ▼-2.8%713,3050.6%ETFCRWDCrowdStrike$42,231,480$30,618,518 ▲263.7%159,5150.6%TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$41,744,429$268,817 ▼-0.6%1,530,2210.6%ETFCRPTFirst Trust SkyBridge Crypto Industry and Digital Economy ETF$41,733,606$5,268,611 ▲14.4%2,678,6650.6%ETFIVViShares Core S&P 500 ETF$41,605,911$3,342,197 ▼-7.4%54,3260.6%ETFPGProcter & Gamble$40,986,637$2,165,541 ▲5.6%282,1220.6%Consumer StaplesVVisa$40,725,993$8,470,463 ▼-17.2%113,3390.6%FinanceWALMART INC$40,603,206$304,693 ▲0.8%390,7160.6%COMMDTMedtronic$39,075,398$3,768,716 ▼-8.8%452,8380.6%HealthcareAGGHSimplify Aggregate Bond ETF$38,551,772$3,381,011 ▲9.6%2,036,5440.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$37,618,274$4,307,534 ▼-10.3%410,5010.5%ETFAPHAmphenol$36,682,841$17,288,681 ▲89.1%435,1460.5%TechnologyBACBank of America$36,521,329$2,006,181 ▼-5.2%670,9780.5%FinanceGOOGLAlphabet$34,893,259$1,886,940 ▲5.7%101,4100.5%Communication ServicesSMOTVanEck Morningstar SMID Moat ETF$34,686,998$755,192 ▲2.2%925,6090.5%ETFXTWYBondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF$34,197,506$4,784,437 ▼-12.3%1,035,9740.5%ETFRTXRTX$32,563,868$17,526,065 ▲116.5%175,4050.5%IndustrialsURIUnited Rentals$32,438,799$7,105,432 ▼-18.0%32,4140.5%IndustrialsMCDMcDonald's$32,047,317$3,741,921 ▲13.2%138,7690.5%Consumer DiscretionaryLLYEli Lilly and Company$31,709,554$72,896 ▲0.2%27,4050.5%HealthcareJNJJohnson & Johnson$31,611,374$8,849,226 ▼-21.9%119,4050.5%HealthcareBRK.BBerkshire Hathaway$31,475,557$2,741,725 ▼-8.0%63,2100.4%FinancePWRQuanta Services$30,745,572$2,142,141 ▲7.5%47,8520.4%IndustrialsETF SER SOLUTIONS$29,303,881$162,822 ▲0.6%1,046,7320.4%APTUS JAN BUFFERINNOVATOR ETFS TRUST$29,076,311$308,580 ▲1.1%870,4620.4%INNOVATOR GW 100CSHINEOS Enhanced Income 1-3 Month T-Bill ETF$28,465,501$364,374 ▲1.3%572,6310.4%ETFCOPConocoPhillips$27,716,133$7,526,156 ▼-21.4%221,4630.4%EnergyNOWServiceNow$25,889,583$8,893,727 ▼-25.6%193,1910.4%TechnologyINNOVATOR ETFS TRUST$25,829,105$164,909 ▲0.6%846,8780.4%INNOVATOR INTL DCOSTCostco Wholesale$25,594,517$482,486 ▲1.9%28,1150.4%Consumer StaplesIETCiShares U.S. Tech Independence Focused ETF$25,514,235$72,426,456 ▼-73.9%223,5150.4%ETFSBUXStarbucks$25,250,205$2,486,835 ▼-9.0%268,7340.4%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$24,564,342$24,564,342 ▲New Holding150,9330.4%COM SHSBLOKAmplify Transformational Data Sharing ETF$24,280,430$9,496,336 ▼-28.1%396,5450.3%ETFNEENextEra Energy$23,810,929$1,045,667 ▲4.6%314,3770.3%UtilitiesSPTLSPDR Portfolio Long Term Treasury ETF$23,347,318$606,291 ▲2.7%978,9230.3%ETFBONDBLOXX ETF TRUST$22,910,829$3,413,546 ▼-13.0%457,9420.3%PRIVA CR CLO ETFASMLASML$22,727,691$1,728,355 ▼-7.1%12,5450.3%TechnologyMLPAGlobal X MLP ETF$22,690,326$530,005 ▼-2.3%426,1890.3%ETFXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$22,543,880$3,101,398 ▼-12.1%483,1520.3%ETFSSGA ACTIVE TR$22,160,490$2,494,976 ▼-10.1%921,5300.3%STATE STREET IGMRVLMarvell Technology$22,151,546$22,151,546 ▲New Holding83,8410.3%TechnologyCTASCintas$22,043,284$2,683,434 ▼-10.9%113,0080.3%IndustrialsAZNCFAstraZeneca$22,024,589$4,563,649 ▲26.1%136,3950.3%HealthcareCOHEN & STEERS ETF TRUST$21,753,926$634,359 ▲3.0%602,5580.3%NATURAL RES ACTISNPSSynopsys$21,249,368$2,881,904 ▲15.7%48,8560.3%TechnologyMLMMartin Marietta Materials$21,066,745$2,712,393 ▼-11.4%43,9060.3%MaterialsABBVAbbVie$20,739,278$427,436 ▲2.1%79,2820.3%HealthcareTIDAL TRUST III$20,677,339$8,939,500 ▼-30.2%276,7310.3%VIST ARTI IN ETFJ P MORGAN EXCHANGE TRADED F$20,465,496$2,423,394 ▲13.4%404,7760.3%ULTRA SHT MUNCPLISRGIntuitive Surgical$20,445,330$1,073,502 ▲5.5%50,2800.3%HealthcareDXCMDexCom$20,388,859$11,757,788 ▼-36.6%236,2830.3%HealthcareSPTSSPDR Portfolio Short Term Treasury ETF$20,288,925$355,537 ▲1.8%707,6710.3%ETFTOLZDJ Brookfield Global Infrastructure ETF$20,280,473$906,961 ▲4.7%372,4880.3%ETFShowing largest 100 holdings. 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