Gradient Investments LLC Top Holdings and 13F Report (2026)

About Gradient Investments LLC

Investment Activity

Gradient Investments LLC has $7.25 billion in total holdings as of June 30, 2026.
Gradient Investments LLC owns shares of 448 different stocks, but just 105 companies or ETFs make up 80% of its holdings.
Approximately 12.69% of the portfolio was purchased this quarter.
About 8.57% of the portfolio was sold this quarter.
This quarter, Gradient Investments LLC has purchased 420 new stocks and bought additional shares in 261 stocks.
Gradient Investments LLC sold shares of 118 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $393,245,815
NVIDIA: $192,131,113
DoubleLine Mortgage ETF: $151,249,687
Apple: $145,262,925
Amazon.com: $142,293,374

Largest New Holdings this Quarter

09789C796 - BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF: $44,325,582 Holding
45784N197 - INNOVATOR ETFS TRUST: $42,542,203 Holding
82889N723 - Simplify Aggregate Bond ETF: $37,474,609 Holding
82889N368 - SIMPLIFY EXCHANGE TRADED FUN: $35,354,861 Holding
45259A845 - TIDAL TRUST III: $33,814,410 Holding

Largest Purchases this Quarter

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 1,045,980 shares (about $47.68M)
SPDR Portfolio Intermediate Term Corporate Bond ETF: 1,360,556 shares (about $45.52M)
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF: 1,180,913 shares (about $44.33M)
NVIDIA: 218,677 shares (about $43.76M)
INNOVATOR ETFS TRUST: 2,194,028 shares (about $42.54M)

Largest Sales this Quarter

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF: 943,633 shares (about $45.94M)
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF: 910,061 shares (about $44.62M)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 754,239 shares (about $40.11M)
SPDR Portfolio Aggregate Bond ETF: 1,362,733 shares (about $34.78M)
Qualcomm: 83,668 shares (about $15.46M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$393,245,815	$24,287,134 â–²	6.6%	4,474,804	5.4%	ETF
NVDA NVIDIA	$192,131,113	$43,755,102 â–²	29.5%	960,223	2.7%	Computer and Technology
DMBS DoubleLine Mortgage ETF	$151,249,687	$522,754 â–²	0.3%	3,081,101	2.1%	ETF
AAPL Apple	$145,262,925	$2,531,030 â–²	1.8%	502,015	2.0%	Computer and Technology
AMZN Amazon.com	$142,293,374	$4,688,390 â–¼	-3.2%	597,018	2.0%	Retail/Wholesale
AVDE Avantis International Equity ETF	$128,950,206	$2,751,285 â–²	2.2%	1,445,630	1.8%	ETF
GOOG Alphabet	$122,035,719	$7,409,691 â–¼	-5.7%	345,387	1.7%	Computer and Technology
JMBS Janus Henderson Mortgage-Backed Securities ETF	$120,967,618	$15,379,920 â–²	14.6%	2,688,767	1.7%	ETF
GLDM SPDR Gold MiniShares Trust	$120,537,214	$8,779,244 â–¼	-6.8%	1,517,719	1.7%	Finance
AIM ETF PRODUCTS TRUST	$119,857,248	$15,201,355 â–²	14.5%	3,858,271	1.7%	ALLIANZIM US EQU
MSFT Microsoft	$113,746,454	$5,468,845 â–¼	-4.6%	304,934	1.6%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$112,402,337	$1,747,071 â–¼	-1.5%	2,230,648	1.6%	ETF
RECS Columbia Research Enhanced Core ETF	$104,361,831	$3,938,436 â–²	3.9%	2,411,318	1.4%	ETF
AVEM Avantis Emerging Markets Equity ETF	$99,524,018	$10,809,966 â–¼	-9.8%	1,031,444	1.4%	ETF
IETC iShares U.S. Tech Independence Focused ETF	$92,106,293	$14,335,840 â–²	18.4%	858,000	1.3%	ETF
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$86,817,573	$47,675,757 â–²	121.8%	1,904,730	1.2%	ETF
META Meta Platforms	$82,735,281	$3,156,670 â–²	4.0%	146,879	1.1%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$82,599,154	$1,948,403 â–¼	-2.3%	272,631	1.1%	ETF
AVGO Broadcom	$77,589,519	$6,263,854 â–²	8.8%	205,399	1.1%	Computer and Technology
GS The Goldman Sachs Group	$71,483,536	$581,537 â–²	0.8%	70,680	1.0%	Finance
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF	$69,992,219	$19,579,235 â–²	38.8%	1,480,690	1.0%	ETF
JPM JPMorgan Chase & Co.	$67,413,030	$4,041,220 â–²	6.4%	205,948	0.9%	Finance
JAAA Janus Henderson AAA CLO ETF	$66,937,491	$4,118,975 â–¼	-5.8%	1,325,757	0.9%	ETF
MS Morgan Stanley	$66,612,455	$1,851,258 â–¼	-2.7%	318,659	0.9%	Finance
LAM RESEARCH CORP	$65,071,728	$2,760,740 â–²	4.4%	150,167	0.9%	COM NEW
PRFD PIMCO Preferred and Capital Securities Active Exchange-Traded Fund	$62,218,556	$4,580,178 â–²	7.9%	1,211,734	0.9%	ETF
AVUS Avantis U.S. Equity ETF	$61,926,932	$16,105,547 â–²	35.1%	483,502	0.9%	ETF
DOUBLELINE ETF TRUST	$61,269,567	$1,634,878 â–¼	-2.6%	1,208,993	0.8%	ASSE BA SECS ETF
PANW Palo Alto Networks	$59,752,330	$1,420,352 â–¼	-2.3%	175,216	0.8%	Computer and Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$59,631,158	$34,776,948 â–¼	-36.8%	2,336,644	0.8%	ETF
UNH UnitedHealth Group	$58,109,481	$5,019,549 â–¼	-8.0%	139,811	0.8%	Medical
SPYI NEOS S&P 500 High Income ETF	$57,368,044	$2,345,198 â–²	4.3%	1,080,581	0.8%	ETF
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF	$56,724,065	$663,011 â–²	1.2%	1,378,809	0.8%	ETF
XLF Financial Select Sector SPDR Fund	$56,180,011	$7,105,094 â–²	14.5%	1,047,939	0.8%	ETF
BONDBLOXX ETF TRUST	$54,423,457	$1,959,262 â–¼	-3.5%	1,066,185	0.8%	BBB RATED 1 5 YE
CVX Chevron	$53,855,906	$2,729,901 â–²	5.3%	324,903	0.7%	Energy
GSY Invesco Ultra Short Duration ETF	$51,865,008	$3,303,680 â–¼	-6.0%	1,034,198	0.7%	ETF
ANGEL OAK FUNDS TRUST	$51,838,773	$3,127,881 â–¼	-5.7%	1,016,347	0.7%	OAK ULTRASHORT
MUB iShares National Muni Bond ETF	$51,094,284	$12,110,471 â–²	31.1%	474,766	0.7%	ETF
TGT Target	$49,850,697	$5,815,279 â–¼	-10.4%	381,676	0.7%	Retail/Wholesale
IGTR Innovator Gradient Tactical Rotation Strategy ETF	$49,678,244	$3,304,893 â–¼	-6.2%	1,462,256	0.7%	ETF
ETN Eaton	$49,555,152	$2,449,335 â–²	5.2%	116,294	0.7%	Industrials
V Visa	$46,973,239	$3,907,117 â–²	9.1%	136,912	0.6%	Business Services
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$46,077,863	$45,524,200 â–²	8,222.4%	1,377,103	0.6%	ETF
KO CocaCola	$45,766,399	$47,706 â–¼	-0.1%	563,140	0.6%	Consumer Staples
URI United Rentals	$44,764,863	$3,246,852 â–²	7.8%	39,514	0.6%	Construction
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF	$44,325,582	$44,325,582 â–²	New Holding	1,180,913	0.6%	ETF
IVV iShares Core S&P 500 ETF	$43,952,644	$1,861,753 â–²	4.4%	58,690	0.6%	ETF
WALMART INC	$43,920,410	$530,736 â–²	1.2%	387,784	0.6%	COM
FTSM First Trust Enhanced Short Maturity ETF	$43,840,359	$4,243,874 â–²	10.7%	733,976	0.6%	Manufacturing
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$43,722,741	$5,528,954 â–²	14.5%	1,540,075	0.6%	ETF
INNOVATOR ETFS TRUST	$42,542,203	$42,542,203 â–²	New Holding	2,194,028	0.6%	EQTY DUL DIRCT15
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$41,925,851	$405,232 â–²	1.0%	457,506	0.6%	ETF
APH Amphenol	$40,564,357	$4,801,194 â–²	13.4%	230,061	0.6%	Computer and Technology
BAC Bank of America	$40,332,517	$675,498 â–²	1.7%	707,836	0.6%	Finance
PG Procter & Gamble	$39,184,523	$2,485,546 â–²	6.8%	267,216	0.5%	Consumer Staples
MDT Medtronic	$38,842,213	$1,447,959 â–²	3.9%	496,513	0.5%	Medical
JNJ Johnson & Johnson	$38,814,589	$3,488,795 â–²	9.9%	152,831	0.5%	Medical
AGGH Simplify Aggregate Bond ETF	$37,474,609	$37,474,609 â–²	New Holding	1,857,938	0.5%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$35,354,861	$35,354,861 â–²	New Holding	1,186,803	0.5%	CURRE STRAT ETF
SMOT VanEck Morningstar SMID Moat ETF	$35,186,070	$1,376,499 â–²	4.1%	905,457	0.5%	ETF
BLOK Amplify Transformational Data Sharing ETF	$34,549,066	$2,066,100 â–²	6.4%	551,638	0.5%	ETF
BRK.B Berkshire Hathaway	$34,384,784	$6,931,900 â–¼	-16.8%	68,716	0.5%	Finance
GOOGL Alphabet	$34,281,128	$7,877,877 â–²	29.8%	95,926	0.5%	Computer and Technology
TIDAL TRUST III	$33,814,410	$33,814,410 â–²	New Holding	396,371	0.5%	VIST ARTI IN ETF
CRWD CrowdStrike	$33,474,373	$33,474,373 â–²	New Holding	43,864	0.5%	Computer and Technology
MCD McDonald's	$33,130,741	$710,643 â–¼	-2.1%	122,566	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$32,794,768	$9,303,965 â–²	39.6%	27,342	0.5%	Medical
PWR Quanta Services	$32,054,699	$4,225,189 â–¼	-11.6%	44,518	0.4%	Construction
LOW Lowe's Companies	$30,676,296	$545,051 â–¼	-1.7%	139,128	0.4%	Retail/Wholesale
SBUX Starbucks	$30,166,540	$1,379,563 â–¼	-4.4%	295,201	0.4%	Retail/Wholesale
COP ConocoPhillips	$29,275,135	$2,816,172 â–²	10.6%	281,600	0.4%	Energy
MLM Martin Marietta Materials	$28,580,811	$4,482,134 â–²	18.6%	49,559	0.4%	Construction
ETF SER SOLUTIONS	$28,344,143	$28,344,143 â–²	New Holding	1,040,916	0.4%	APTUS JAN BUFFER
INNOVATOR ETFS TRUST	$28,299,821	$28,299,821 â–²	New Holding	861,224	0.4%	INNOVATOR GW 100
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF	$28,157,652	$2,735,118 â–²	10.8%	565,301	0.4%	ETF
LUV Southwest Airlines	$27,746,870	$4,481,051 â–²	19.3%	539,612	0.4%	Transportation
CHAT Roundhill Generative AI & Technology ETF	$27,569,037	$8,769,894 â–¼	-24.1%	279,378	0.4%	ETF
ETF SER SOLUTIONS	$27,311,090	$4,805,294 â–¼	-15.0%	165,141	0.4%	DEFIA QUANT ETF
ASML ASML	$26,855,451	$2,232,152 â–¼	-7.7%	13,499	0.4%	Computer and Technology
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF	$26,755,485	$45,936,026 â–¼	-63.2%	549,620	0.4%	ETF
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF	$26,588,077	$2,014,741 â–²	8.2%	2,340,500	0.4%	ETF
NEE NextEra Energy	$26,381,111	$4,656,636 â–²	21.4%	300,571	0.4%	Utilities
BONDBLOXX ETF TRUST	$26,242,862	$13,293,500 â–¼	-33.6%	526,172	0.4%	PRIVA CR CLO ETF
LOUP Innovator Deepwater Frontier Tech ETF	$26,056,012	$2,350,557 â–¼	-8.3%	264,367	0.4%	ETF
SSGA ACTIVE TR	$25,811,479	$3,271,844 â–²	14.5%	1,025,282	0.4%	STATE STREET IG
COST Costco Wholesale	$25,804,551	$2,129,098 â–²	9.0%	27,585	0.4%	Retail/Wholesale
NOW ServiceNow	$25,768,818	$7,353,074 â–²	39.9%	259,557	0.4%	Computer and Technology
INNOVATOR ETFS TRUST	$25,618,591	$25,618,591 â–²	New Holding	841,471	0.4%	INNOVATOR INTL D
DXCM DexCom	$25,090,689	$3,588,608 â–²	16.7%	372,542	0.3%	Medical
SPTL SPDR Portfolio Long Term Treasury ETF	$25,010,346	$4,014,264 â–²	19.1%	953,502	0.3%	ETF
KLAC KLA	$24,762,859	$22,205,262 â–²	868.2%	82,075	0.3%	Computer and Technology
EQIX Equinix	$23,511,931	$86,518 â–¼	-0.4%	22,556	0.3%	Finance
MLPA Global X MLP ETF	$23,150,515	$761,326 â–²	3.4%	436,144	0.3%	ETF
ECL Ecolab	$22,218,726	$3,652,321 â–¼	-14.1%	79,748	0.3%	Basic Materials
KEY KeyCorp	$22,124,370	$219,597 â–²	1.0%	959,843	0.3%	Finance
WCN Waste Connections	$22,097,139	$2,051,291 â–¼	-8.5%	132,564	0.3%	Business Services
TXN Texas Instruments	$21,925,659	$783,325 â–¼	-3.4%	73,559	0.3%	Computer and Technology
EXR Extra Space Storage	$21,845,931	$1,811,304 â–¼	-7.7%	150,351	0.3%	Finance
ROK Rockwell Automation	$21,640,234	$1,723,357 â–¼	-7.4%	43,711	0.3%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Gradient Investments LLC Top Holdings and 13F Report (2026)

About Gradient Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Gradient Investments LLC Top Holdings and 13F Report (2026)

About Gradient Investments LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGradient Investments LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools