Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gradient Capital Advisors, LLC (CIK 1727917) reported $431.8M across 179 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($39.2M, 9.08%), AAPL ($20.6M, 4.76%), SPDW ($15.6M, 3.61%), VCSH ($14.2M, 3.30%), DFGP ($12.8M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $39.2M | 9.08% | 52,370 | Trimmed |
| 2 | AAPL | APPLE INC COM | $20.6M | 4.76% | 71,073 | Trimmed |
| 3 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $15.6M | 3.61% | 309,462 | Trimmed |
| 4 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $14.2M | 3.30% | 180,069 | Added |
| 5 | DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $12.8M | 2.96% | 234,833 | Added |
| 6 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $12.3M | 2.84% | 257,184 | Added |
| 7 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $11.8M | 2.72% | 424,587 | Trimmed |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | $11.1M | 2.57% | 300,477 | Trimmed |
| 9 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $9.4M | 2.18% | 134,622 | Trimmed |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $9.4M | 2.17% | 26,189 | Added |
| 11 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $9.0M | 2.09% | 222,157 | Trimmed |
| 12 | VV | VANGUARD LARGE-CAP ETF | $8.5M | 1.98% | 24,826 | Trimmed |
| 13 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.5M | 1.98% | 169,781 | Added |
| 14 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $8.1M | 1.89% | 114,282 | Trimmed |
| 15 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $8.1M | 1.88% | 209,792 | Added |
| 16 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $7.6M | 1.77% | 259,820 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO COM | $7.4M | 1.72% | 22,691 | Added |
| 18 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $6.9M | 1.59% | 124,809 | Trimmed |
| 19 | LRCX | LAM RESEARCH CORP COM NEW | $6.8M | 1.57% | 15,624 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION COM | $6.5M | 1.50% | 32,307 | Trimmed |
| 21 | DFAR | DIMENSIONAL US REAL ESTATE ETF | $5.7M | 1.33% | 219,228 | Added |
| 22 | TSLA | TESLA INC COM | $5.5M | 1.28% | 13,172 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5.5M | 1.28% | 11,052 | Added |
| 24 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $5.5M | 1.27% | 108,737 | Added |
| 25 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5.4M | 1.25% | 147,029 | Added |
Source: SEC Form 13F filings · as of 2026-06-30