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 $385.8M across 176 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($34.5M, 8.96%), AAPL ($18.2M, 4.71%), SPDW ($14.4M, 3.73%), VCSH ($14.0M, 3.62%), DFGP ($11.7M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $34.5M | 8.96% | 52,890 | Added |
| 2 | AAPL | APPLE INC COM | $18.2M | 4.71% | 71,602 | Trimmed |
| 3 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $14.4M | 3.73% | 315,068 | Trimmed |
| 4 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $14.0M | 3.62% | 176,181 | Added |
| 5 | DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $11.7M | 3.04% | 217,002 | Added |
| 6 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $11.2M | 2.90% | 233,695 | Added |
| 7 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $10.8M | 2.79% | 435,148 | Trimmed |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | $9.6M | 2.49% | 309,690 | Trimmed |
| 9 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $8.7M | 2.24% | 138,540 | Trimmed |
| 10 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.1M | 2.10% | 161,880 | Added |
| 11 | DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $7.9M | 2.06% | 229,480 | Trimmed |
| 12 | VV | VANGUARD LARGE-CAP ETF | $7.5M | 1.95% | 25,213 | Trimmed |
| 13 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $7.4M | 1.91% | 114,961 | Added |
| 14 | GOOGL | ALPHABET INC CAP STK CL A | $7.2M | 1.87% | 25,073 | Added |
| 15 | DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | $7.1M | 1.85% | 203,594 | Added |
| 16 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $6.7M | 1.74% | 261,172 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO COM | $6.7M | 1.73% | 22,672 | Trimmed |
| 18 | DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $6.1M | 1.58% | 125,919 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION COM | $5.7M | 1.47% | 32,507 | Trimmed |
| 20 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $5.3M | 1.37% | 104,256 | Trimmed |
| 21 | MSFT | MICROSOFT CORP COM | $5.2M | 1.34% | 14,016 | Trimmed |
| 22 | TSLA | TESLA INC COM | $5.1M | 1.31% | 13,602 | Trimmed |
| 23 | DFAR | DIMENSIONAL US REAL ESTATE ETF | $5.1M | 1.31% | 214,197 | Added |
| 24 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $4.9M | 1.27% | 143,898 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.7M | 1.21% | 9,741 | Added |
Source: SEC Form 13F filings · as of 2026-03-31