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 Investments LLC (CIK 1542265) reported $7.25B across 448 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($393.2M, 5.43%), NVDA ($192.1M, 2.65%), DMBS ($151.2M, 2.09%), AAPL ($145.3M, 2.00%), AMZN ($142.3M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $393.2M | 5.43% | 4.5M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $192.1M | 2.65% | 960,223 | Added |
| 3 | DMBS | DOUBLELINE ETF TRUST | $151.2M | 2.09% | 3.1M | Added |
| 4 | AAPL | APPLE INC | $145.3M | 2.00% | 502,015 | Added |
| 5 | AMZN | AMAZON COM INC | $142.3M | 1.96% | 597,018 | Trimmed |
| 6 | AVDE | AMERICAN CENTY ETF TR | $129.0M | 1.78% | 1.4M | Added |
| 7 | GOOG | ALPHABET INC | $122.0M | 1.68% | 345,387 | Trimmed |
| 8 | JMBS | JANUS DETROIT STR TR | $121.0M | 1.67% | 2.7M | Added |
| 9 | GLDM | WORLD GOLD TR | $120.5M | 1.66% | 1.5M | Trimmed |
| 10 | SEPU | AIM ETF PRODUCTS TRUST | $119.9M | 1.65% | 3.9M | Added |
| 11 | MSFT | MICROSOFT CORP | $113.7M | 1.57% | 304,934 | Trimmed |
| 12 | SPDW | SPDR INDEX SHS FDS | $112.4M | 1.55% | 2.2M | Trimmed |
| 13 | RECS | COLUMBIA ETF TR I | $104.4M | 1.44% | 2.4M | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $99.5M | 1.37% | 1.0M | Trimmed |
| 15 | IETC | ISHARES U S ETF TR | $92.1M | 1.27% | 858,000 | Added |
| 16 | XTEN | BONDBLOXX ETF TRUST | $86.8M | 1.20% | 1.9M | Added |
| 17 | QQQM | INVESCO EXCH TRADED FD TR II | $82.6M | 1.14% | 272,631 | Trimmed |
| 18 | META | META PLATFORMS INC | $82.7M | 1.14% | 146,879 | Added |
| 19 | AVGO | BROADCOM INC | $77.6M | 1.07% | 205,399 | Added |
| 20 | GS | GOLDMAN SACHS GROUP INC | $71.5M | 0.99% | 70,680 | Added |
| 21 | XSVN | BONDBLOXX ETF TRUST | $70.0M | 0.97% | 1.5M | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $67.4M | 0.93% | 205,948 | Added |
| 23 | MS | MORGAN STANLEY | $66.6M | 0.92% | 318,659 | Trimmed |
| 24 | JAAA | JANUS DETROIT STR TR | $66.9M | 0.92% | 1.3M | Trimmed |
| 25 | LRCX | LAM RESEARCH CORP | $65.1M | 0.90% | 150,167 | Added |
Source: SEC Form 13F filings · as of 2026-06-30