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 $6.45B across 419 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($321.3M, 4.98%), DMBS ($151.6M, 2.35%), GLDM ($150.9M, 2.34%), NVDA ($129.3M, 2.00%), AMZN ($128.4M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $321.3M | 4.98% | 4.2M | Added |
| 2 | DMBS | DOUBLELINE ETF TRUST | $151.6M | 2.35% | 3.1M | Added |
| 3 | GLDM | WORLD GOLD TR | $150.9M | 2.34% | 1.6M | Added |
| 4 | NVDA | NVIDIA CORPORATION | $129.3M | 2.00% | 741,546 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $128.4M | 1.99% | 616,689 | Added |
| 6 | AAPL | APPLE INC | $125.2M | 1.94% | 493,268 | Trimmed |
| 7 | AVDE | AMERICAN CENTY ETF TR | $120.0M | 1.86% | 1.4M | Added |
| 8 | MSFT | MICROSOFT CORP | $118.3M | 1.83% | 319,595 | Added |
| 9 | JMBS | JANUS DETROIT STR TR | $106.0M | 1.64% | 2.3M | Added |
| 10 | GOOG | ALPHABET INC | $105.1M | 1.63% | 366,358 | Trimmed |
| 11 | SPDW | SPDR INDEX SHS FDS | $103.4M | 1.60% | 2.3M | Added |
| 12 | SPAB | SPDR SERIES TRUST | $94.8M | 1.47% | 3.7M | Trimmed |
| 13 | SEPU | AIM ETF PRODUCTS TRUST | $94.3M | 1.46% | 3.4M | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $92.1M | 1.43% | 1.1M | Added |
| 15 | RECS | COLUMBIA ETF TR I | $90.4M | 1.40% | 2.3M | Added |
| 16 | META | META PLATFORMS INC | $80.8M | 1.25% | 141,275 | Trimmed |
| 17 | XFIV | BONDBLOXX ETF TRUST | $73.4M | 1.14% | 1.5M | Added |
| 18 | JAAA | JANUS DETROIT STR TR | $70.9M | 1.10% | 1.4M | Added |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $66.3M | 1.03% | 279,062 | Added |
| 20 | IETC | ISHARES U S ETF TR | $64.0M | 0.99% | 724,457 | Added |
| 21 | CVX | CHEVRON CORPORATION | $63.8M | 0.99% | 308,434 | Trimmed |
| 22 | DABS | DOUBLELINE ETF TRUST | $63.0M | 0.98% | 1.2M | Added |
| 23 | GS | GOLDMAN SACHS GROUP INC | $59.3M | 0.92% | 70,105 | Trimmed |
| 24 | AVGO | BROADCOM INC | $58.4M | 0.91% | 188,817 | Trimmed |
| 25 | PRFD | PIMCO ETF TR | $56.9M | 0.88% | 1.1M | Added |
Source: SEC Form 13F filings · as of 2026-03-31