Gradient Investments
$6.5B Assets Reported
434 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 4,198,437 | $321M | 5.0% |
| DMBS | DOUBLELINE ETF TRUST | 3,070,452 | $152M | 2.3% |
| GLDM | WORLD GOLD TR | 1,628,261 | $151M | 2.3% |
| NVDA | NVIDIA CORPORATION | 741,546 | $129M | 2.0% |
| AMZN | AMAZON COM INC | 616,689 | $128M | 2.0% |
| AAPL | APPLE INC | 493,268 | $125M | 1.9% |
| AVDE | AMERICAN CENTY ETF TR | 1,414,786 | $120M | 1.9% |
| MSFT | MICROSOFT CORP | 319,595 | $118M | 1.8% |
| JMBS | JANUS DETROIT STR TR | 2,346,915 | $106M | 1.6% |
| GOOG | ALPHABET INC | 366,358 | $105M | 1.6% |
Track Gradient Investments's 13F portfolio: $6.5B in reported holdings, 434 positions. Top holdings, AUM, and quarterly changes on SentiSense.