Gradient Investments

$7.2B 13F equity value
479 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Gradient Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
SPYMSPDR SERIES TRUST4,474,804$393M5.4%
NVDANVIDIA CORPORATION960,223$192M2.7%
DMBSDOUBLELINE ETF TRUST3,081,101$151M2.1%
AAPLAPPLE INC502,015$145M2.0%
AMZNAMAZON COM INC597,018$142M2.0%
AVDEAMERICAN CENTY ETF TR1,445,630$129M1.8%
GOOGALPHABET INC345,387$122M1.7%
JMBSJANUS DETROIT STR TR2,688,767$121M1.7%
GLDMWORLD GOLD TR1,517,719$121M1.7%
SEPUAIM ETF PRODUCTS TRUST3,858,271$120M1.7%

Track Gradient Investments's 13F portfolio: $7.2B in reported holdings, 479 positions. Top holdings and quarterly changes on SentiSense.

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