Gradient Investments LLC: 13F holdings

CIK 15422652026Q2

Positions448
Reported value$7.2bn
Filed2026-07-08

Change since last quarter

Positions448 (+28 vs prior quarter)
Reported value$7.2bn (+12.3%)

Top 10 holdings

SecuritySharesValueWeight
SPYM SPDR SERIES TRUST4,474,804$393.2m5.4%
NVDA NVIDIA CORPORATION960,223$192.1m2.7%
DMBS DOUBLELINE ETF TRUST3,081,101$151.2m2.1%
AAPL APPLE INC502,015$145.3m2.0%
AMZN AMAZON COM INC597,018$142.3m2.0%
AVDE AMERICAN CENTY ETF TR1,445,630$129.0m1.8%
GOOG ALPHABET INC345,387$122.0m1.7%
JMBS JANUS DETROIT STR TR2,688,767$121.0m1.7%
GLDM WORLD GOLD TR1,517,719$120.5m1.7%
AIM ETF PRODUCTS TRUST3,858,271$119.9m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1542265")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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