Gradient Capital Advisors, LLC: 13F holdings
CIK 17279172026Q2
| Positions | 179 |
|---|
| Reported value | $431.8m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 179 (+2 vs prior quarter) |
|---|
| Reported value | $431.8m (+11.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES CORE S&P 500 ETF | 52,370 | $39.2m | 9.1% |
| AAPL APPLE INC COM | 71,073 | $20.6m | 4.8% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 309,462 | $15.6m | 3.6% |
| VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | 180,069 | $14.2m | 3.3% |
| DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 234,833 | $12.8m | 3.0% |
| DFSD DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 257,184 | $12.3m | 2.8% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 424,587 | $11.8m | 2.7% |
| SCHM SCHWAB U.S. MID-CAP ETF | 300,477 | $11.1m | 2.6% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 134,622 | $9.4m | 2.2% |
| GOOGL ALPHABET INC CAP STK CL A | 26,189 | $9.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1727917")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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