Gradient Capital Advisors, LLC
CIK: 1727917SEC EDGAR →
Portfolio Value
$236.9B
Holdings
179
As of
Q2 2026
New Positions
8
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 309,462 | $15.6B | 6.58% |
| 2 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 180,069 | $14.2B | 6.01% |
| 3 | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 234,833 | $12.8B | 5.40% |
| 4 | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 257,184 | $12.3B | 5.18% |
| 5 | SCHWAB INTERNATIONAL EQUITY ETF | 424,587 | $11.8B | 4.96% |
| 6 | SCHWAB U.S. MID-CAP ETF | 300,477 | $11.1B | 4.68% |
| 7 | DIMENSIONAL U.S. TARGETED VALUE ETF | 134,622 | $9.4B | 3.97% |
| 8 | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 222,157 | $9.0B | 3.81% |
| 9 | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 169,781 | $8.5B | 3.60% |
| 10 | VANGUARD FTSE DEVELOPED MARKETS ETF | 114,282 | $8.1B | 3.44% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 120 | $228.0B | 96.3% |
| Technology | 21 | $3.7B | 1.5% |
| Real Estate | 1 | $2.0B | 0.8% |
| Unknown | 7 | $1.8B | 0.8% |
| Communication Services | 5 | $840.0M | 0.4% |
| Basic Materials | 1 | $288.4M | 0.1% |
| Utilities | 1 | $207.3M | 0.1% |
| Healthcare | 5 | $45.0M | 0.0% |
| Consumer Cyclical | 7 | $9.8M | 0.0% |
| Industrials | 7 | $3.4M | 0.0% |
| Energy | 1 | $1.5M | 0.0% |
| Consumer Defensive | 3 | $1.5M | 0.0% |