Gradient Capital Advisors, LLC Q1 2026 Filing
Filed April 16, 2026
Portfolio Value
$218.6B
Holdings
177
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $18.2M |
UREUR-ENERGY INC COM | $14.9M |
VVVANGUARD LARGE-CAP ETF | $7.5M |
GOOGLALPHABET INC CAP STK CL A | $7.2M |
JPMJPMORGAN CHASE & CO COM | $6.7M |
NVDANVIDIA CORPORATION COM | $5.7M |
MSFTMICROSOFT CORP COM | $5.2M |
TSLATESLA INC COM | $5.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $4.7M |
LRCXLAM RESEARCH CORP COM NEW | $4.4M |
VOOVANGUARD S&P 500 ETF | $4.2M |
VOVANGUARD MID-CAP ETF | $4.1M |
GQ9SPDR GOLD SHARES | $4.1M |
METAMETA PLATFORMS INC CL A | $3.7M |
AVGOBROADCOM INC COM | $3.4M |
VBVANGUARD SMALL-CAP ETF | $3.4M |
VUGVANGUARD GROWTH ETF | $3.2M |
VTVVANGUARD VALUE ETF | $2.2M |
VBRVANGUARD SMALL CAP VALUE ETF | $2.1M |
AMZNAMAZON COM INC COM | $2.1M |
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $2.0M |
CVXCHEVRON CORPORATION COM | $1.9M |
BKBANK NEW YORK MELLON CORP COM | $1.6M |
AVUVAVANTIS U.S. SMALL CAP VALUE ETF | $1.4M |
IWMISHARES RUSSELL 2000 ETF | $1.4M |
JNJJOHNSON & JOHNSON COM | $1.3M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $1.3M |
AMGNAMGEN INC COM | $1.1M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $1.1M |
LMTLOCKHEED MARTIN CORP COM | $1.0M |
AMDADVANCED MICRO DEVICES INC COM | $999K |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $993K |
COSTCOSTCO WHOLESALE CORPORATION COM | $937K |
GOOGALPHABET INC CAP STK CL C | $809K |
NDQINVESCO QQQ TRUST SERIES I | $800K |
VVISA INC COM CL A | $795K |
IJRISHARES CORE S&P SMALL CAP ETF | $787K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $786K |
HDHOME DEPOT INC COM | $778K |
CATCATERPILLAR INC COM | $748K |
VHTVANGUARD HEALTH CARE ETF | $741K |
QCOMQUALCOMM INC COM | $656K |
XOMEXXON MOBIL CORP COM | $627K |
IVWISHARES S&P 500 GROWTH ETF | $605K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $539K |
IVEISHARES S&P 500 VALUE ETF | $533K |
SPYSTATE STREET SPDR S&P 500 ETF | $532K |
BXBLACKSTONE INC COM | $505K |
IBMINTERNATIONAL BUSINESS MACHS COM | $489K |
BLKBLACKROCK INC COM | $423K |
INTUINTUIT COM | $403K |
MUMICRON TECHNOLOGY INC COM | $361K |
NEMNEWMONT CORP COM | $354K |
BABOEING CO COM | $347K |
FDXFEDEX CORP COM | $344K |
WMTWALMART INC COM | $340K |
IYWISHARES U.S. TECHNOLOGY ETF | $319K |
ORCLORACLE CORP COM | $307K |
ABBVABBVIE INC COM | $307K |
CEGCONSTELLATION ENERGY CORP COM | $306K |
GSGOLDMAN SACHS GROUP INC COM | $305K |
REGNREGENERON PHARMACEUTICALS COM | $297K |
AMATAPPLIED MATLS INC COM | $280K |
PGPROCTER & GAMBLE CO COM | $257K |
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $248K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $248K |
RTXRTX CORPORATION COM | $242K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $242K |
IWCISHARES MICRO-CAP ETF | $241K |
TJXTJX COS INC NEW COM | $239K |
YUMYUM BRANDS INC COM | $237K |
CRMSALESFORCE INC COM | $236K |
TIPISHARES TIPS BOND ETF | $228K |
DONSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $214K |
PANWPALO ALTO NETWORKS INC COM | $212K |
AXPAMERICAN EXPRESS CO COM | $211K |
MARMARRIOTT INTL INC NEW CL A | $209K |
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