Gradient Investments LLC 13F Holdings · Q3 2026
Gradient Investments LLC reported 457 securities worth $7.00B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SPYM (5.82%), NVDA (2.86%), AAPL (2.15%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $407.1M | 5.82% | 4.5M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $200.4M | 2.86% | 877,645 | Trimmed |
| 3 | AAPL | APPLE INC | $150.8M | 2.15% | 452,884 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $144.8M | 2.07% | 282,382 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $135.8M | 1.94% | 545,198 | Trimmed |
| 6 | AVDE | AMERICAN CENTY ETF TR | $132.7M | 1.90% | 1.5M | Added |
| 7 | SEPU | AIM ETF PRODUCTS TRUST | $124.2M | 1.77% | 3.9M | Added |
| 8 | DMBS | DOUBLELINE ETF TRUST | $123.1M | 1.76% | 2.7M | Trimmed |
| 9 | JMBS | JANUS DETROIT STR TR | $115.4M | 1.65% | 2.7M | Added |
| 10 | RECS | COLUMBIA ETF TR I | $109.9M | 1.57% | 2.4M | Added |
| 11 | SPDW | SPDR INDEX SHS FDS | $108.4M | 1.55% | 2.2M | Trimmed |
| 12 | GLDM | WORLD GOLD TR | $107.9M | 1.54% | 1.3M | Trimmed |
| 13 | GOOG | ALPHABET INC | $100.8M | 1.44% | 295,956 | Trimmed |
| 14 | AVEM | AMERICAN CENTY ETF TR | $97.7M | 1.40% | 1.0M | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $85.2M | 1.22% | 279,532 | Added |
| 16 | AVGO | BROADCOM INC | $78.7M | 1.12% | 224,134 | Added |
| 17 | AVUS | AMERICAN CENTY ETF TR | $70.1M | 1.00% | 547,307 | Added |
| 18 | XTEN | BONDBLOXX ETF TRUST | $70.0M | 1.00% | 1.7M | Trimmed |
| 19 | JAAA | JANUS DETROIT STR TR | $63.0M | 0.90% | 1.2M | Trimmed |
| 20 | META | META PLATFORMS INC | $62.5M | 0.89% | 86,137 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $61.2M | 0.87% | 185,011 | Trimmed |
| 22 | PRFD | PIMCO ETF TR | $60.4M | 0.86% | 1.2M | Added |
| 23 | SPAB | SPDR SERIES TRUST | $59.9M | 0.86% | 2.5M | Added |
| 24 | XSVN | BONDBLOXX ETF TRUST | $59.2M | 0.85% | 1.3M | Trimmed |
| 25 | FEBT | AIM ETF PRODUCTS TRUST | $58.5M | 0.84% | 1.4M | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR