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Portfolio (Quarterly) Guide ↗

Gradient Capital Advisors, LLC

· CIK 0001727917
13F Portfolio $386M AUM 177 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 29 Added 70 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 37,853.0 $3.0M 0.77% NEW $78.66 +27.0%
2 EWJV ISHARES MSCI JAPAN VALUE ETF 10,341.0 $441K 0.11% NEW $42.67 +3.1%
3 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 7,360.0 $371K 0.10% NEW $50.46 +4.6%
4 MU MICRON TECHNOLOGY INC COM Technology 1,069.0 $361K 0.09% NEW $337.84 +210.4%
5 SO SOUTHERN CO COM Utilities 2,164.0 $209K 0.05% NEW $96.52 -0.8%
6 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 2,477.0 $205K 0.05% NEW $82.74 -0.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.5%
Financial Services 21.7%
Communication Services 12.3%
Consumer Cyclical 8.7%
Healthcare 3.3%
Industrials 2.7%
Energy 2.5%
Real Estate 1.9%
Consumer Defensive 1.5%
Utilities 0.5%