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Portfolio (Quarterly) Guide ↗

Gradient Capital Advisors, LLC

· CIK 0001727917
13F Portfolio $432M AUM 179 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 48 Added 57 Reduced 7 Exited
Page 3 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC COM Technology 24,408.0 $2.9M 0.66% $117.46 -4.3%
42 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 5,974.0 $2.9M 0.66% +106.0 +1.8% $477.57 -12.5%
43 AMD ADVANCED MICRO DEVICES INC COM Technology 4,766.0 $2.8M 0.64% -144.0 -2.9% $580.91 -17.2%
44 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 26,335.0 $2.6M 0.61% +4K +19.2% $99.38 +0.0%
45 VTV VANGUARD VALUE ETF 11,486.0 $2.5M 0.58% +219.0 +1.9% $217.93 +4.1%
46 AMZN AMAZON COM INC COM Consumer Cyclical 9,845.0 $2.3M 0.54% -132.0 -1.3% $238.34 +9.2%
47 VBR VANGUARD SMALL CAP VALUE ETF 9,495.0 $2.3M 0.53% -383.0 -3.9% $242.99 +2.5%
48 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 56,704.0 $2.3M 0.53% -2K -3.5% $40.21 -1.3%
49 AVMC AVANTIS U.S. MID CAP EQUITY ETF 27,007.0 $2.2M 0.50% +4K +18.6% $80.25 +1.2%
50 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 20,796.0 $2.1M 0.50% -693.0 -3.2% $103.05 +9.0%
51 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 25,547.0 $2.0M 0.47% -336.0 -1.3% $79.42 +14.5%
52 SCHB SCHWAB U.S. BROAD MARKET ETF 69,938.0 $2.0M 0.47% +388.0 +0.6% $28.96 +2.2%
53 WPC WP CAREY INC COM Real Estate 27,790.0 $2.0M 0.46% $71.50 -0.5%
54 BK BANK OF NY MELLON CORP COM Financial Services 13,347.0 $1.9M 0.45% $144.61 -1.9%
55 VNQ VANGUARD REAL ESTATE ETF 19,152.0 $1.8M 0.43% $96.43 +2.3%
56 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 20,332.0 $1.7M 0.39% -507.0 -2.4% $83.75 +2.4%
57 IWM ISHARES RUSSELL 2000 ETF 5,584.0 $1.7M 0.39% $300.45 -0.5%
58 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 12,667.0 $1.6M 0.37% -314.0 -2.4% $124.76 +0.8%
59 CVX CHEVRON CORPORATION COM Energy 9,282.0 $1.5M 0.36% $165.77 +20.8%
60 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 15,154.0 $1.5M 0.35% +5K +53.7% $100.67 -0.0%
Page 3 of 9  ·  179 positions

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 49.7%
Financial Services 19.7%
Communication Services 11.8%
Consumer Cyclical 8.5%
Healthcare 2.7%
Industrials 2.7%
Real Estate 1.7%
Energy 1.3%
Consumer Defensive 1.3%
Utilities 0.4%