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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP COM Industrials 1,725.0 $879K 0.20% $509.50 +11.0%
82 V VISA INC COM CL A Financial Services 2,535.0 $870K 0.20% -94.0 -3.6% $343.13 +11.9%
83 IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 34,329.0 $865K 0.20% $25.19 -1.1%
84 BSV VANGUARD SHORT-TERM BOND ETF 10,982.0 $856K 0.20% +88.0 +0.8% $77.91 -0.3%
85 VHT VANGUARD HEALTH CARE ETF 2,856.0 $854K 0.20% +137.0 +5.0% $299.04 +9.1%
86 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 40,801.0 $850K 0.20% $20.84 -0.8%
87 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 5,309.0 $839K 0.19% $158.02 +4.4%
88 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF 21,435.0 $799K 0.18% -2K -6.7% $37.26 +5.9%
89 HD HOME DEPOT INC COM Consumer Cyclical 2,212.0 $780K 0.18% -153.0 -6.5% $352.72 -5.1%
90 IVW ISHARES S&P 500 GROWTH ETF 5,352.0 $736K 0.17% $137.53 +0.8%
91 SCHZ SCHWAB US AGGREGATE BOND ETF 31,330.0 $725K 0.17% +2K +5.3% $23.13 -1.1%
92 VWO VANGUARD FTSE EMERGING MARKETS ETF 11,014.0 $657K 0.15% -417.0 -3.6% $59.69 +1.6%
93 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 29,999.0 $654K 0.15% $21.80 -0.6%
94 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 15,599.0 $643K 0.15% $41.25 +5.2%
95 IEFA ISHARES CORE MSCI EAFE ETF 6,272.0 $606K 0.14% -100.0 -1.6% $96.58 +4.5%
96 AMAT APPLIED MATLS INC COM Technology 802.0 $580K 0.13% -17.0 -2.1% $723.00 -33.6%
97 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 19,313.0 $580K 0.13% -119.0 -0.6% $30.01 -0.1%
98 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 10,796.0 $577K 0.13% +3K +46.7% $53.40 +5.9%
99 IVE ISHARES S&P 500 VALUE ETF 2,523.0 $573K 0.13% $227.06 +4.8%
100 SPY STATE STREET SPDR S&P 500 ETF Financial Services 752.0 $562K 0.13% -66.0 -8.1% $746.77 +2.6%
Page 5 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%