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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 6 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VUSB VANGUARD ULTRA-SHORT BOND ETF 11,131.0 $554K 0.13% +256.0 +2.4% $49.78 -0.0%
102 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 10,859.0 $554K 0.13% +739.0 +7.3% $51.00 -0.1%
103 SCHP SCHWAB US TIPS ETF 20,727.0 $549K 0.13% $26.50 -1.7%
104 NFLX NETFLIX INC. COM Communication Services 7,576.0 $541K 0.12% +871.0 +13.0% $71.40 +14.1%
105 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 4,864.0 $531K 0.12% -84.0 -1.7% $109.08 -2.1%
106 EWJV ISHARES MSCI JAPAN VALUE ETF 12,013.0 $528K 0.12% +2K +16.2% $43.96 +7.7%
107 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 14,300.0 $519K 0.12% -100.0 -0.7% $36.26 +2.3%
108 BX BLACKSTONE INC COM Financial Services 4,390.0 $517K 0.12% $117.67 +21.7%
109 IBDZ ISHARES IBONDS DEC 2034 TERM CORPORATE ETF 19,518.0 $508K 0.12% +2K +8.5% $26.05 -1.5%
110 EFA ISHARES MSCI EAFE ETF 4,885.0 $507K 0.12% $103.88 +4.2%
111 EXXONMOBIL HOLDINGS CORP COM SHS 3,698.0 $506K 0.12% NEW $136.74
112 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 5,107.0 $505K 0.12% +130.0 +2.6% $98.98 -1.1%
113 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,744.0 $490K 0.11% -274.0 -13.6% $281.23 -18.3%
114 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 21,086.0 $488K 0.11% $23.16 -0.3%
115 PANW PALO ALTO NETWORKS INC COM Technology 1,340.0 $457K 0.11% +15.0 +1.1% $341.02 -0.5%
116 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 8,553.0 $454K 0.10% +3K +54.5% $53.11 +17.6%
117 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 6,014.0 $450K 0.10% +67.0 +1.1% $74.90 +1.3%
118 DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND 4,774.0 $445K 0.10% -41.0 -0.8% $93.25 +4.3%
119 IYW ISHARES U.S. TECHNOLOGY ETF 1,760.0 $444K 0.10% $252.23 -2.2%
120 WFC WELLS FARGO & CO COM Financial Services 5,338.0 $441K 0.10% -693.0 -11.5% $82.64 +3.2%
Page 6 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%