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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 5,353.0 $439K 0.10% $81.94 +2.1%
122 IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF 16,915.0 $435K 0.10% +582.0 +3.6% $25.75 -1.2%
123 BLK BLACKROCK INC COM Financial Services 440.0 $423K 0.10% $960.50 +22.1%
124 IJH ISHARES CORE S&P MID-CAP ETF 5,460.0 $421K 0.10% $77.10 -0.6%
125 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 4,560.0 $414K 0.10% -55.0 -1.2% $90.79 +2.4%
126 BSMV INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF 19,704.0 $413K 0.10% $20.98 -1.0%
127 SBUX STARBUCKS CORP COM Consumer Cyclical 3,970.0 $406K 0.09% $102.20 +6.1%
128 BA BOEING CO COM Industrials 1,768.0 $383K 0.09% +23.0 +1.3% $216.51 -2.0%
129 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 6,896.0 $370K 0.09% $53.61 +8.6%
130 GS GOLDMAN SACHS GROUP INC COM Financial Services 361.0 $365K 0.09% $1011.09 +2.9%
131 AVLV AVANTIS U.S. LARGE CAP VALUE ETF 3,963.0 $361K 0.08% +71.0 +1.8% $91.21 +3.7%
132 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,868.0 $356K 0.08% $190.52 -4.0%
133 ABBV ABBVIE INC COM Healthcare 1,411.0 $355K 0.08% $251.65 +4.4%
134 FEGE FIRST EAGLE GLOBAL EQUITY ETF 6,829.0 $334K 0.08% NEW $48.92 +8.7%
135 CFG CITIZENS FINL GROUP INC COM Financial Services 4,575.0 $321K 0.07% $70.07 +0.6%
136 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 13,020.0 $315K 0.07% $24.22 -0.1%
137 DFCA DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF 6,254.0 $314K 0.07% +868.0 +16.1% $50.18 -1.4%
138 GHY PGIM GLOBAL HIGH YIELD FD FORM COM Financial Services 25,764.0 $312K 0.07% $12.10 -4.0%
139 WMT WALMART INC COM Consumer Defensive 2,737.0 $310K 0.07% $113.25 -7.9%
140 INTU INTUIT COM Technology 1,176.0 $307K 0.07% +244.0 +26.2% $260.91 +32.5%
Page 7 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%