StockDriftsStockDriftsTop 50 Gradient Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 9.08% | 52.4K | $39.2M | -0.98%(-520) | $269.72(+188.79%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.76% | 71.1K | $20.6M | -0.74%(-529) | $51.98(+487.51%) | 2026-06-30 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 3.61% | 309.5K | $15.6M | -1.78%(-5.61K) | $33.33(+56.63%) | 2026-06-30 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 3.3% | 180.1K | $14.2M | +2.21%(+3.89K) | $78.56(+0.10%) | 2026-06-30 | |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 2.96% | 234.8K | $12.8M | +8.22%(+17.83K) | $54.60(-2.12%) | 2026-06-30 | |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 2.84% | 257.2K | $12.3M | +10.05%(+23.49K) | $47.55(-0.20%) | 2026-06-30 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 2.72% | 424.6K | $11.8M | -2.43%(-10.56K) | $16.78(+70.78%) | 2026-06-30 | |
| SCHM | SCHWAB U.S. MID-CAP ETF | 2.57% | 300.5K | $11.1M | -2.97%(-9.21K) | $20.17(+81.92%) | 2026-06-30 | |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 2.18% | 134.6K | $9.4M | -2.83%(-3.92K) | $43.98(+64.50%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.17% | 26.2K | $9.4M | +4.45%(+1.12K) | $121.40(+183.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.53% | +50.25% | +8.19% | +48.22% |
| Top 20 Holdings Unweighted | +14.66% | +50.74% | +8.30% | +49.01% |
Gradient Capital Advisors, LLC reports $431.78M in US-listed equity holdings across 179 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.1%), AAPL (4.8%) and SPDW (3.6%). The top 20 holdings account for 54.16% of reported assets. Its disclosed equity book has returned +50.25% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gradient Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727917). View Gradient Capital Advisors, LLC’s 13F filings on SEC