StockDriftsStockDriftsTop 50 Gradient Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.82% | 4.54M | $407.1M | +1.35%(+60.63K) | $60.52(+49.09%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.86% | 877.6K | $200.4M | -8.60%(-82.58K) | $91.46(+137.36%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.15% | 452.9K | $150.8M | -9.79%(-49.13K) | $137.50(+149.42%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.07% | 282.4K | $144.8M | -7.40%(-22.55K) | $317.81(+67.88%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.94% | 545.2K | $135.8M | -8.68%(-51.82K) | $160.24(+63.78%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 1.9% | 1.47M | $132.7M | +1.88%(+27.25K) | $67.18(+33.22%) | 2026-09-30 | |
| SEPU | AIM ETF PRODUCTS TRUST | 1.77% | 3.92M | $124.2M | +1.54%(+59.25K) | $27.94(+13.65%) | 2026-09-30 | |
| DMBS | DOUBLELINE ETF TRUST | 1.76% | 2.66M | $123.1M | -13.72%(-422.57K) | $49.37(-5.67%) | 2026-09-30 | |
| JMBS | JANUS DETROIT STR TR | 1.65% | 2.73M | $115.4M | +1.59%(+42.67K) | $45.51(-6.03%) | 2026-09-30 | |
| RECS | COLUMBIA ETF TR I | 1.57% | 2.44M | $109.9M | +1.10%(+26.54K) | $34.96(+29.79%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.46% | +6.48% | +36.90% |
| Top 20 Holdings Unweighted | +15.47% | +53.96% | +7.03% | +40.46% |
Gradient Investments LLC reports $7.00B in US-listed equity holdings across 457 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (5.8%), NVDA (2.9%) and AAPL (2.1%). The top 20 holdings account for 35.55% of reported assets. Its disclosed equity book has returned +52.46% on a three-year cumulative basis. Figures reflect the Q3 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 Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542265). View Gradient Investments LLC’s 13F filings on SEC