StockDriftsStockDriftsTop 50 Gradient Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 5.43% | 4.47M | $393.2M | +6.58%(+276.37K) | $60.13(+51.76%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.65% | 960.2K | $192.1M | +29.49%(+218.68K) | $91.46(+147.17%) | 2026-06-30 | |
| DMBS | DOUBLELINE ETF TRUST | 2.09% | 3.08M | $151.2M | +0.35%(+10.65K) | $49.37(-1.89%) | 2026-06-30 | |
| AAPL | APPLE INC | 2% | 502.0K | $145.3M | +1.77%(+8.75K) | $137.50(+122.10%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.96% | 597.0K | $142.3M | -3.19%(-19.67K) | $160.24(+63.84%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 1.78% | 1.45M | $129.0M | +2.18%(+30.84K) | $66.76(+41.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.68% | 345.4K | $122.0M | -5.72%(-20.97K) | $121.87(+181.15%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 1.67% | 2.69M | $121.0M | +14.57%(+341.85K) | $45.54(-2.61%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 1.66% | 1.52M | $120.5M | -6.79%(-110.54K) | $58.50(+48.99%) | 2026-06-30 | |
| SEPU | AIM ETF PRODUCTS TRUST | 1.65% | 3.86M | $119.9M | +14.53%(+489.34K) | $27.88(+15.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.42% | +42.08% | +5.33% | +29.63% |
| Top 20 Holdings Unweighted | +12.92% | +44.00% | +6.13% | +34.64% |
Gradient Investments LLC reports $7.25B in US-listed equity holdings across 448 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (5.4%), NVDA (2.6%) and DMBS (2.1%). The top 20 holdings account for 35.31% of reported assets. Its disclosed equity book has returned +42.08% 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 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