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Gradient Capital Advisors

Latest statistics and disclosures from Gradient Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, SPDW, VCSH, DFSD, and represent 24.35% of Gradient Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAT (+$8.8M), DFSV (+$7.7M), DFAR (+$5.4M), AMP, DFAC, BRK.B, DFSD, VTIP, MU, VCSH.
Started 10 new stock positions in PLTR, MRK, DFAT, AMP, DFAC, DFAR, DFSV, ACN, PFE, IBIT.
Reduced shares in these 10 stocks: Dimensional Etf Trust (-$9.4M), Dimensional Etf Trust (-$8.1M), Dimensional Etf Trust (-$5.7M), LRCX, Dimensional Etf Trust, AAPL, AMD, VV, BILS, IVV.
Sold out of its positions in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust, BSMU, XLU, SO, TJX, VCIT, NXPI.
Gradient Capital Advisors was a net buyer of stock by $779k.
Gradient Capital Advisors has $433M in assets under management (AUM), dropping by 0.29%.
Central Index Key (CIK): 0001727917

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Portfolio Holdings for Gradient Capital Advisors

Gradient Capital Advisors holds 179 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	9.2	$40M		52k	765.85	View chart
Apple Stock (AAPL)	5.3	$23M	-3%	69k	333.02	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	3.5	$15M		305k	50.21	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	3.3	$14M	+3%	186k	77.25	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	3.0	$13M	+9%	281k	46.47	View chart
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)	2.9	$13M	+2%	240k	51.93	View chart
Schwab International Equity Etf Etf (SCHF)	2.6	$11M		417k	27.47	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	2.3	$10M		297k	34.02	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.1	$9.2M		27k	344.09	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	2.1	$8.9M	+7%	182k	49.22	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.1	$8.9M		225k	39.72	View chart
U.s. Targeted Value Portfolio: Etf Class Shares Etf (DFAT)	2.0	$8.8M	NEW	133k	66.44	View chart
Vanguard Morningstar Large-cap Etf Etf (VV)	1.9	$8.4M	-4%	24k	351.85	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.9	$8.2M		116k	70.61	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.8	$7.7M		257k	30.00	View chart
U.s. Small Cap Value Portfolio: Etf Class Shares Etf (DFSV)	1.8	$7.7M	NEW	205k	37.47	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$7.4M		22k	330.82	View chart
Nvidia Corporation Stock (NVDA)	1.7	$7.3M		32k	228.38	View chart
Microsoft Corp Stock (MSFT)	1.6	$6.9M		14k	512.91	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	1.5	$6.7M	-2%	122k	55.00	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.5	$6.7M	+21%	13k	497.95	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.3	$5.6M	+2%	111k	50.37	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.3	$5.5M		148k	37.02	View chart
Dfa Real Estate Securities Portfolio: Etf Class Shares Etf (DFAR)	1.2	$5.4M	NEW	223k	24.16	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	1.2	$5.3M		133k	40.17	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.1	$4.9M		149k	32.53	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	1.1	$4.8M	+6%	93k	51.23	View chart
Vanguard Total International Stock Etf Etf (VXUS)	1.1	$4.7M		56k	84.96	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$4.6M	-6%	6.6k	700.86	View chart
Tesla Stock (TSLA)	1.0	$4.5M	-4%	13k	354.81	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$4.3M	-4%	5.9k	725.13	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	1.0	$4.3M		54k	78.42	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.0	$4.1M	+2%	42k	99.08	View chart
Spdr Gold Shares Etf (GLD)	0.9	$3.9M	+4%	10k	380.85	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.9	$3.9M		90k	43.29	View chart
Lam Research Corp Stock (LRCX)	0.9	$3.9M	-24%	12k	328.51	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.9	$3.7M	+2%	88k	42.52	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.8	$3.7M		41k	90.11	View chart
Broadcom Stock (AVGO)	0.8	$3.7M	-3%	11k	351.18	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.8	$3.6M		13k	284.48	View chart
Ameriprise Finl Stock (AMP)	0.7	$2.9M	NEW	5.9k	492.37	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.6	$2.7M		5.9k	456.19	View chart
Cisco Sys Stock (CSCO)	0.6	$2.6M		24k	107.63	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.6	$2.4M	-2%	11k	216.08	View chart
Amazon Stock (AMZN)	0.6	$2.4M		9.7k	249.14	View chart
Advanced Micro Devices Stock (AMD)	0.6	$2.4M	-18%	3.9k	611.76	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.5	$2.3M		21k	109.38	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.5	$2.3M	-13%	23k	99.34	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.5	$2.2M		56k	39.31	View chart
Avantis U.s. Mid Cap Equity Etf Etf (AVMC)	0.5	$2.2M	+5%	28k	76.23	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.5	$2.1M	-2%	9.3k	231.03	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.5	$2.1M		26k	82.18	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.5	$2.0M	-2%	69k	29.31	View chart
Chevron Corporation Stock (CVX)	0.4	$1.9M		9.4k	204.22	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.4	$1.9M		13k	144.63	View chart
Wp Carey Reit (WPC)	0.4	$1.8M		27k	64.63	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.4	$1.7M		19k	89.63	View chart
Micron Technology Stock (MU)	0.4	$1.7M	+50%	1.6k	1065.31	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$1.7M		20k	82.97	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.4	$1.6M		4.2k	374.27	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.6M		5.6k	277.89	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$1.5M	-2%	15k	100.68	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.4M	+2%	5.5k	264.72	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.3	$1.4M	-5%	12k	117.77	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$1.3M		40k	32.63	View chart
Amgen Stock (AMGN)	0.3	$1.3M		3.1k	421.49	View chart
Ishares Silver Trust Etf (SLV)	0.3	$1.2M	-3%	23k	54.51	View chart
U.s. Core Equity 2 Portfolio: Etf Class Shares Etf (DFAC)	0.3	$1.2M	NEW	27k	44.45	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$1.2M	-4%	36k	33.31	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$1.1M		4.7k	233.33	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$1.1M		20k	54.43	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$1.0M		1.4k	739.62	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.2	$960k	-6%	14k	67.31	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$946k		2.8k	340.72	View chart
Intel Corp Stock (INTC)	0.2	$931k	-2%	7.7k	120.23	View chart
Qualcomm Stock (QCOM)	0.2	$914k		5.0k	184.06	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$898k	-2%	11k	80.60	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$895k		1.8k	509.31	View chart
Visa Inc Com Cl A Stock (V)	0.2	$892k	-2%	2.5k	359.38	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.2	$879k		40k	22.04	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$877k		963.00	910.25	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$867k	-3%	2.7k	316.05	View chart
Caterpillar Stock (CAT)	0.2	$843k		1.0k	810.72	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$835k		6.1k	136.03	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.2	$826k		34k	24.07	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$825k		5.3k	155.20	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.2	$819k		41k	20.06	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$806k		21k	37.61	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$761k		5.4k	142.26	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$695k	-17%	9.1k	76.40	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$693k		31k	22.10	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$670k	+3%	16k	41.43	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$634k		30k	21.14	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.1	$615k	+2%	3.8k	162.75	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$608k		6.3k	96.88	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$583k		12k	48.51	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$576k		2.5k	228.28	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$574k		752.00	762.63	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$571k	-12%	9.6k	59.31	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$570k		19k	29.59	View chart
Home Depot Stock (HD)	0.1	$566k	-10%	2.0k	284.49	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$549k		11k	50.56	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$548k		11k	49.55	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$540k	+2%	8.8k	61.50	View chart
Palo Alto Networks Stock (PANW)	0.1	$538k		1.4k	397.31	View chart
Netflix Stock (NFLX)	0.1	$521k		7.5k	69.58	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$515k		14k	36.45	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$508k		4.9k	103.89	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$504k	-3%	20k	25.13	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$498k		4.9k	102.17	View chart
Blackstone Stock (BX)	0.1	$492k		4.4k	112.09	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$483k		5.1k	94.54	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$482k	+34%	5.3k	90.43	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$481k		20k	24.63	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$478k		21k	22.69	View chart
Blackrock Stock (BLK)	0.1	$473k		447.00	1057.54	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.1	$472k	-18%	8.8k	53.77	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$466k		1.8k	264.90	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.1	$446k		4.8k	93.42	View chart
Wells Fargo & Co Stock (WFC)	0.1	$429k		5.4k	80.05	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$424k		6.0k	70.51	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$421k	-5%	5.1k	83.04	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$420k		4.6k	92.06	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$414k		17k	24.48	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$413k	+60%	8.0k	51.91	View chart
Applied Matls Stock (AMAT)	0.1	$410k		802.00	511.38	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$393k		5.5k	71.95	View chart
Boeing Stock (BA)	0.1	$393k	+19%	2.1k	186.08	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.1	$392k		20k	19.89	View chart
Starbucks Corp Stock (SBUX)	0.1	$386k	+3%	4.1k	93.95	View chart
Abbvie Stock (ABBV)	0.1	$383k	+3%	1.5k	261.65	View chart
International Business Machs Stock (IBM)	0.1	$381k		1.7k	219.90	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$366k		1.9k	195.75	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$344k	-6%	6.4k	53.40	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$344k	+258%	1.3k	264.75	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$341k	NEW	1.8k	187.05	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$325k	+36%	8.7k	37.47	View chart
Intuit Stock (INTU)	0.1	$322k		1.2k	275.59	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.1	$315k	-8%	6.3k	50.19	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$314k		13k	24.12	View chart
Goldman Sachs Group Stock (GS)	0.1	$303k	-6%	336.00	900.56	View chart
Disney Walt Stock (DIS)	0.1	$301k	-3%	2.9k	104.90	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$298k		12k	24.24	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$291k		384.00	758.27	View chart
Walmart Stock (WMT)	0.1	$291k	+2%	2.8k	103.91	View chart
Citizens Finl Group Stock (CFG)	0.1	$290k		4.5k	63.76	View chart
Oracle Corp Stock (ORCL)	0.1	$289k		2.1k	137.32	View chart
Pgim Global High Yield Fd Form Cef (GHY)	0.1	$284k		26k	11.02	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$283k		12k	23.86	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$279k		1.5k	184.80	View chart
Fedex Corp Stock (FDX)	0.1	$274k		961.00	285.09	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.1	$270k	-9%	5.7k	47.67	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.1	$259k		4.1k	62.90	View chart
Procter & Gamble Stock (PG)	0.1	$259k		1.8k	145.32	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$257k		2.5k	101.13	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$254k		11k	24.25	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$252k		3.6k	69.44	View chart
Ge Vernova Stock (GEV)	0.1	$249k	+35%	262.00	950.49	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$249k	NEW	5.3k	47.34	View chart
Newmont Corp Stock (NEM)	0.1	$247k	-30%	2.1k	115.32	View chart
Rtx Corporation Stock (RTX)	0.1	$246k	+5%	1.3k	185.65	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$245k		4.7k	52.36	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$242k		475.00	508.98	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$238k		9.5k	24.96	View chart
Deere & Co Stock (DE)	0.1	$235k		350.00	671.55	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$227k		638.00	355.67	View chart
American Express Stock (AXP)	0.1	$226k	+6%	744.00	304.17	View chart
Merck & Co Stock (MRK)	0.1	$226k	NEW	1.6k	145.31	View chart
Pfizer Stock (PFE)	0.1	$226k	NEW	7.9k	28.52	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$216k	NEW	1.2k	183.37	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$215k		2.1k	104.04	View chart
Ishares Ibonds Dec 2035 Term Corporate Etf Etf (IBCA)	0.0	$210k		8.7k	24.07	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$209k		4.1k	50.35	View chart
Yum Brands Stock (YUM)	0.0	$208k		1.5k	136.34	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.0	$206k		4.5k	45.98	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$206k		2.1k	99.71	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$190k		10k	18.20	View chart
Mindwalk Holdings Corp Stock (HYFT)	0.0	$35k		27k	1.32	View chart
Ur-energy Stock (URG)	0.0	$11k		10k	1.08	View chart

Past Filings by Gradient Capital Advisors

SEC 13F filings are viewable for Gradient Capital Advisors going back to 2017

Gradient Capital Advisors 2026 Q3 filed Oct. 21, 2026
Gradient Capital Advisors 2026 Q2 filed July 13, 2026
Gradient Capital Advisors 2026 Q1 filed April 16, 2026
Gradient Capital Advisors 2025 Q4 filed Feb. 6, 2026
Gradient Capital Advisors 2025 Q3 filed Oct. 27, 2025
Gradient Capital Advisors 2025 Q2 filed July 16, 2025
Gradient Capital Advisors 2025 Q1 filed May 5, 2025
Gradient Capital Advisors 2024 Q4 filed Jan. 29, 2025
Gradient Capital Advisors 2024 Q3 filed Oct. 16, 2024
Gradient Capital Advisors 2024 Q2 filed July 22, 2024
Gradient Capital Advisors 2024 Q1 filed April 17, 2024
Gradient Capital Advisors 2023 Q4 filed Feb. 1, 2024
Gradient Capital Advisors 2023 Q3 filed Oct. 25, 2023
Gradient Capital Advisors 2023 Q2 filed July 19, 2023
Gradient Capital Advisors 2023 Q1 filed April 18, 2023
Gradient Capital Advisors 2022 Q4 filed Feb. 6, 2023

View all past filings

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