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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, DFGP, and represent 24.05% of Gradient Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: EMXC, DFGP, IVV, DFSD, EWJV, VTIP, FEOE, MU, VCSH, GOOGL.
Started 6 new stock positions in SO, EWJV, MU, EMXC, FEOE, VCIT.
Reduced shares in these 10 stocks: BILS, VUG, TSLA, JPST, SCHF, SPDW, VBR, AAPL, LLY, .
Sold out of its positions in ADBE, ISRG, LLY.
Gradient Capital Advisors was a net buyer of stock by $2.5M.
Gradient Capital Advisors has $386M in assets under management (AUM), dropping by -0.58%.
Central Index Key (CIK): 0001727917

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Portfolio Holdings for Gradient Capital Advisors

Gradient Capital Advisors holds 177 positions in its portfolio as reported in the March 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)	9.0	$35M		53k	653.21	View chart
Apple Stock (AAPL)	4.7	$18M		72k	253.79	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	3.7	$14M	-2%	315k	45.65	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	3.6	$14M	+2%	176k	79.27	View chart
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)	3.0	$12M	+32%	217k	53.99	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	2.9	$11M	+4%	234k	47.88	View chart
Schwab International Equity Etf Etf (SCHF)	2.8	$11M	-2%	435k	24.75	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	2.5	$9.6M		310k	30.96	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	2.2	$8.7M		139k	62.45	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	2.1	$8.1M	+5%	162k	49.95	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.1	$7.9M		230k	34.55	View chart
Vanguard Large-cap Etf Etf (VV)	2.0	$7.5M		25k	298.85	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.9	$7.4M		115k	64.08	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.9	$7.2M	+4%	25k	287.56	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	1.8	$7.1M	+3%	204k	35.04	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.7	$6.7M		261k	25.64	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$6.7M		23k	294.15	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	1.6	$6.1M	-3%	126k	48.46	View chart
Nvidia Corporation Stock (NVDA)	1.5	$5.7M		33k	174.40	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.4	$5.3M	-6%	104k	50.61	View chart
Microsoft Corp Stock (MSFT)	1.3	$5.2M	-3%	14k	370.18	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	1.3	$5.1M	+3%	214k	23.65	View chart
Tesla Stock (TSLA)	1.3	$5.1M	-10%	14k	371.75	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.3	$4.9M		144k	33.97	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.2	$4.7M	+2%	9.7k	479.20	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	1.2	$4.6M	+4%	129k	35.71	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.2	$4.6M	+3%	149k	30.68	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	1.2	$4.5M		86k	52.56	View chart
Lam Research Corp Stock (LRCX)	1.1	$4.4M	-3%	21k	213.66	View chart
Vanguard Total International Stock Etf Etf (VXUS)	1.1	$4.3M	-4%	56k	77.11	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$4.2M		7.0k	597.55	View chart
Vanguard Mid-cap Etf Etf (VO)	1.1	$4.1M		14k	287.17	View chart
Spdr Gold Shares Etf (GLD)	1.1	$4.1M		9.4k	430.29	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$3.7M	-4%	6.4k	572.09	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.9	$3.6M		82k	44.45	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.9	$3.6M	-4%	91k	39.44	View chart
Broadcom Stock (AVGO)	0.9	$3.4M		11k	309.52	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$3.4M		13k	261.92	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$3.2M	-17%	7.2k	436.82	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.8	$3.0M	NEW	38k	78.66	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.6	$2.4M	-6%	26k	92.69	View chart
Vanguard Value Etf Etf (VTV)	0.6	$2.2M	+2%	11k	196.19	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.6	$2.2M	-23%	22k	99.44	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.6	$2.1M	-12%	9.9k	217.24	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.6	$2.1M	-2%	22k	99.86	View chart
Amazon Stock (AMZN)	0.5	$2.1M		10k	208.27	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.5	$2.0M	-5%	59k	33.86	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.5	$2.0M		5.9k	337.95	View chart
Chevron Corporation Stock (CVX)	0.5	$1.9M		9.2k	206.89	View chart
Wp Carey Reit (WPC)	0.5	$1.9M		28k	67.96	View chart
Cisco Sys Stock (CSCO)	0.5	$1.9M		24k	77.59	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.5	$1.7M		70k	25.10	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.4	$1.7M		19k	88.70	View chart
Avantis U.s. Mid Cap Equity Etf Etf (AVMC)	0.4	$1.6M	+13%	23k	72.24	View chart
Ishares Silver Trust Etf (SLV)	0.4	$1.6M	-3%	24k	68.14	View chart
Bank New York Mellon Corp Stock (BK)	0.4	$1.6M		13k	118.63	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$1.6M	-2%	21k	75.10	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.4	$1.4M		13k	110.47	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.4M		5.6k	248.00	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.3M		5.4k	244.42	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$1.3M		4.1k	320.81	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$1.3M	-2%	45k	29.08	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$1.2M	-7%	39k	30.50	View chart
Amgen Stock (AMGN)	0.3	$1.1M		3.1k	351.85	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$1.1M	-10%	4.9k	215.04	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$1.1M		22k	48.75	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$1.0M		1.7k	604.34	View chart
Advanced Micro Devices Stock (AMD)	0.3	$999k	-9%	4.9k	203.43	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.3	$993k	+2%	9.9k	100.66	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.3	$992k	+2%	26k	38.86	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.2	$961k	-3%	16k	62.08	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$937k		941.00	996.17	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$906k		11k	81.98	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.2	$868k		34k	25.27	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.2	$857k	-4%	40k	21.49	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$854k	+2%	11k	78.41	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.2	$854k		41k	20.93	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$816k		23k	35.53	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$809k		2.8k	286.82	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$800k	-7%	1.4k	576.99	View chart
Visa Inc Com Cl A Stock (V)	0.2	$795k		2.6k	302.27	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$787k		6.3k	124.31	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$786k		5.3k	148.09	View chart
Home Depot Stock (HD)	0.2	$778k		2.4k	328.83	View chart
Caterpillar Stock (CAT)	0.2	$748k	-5%	1.1k	708.33	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$741k		2.7k	272.35	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$691k		30k	23.22	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.2	$657k		30k	21.89	View chart
Qualcomm Stock (QCOM)	0.2	$656k	-22%	5.1k	128.79	View chart
Netflix Stock (NFLX)	0.2	$645k		6.7k	96.15	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$627k		3.7k	169.65	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$618k	-15%	11k	54.05	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$608k		16k	38.96	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$605k		5.4k	113.11	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.2	$584k		19k	30.07	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$577k	-2%	6.4k	90.53	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$551k		21k	26.61	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$541k		11k	49.78	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$539k		4.9k	108.98	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$533k		2.5k	211.15	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$532k	-13%	818.00	649.97	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$516k		10k	50.98	View chart
Blackstone Stock (BX)	0.1	$505k		4.4k	114.99	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$494k		5.0k	99.27	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$491k		21k	23.26	View chart
International Business Machs Stock (IBM)	0.1	$489k		2.0k	242.39	View chart
Wells Fargo & Co Stock (WFC)	0.1	$480k		6.0k	79.61	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$475k		14k	32.95	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$475k		4.9k	97.13	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$469k		18k	26.06	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$441k	NEW	10k	42.67	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$435k		5.9k	73.14	View chart
Blackrock Stock (BLK)	0.1	$423k		439.00	962.46	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$422k		16k	25.85	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.1	$416k		4.8k	86.36	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.1	$411k		20k	20.88	View chart
Intel Corp Stock (INTC)	0.1	$410k		9.3k	44.13	View chart
Intuit Stock (INTU)	0.1	$403k	-29%	932.00	432.33	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$380k	+5%	5.4k	70.91	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.1	$371k	NEW	7.4k	50.46	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$369k	-2%	5.5k	67.53	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$365k		4.6k	79.06	View chart
Micron Technology Stock (MU)	0.1	$361k	NEW	1.1k	337.84	View chart
Starbucks Corp Stock (SBUX)	0.1	$355k		4.0k	89.60	View chart
Newmont Corp Stock (NEM)	0.1	$354k	-17%	3.3k	108.25	View chart
Boeing Stock (BA)	0.1	$347k		1.7k	199.06	View chart
Fedex Corp Stock (FDX)	0.1	$344k		965.00	356.18	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$340k	-8%	6.9k	49.37	View chart
Walmart Stock (WMT)	0.1	$340k	-2%	2.7k	124.29	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$339k	-2%	5.5k	61.26	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$319k		1.8k	181.42	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$316k		13k	24.24	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$314k	+6%	3.9k	80.61	View chart
Oracle Corp Stock (ORCL)	0.1	$307k	+5%	2.1k	147.13	View chart
Abbvie Stock (ABBV)	0.1	$307k		1.4k	217.42	View chart
Constellation Energy Corp Stock (CEG)	0.1	$306k	-17%	1.1k	279.13	View chart
Goldman Sachs Group Stock (GS)	0.1	$305k		361.00	845.43	View chart
Pgim Global High Yield Fd Form Cef (GHY)	0.1	$300k		26k	11.65	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	$297k		384.00	772.64	View chart
Pfizer Stock (PFE)	0.1	$291k		10k	28.08	View chart
Disney Walt Stock (DIS)	0.1	$286k		3.0k	96.38	View chart
Applied Matls Stock (AMAT)	0.1	$280k		819.00	341.79	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$280k		6.1k	45.89	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$276k	-28%	11k	24.27	View chart
Citizens Finl Group Stock (CFG)	0.1	$274k		4.6k	59.97	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$269k		5.0k	54.13	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.1	$269k		5.4k	49.85	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$261k		11k	24.98	View chart
Procter & Gamble Stock (PG)	0.1	$257k		1.8k	144.44	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.1	$255k		4.1k	61.89	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$248k	-12%	1.9k	132.90	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$248k		1.7k	146.28	View chart
Rtx Corporation Stock (RTX)	0.1	$242k		1.3k	192.90	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$242k		1.2k	198.29	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$241k		9.5k	25.33	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$241k	-11%	2.6k	94.24	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$241k		1.5k	159.61	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$240k	+10%	3.7k	65.15	View chart
Tjx Cos Stock (TJX)	0.1	$239k		1.5k	159.70	View chart
Yum Brands Stock (YUM)	0.1	$237k		1.5k	155.48	View chart
Salesforce Stock (CRM)	0.1	$236k		1.3k	186.62	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$228k		2.1k	110.36	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$227k	+8%	5.0k	45.12	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.1	$220k		4.1k	53.22	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$216k		6.4k	33.77	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$215k		463.00	463.19	View chart
Palo Alto Networks Stock (PANW)	0.1	$212k	-4%	1.3k	160.32	View chart
American Express Stock (AXP)	0.1	$211k		696.00	302.61	View chart
Southern Stock (SO)	0.1	$209k	NEW	2.2k	96.52	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$209k	-5%	638.00	327.07	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.1	$205k	NEW	2.5k	82.74	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.1	$205k		9.4k	21.81	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$203k	-12%	4.3k	47.30	View chart
Orthofix Med Stock (OFIX)	0.0	$115k	-33%	10k	11.47	View chart
Mindwalk Holdings Corp Stock (HYFT)	0.0	$30k		27k	1.13	View chart
Ur-energy Stock (URG)	0.0	$15k		10k	1.49	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 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
Gradient Capital Advisors 2022 Q3 filed Nov. 7, 2022
Gradient Capital Advisors 2022 Q2 filed July 18, 2022

View all past filings

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