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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 23.72% of Gradient Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: VO, VUG, DFSD, DFGP, BRK.B, SGOV, Exxon Mobil Corp, BILS, GOOGL, VTIP.
Started 9 new stock positions in CRWD, GEV, DE, FEGE, IBCA, STIP, BSCT, NXPI, Exxon Mobil Corp.
Reduced shares in these 10 stocks: LRCX, , IVV, SCHM, CEG, DFEM, SCHF, PFE, SPDW, DFAT.
Sold out of its positions in CEG, XOM, OFIX, PLTR, PFE, CRM, ACN.
Gradient Capital Advisors was a net buyer of stock by $7.6M.
Gradient Capital Advisors has $432M in assets under management (AUM), dropping by 11.93%.
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 June 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)	9.1	$39M		52k	748.89	View chart
Apple Stock (AAPL)	4.8	$21M		71k	289.36	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	3.6	$16M		310k	50.39	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	3.3	$14M	+2%	180k	79.03	View chart
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)	3.0	$13M	+8%	235k	54.46	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	2.8	$12M	+10%	257k	47.75	View chart
Schwab International Equity Etf Etf (SCHF)	2.7	$12M	-2%	425k	27.70	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	2.6	$11M	-2%	301k	36.87	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	2.2	$9.4M	-2%	135k	69.90	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.2	$9.4M	+4%	26k	357.38	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	2.1	$9.0M	-3%	222k	40.64	View chart
Vanguard Large-cap Etf Etf (VV)	2.0	$8.5M		25k	343.91	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	2.0	$8.5M	+4%	170k	50.23	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.9	$8.1M		114k	71.25	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	1.9	$8.1M	+3%	210k	38.79	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.8	$7.6M		260k	29.43	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$7.4M		23k	327.32	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	1.6	$6.9M		125k	55.01	View chart
Lam Research Corp Stock (LRCX)	1.6	$6.8M	-24%	16k	433.34	View chart
Nvidia Corporation Stock (NVDA)	1.5	$6.5M		32k	200.09	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	1.3	$5.7M	+2%	219k	26.16	View chart
Tesla Stock (TSLA)	1.3	$5.5M	-3%	13k	420.60	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$5.5M	+13%	11k	500.39	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	1.3	$5.5M	+4%	109k	50.57	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	1.3	$5.4M	+2%	147k	36.84	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	1.2	$5.3M	+4%	134k	39.54	View chart
Microsoft Corp Stock (MSFT)	1.2	$5.1M	-2%	14k	373.01	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$4.8M		7.0k	686.84	View chart
Vanguard Total International Stock Etf Etf (VXUS)	1.1	$4.8M		56k	85.49	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.1	$4.7M		148k	31.71	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	1.1	$4.6M	+2%	88k	52.41	View chart
Vanguard Mid-cap Etf Etf (VO)	1.0	$4.4M	+284%	55k	80.57	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.0	$4.1M	+7%	41k	102.30	View chart
Broadcom Stock (AVGO)	0.9	$4.1M	-2%	11k	377.73	View chart
Vanguard Small-cap Etf Etf (VB)	0.9	$3.9M		13k	303.13	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.9	$3.9M	+5%	86k	44.85	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.9	$3.7M		92k	40.13	View chart
Spdr Gold Shares Etf (GLD)	0.8	$3.6M	+4%	9.8k	368.38	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$3.5M	+461%	41k	86.14	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$3.5M	-3%	6.2k	563.33	View chart
Cisco Sys Stock (CSCO)	0.7	$2.9M		24k	117.46	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.7	$2.9M		6.0k	477.57	View chart
Advanced Micro Devices Stock (AMD)	0.6	$2.8M	-2%	4.8k	580.91	View chart
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS)	0.6	$2.6M	+19%	26k	99.38	View chart
Vanguard Value Etf Etf (VTV)	0.6	$2.5M		12k	217.93	View chart
Amazon Stock (AMZN)	0.5	$2.3M		9.8k	238.34	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.5	$2.3M	-3%	9.5k	242.99	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.5	$2.3M	-3%	57k	40.21	View chart
Avantis U.s. Mid Cap Equity Etf Etf (AVMC)	0.5	$2.2M	+18%	27k	80.25	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.5	$2.1M	-3%	21k	103.05	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.5	$2.0M		26k	79.42	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.5	$2.0M		70k	28.96	View chart
Wp Carey Reit (WPC)	0.5	$2.0M		28k	71.50	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.4	$1.9M		13k	144.61	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.4	$1.8M		19k	96.43	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$1.7M	-2%	20k	83.75	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.4	$1.7M		5.6k	300.45	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.4	$1.6M	-2%	13k	124.76	View chart
Chevron Corporation Stock (CVX)	0.4	$1.5M		9.3k	165.77	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.4	$1.5M	+53%	15k	100.67	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.5M		4.1k	370.05	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$1.4M	-10%	40k	36.13	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.4M		5.3k	253.96	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$1.3M	-3%	38k	34.81	View chart
Ishares Silver Trust Etf (SLV)	0.3	$1.3M		24k	53.47	View chart
Micron Technology Stock (MU)	0.3	$1.2M		1.1k	1154.29	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.3	$1.2M		26k	44.36	View chart
Amgen Stock (AMGN)	0.3	$1.1M		3.1k	362.14	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$1.1M	-9%	20k	56.98	View chart
Caterpillar Stock (CAT)	0.3	$1.1M		1.0k	1064.75	View chart
Intel Corp Stock (INTC)	0.3	$1.1M	-14%	7.9k	139.63	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.3	$1.1M	-4%	4.7k	236.62	View chart
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.2	$1.0M		15k	68.68	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$998k	-2%	1.4k	736.16	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$980k		2.8k	353.30	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.2	$945k	+2%	11k	83.07	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.2	$945k		40k	23.68	View chart
Qualcomm Stock (QCOM)	0.2	$920k	-2%	5.0k	184.80	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$910k	-3%	6.1k	148.31	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$898k		959.00	935.95	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$879k		1.7k	509.50	View chart
Visa Inc Com Cl A Stock (V)	0.2	$870k	-3%	2.5k	343.13	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.2	$865k		34k	25.19	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$856k		11k	77.91	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$854k	+5%	2.9k	299.04	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.2	$850k		41k	20.84	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$839k		5.3k	158.02	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.2	$799k	-6%	21k	37.26	View chart
Home Depot Stock (HD)	0.2	$780k	-6%	2.2k	352.72	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$736k		5.4k	137.53	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$725k	+5%	31k	23.13	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.2	$657k	-3%	11k	59.69	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.2	$654k		30k	21.80	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$644k		16k	41.25	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$606k		6.3k	96.58	View chart
Applied Matls Stock (AMAT)	0.1	$580k	-2%	802.00	723.00	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$580k		19k	30.01	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.1	$577k	+46%	11k	53.40	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$573k		2.5k	227.06	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$562k	-8%	752.00	746.77	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$554k	+2%	11k	49.78	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$554k	+7%	11k	51.00	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$549k		21k	26.50	View chart
Netflix Stock (NFLX)	0.1	$541k	+12%	7.6k	71.40	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$531k		4.9k	109.08	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$528k	+16%	12k	43.96	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$519k		14k	36.26	View chart
Blackstone Stock (BX)	0.1	$517k		4.4k	117.67	View chart
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ)	0.1	$508k	+8%	20k	26.05	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$508k		4.9k	103.88	View chart
Exxonmobil Holdings Corp Stock	0.1	$506k	NEW	3.7k	136.74	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$506k	+2%	5.1k	98.98	View chart
International Business Machs Stock (IBM)	0.1	$491k	-13%	1.7k	281.23	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.1	$488k		21k	23.16	View chart
Palo Alto Networks Stock (PANW)	0.1	$457k		1.3k	341.02	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$454k	+54%	8.6k	53.11	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$450k		6.0k	74.90	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.1	$445k		4.8k	93.25	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$444k		1.8k	252.23	View chart
Wells Fargo & Co Stock (WFC)	0.1	$441k	-11%	5.3k	82.64	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$439k		5.4k	81.94	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$436k	+3%	17k	25.75	View chart
Blackrock Stock (BLK)	0.1	$423k		440.00	960.50	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$421k		5.5k	77.10	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$414k		4.6k	90.79	View chart
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV)	0.1	$414k		20k	20.98	View chart
Starbucks Corp Stock (SBUX)	0.1	$406k		4.0k	102.20	View chart
Boeing Stock (BA)	0.1	$383k		1.8k	216.51	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$370k		6.9k	53.61	View chart
Goldman Sachs Group Stock (GS)	0.1	$365k		361.00	1011.09	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$362k		4.0k	91.21	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$356k		1.9k	190.52	View chart
Abbvie Stock (ABBV)	0.1	$355k		1.4k	251.65	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.1	$334k	NEW	6.8k	48.92	View chart
Citizens Finl Group Stock (CFG)	0.1	$321k		4.6k	70.07	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$315k		13k	24.22	View chart
Dimensional California Municipal Bond Etf Etf (DFCA)	0.1	$314k	+16%	6.3k	50.18	View chart
Pgim Global High Yield Fd Form Cef (GHY)	0.1	$312k		26k	12.10	View chart
Walmart Stock (WMT)	0.1	$310k		2.7k	113.25	View chart
Intuit Stock (INTU)	0.1	$307k	+26%	1.2k	260.91	View chart
Oracle Corp Stock (ORCL)	0.1	$307k		2.1k	146.56	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$302k		1.5k	200.04	View chart
Fedex Corp Stock (FDX)	0.1	$301k		961.00	313.13	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$298k		12k	24.23	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$289k	+5%	12k	24.14	View chart
Newmont Corp Stock (NEM)	0.1	$288k	-5%	3.1k	93.40	View chart
Disney Walt Stock (DIS)	0.1	$285k		3.0k	96.25	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.1	$279k		4.1k	67.63	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$276k		6.1k	45.34	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$276k	NEW	362.00	763.14	View chart
State Street Spdr S&p Regional Banking Etf Etf (KRE)	0.1	$275k		3.7k	74.85	View chart
Dimensional Global Credit Etf Etf (DGCB)	0.1	$271k		5.0k	54.67	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.1	$262k		11k	25.03	View chart
Procter & Gamble Stock (PG)	0.1	$261k		1.8k	146.66	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$251k		2.6k	98.20	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$248k	+2%	475.00	522.78	View chart
Yum Brands Stock (YUM)	0.1	$244k		1.5k	159.86	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$242k	-6%	4.7k	51.69	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$241k		9.5k	25.25	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$239k		384.00	623.54	View chart
Rtx Corporation Stock (RTX)	0.1	$238k		1.3k	189.73	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$236k		638.00	370.59	View chart
American Express Stock (AXP)	0.1	$236k		697.00	338.38	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.1	$233k		6.4k	36.53	View chart
Tjx Cos Stock (TJX)	0.1	$227k		1.5k	151.50	View chart
Ge Vernova Stock (GEV)	0.1	$227k	NEW	193.00	1174.86	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$227k		2.1k	109.43	View chart
Ishares Ibonds Dec 2035 Term Corporate Etf Etf (IBCA)	0.1	$224k	NEW	8.7k	25.61	View chart
Deere & Co Stock (DE)	0.1	$222k	NEW	350.00	634.33	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.1	$220k		4.1k	53.17	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.0	$211k	+4%	4.5k	47.14	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$210k	NEW	2.1k	102.18	View chart
Southern Stock (SO)	0.0	$207k		2.2k	95.71	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$206k	NEW	733.00	281.03	View chart
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU)	0.0	$206k		9.4k	21.92	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$205k		2.5k	82.65	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$194k	NEW	10k	18.57	View chart
Mindwalk Holdings Corp Stock (HYFT)	0.0	$42k		27k	1.58	View chart
Ur-energy Stock (URG)	0.0	$14k		10k	1.36	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 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
Gradient Capital Advisors 2022 Q3 filed Nov. 7, 2022

View all past filings

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