Gradient Capital Advisors

Gradient Capital Advisors as of March 31, 2026

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
Apple Stock (AAPL) 4.7 $18M 72k 253.79
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 3.7 $14M 315k 45.65
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 3.6 $14M 176k 79.27
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP) 3.0 $12M 217k 53.99
Dimensional Short-duration Fixed Income Etf Etf (DFSD) 2.9 $11M 234k 47.88
Schwab International Equity Etf Etf (SCHF) 2.8 $11M 435k 24.75
Schwab U.s. Mid-cap Etf Etf (SCHM) 2.5 $9.6M 310k 30.96
Dimensional U.s. Targeted Value Etf Etf (DFAT) 2.2 $8.7M 139k 62.45
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 2.1 $8.1M 162k 49.95
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 2.1 $7.9M 230k 34.55
Vanguard Large-cap Etf Etf (VV) 2.0 $7.5M 25k 298.85
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.9 $7.4M 115k 64.08
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.9 $7.2M 25k 287.56
Dimensional Us Small Cap Value Etf Etf (DFSV) 1.8 $7.1M 204k 35.04
Schwab U.s. Large-cap Etf Etf (SCHX) 1.7 $6.7M 261k 25.64
Jpmorgan Chase & Co Stock (JPM) 1.7 $6.7M 23k 294.15
Dimensional Us Marketwide Value Etf Etf (DFUV) 1.6 $6.1M 126k 48.46
Nvidia Corporation Stock (NVDA) 1.5 $5.7M 33k 174.40
Jpmorgan Ultra-short Income Etf Etf (JPST) 1.4 $5.3M 104k 50.61
Microsoft Corp Stock (MSFT) 1.3 $5.2M 14k 370.18
Dimensional Us Real Estate Etf Etf (DFAR) 1.3 $5.1M 214k 23.65
Tesla Stock (TSLA) 1.3 $5.1M 14k 371.75
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 1.3 $4.9M 144k 33.97
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.2 $4.7M 9.7k 479.20
Dimensional Us Large Cap Value Etf Etf (DFLV) 1.2 $4.6M 129k 35.71
Schwab Us Dividend Equity Etf Etf (SCHD) 1.2 $4.6M 149k 30.68
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 1.2 $4.5M 86k 52.56
Lam Research Corp Stock (LRCX) 1.1 $4.4M 21k 213.66
Vanguard Total International Stock Etf Etf (VXUS) 1.1 $4.3M 56k 77.11
Vanguard S&p 500 Etf Etf (VOO) 1.1 $4.2M 7.0k 597.55
Vanguard Mid-cap Etf Etf (VO) 1.1 $4.1M 14k 287.17
Spdr Gold Shares Etf (GLD) 1.1 $4.1M 9.4k 430.29
Meta Platforms Inc Cl A Stock (META) 0.9 $3.7M 6.4k 572.09
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.9 $3.6M 82k 44.45
Dimensional International Small Cap Value Etf Etf (DISV) 0.9 $3.6M 91k 39.44
Broadcom Stock (AVGO) 0.9 $3.4M 11k 309.52
Vanguard Small-cap Etf Etf (VB) 0.9 $3.4M 13k 261.92
Vanguard Growth Etf Etf (VUG) 0.8 $3.2M 7.2k 436.82
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.8 $3.0M 38k 78.66
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.6 $2.4M 26k 92.69
Vanguard Value Etf Etf (VTV) 0.6 $2.2M 11k 196.19
State Street Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) 0.6 $2.2M 22k 99.44
Vanguard Small Cap Value Etf Etf (VBR) 0.6 $2.1M 9.9k 217.24
Avantis International Small Cap Value Etf Etf (AVDV) 0.6 $2.1M 22k 99.86
Amazon Stock (AMZN) 0.5 $2.1M 10k 208.27
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.5 $2.0M 59k 33.86
Taiwan Semiconductor Manufact Adr (TSM) 0.5 $2.0M 5.9k 337.95
Chevron Corporation Stock (CVX) 0.5 $1.9M 9.2k 206.89
Wp Carey Reit (WPC) 0.5 $1.9M 28k 67.96
Cisco Sys Stock (CSCO) 0.5 $1.9M 24k 77.59
Schwab U.s. Broad Market Etf Etf (SCHB) 0.5 $1.7M 70k 25.10
Vanguard Real Estate Etf Etf (VNQ) 0.4 $1.7M 19k 88.70
Avantis U.s. Mid Cap Equity Etf Etf (AVMC) 0.4 $1.6M 23k 72.24
Ishares Silver Trust Etf (SLV) 0.4 $1.6M 24k 68.14
Bank New York Mellon Corp Stock (BNY) 0.4 $1.6M 13k 118.63
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.4 $1.6M 21k 75.10
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.4 $1.4M 13k 110.47
Ishares Russell 2000 Etf Etf (IWM) 0.4 $1.4M 5.6k 248.00
Johnson & Johnson Stock (JNJ) 0.3 $1.3M 5.4k 244.42
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $1.3M 4.1k 320.81
Schwab U.s. Small-cap Etf Etf (SCHA) 0.3 $1.3M 45k 29.08
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.3 $1.2M 39k 30.50
Amgen Stock (AMGN) 0.3 $1.1M 3.1k 351.85
Vanguard Dividend Appreciation Etf Etf (VIG) 0.3 $1.1M 4.9k 215.04
Bank Of Amer Corp Stock (BAC) 0.3 $1.1M 22k 48.75
Lockheed Martin Corp Stock (LMT) 0.3 $1.0M 1.7k 604.34
Advanced Micro Devices Stock (AMD) 0.3 $999k 4.9k 203.43
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.3 $993k 9.9k 100.66
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.3 $992k 26k 38.86
State Street Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.2 $961k 16k 62.08
Costco Wholesale Corporation Stock (COST) 0.2 $937k 941.00 996.17
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.2 $906k 11k 81.98
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.2 $868k 34k 25.27
Schwab U.s. Reit Etf Etf (SCHH) 0.2 $857k 40k 21.49
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $854k 11k 78.41
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 0.2 $854k 41k 20.93
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.2 $816k 23k 35.53
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $809k 2.8k 286.82
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $800k 1.4k 576.99
Visa Inc Com Cl A Stock (V) 0.2 $795k 2.6k 302.27
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $787k 6.3k 124.31
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $786k 5.3k 148.09
Home Depot Stock (HD) 0.2 $778k 2.4k 328.83
Caterpillar Stock (CAT) 0.2 $748k 1.1k 708.33
Vanguard Health Care Etf Etf (VHT) 0.2 $741k 2.7k 272.35
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $691k 30k 23.22
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.2 $657k 30k 21.89
Qualcomm Stock (QCOM) 0.2 $656k 5.1k 128.79
Netflix Stock (NFLX) 0.2 $645k 6.7k 96.15
Exxon Mobil Corp Stock (XOM) 0.2 $627k 3.7k 169.65
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $618k 11k 54.05
Dimensional International Core Equity Market Etf Etf (DFAI) 0.2 $608k 16k 38.96
Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $605k 5.4k 113.11
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.2 $584k 19k 30.07
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $577k 6.4k 90.53
Schwab Us Tips Etf Etf (SCHP) 0.1 $551k 21k 26.61
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $541k 11k 49.78
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $539k 4.9k 108.98
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $533k 2.5k 211.15
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $532k 818.00 649.97
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $516k 10k 50.98
Blackstone Stock (BX) 0.1 $505k 4.4k 114.99
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $494k 5.0k 99.27
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.1 $491k 21k 23.26
International Business Machs Stock (IBM) 0.1 $489k 2.0k 242.39
Wells Fargo & Co Stock (WFC) 0.1 $480k 6.0k 79.61
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $475k 14k 32.95
Ishares Msci Eafe Etf Etf (EFA) 0.1 $475k 4.9k 97.13
Ishares Ibonds Dec 2034 Term Corporate Etf Etf (IBDZ) 0.1 $469k 18k 26.06
Ishares Msci Japan Value Etf Etf (EWJV) 0.1 $441k 10k 42.67
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $435k 5.9k 73.14
Blackrock Stock (BLK) 0.1 $423k 439.00 962.46
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY) 0.1 $422k 16k 25.85
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.1 $416k 4.8k 86.36
Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV) 0.1 $411k 20k 20.88
Intel Corp Stock (INTC) 0.1 $410k 9.3k 44.13
Intuit Stock (INTU) 0.1 $403k 932.00 432.33
Dimensional U.s. Equity Market Etf Etf (DFUS) 0.1 $380k 5.4k 70.91
First Eagle Overseas Equity Etf Etf (FEOE) 0.1 $371k 7.4k 50.46
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $369k 5.5k 67.53
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $365k 4.6k 79.06
Micron Technology Stock (MU) 0.1 $361k 1.1k 337.84
Starbucks Corp Stock (SBUX) 0.1 $355k 4.0k 89.60
Newmont Corp Stock (NEM) 0.1 $354k 3.3k 108.25
Boeing Stock (BA) 0.1 $347k 1.7k 199.06
Fedex Corp Stock (FDX) 0.1 $344k 965.00 356.18
State Street Financial Select Sector Spdr Etf Etf (XLF) 0.1 $340k 6.9k 49.37
Walmart Stock (WMT) 0.1 $340k 2.7k 124.29
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.1 $339k 5.5k 61.26
Ishares U.s. Technology Etf Etf (IYW) 0.1 $319k 1.8k 181.42
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $316k 13k 24.24
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.1 $314k 3.9k 80.61
Oracle Corp Stock (ORCL) 0.1 $307k 2.1k 147.13
Abbvie Stock (ABBV) 0.1 $307k 1.4k 217.42
Constellation Energy Corp Stock (CEG) 0.1 $306k 1.1k 279.13
Goldman Sachs Group Stock (GS) 0.1 $305k 361.00 845.43
Pgim Global High Yield Fd Form Cef (GHY) 0.1 $300k 26k 11.65
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $298k 12k 24.24
Regeneron Pharmaceuticals Stock (REGN) 0.1 $297k 384.00 772.64
Pfizer Stock (PFE) 0.1 $291k 10k 28.08
Disney Walt Stock (DIS) 0.1 $286k 3.0k 96.38
Applied Matls Stock (AMAT) 0.1 $280k 819.00 341.79
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.1 $280k 6.1k 45.89
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $276k 11k 24.27
Citizens Finl Group Stock (CFG) 0.1 $274k 4.6k 59.97
Dimensional Global Credit Etf Etf (DGCB) 0.1 $269k 5.0k 54.13
Dimensional California Municipal Bond Etf Etf (DFCA) 0.1 $269k 5.4k 49.85
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK) 0.1 $261k 11k 24.98
Procter & Gamble Stock (PG) 0.1 $257k 1.8k 144.44
Ishares Select U.s. Reit Etf Etf (ICF) 0.1 $255k 4.1k 61.89
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $248k 1.9k 132.90
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $248k 1.7k 146.28
Rtx Corporation Stock (RTX) 0.1 $242k 1.3k 192.90
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $242k 1.2k 198.29
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $241k 9.5k 25.33
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $241k 2.6k 94.24
Ishares Micro-cap Etf Etf (IWC) 0.1 $241k 1.5k 159.61
State Street Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $240k 3.7k 65.15
Tjx Cos Stock (TJX) 0.1 $239k 1.5k 159.70
Yum Brands Stock (YUM) 0.1 $237k 1.5k 155.48
Salesforce Stock (CRM) 0.1 $236k 1.3k 186.62
Ishares Tips Bond Etf Etf (TIP) 0.1 $228k 2.1k 110.36
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.1 $227k 5.0k 45.12
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.1 $220k 4.1k 53.22
Ft Vest Laddered Buffer Etf Etf (BUFR) 0.1 $216k 6.4k 33.77
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $215k 463.00 463.19
Palo Alto Networks Stock (PANW) 0.1 $212k 1.3k 160.32
American Express Stock (AXP) 0.1 $211k 696.00 302.61
Southern Stock (SO) 0.1 $209k 2.2k 96.52
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $209k 638.00 327.07
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.1 $205k 2.5k 82.74
Invesco Bulletshares 2030 Municipal Bond Etf Etf (BSMU) 0.1 $205k 9.4k 21.81
Jpmorgan Short Duration Core Plus Etf Etf (JSCP) 0.1 $203k 4.3k 47.30
Orthofix Med Stock (OFIX) 0.0 $115k 10k 11.47
Mindwalk Holdings Corp Stock (HYFT) 0.0 $30k 27k 1.13
Ur-energy Stock (URG) 0.0 $15k 10k 1.49