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Gradient Capital Advisors, LLC 13F holdings

Filed 2026-07-13 · Gradient Capital Advisors, LLC · 179 positions · $431.8M

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TickerCompanySharesValue% of portfolio
IVVISHARES CORE S&P 500 ETF52.4K$39.2M9.1%
AAPLAPPLE INC COM71.1K$20.6M4.8%
SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF309.5K$15.6M3.6%
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF180.1K$14.2M3.3%
DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF234.8K$12.8M3.0%
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF257.2K$12.3M2.8%
SCHFSCHWAB INTERNATIONAL EQUITY ETF424.6K$11.8M2.7%
SCHMSCHWAB U.S. MID-CAP ETF300.5K$11.1M2.6%
DFATDIMENSIONAL U.S. TARGETED VALUE ETF134.6K$9.4M2.2%
GOOGLALPHABET INC CAP STK CL A26.2K$9.4M2.2%
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF222.2K$9.0M2.1%
VVVANGUARD LARGE-CAP ETF24.8K$8.5M2.0%
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF169.8K$8.5M2.0%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF114.3K$8.1M1.9%
DFSVDIMENSIONAL US SMALL CAP VALUE ETF209.8K$8.1M1.9%
SCHXSCHWAB U.S. LARGE-CAP ETF259.8K$7.6M1.8%
JPMJPMORGAN CHASE & CO COM22.7K$7.4M1.7%
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF124.8K$6.9M1.6%
LRCXLAM RESEARCH CORP COM NEW15.6K$6.8M1.6%
NVDANVIDIA CORPORATION COM32.3K$6.5M1.5%
DFARDIMENSIONAL US REAL ESTATE ETF219.2K$5.7M1.3%
TSLATESLA INC COM13.2K$5.5M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW11.1K$5.5M1.3%
JPSTJPMORGAN ULTRA-SHORT INCOME ETF108.7K$5.5M1.3%
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF147.0K$5.4M1.3%
DFLVDIMENSIONAL US LARGE CAP VALUE ETF133.9K$5.3M1.2%
MSFTMICROSOFT CORP COM13.7K$5.1M1.2%
VOOVANGUARD S&P 500 ETF7.0K$4.8M1.1%
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF56.2K$4.8M1.1%
SCHDSCHWAB US DIVIDEND EQUITY ETF147.7K$4.7M1.1%
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF88.0K$4.6M1.1%
VOVANGUARD MID-CAP ETF55.0K$4.4M1.0%
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF40.5K$4.1M1.0%
AVGOBROADCOM INC COM10.8K$4.1M0.9%
VBVANGUARD SMALL-CAP ETF12.8K$3.9M0.9%
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF86.2K$3.9M0.9%
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF91.7K$3.7M0.9%
GLDSPDR GOLD SHARES9.8K$3.6M0.8%
VUGVANGUARD GROWTH ETF40.6K$3.5M0.8%
METAMETA PLATFORMS INC CL A6.2K$3.5M0.8%
CSCOCISCO SYS INC COM24.4K$2.9M0.7%
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS6.0K$2.9M0.7%
AMDADVANCED MICRO DEVICES INC COM4.8K$2.8M0.6%
BILSSTATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF26.3K$2.6M0.6%
VTVVANGUARD VALUE ETF11.5K$2.5M0.6%
AMZNAMAZON COM INC COM9.8K$2.3M0.5%
VBRVANGUARD SMALL CAP VALUE ETF9.5K$2.3M0.5%
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF56.7K$2.3M0.5%
AVMCAVANTIS U.S. MID CAP EQUITY ETF27.0K$2.2M0.5%
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF20.8K$2.1M0.5%
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST25.5K$2.0M0.5%
SCHBSCHWAB U.S. BROAD MARKET ETF69.9K$2.0M0.5%
WPCWP CAREY INC COM27.8K$2.0M0.5%
BNYBANK OF NY MELLON CORP COM13.3K$1.9M0.4%
VNQVANGUARD REAL ESTATE ETF19.2K$1.8M0.4%
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND20.3K$1.7M0.4%
IWMISHARES RUSSELL 2000 ETF5.6K$1.7M0.4%
AVUVAVANTIS U.S. SMALL CAP VALUE ETF12.7K$1.6M0.4%
CVXCHEVRON CORPORATION COM9.3K$1.5M0.4%
SGOVISHARES 0-3 MONTH TREASURY BOND ETF15.2K$1.5M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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