Gradient Investments Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Gradient Investments Llc disclosed 453 stock positions valued at approximately $7.00B as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 453
- Portfolio Value
- $7.00B
Holdings by Sector
Gradient Investments Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 5.82% | 4,535,435 | +60,631 | +1.35% | $407,100,654 |
| NVIDIA CORPORATION | NVDA | Technology | 2.86% | 877,645 | -82,578 | -8.60% | $200,436,468 |
| APPLE INC | AAPL | Technology | 2.15% | 452,884 | -49,131 | -9.79% | $150,819,449 |
| MICROSOFT CORP | MSFT | Technology | 2.07% | 282,382 | -22,552 | -7.40% | $144,833,639 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.94% | 545,198 | -51,820 | -8.68% | $135,836,044 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.90% | 1,472,875 | +27,245 | +1.88% | $132,720,808 |
| AIM ETF PRODUCTS TRUST | SEPU | Other | 1.77% | 3,917,523 | +59,252 | +1.54% | $124,174,906 |
| DOUBLELINE ETF TRUST | DMBS | Other | 1.76% | 2,658,526 | -422,575 | -13.72% | $123,116,341 |
| JANUS DETROIT STR TR | JMBS | Other | 1.65% | 2,731,438 | +42,671 | +1.59% | $115,430,578 |
| COLUMBIA ETF TR I | RECS | Other | 1.57% | 2,437,856 | +26,538 | +1.10% | $109,922,917 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.55% | 2,158,701 | -71,947 | -3.23% | $108,388,366 |
| WORLD GOLD TR | GLDM | Other | 1.54% | 1,313,275 | -204,444 | -13.47% | $107,924,908 |
| ALPHABET INC | GOOG | Communication Services | 1.44% | 295,956 | -49,431 | -14.31% | $100,843,968 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.40% | 1,038,908 | +7,464 | +0.72% | $97,678,134 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.22% | 279,532 | +6,901 | +2.53% | $85,156,503 |
| BROADCOM INC | AVGO | Technology | 1.12% | 224,134 | +18,735 | +9.12% | $78,713,509 |
| AMERICAN CENTY ETF TR | AVUS | Other | 1.00% | 547,307 | +63,805 | +13.20% | $70,104,605 |
| BONDBLOXX ETF TRUST | XTEN | Other | 1.00% | 1,652,345 | -252,385 | -13.25% | $70,026,370 |
| JANUS DETROIT STR TR | JAAA | Other | 0.90% | 1,247,618 | -78,139 | -5.89% | $62,967,280 |
| META PLATFORMS INC | META | Communication Services | 0.89% | 86,137 | -60,742 | -41.36% | $62,465,177 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.87% | 185,011 | -20,937 | -10.17% | $61,207,283 |
| PIMCO ETF TR | PRFD | Other | 0.86% | 1,233,966 | +22,232 | +1.83% | $60,439,671 |
| SPDR SERIES TRUST | SPAB | Other | 0.86% | 2,457,803 | +121,159 | +5.19% | $59,872,081 |
| BONDBLOXX ETF TRUST | XSVN | Other | 0.85% | 1,326,043 | -154,647 | -10.44% | $59,194,558 |
| AIM ETF PRODUCTS TRUST | FEBT | Other | 0.84% | 1,387,489 | +8,680 | +0.63% | $58,454,918 |
| NEOS ETF TRUST | SPYI | Other | 0.83% | 1,095,332 | +14,751 | +1.37% | $58,238,782 |
| CHEVRON CORPORATION | CVX | Energy | 0.83% | 285,053 | -39,850 | -12.27% | $58,210,737 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.82% | 63,712 | -6,968 | -9.86% | $57,363,885 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.81% | 1,059,578 | +11,639 | +1.11% | $56,581,468 |
| STRATEGIC TRUST | RUNN | Other | 0.80% | 1,728,445 | +1,728,445 | +100.00% | $56,174,634 |
Showing 30 of 453 holdings in the latest reporting period.