Gradient Investments Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Gradient Investments Llc disclosed 414 stock positions valued at approximately $7.25B as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, NVIDIA CORPORATION, and DOUBLELINE ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 414
- Portfolio Value
- $7.25B
Holdings by Sector
Gradient Investments Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 5.43% | 4,474,804 | +276,367 | +6.58% | $393,245,815 |
| NVIDIA CORPORATION | NVDA | Technology | 2.65% | 960,223 | +218,677 | +29.49% | $192,131,113 |
| DOUBLELINE ETF TRUST | DMBS | Other | 2.09% | 3,081,101 | +10,649 | +0.35% | $151,249,687 |
| APPLE INC | AAPL | Technology | 2.00% | 502,015 | +8,747 | +1.77% | $145,262,925 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.96% | 597,018 | -19,671 | -3.19% | $142,293,374 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.78% | 1,445,630 | +30,844 | +2.18% | $128,950,206 |
| ALPHABET INC | GOOG | Communication Services | 1.68% | 345,387 | -20,971 | -5.72% | $122,035,719 |
| JANUS DETROIT STR TR | JMBS | Other | 1.67% | 2,688,767 | +341,852 | +14.57% | $120,967,618 |
| WORLD GOLD TR | GLDM | Other | 1.66% | 1,517,719 | -110,542 | -6.79% | $120,537,214 |
| MICROSOFT CORP | MSFT | Technology | 1.57% | 304,934 | -14,661 | -4.59% | $113,746,454 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.55% | 2,230,648 | -34,671 | -1.53% | $112,402,337 |
| COLUMBIA ETF TR I | RECS | Other | 1.44% | 2,411,318 | +90,999 | +3.92% | $104,361,831 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.37% | 1,031,444 | -112,032 | -9.80% | $99,524,018 |
| ISHARES U S ETF TR | IETC | Other | 1.27% | 858,000 | +133,543 | +18.43% | $92,106,293 |
| META PLATFORMS INC | META | Communication Services | 1.14% | 146,879 | +5,604 | +3.97% | $82,735,281 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.14% | 272,631 | -6,431 | -2.30% | $82,599,154 |
| BROADCOM INC | AVGO | Technology | 1.07% | 205,399 | +16,582 | +8.78% | $77,589,519 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.99% | 70,680 | +575 | +0.82% | $71,483,536 |
| BONDBLOXX ETF TRUST | XSVN | Other | 0.97% | 1,480,690 | +414,200 | +38.84% | $69,992,219 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.93% | 205,948 | +12,346 | +6.38% | $67,413,030 |
| JANUS DETROIT STR TR | JAAA | Other | 0.92% | 1,325,757 | -81,580 | -5.80% | $66,937,491 |
| MORGAN STANLEY | MS | Financial Services | 0.92% | 318,659 | -8,856 | -2.70% | $66,612,455 |
| LAM RESEARCH CORP | LRCX | Other | 0.90% | 150,167 | +6,371 | +4.43% | $65,071,728 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.85% | 483,502 | +125,746 | +35.15% | $61,926,932 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.82% | 175,216 | -4,165 | -2.32% | $59,752,330 |
| SPDR SERIES TRUST | SPAB | Other | 0.82% | 2,336,644 | -1,362,733 | -36.84% | $59,631,158 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.80% | 139,811 | -12,077 | -7.95% | $58,109,481 |
| NEOS ETF TRUST | SPYI | Other | 0.79% | 1,080,581 | +44,174 | +4.26% | $57,368,044 |
| AIM ETF PRODUCTS TRUST | FEBT | Other | 0.78% | 1,378,809 | +16,116 | +1.18% | $56,724,065 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.78% | 1,047,939 | +132,533 | +14.48% | $56,180,011 |
Showing 30 of 414 holdings in the latest reporting period.