Gradient Capital Advisors Increases Holdings Amid Market Shifts
Gradient Capital Advisors significantly boosted its positions in VO and VUG while adding SGOV for short-term safety. The firm also increased allocations to Dimensional fixed income ETFs.
Gradient Capital Advisors, Llc has recently adjusted its portfolio holdings as of June 30th, 2026, reflecting strategic moves across various asset classes and sectors.
The investment advisor's actions this quarter were notable for several key developments. They initiated new positions in three significant ETFs: the Vanguard Mid-Cap ETF (VO), the Vanguard Growth ETF (VUG), and the iShares 0-3 Month Treasury Bond ETF (SGOV). These additions suggest a potential tilt towards mid-cap stocks, growth-oriented strategies, and short-term fixed income safety.
Furthermore, Gradient Capital Advisors demonstrated strong conviction in certain funds by substantially increasing their allocations. The Dimensional Short-Duration Fixed Income ETF (DFSD) saw its allocation rise significantly, as did the Dimensional Global Core Plus Fixed Income ETF (DFGP). This indicates a continued focus on fixed income strategies through specific vehicles.
Conversely, adjustments were made to other holdings. The Schwab U.S. Mid-Cap ETF (SCHM) and SCHWAB INTERNATIONAL EQUITY ETF (SCHF) experienced slight decreases in their allocations, while the SPDR Portfolio Developed World Ex-US ETF (SPDW) saw a very minor reduction. However, it's important to note that no large-scale selling activities were disclosed during this period.
Additionally, Gradient Capital Advisors added exposure to another fixed income fund, the Vanguard Short-Term Inflation-Protected Securities ETF (VTIP), and slightly reduced its position in the Dimensional Emerging Markets Core Equity 2 ETF (DFEM). The firm also initiated a small position in the First Eagle Global Equity ETF (75526L886).
Overall, Gradient Capital Advisors appears to be actively managing its portfolio by adding new positions like VO and VUG, increasing allocations to specific Dimensional funds such as DFGP and DFSD, while making minor adjustments elsewhere. For more detailed analysis of their holdings or the fund itself, you can explore Gradient Capital Advisors on Insiderset.