account_balance
Investment manager · 13F filer · SEC CIK 1542265
Gradient Investments LLC
Reported value$7.25Bas of Jun 30, 2026
Positions448 60 new, 32 sold out
Top 10 weight22.6%SPYM alone is 5%
FiledJul 88 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
5.4%Added +7%
NVDANvidia Corporation
2.7%Added +29%
DMBSDoubleline ETF Trust
2.1%
AAPLApple Inc
2.0%
AMZNAmazon Com Inc
2.0%Trimmed −3%
AVDEAmerican Centy ETF Tr
1.8%Added +2%
GOOGAlphabet Inc
1.7%Trimmed −6%
JMBSJanus Detroit STR Tr
1.7%Added +15%
GLDMWorld Gold Tr
1.7%Trimmed −7%
SEPUAim ETF Products Trust
1.7%Added +15%
MSFTMicrosoft Corp
1.6%Trimmed −5%
SPDWSPDR Index SHS FDS
1.6%
SPYMSPDR Series Trust
5.4%Added +7%
DMBS2.1%
AAPL2.0%AMZN2.0%AVDE1.8%
GOOG1.7%JMBS1.7%
GLDM1.7%SEPU1.7%
MSFT1.6%SPDW1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 5.4% Added +7%
NVDA Nvidia Corporation 2.7% Added +29%DMBS Doubleline ETF Trust 2.1% Held
AAPL Apple Inc 2.0% HeldAMZN Amazon Com Inc 2.0% Trimmed −3%AVDE American Centy ETF Tr 1.8% Added +2%
GOOG Alphabet Inc 1.7% Trimmed −6%JMBS Janus Detroit STR Tr 1.7% Added +15%
GLDM World Gold Tr 1.7% Trimmed −7%SEPU Aim ETF Products Trust 1.7% Added +15%
MSFT Microsoft Corp 1.6% Trimmed −5%SPDW SPDR Index SHS FDS 1.6% Held
What changed