Q3 2026 13F · SEC CIK 1542265

Gradient Investments LLC

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $7.0B
Reported positions: 457
Top holdings a year, 3 yrs: +13.4%
Assets under management: $8.8B

Gradient Investments LLC is a wealth manager that reported 457 positions worth $7.0B in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Spdr Series Trust (SPLG, 5.8%), Nvidia Corporation (NVDA, 2.9%), Apple Inc (AAPL, 2.2%). A portfolio copying its top holdings returned 13.4% a year over the last 3 years, against 20.4% for the S&P 500.

Gradient Investments LLC holdings largest 50 of 457 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gradient Investments LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	5.8%	5.4%	4,535,435	+1.4%	$407.1M
NVDANvidia Corporation	2.9%	2.7%	877,645	-8.6%	$200.4M
AAPLApple Inc	2.2%	2.0%	452,884	-9.8%	$150.8M
MSFTMicrosoft Corp	2.1%	1.6%	282,382	-7.4%	$144.8M
AMZNAmazon Com Inc	1.9%	2.0%	545,198	-8.7%	$135.8M
AVDEAvantis International Equity ETF	1.9%	1.8%	1,472,875	+1.9%	$132.7M
SEPUAim ETF Products Trust	1.8%	1.7%	3,917,523	+1.5%	$124.2M
DMBSDoubleline ETF Trust	1.8%	2.1%	2,658,526	-13.7%	$123.1M
JMBSJanus Detroit Str Tr	1.6%	1.7%	2,731,438	+1.6%	$115.4M
RECSColumbia ETF Tr I	1.6%	1.4%	2,437,856	+1.1%	$109.9M
SPDWSpdr Index Shs Fds	1.5%	1.6%	2,158,701	-3.2%	$108.4M
GLDMWorld Gold Tr	1.5%	1.7%	1,313,275	-13.5%	$107.9M
GOOGAlphabet Inc	1.4%	1.7%	295,956	-14.3%	$100.8M
AVEMAmerican Centy ETF Tr	1.4%	1.4%	1,038,908	+0.7%	$97.7M
QQQMInvesco Exch Traded Fd Tr II	1.2%	1.1%	279,532	+2.5%	$85.2M
AVGOBroadcom Inc	1.1%	1.1%	224,134	+9.1%	$78.7M
AVUSAvantis U.S. Equity ETF	1.0%	0.9%	547,307	+13.2%	$70.1M
XTENBondbloxx ETF Trust	1.0%	1.2%	1,652,345	-13.3%	$70.0M
JAAAJanus Detroit Str Tr	0.9%	0.9%	1,247,618	-5.9%	$63.0M
METAMeta Platforms Inc	0.9%	1.1%	86,137	-41.4%	$62.5M
JPMJpmorgan Chase & Co	0.9%	0.9%	185,011	-10.2%	$61.2M
PRFDPimco ETF Tr	0.9%	0.9%	1,233,966	+1.8%	$60.4M
SPABSpdr Series Trust	0.9%	0.8%	2,457,803	+5.2%	$59.9M
XSVNBondbloxx ETF Trust	0.8%	1.0%	1,326,043	-10.4%	$59.2M
FEBTAim ETF Products Trust	0.8%	0.8%	1,387,489	+0.6%	$58.5M
SPYINeos ETF Trust	0.8%	0.8%	1,095,332	+1.4%	$58.2M
CVXChevron Corporation	0.8%	0.7%	285,053	-12.3%	$58.2M
GSGoldman Sachs Group Inc	0.8%	1.0%	63,712	-9.9%	$57.4M
XLFSelect Sector Spdr Tr	0.8%	0.8%	1,059,578	+1.1%	$56.6M
RUNNStrategic Trust	0.8%	—	1,728,445	—	$56.2M
MUBIshares Tr	0.8%	0.7%	551,931	+16.3%	$55.8M
MSMorgan Stanley	0.8%	0.9%	293,236	-8.0%	$55.2M
DABSDoubleline ETF Trust	0.8%	0.8%	1,105,702	-8.5%	$55.0M
UYLDAngel Oak Funds Trust	0.8%	0.7%	1,036,433	+2.0%	$52.6M
GSYInvesco Actively Managed Exc	0.7%	0.7%	1,034,881	+0.1%	$51.7M
ETNEaton Corp PLC	0.7%	0.7%	116,253	-0.0%	$50.0M
BBBSBondbloxx ETF Trust	0.7%	0.8%	969,777	-9.0%	$48.4M
TGTTarget Corp	0.7%	0.7%	305,837	-19.9%	$47.9M
UNHUnitedhealth Group Inc	0.7%	0.8%	127,787	-8.6%	$46.9M
PANWPalo Alto Networks Inc	0.7%	0.8%	117,516	-32.9%	$46.7M
LRCXLam Research Corp	0.7%	0.9%	141,039	-6.1%	$46.3M
EEMIshares Tr	0.6%	—	678,267	—	$45.3M
FOXYSimplify Exchange Traded Fun	0.6%	—	1,679,257	—	$44.9M
KOCoca Cola Co	0.6%	0.6%	518,454	-7.9%	$44.6M
SPIBSpdr Series Trust	0.6%	0.6%	1,370,913	-0.4%	$44.3M
DDFZInnovator Etfs Trust	0.6%	—	2,210,137	—	$43.7M
FTSMFirst Tr Exchange-Traded Fd	0.6%	0.6%	713,305	-2.8%	$42.4M
CRWDCrowdstrike Hldgs Inc	0.6%	—	159,515	—	$42.2M
SPTISpdr Series Trust	0.6%	—	1,530,221	—	$41.7M
CRPTFirst Tr Exchng Traded Fd Vi	0.6%	—	2,678,665	—	$41.7M

What Gradient Investments LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MUB Ishares Tr+16.3% shares
AVUS Avantis U.S. Equity ETF+13.2% shares
AVGO Broadcom Inc+9.1% shares
SPAB Spdr Series Trust+5.2% shares

Reduced

META Meta Platforms Inc-41.4% shares
PANW Palo Alto Networks Inc-32.9% shares
TGT Target Corp-19.9% shares
GOOG Alphabet Inc-14.3% shares
DMBS Doubleline ETF Trust-13.7% shares
GLDM World Gold Tr-13.5% shares
XTEN Bondbloxx ETF Trust-13.3% shares
CVX Chevron Corporation-12.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +20.1%
3 years: +13.4% /yr; S&P 500 +20.4%
5 years: +6.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$7.0B	457
Q2 2026	$7.2B	448
Q1 2026	$6.5B	420
Q4 2025	$6.3B	343
Q3 2025	$6.0B	369
Q2 2025	$5.5B	358
Q1 2025	$5.0B	320
Q4 2024	$4.9B	298
Q3 2024	$4.8B	299
Q2 2024	$4.5B	1,375
Q1 2024	$4.3B	1,231
Q4 2023	$4.1B	1,829

Questions about Gradient Investments LLC's portfolio

What stocks does Gradient Investments LLC own?

Gradient Investments LLC's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 457 positions worth $7.0B. The largest are Spdr Series Trust (SPLG) at 5.8%, Nvidia Corporation (NVDA) at 2.9%, Apple Inc (AAPL) at 2.2%, Microsoft Corp (MSFT) at 2.1% and Amazon Com Inc (AMZN) at 1.9%.

What did Gradient Investments LLC buy last quarter?

In Q3 2026, Gradient Investments LLC added Ishares Tr (MUB) (+16.3% shares), Avantis U.S. Equity ETF (AVUS) (+13.2% shares) and Broadcom Inc (AVGO) (+9.1% shares), compared with its Q2 2026 filing.

What did Gradient Investments LLC sell last quarter?

In Q3 2026, Gradient Investments LLC cut from its top 50 Ishares U S ETF Tr (IETC), cut from its top 50 Innovator Etfs Trust (IGTR), cut from its top 50 Visa Inc (V), cut from its top 50 United Rentals Inc (URI), cut from its top 50 Bondbloxx ETF Trust (XTWY), Meta Platforms Inc (META) (-41.4% shares), Palo Alto Networks Inc (PANW) (-32.9% shares) and Target Corp (TGT) (-19.9% shares), compared with its Q2 2026 filing.

How has Gradient Investments LLC's portfolio performed?

A portfolio copying Gradient Investments LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.5% against +20.1%. Over 5 years: +6.6% a year against +11.6%.

When is Gradient Investments LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Gradient Investments LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Gradient Investments LLC manage?

Gradient Investments LLC reported $8.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $7.0B.