Gradient Investments LLC

Est. AUM

$6.42B

13F long equity, this entity only

Positions

415

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$321.3M	4198437	5.00%	SOLE
2	DOUBLELINE ETF TRUST	MORTGAGE ETF	$151.6M	3070452	2.36%	SOLE
3	WORLD GOLD TR	SPDR GLD MINIS	$150.9M	1628261	2.35%	SOLE
4	NVIDIA CORPORATION	COM	$129.3M	741546	2.01%	SOLE
5	AMAZON COM INC	COM	$128.4M	616689	2.00%	SOLE
6	APPLE INC	COM	$125.2M	493268	1.95%	SOLE
7	AMERICAN CENTY ETF TR	INTL EQT ETF	$120.0M	1414786	1.87%	SOLE
8	MICROSOFT CORP	COM	$118.3M	319595	1.84%	SOLE
9	JANUS DETROIT STR TR	HENDERSON MTG	$106.0M	2346915	1.65%	SOLE
10	ALPHABET INC	CAP STK CL C	$105.1M	366358	1.64%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$103.4M	2265319	1.61%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$94.8M	3699377	1.48%	SOLE
13	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$94.3M	3368931	1.47%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$92.1M	1143476	1.43%	SOLE
15	COLUMBIA ETF TR I	RESH ENHNC COR	$90.4M	2320319	1.41%	SOLE
16	META PLATFORMS INC	CL A	$80.8M	141275	1.26%	SOLE
17	BONDBLOXX ETF TRUST	BLOOMBERG FVE YR	$73.4M	1493253	1.14%	SOLE
18	JANUS DETROIT STR TR	HENDRSON AAA CL	$70.9M	1407337	1.10%	SOLE
19	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$66.3M	279062	1.03%	SOLE
20	ISHARES U S ETF TR	U.S. TECH INDEPD	$64.0M	724457	1.00%	SOLE
21	CHEVRON CORPORATION	COM	$63.8M	308434	0.99%	SOLE
22	DOUBLELINE ETF TRUST	ASSET BACKED SEC	$63.0M	1241253	0.98%	SOLE
23	GOLDMAN SACHS GROUP INC	COM	$59.3M	70105	0.92%	SOLE
24	BROADCOM INC	COM	$58.4M	188817	0.91%	SOLE
25	JPMORGAN CHASE & CO	COM	$57.0M	193602	0.89%	SOLE
26	PIMCO ETF TR	PREFERRED AND CP	$56.9M	1122533	0.89%	SOLE
27	BONDBLOXX ETF TRUST	BBB RATED 1 5 YE	$56.5M	1104568	0.88%	SOLE
28	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$55.1M	1100074	0.86%	SOLE
29	ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$55.0M	1077672	0.86%	SOLE
30	MORGAN STANLEY	COM NEW	$53.9M	327515	0.84%	SOLE
31	TARGET CORP	COM	$51.7M	426200	0.80%	SOLE
32	NEOS ETF TRUST	NEOS S&P 500 HI	$51.2M	1036407	0.80%	SOLE
33	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$51.0M	1362693	0.79%	SOLE
34	BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$50.9M	1066490	0.79%	SOLE
35	WALMART INC	COM	$47.6M	383098	0.74%	SOLE
36	BONDBLOXX ETF TRUST	BLOOMBERG THREE	$45.3M	915397	0.71%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET FIN	$45.2M	915406	0.70%	SOLE
38	INNOVATOR ETFS TRUST	GRADIENT TACTIC	$44.2M	1559534	0.69%	SOLE
39	COCA COLA CO	COM	$42.9M	563727	0.67%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$41.5M	453084	0.65%	SOLE
41	MEDTRONIC PLC	SHS	$41.4M	478004	0.64%	SOLE
42	UNITEDHEALTH GROUP INC	COM	$41.1M	151888	0.64%	SOLE
43	ISHARES TR	ISHS 5-10YR INVT	$40.4M	758240	0.63%	SOLE
44	AMERICAN CENTY ETF TR	US EQT ETF	$39.8M	357756	0.62%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$39.6M	662925	0.62%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$39.6M	82569	0.62%	SOLE
47	EATON CORP PLC	SHS	$39.5M	110546	0.62%	SOLE
48	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$39.4M	858750	0.61%	SOLE
49	BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$39.0M	792708	0.61%	SOLE
50	MCDONALDS CORP	COM	$38.9M	125195	0.61%	SOLE

1–50 of 415

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.