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Gradient Capital Advisors, LLC | Tormere

Gradient Capital Advisors, LLC

Est. AUM

$431.8M

13F long equity, this entity only

Positions

179

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S&P 500 ETF	ETF	$39.2M	52370	9.08%	SOLE
2	APPLE INC COM	Stock	$20.6M	71073	4.76%	SOLE
3	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	ETF	$15.6M	309462	3.61%	SOLE
4	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$14.2M	180069	3.30%	SOLE
5	DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	ETF	$12.8M	234833	2.96%	SOLE
6	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	ETF	$12.3M	257184	2.84%	SOLE
7	SCHWAB INTERNATIONAL EQUITY ETF	ETF	$11.8M	424587	2.72%	SOLE
8	SCHWAB U.S. MID-CAP ETF	ETF	$11.1M	300477	2.57%	SOLE
9	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$9.4M	134622	2.18%	SOLE
10	ALPHABET INC CAP STK CL A	Stock	$9.4M	26189	2.17%	SOLE
11	DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	ETF	$9.0M	222157	2.09%	SOLE
12	VANGUARD LARGE-CAP ETF	ETF	$8.5M	24826	1.98%	SOLE
13	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	ETF	$8.5M	169781	1.98%	SOLE
14	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$8.1M	114282	1.89%	SOLE
15	DIMENSIONAL US SMALL CAP VALUE ETF	ETF	$8.1M	209792	1.88%	SOLE
16	SCHWAB U.S. LARGE-CAP ETF	ETF	$7.6M	259820	1.77%	SOLE
17	JPMORGAN CHASE & CO COM	Stock	$7.4M	22691	1.72%	SOLE
18	DIMENSIONAL US MARKETWIDE VALUE ETF	ETF	$6.9M	124809	1.59%	SOLE
19	LAM RESEARCH CORP COM NEW	Stock	$6.8M	15624	1.57%	SOLE
20	NVIDIA CORPORATION COM	Stock	$6.5M	32307	1.50%	SOLE
21	DIMENSIONAL US REAL ESTATE ETF	ETF	$5.7M	219228	1.33%	SOLE
22	TESLA INC COM	Stock	$5.5M	13172	1.28%	SOLE
23	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$5.5M	11052	1.28%	SOLE
24	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$5.5M	108737	1.27%	SOLE
25	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$5.4M	147029	1.25%	SOLE
26	DIMENSIONAL US LARGE CAP VALUE ETF	ETF	$5.3M	133859	1.23%	SOLE
27	MICROSOFT CORP COM	Stock	$5.1M	13695	1.18%	SOLE
28	VANGUARD S&P 500 ETF	ETF	$4.8M	7019	1.12%	SOLE
29	VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$4.8M	56214	1.11%	SOLE
30	SCHWAB US DIVIDEND EQUITY ETF	ETF	$4.7M	147747	1.09%	SOLE
31	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$4.6M	87994	1.07%	SOLE
32	VANGUARD MID-CAP ETF	ETF	$4.4M	55041	1.03%	SOLE
33	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$4.1M	40505	0.96%	SOLE
34	BROADCOM INC COM	Stock	$4.1M	10801	0.94%	SOLE
35	VANGUARD SMALL-CAP ETF	ETF	$3.9M	12790	0.90%	SOLE
36	VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF	ETF	$3.9M	86245	0.90%	SOLE
37	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	ETF	$3.7M	91739	0.85%	SOLE
38	SPDR GOLD SHARES	ETF	$3.6M	9846	0.84%	SOLE
39	VANGUARD GROWTH ETF	ETF	$3.5M	40643	0.81%	SOLE
40	META PLATFORMS INC CL A	Stock	$3.5M	6195	0.81%	SOLE
41	CISCO SYS INC COM	Stock	$2.9M	24408	0.66%	SOLE
42	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	ADR	$2.9M	5974	0.66%	SOLE
43	ADVANCED MICRO DEVICES INC COM	Stock	$2.8M	4766	0.64%	SOLE
44	STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF	ETF	$2.6M	26335	0.61%	SOLE
45	VANGUARD VALUE ETF	ETF	$2.5M	11486	0.58%	SOLE
46	AMAZON COM INC COM	Stock	$2.3M	9845	0.54%	SOLE
47	VANGUARD SMALL CAP VALUE ETF	ETF	$2.3M	9495	0.53%	SOLE
48	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$2.3M	56704	0.53%	SOLE
49	AVANTIS U.S. MID CAP EQUITY ETF	ETF	$2.2M	27007	0.50%	SOLE
50	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	ETF	$2.1M	20796	0.50%	SOLE

1–50 of 179

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