Gradient Capital Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $329 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.4M, Apple Inc. with a value of $15.2M, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.6M, Vanguard Sht Term Corp Bd ETF with a value of $11.6M, and Schwab Strategic Tr Intl Eqty with a value of $10.3M.
Examining the 13F form we can see an increase of $30.1M in the current position value, from $299M to 329M.
Below you can find more details about Gradient Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$329 Million
ETFs: $240 Million
Technology: $38.2 Million
Financial Services: $15.4 Million
Communication Services: $10.3 Million
Consumer Cyclical: $9.21 Million
Healthcare: $3.01 Million
Industrials: $1.85 Million
Energy: $1.78 Million
Other: $3.37 Million
Stock Holdings Table Market Cap. of $200 Billions or more
