13F filer

Gradient Investments

As of Sep 30, 2026 Filed Oct 8, 2026 CIK 1542265 SEC filings ↗

13F Value

$7.00B

Positions

457

Top Position

SPYM5.8%

Top 5

14.8%

Latest filing changes

vs Jun 30, 2026

1 RTX RTX +116.5%+$17.5M

2 FOXY Simplify Exchange Traded Fun — Curre Strat ETF +41.5%+$13.2M

3 AVUS Avantis U.S. Equity ETF +13.2%+$8.2M

4 MUB iShares National Muni Bond ETF +16.3%+$7.8M

5 IBM IBM +61.8%+$6.9M

Holdings457

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	5.8%	$407.1M	+1.4%	4.54M	5.4%	ETF
2	NVDA NVIDIA	2.9%	$200.4M	-8.6%	877.6K	2.7%	Common Stock
3	AAPL Apple	2.2%	$150.8M	-9.8%	452.9K	2.0%	Common Stock
4	MSFT Microsoft	2.1%	$144.8M	-7.4%	282.4K	1.6%	Common Stock
5	AMZN Amazon	1.9%	$135.8M	-8.7%	545.2K	2.0%	Common Stock
6	AVDE Avantis International Equity ETF	1.9%	$132.7M	+1.9%	1.47M	1.8%	ETF
7	SEPU AllianzIM U.S. Equity Buffer15 Uncapped Sep ETF	1.8%	$124.2M	+1.5%	3.92M	1.7%	ETF
8	DMBS DoubleLine Mortgage ETF	1.8%	$123.1M	-13.7%	2.66M	2.1%	ETF
9	JMBS Janus Henderson Mortgage-Backed Securities ETF	1.6%	$115.4M	+1.6%	2.73M	1.7%	ETF
10	RECS Columbia Research Enhanced Core ETF	1.6%	$109.9M	+1.1%	2.44M	1.4%	ETF
11	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	1.5%	$108.4M	-3.2%	2.16M	1.6%	ETF
12	GLDM World Gold Tr	1.5%	$107.9M	-13.5%	1.31M	1.7%	Trust
13	GOOG Alphabet Class C	1.4%	$100.8M	-14.3%	296.0K	1.7%	Common Stock
14	AVEM Avantis Emerging Markets Equity ETF	1.4%	$97.7M	+0.7%	1.04M	1.4%	ETF
15	QQQM Invesco NASDAQ 100 ETF	1.2%	$85.2M	+2.5%	279.5K	1.1%	ETF
16	AVGO Broadcom	1.1%	$78.7M	+9.1%	224.1K	1.1%	Common Stock
17	AVUS Avantis U.S. Equity ETF	1.0%	$70.1M	+13.2%	547.3K	0.9%	ETF
18	XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	1.0%	$70.0M	-13.3%	1.65M	1.2%	ETF
19	JAAA Janus Henderson AAA CLO ETF	0.9%	$63.0M	-5.9%	1.25M	0.9%	ETF
20	META Meta Platforms	0.9%	$62.5M	-41.4%	86.1K	1.1%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing33

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.