§ 13F · FUND PROFILE
Gradient Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $373M (13F)Positions · 167Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 53K | $35M | 9.0% | +1% |
| 2 | AAPL | APPLE INC COM | 72K | $18M | 4.7% | −2% |
| 3 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 315K | $14M | 3.7% | −2% |
| 4 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 176K | $14M | 3.6% | +2% |
| 5 | DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 217K | $12M | 3.0% | +32% |
| 6 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 234K | $11M | 2.9% | +4% |
| 7 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 435K | $11M | 2.8% | −3% |
| 8 | SCHM | SCHWAB U.S. MID-CAP ETF | 310K | $10M | 2.5% | −2% |
| 9 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 139K | $9M | 2.2% | −1% |
| 10 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 162K | $8M | 2.1% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRADIENT SIGNAL
AC read
Gradient Capital Advisors, LLC is a Other fund managing $373 million in assets. The fund runs a portfolio of 167 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed