§ 13F · FUND PROFILE
Gradient Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $338.5T (13F)Positions · 162Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 52K | $35.7T | 9.2% | −1% |
| 2 | AAPL | APPLE INC COM | 73K | $19.8T | 5.1% | −1% |
| 3 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 322K | $14.3T | 3.7% | −4% |
| 4 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 172K | $13.7T | 3.5% | +7% |
| 5 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 448K | $10.8T | 2.8% | −1% |
| 6 | DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 224K | $10.8T | 2.8% | +1% |
| 7 | SCHM | SCHWAB U.S. MID-CAP ETF | 316K | $9.5T | 2.4% | −2% |
| 8 | DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 164K | $8.9T | 2.3% | +94% |
| 9 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 141K | $8.4T | 2.2% | ±0% |
| 10 | VV | VANGUARD LARGE-CAP ETF | 25K | $8.0T | 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 $338530.1 trillion in assets. The fund runs a portfolio of 162 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed