§ 13F · FUND PROFILE
Gradient Investments LLC.
AUM · $7.2B (13F)Positions · 448Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$392M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 4.47M | $393M | 5.4% | +7% |
| 2 | NVDA | NVIDIA CORPORATION | 960K | $192M | 2.7% | +29% |
| 3 | DMBS | DOUBLELINE ETF TRUST | 3.08M | $151M | 2.1% | ±0% |
| 4 | AAPL | APPLE INC | 502K | $145M | 2.0% | +2% |
| 5 | AMZN | AMAZON COM INC | 597K | $142M | 2.0% | −3% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 1.45M | $129M | 1.8% | +2% |
| 7 | GOOG | ALPHABET INC | 345K | $122M | 1.7% | −6% |
| 8 | JMBS | JANUS DETROIT STR TR | 2.69M | $121M | 1.7% | +15% |
| 9 | GLDM | WORLD GOLD TR | 1.52M | $121M | 1.7% | −7% |
| 10 | SEPU | AIM ETF PRODUCTS TRUST | 3.86M | $120M | 1.7% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRADIENT SIGNAL
AC read
Gradient Investments LLC is a Other fund managing $7.2 billion in assets. The fund runs a broad portfolio of 448 positions.
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