§ 13F · FUND PROFILE
Gradient Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5469.9T (13F)Positions · 358Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$148.6T 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 JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 4.04M | $324.0T | 5.1% | +8% |
| 2 | MSFT | MICROSOFT CORP | 299K | $144.7T | 2.3% | +5% |
| 3 | NVDA | NVIDIA CORPORATION | 772K | $143.9T | 2.3% | −3% |
| 4 | AMZN | AMAZON COM INC | 608K | $140.4T | 2.2% | +6% |
| 5 | AAPL | APPLE INC | 507K | $137.7T | 2.2% | +5% |
| 6 | DMBS | DOUBLELINE ETF TRUST | 2.65M | $131.8T | 2.1% | +10% |
| 7 | GOOG | ALPHABET INC | 398K | $124.9T | 2.0% | −19% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 1.36M | $112.1T | 1.8% | +4% |
| 9 | JMBS | JANUS DETROIT STR TR | 2.23M | $101.8T | 1.6% | +4% |
| 10 | SPDW | SPDR INDEX SHS FDS | 2.19M | $97.1T | 1.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRADIENT SIGNAL
AC read
Gradient Investments LLC is a Other fund managing $5469904.5 trillion in assets. The fund runs a broad portfolio of 358 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