§ 13F · FUND PROFILE
Gradient Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.0B (13F)Positions · 369Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$244M 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 4.20M | $321M | 5.0% | +4% |
| 2 | DMBS | DOUBLELINE ETF TRUST | 3.07M | $152M | 2.3% | +16% |
| 3 | GLDM | WORLD GOLD TR | 1.63M | $151M | 2.3% | +48% |
| 4 | NVDA | NVIDIA CORPORATION | 742K | $129M | 2.0% | −4% |
| 5 | AMZN | AMAZON COM INC | 617K | $128M | 2.0% | +1% |
| 6 | AAPL | APPLE INC | 493K | $125M | 1.9% | −3% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 1.41M | $120M | 1.9% | +4% |
| 8 | MSFT | MICROSOFT CORP | 320K | $118M | 1.8% | +7% |
| 9 | JMBS | JANUS DETROIT STR TR | 2.35M | $106M | 1.6% | +5% |
| 10 | GOOG | ALPHABET INC | 366K | $105M | 1.6% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRADIENT SIGNAL
AC read
Gradient Investments LLC is a Other fund managing $6.0 billion in assets. The fund runs a broad portfolio of 369 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