Fund HoldingsGradient Investments LLC

Total Portfolio Value
$7.25B
Total Bought
$2.19B
Total Sold
$1.69B
Net Transaction
+$504.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
04,474,804+4,474,8040393,2465.43%+393,246
SPDR INDEX SHS FDS
ST STR PO EX ETF
02,230,648+2,230,6480112,4021.55%+112,402
NVIDIA CORPORATION(NVDA)0960,223+960,2230192,1312.65%+192,131
DOUBLELINE ETF TRUST
ASSE BA SECS ETF
01,208,993+1,208,993061,2700.85%+61,270
SPDR SERIES TRUST
ST STR AGGRE ETF
02,336,644+2,336,644059,6310.82%+59,631
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,047,939+1,047,939056,1800.78%+56,180
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
858,7501,904,730+1,045,98039,38286,8181.20%+47,435
SPDR SERIES TRUST
ST INTER BD ETF
01,377,103+1,377,103046,0780.64%+46,078
BONDBLOXX ETF TRUST
BLOO TWEN US ETF
01,180,913+1,180,913044,3260.61%+44,326
SPDR SERIES TRUST
ST INTER ETF
01,540,075+1,540,075043,7230.60%+43,723
INNOVATOR ETFS TRUST02,194,028+2,194,028042,5420.59%+42,542
SPDR SERIES TRUST
ST STR BLO 1 ETF
0457,506+457,506041,9260.58%+41,926
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
01,857,938+1,857,938037,4750.52%+37,475
SIMPLIFY EXCHANGE TRADED FUN
CURRE STRAT ETF
01,186,803+1,186,803035,3550.49%+35,355
VANECK ETF TRUST
MORN SMID MO ETF
0905,457+905,457035,1860.49%+35,186
AMPLIFY ETF TR0551,638+551,638034,5490.48%+34,549
LAM RESEARCH CORP(LRCX)0150,167+150,167065,0720.90%+65,072
TIDAL TRUST III
VIST ARTI IN ETF
0396,371+396,371033,8140.47%+33,814
CROWDSTRIKE HLDGS INC(CRWD)043,864+43,864033,4740.46%+33,474
PALO ALTO NETWORKS INC(PANW)0175,216+175,216059,7520.82%+59,752
ETF SER SOLUTIONS01,040,916+1,040,916028,3440.39%+28,344
INNOVATOR ETFS TRUST
INNOVATOR GW 100
0861,224+861,224028,3000.39%+28,300
ISHARES U S ETF TR
U.S. TECH INDEPD
0858,000+858,000092,1061.27%+92,106
ETF SER SOLUTIONS
DEFIA QUANT ETF
0165,141+165,141027,3110.38%+27,311
FIRST TR EXCHNG TRADED FD VI
SKYB CRY IND ETF
02,340,500+2,340,500026,5880.37%+26,588
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
0526,172+526,172026,2430.36%+26,243
INNOVATOR ETFS TRUST
INNOVATOR INTL D
0841,471+841,471025,6190.35%+25,619
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQU
03,858,271+3,858,2710119,8571.65%+119,857
SPDR SERIES TRUST
ST LON TREAS ETF
0953,502+953,502025,0100.35%+25,010
AMERICAN CENTY ETF TR357,756483,502+125,74639,77561,9270.85%+22,152
SPDR SERIES TRUST
ST SHO TREAS ETF
0695,270+695,270020,1700.28%+20,170
APPLE INC(AAPL)0502,015+502,0150145,2632.00%+145,263
BROADCOM INC(AVGO)0205,399+205,399077,5901.07%+77,590
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
1,066,4901,480,690+414,20050,89369,9920.97%+19,099
UNITED RENTALS INC(URI)039,514+39,514044,7650.62%+44,765
UNITEDHEALTH GROUP INC(UNH)0139,811+139,811058,1090.80%+58,109
ALPHABET INC(GOOG)0345,387+345,3870122,0361.68%+122,036
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0272,631+272,631082,5991.14%+82,599
TRACTOR SUPPLY CO(TSCO)0492,490+492,490015,5680.21%+15,568
AMPHENOL CORP0230,061+230,061040,5640.56%+40,564
JANUS DETROIT STR TR
HENDERSON MTG
2,346,9152,688,767+341,852106,034120,9681.67%+14,934
ELI LILLY & CO(LLY)027,342+27,342032,7950.45%+32,795
INNOVATOR ETFS TRUST
US SM CA PWR MAY
0475,270+475,270014,4390.20%+14,439
COLUMBIA ETF TR I
RESH ENHNC COR
02,411,318+2,411,3180104,3621.44%+104,362
AMAZON COM INC(AMZN)0597,018+597,0180142,2931.96%+142,293
ALPHABET INC(GOOG)73,88295,926+22,04421,24534,2810.47%+13,036
MORGAN STANLEY(MS)0318,659+318,659066,6120.92%+66,612
ISHARES TR362,236474,766+112,53038,45151,0940.70%+12,643
KLA CORP(KLAC)082,075+82,075024,7630.34%+24,763
NEOS ETF TRUST
MLP EN IN HI ETF
0222,302+222,302012,2310.17%+12,231
GOLDMAN SACHS GROUP INC(GS)070,680+70,680071,4840.99%+71,484
SPDR SERIES TRUST
ST STR P400MID
0175,260+175,260011,8410.16%+11,841
SOUTHWEST AIRLS CO(LUV)0539,612+539,612027,7470.38%+27,747
TEMA ETF TRUST0346,592+346,592010,5290.15%+10,529
JPMORGAN CHASE & CO(JPM)0205,948+205,948067,4130.93%+67,413
EATON CORP PLC(ETN)0116,294+116,294049,5550.68%+49,555
VISA INC(V)0136,912+136,912046,9730.65%+46,973
AMERICAN CENTY ETF TR1,414,7861,445,630+30,844120,030128,9501.78%+8,920
NEOS ETF TRUST
RUSS 2000 HI ETF
0165,461+165,46108,8550.12%+8,855
CALAMOS ETF TR
AUTOC INCOM ETF
0313,587+313,58708,5330.12%+8,533
NEOS ETF TRUST
REAL EST HIG ETF
0166,746+166,74608,1890.11%+8,189
AMPLIFY ETF TR0338,147+338,14707,9970.11%+7,997
ASML HLDG NV
N Y REGISTRY SHS
14,62113,499-1,12219,31226,8550.37%+7,544
AMERICAN CENTY ETF TR1,143,4761,031,444-112,03292,14199,5241.37%+7,383
ISHARES TR56,20458,690+2,48636,71343,9530.61%+7,239
CISCO SYS INC(CSCO)0184,062+184,062021,6200.30%+21,620
TEXAS INSTRS INC(TXN)073,559+73,559021,9260.30%+21,926
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
081,999+81,99906,7190.09%+6,719
BANK OF AMER CORP0707,836+707,836040,3330.56%+40,333
ISHARES TR044,958+44,95806,4020.09%+6,402
SERVICENOW INC(NOW)0259,557+259,557025,7690.36%+25,769
INNOVATOR ETFS TRUST
INNOVATOR DEEPW
0264,367+264,367026,0560.36%+26,056
NEOS ETF TRUST
NEOS S&P 500 HI
01,080,581+1,080,581057,3680.79%+57,368
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
1,362,6931,378,809+16,11651,04156,7240.78%+5,683
INNOVATOR ETFS TRUST
GRADIENT TACTIC
01,462,256+1,462,256049,6780.69%+49,678
PIMCO ETF TR
PREFERRED AND CP
01,211,734+1,211,734062,2190.86%+62,219
VANGUARD WHITEHALL FDS052,124+52,12405,1190.07%+5,119
DEXCOM INC(DXCM)0372,542+372,542025,0910.35%+25,091
INVESCO QQQ TR018,321+18,321013,4910.19%+13,491
M/I HOMES INC(MHO)0121,911+121,911019,6020.27%+19,602
JOHNSON & JOHNSON(JNJ)139,094152,831+13,73734,00038,8150.54%+4,815
TIDAL TRUST II
ROUNDHILL GENER
0279,378+279,378027,5690.38%+27,569
ROCKWELL AUTOMATION INC(ROK)043,711+43,711021,6400.30%+21,640
QUANTA SVCS INC50,38644,518-5,86827,66332,0550.44%+4,392
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
272,448356,845+84,39713,88918,1990.25%+4,310
SPDR SERIES TRUST
SPDR S&P 500 ESG
058,090+58,09004,2360.06%+4,236
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0733,976+733,976043,8400.60%+43,840
MARTIN MARIETTA MATLS INC(MLM)049,559+49,559028,5810.39%+28,581
CINTAS CORP(CTAS)0126,765+126,765021,5600.30%+21,560
BOSTON SCIENTIFIC CORP(BSX)0468,335+468,335019,9890.28%+19,989
HOME DEPOT INC(HD)047,348+47,348016,6990.23%+16,699
CITIGROUP INC(C)0149,497+149,497020,9240.29%+20,924
ABBVIE INC(ABBV)077,648+77,648019,5390.27%+19,539
NEXTERA ENERGY INC(NEE)0300,571+300,571026,3810.36%+26,381
VANECK BITCOIN ETF(HODL)0922,374+922,374015,3210.21%+15,321
EA SERIES TRUST
ALPHA ARCH 1-3
89,887117,052+27,16510,45313,7060.19%+3,253
SSGA ACTIVE TR
STATE STREET IG
895,3181,025,282+129,96422,58525,8110.36%+3,226
KEYCORP(KEY)0959,843+959,843022,1240.31%+22,124
PROCTER & GAMBLE CO(PG)0267,216+267,216039,1850.54%+39,185
JEFFERIES FINANCIAL GROUP IN(JEF)0308,894+308,894015,4390.21%+15,439
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