Fund HoldingsGradient Investments LLC

Total Portfolio Value
$7.25B
Total Bought
$1.29B
Total Sold
$794.32M
Net Transaction
+$500.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
4,198,4374,474,804+276,367321,348393,2465.43%+71,897
NVIDIA CORPORATION(NVDA)741,546960,223+218,677129,326192,1312.65%+62,805
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
16,5471,377,103+1,360,55655546,0780.64%+45,523
BONDBLOXX ETF TRUST
BLOO TWEN US ETF
01,180,913+1,180,913044,3260.61%+44,326
INNOVATOR ETFS TRUST02,194,028+2,194,028042,5420.59%+42,542
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
LAM RESEARCH CORP(LRCX)143,796150,167+6,37130,72365,0720.90%+34,348
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)179,381175,216-4,16528,75859,7520.82%+30,994
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
724,457858,000+133,54364,02892,1061.27%+28,079
INNOVATOR ETFS TRUST
INNOVATOR INTL D
0841,471+841,471025,6190.35%+25,619
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQU
3,368,9313,858,271+489,34094,330119,8571.65%+25,527
AMERICAN CENTY ETF TR357,756483,502+125,74639,77561,9270.85%+22,152
APPLE INC(AAPL)493,268502,015+8,747125,187145,2632.00%+20,076
BROADCOM INC(AVGO)188,817205,399+16,58258,44177,5901.07%+19,149
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
1,066,4901,480,690+414,20050,89369,9920.97%+19,099
INTUITIVE SURGICAL INC38,04947,640+9,59184818,9450.26%+18,098
UNITED RENTALS INC(URI)36,64839,514+2,86626,70044,7650.62%+18,065
UNITEDHEALTH GROUP INC(UNH)151,888139,811-12,07741,09958,1090.80%+17,010
ALPHABET INC(GOOG)366,358345,387-20,971105,093122,0361.68%+16,942
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
279,062272,631-6,43166,31182,5991.14%+16,289
TRACTOR SUPPLY CO(TSCO)0492,490+492,490015,5680.21%+15,568
AMPHENOL CORP202,831230,061+27,23025,62840,5640.56%+14,937
JANUS DETROIT STR TR
HENDERSON MTG
2,346,9152,688,767+341,852106,034120,9681.67%+14,934
ELI LILLY & CO(LLY)19,58527,342+7,75718,01432,7950.45%+14,781
INNOVATOR ETFS TRUST
US SM CA PWR MAY
0475,270+475,270014,4390.20%+14,439
COLUMBIA ETF TR I
RESH ENHNC COR
2,320,3192,411,318+90,99990,446104,3621.44%+13,916
AMAZON COM INC(AMZN)616,689597,018-19,671128,438142,2931.96%+13,856
ALPHABET INC(GOOG)73,88295,926+22,04421,24534,2810.47%+13,036
MORGAN STANLEY(MS)327,515318,659-8,85653,89966,6120.92%+12,713
ISHARES TR362,236474,766+112,53038,45151,0940.70%+12,643
KLA CORP(KLAC)8,47782,075+73,59812,48224,7630.34%+12,281
GOLDMAN SACHS GROUP INC(GS)70,10570,680+57559,30871,4840.99%+12,176
SELECT SECTOR SPDR TR
ST STR FINL ETF
915,4061,047,939+132,53345,19456,1800.78%+10,986
SOUTHWEST AIRLS CO(LUV)452,466539,612+87,14616,99927,7470.38%+10,748
JPMORGAN CHASE & CO(JPM)193,602205,948+12,34656,95067,4130.93%+10,463
EATON CORP PLC(ETN)110,546116,294+5,74839,53949,5550.68%+10,016
TEMA ETF TRUST38,049346,592+308,54384810,5290.15%+9,682
VISA INC(V)125,524136,912+11,38837,93846,9730.65%+9,035
SPDR INDEX SHS FDS
ST STR PO EX ETF
2,265,3192,230,648-34,671103,412112,4021.55%+8,991
AMERICAN CENTY ETF TR1,414,7861,445,630+30,844120,030128,9501.78%+8,920
AMPLIFY ETF TR518,649551,638+32,98925,83434,5490.48%+8,715
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)186,046184,062-1,98414,43521,6200.30%+7,185
TEXAS INSTRS INC(TXN)76,18773,559-2,62814,79121,9260.30%+7,135
INVESCO EXCH TRADED FD TR II38,049642,248+604,1998487,9770.11%+7,129
ETF SER SOLUTIONS
DEFIA QUANT ETF
194,197165,141-29,05620,83727,3110.38%+6,474
BANK OF AMER CORP695,981707,836+11,85533,92940,3330.56%+6,403
SERVICENOW INC(NOW)185,493259,557+74,06419,39325,7690.36%+6,376
INNOVATOR ETFS TRUST
INNOVATOR DEEPW
288,216264,367-23,84919,84226,0560.36%+6,214
NEOS ETF TRUST
NEOS S&P 500 HI
1,036,4071,080,581+44,17451,16757,3680.79%+6,201
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
1,362,6931,378,809+16,11651,04156,7240.78%+5,683
INNOVATOR ETFS TRUST
GRADIENT TACTIC
1,559,5341,462,256-97,27844,21249,6780.69%+5,467
PIMCO ETF TR
PREFERRED AND CP
1,122,5331,211,734+89,20156,87962,2190.86%+5,340
SPDR SERIES TRUST
ST INTER ETF
1,345,3251,540,075+194,75038,55743,7230.60%+5,166
VANGUARD WHITEHALL FDS052,124+52,12405,1190.07%+5,119
DEXCOM INC(DXCM)319,259372,542+53,28320,04925,0910.35%+5,041
INVESCO QQQ TR14,77618,321+3,5458,52813,4910.19%+4,963
M/I HOMES INC(MHO)120,016121,911+1,89514,69619,6020.27%+4,906
JOHNSON & JOHNSON(JNJ)139,094152,831+13,73734,00038,8150.54%+4,815
TIDAL TRUST II
ROUNDHILL GENER
368,250279,378-88,87222,77627,5690.38%+4,793
ROCKWELL AUTOMATION INC(ROK)47,19243,711-3,48116,93621,6400.30%+4,704
VANECK ETF TRUST
MORN SMID MO ETF
870,035905,457+35,42230,61735,1860.49%+4,570
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
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
662,925733,976+71,05139,63043,8400.60%+4,211
SPDR SERIES TRUST
ST STR P400MID
129,439175,260+45,8217,66511,8410.16%+4,175
MARTIN MARIETTA MATLS INC(MLM)41,78749,559+7,77224,59928,5810.39%+3,982
SPDR SERIES TRUST
ST LON TREAS ETF
800,461953,502+153,04121,05225,0100.35%+3,958
CINTAS CORP(CTAS)104,115126,765+22,65017,61021,5600.30%+3,950
BOSTON SCIENTIFIC CORP(BSX)257,268468,335+211,06716,14419,9890.28%+3,845
HOME DEPOT INC(HD)39,12847,348+8,22012,86916,6990.23%+3,830
CITIGROUP INC(C)151,725149,497-2,22817,20720,9240.29%+3,716
ABBVIE INC(ABBV)73,92777,648+3,72116,07819,5390.27%+3,461
NEXTERA ENERGY INC(NEE)247,516300,571+53,05522,98926,3810.36%+3,392
VANECK BITCOIN ETF(HODL)624,768922,374+297,60611,97115,3210.21%+3,350
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)950,316959,843+9,52719,05422,1240.31%+3,071
PROCTER & GAMBLE CO(PG)250,266267,216+16,95036,14839,1850.54%+3,036
JEFFERIES FINANCIAL GROUP IN(JEF)301,441308,894+7,45312,44015,4390.21%+2,998
COCA COLA CO(KO)563,727563,140-58742,87145,7660.63%+2,895
AMERICAN AIRLINES GROUP INC(AAL)0157,411+157,41102,8440.04%+2,844
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
147,238148,653+1,41517,25320,0270.28%+2,773
ACUITY INC(AYI)07,308+7,30802,7530.04%+2,753
NEOS ETF TRUST
NEOS ENH INC 1-3
510,390565,301+54,91125,40728,1580.39%+2,750
INTERNATIONAL BUSINESS MACHS(IBM)48,10551,157+3,05211,66014,3860.20%+2,726
US BANCORP(USB)274,647279,287+4,64014,28416,8690.23%+2,585
SMUCKER J M CO(SJM)130,649134,741+4,09212,60015,1580.21%+2,559
STARBUCKS CORP(SBUX)308,701295,201-13,50027,65630,1670.42%+2,510
DOUBLELINE ETF TRUST
COMMERCIAL REAL
342,918392,043+49,12517,81820,3100.28%+2,492
ALEXANDRIA REAL ESTATE EQ IN263,716276,944+13,22812,24214,6370.20%+2,395
ISHARES TR38,049141,116+103,0678483,2300.04%+2,382
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Gradient Investments LLC — 13F Holdings — Q2 2026 | TickerTrail