Institutional Fund
Gradient Investments LLC
Arden Hills, MNCIK 15422655 filings on record
Portfolio Value
$6.45B
Q1 2026
Holdings
420
Reported positions
New Buys
93
Opened this quarter
QoQ Change
+2.5%
from $6.30B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust5.0%
- Doubleline ETF Trust2.3%
- World Gold Tr2.3%
- Nvidia Corporation2.0%
- Amazon Com Inc2.0%
- Apple Inc1.9%
- Other84.4%
Portfolio Holdings
420 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 4.20M | $321.35M | 5.0% | +159.0K | Added |
| 2 | Doubleline ETF Trust | 3.07M | $151.62M | 2.3% | +417.0K | Added |
| 3 | World Gold Tr | 1.63M | $150.92M | 2.3% | +526.6K | Added |
| 4 | Nvidia Corporation | 741.5K | $129.33M | 2.0% | −30.1K | Reduced |
| 5 | Amazon Com Inc | 616.7K | $128.44M | 2.0% | +8.4K | Added |
| 6 | Apple Inc | 493.3K | $125.19M | 1.9% | −13.4K | Reduced |
| 7 | American Centy ETF Tr | 1.41M | $120.03M | 1.9% | +52.7K | Added |
| 8 | Microsoft Corp | 319.6K | $118.30M | 1.8% | +20.4K | Added |
| 9 | Janus Detroit Str Tr | 2.35M | $106.03M | 1.6% | +119.7K | Added |
| 10 | Alphabet Inc | 366.4K | $105.09M | 1.6% | −31.7K | Reduced |
410 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio