Gradient Capital Advisors, LLC - Q42025 Holdings

Gradient Capital Advisors, LLC holds 174 stocks with a total portfolio value of $ 388.01M as of Q42025. In Q42025, Gradient Capital Advisors, LLC added 10 new positions, increased stakes in 57 stocks, reduced 81 holdings, and fully exited 3 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 9.20% of the total portfolio.