Gradient Capital Advisors, LLC - Q12026 Holdings

Gradient Capital Advisors, LLC holds 177 stocks with a total portfolio value of $ 385.76M as of Q12026. In Q12026, Gradient Capital Advisors, LLC added 6 new positions, increased stakes in 47 stocks, reduced 78 holdings, and fully exited 3 positions. The largest holding is Ishares Core S&P 500 Etf (IVV), representing 8.96% of the total portfolio.