Gradient Investments
Gradient Investments reported 457 stocks worth $7B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are SPYM (5.8%), NVDA (2.9%) and AAPL (2.1%). Compared with Q2 2026, the fund opened new positions in RUNN, EEM and XOM, added to SPYM, AVDE and SEPU, trimmed NVDA, AAPL and MSFT and sold out of XOM, TMO and ARW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $407M | 5.8% | 4.5M | +61K (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $200M | 2.9% | 878K | −83K (−9%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $151M | 2.1% | 453K | −49K (−10%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $145M | 2.1% | 282K | −23K (−7%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $136M | 1.9% | 545K | −52K (−9%) | 8 of 8 | |
| 6 |  AVDE American Centy ETF TR | $133M | 1.9% | 1.5M | +27K (+2%) | 8 of 8 | |
| 7 |  SEPU Aim ETF Products Trust | $124M | 1.8% | 3.9M | +59K (+2%) | 5 of 8 | |
| 8 |  DMBS Doubleline ETF Trust | $123M | 1.8% | 2.7M | −423K (−14%) | 8 of 8 | |
| 9 |  JMBS Janus Henderson Mortgage-Backed Securities ETF | $115M | 1.6% | 2.7M | +43K (+2%) | 8 of 8 | |
| 10 |  RECS Columbia ETF TR I | $110M | 1.6% | 2.4M | +27K (+1%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
INNOVATOR ETFS TRUST | $49.7M | 1.5M |
 XOM Exxon Mobil Corp | $19.4M | 142K |
 TMO Thermo Fisher Scientific Inc | $1.6M | 3,160 |
 ARW Arrow Electrs Inc | $1.4M | 6,351 |
GATES INDL CORP PLC | $862K | 31K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gradient Investments 13F FAQ
What does Gradient Investments own?
Gradient Investments reported 457 stocks worth $7B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are SPYM (5.8%), NVDA (2.9%) and AAPL (2.1%). The table above lists every position in the filing (the top 10 without an account).
What did Gradient Investments buy and sell in Q3 2026?
Compared with Q2 2026: 44 new positions, 191 added to, 210 trimmed and 35 sold out. New positions include RUNN, EEM and XOM. It sold all of XOM, TMO and ARW.
When will Gradient Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Gradient Investments's portfolio worth?
The Q3 2026 filing reports $7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.