Gradient Investments LLC holds a diversified book of 448 stocks worth $7.2B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Bondbloxx BBG 20Y US Tsy ETF and trimmed Amazon.com Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1542265/holdings"
Use Arkolith to show Gradient Investments LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $393.2M | 4.47M | 5.4% | ▲+6.6% Added · +276K sh | |
| 2 | Nvidia Corporation COM | $192.1M | 960.2K | 2.7% | ▲+29% Added · +219K sh | |
| 3 | Doubleline ETF Trust MORTGAGE ETF | $151.2M | 3.08M | 2.1% | ▲+0.3% Added · +11K sh | |
| 4 | Apple Inc COM | $145.3M | 502.0K | 2.0% | ▲+1.8% Added · +9K sh | |
| 5 | Amazon Com Inc COM | $142.3M | 597.0K | 2.0% | ▼−3.2% Reduced · −20K sh | |
| 6 | American Centy ETF TR INTL EQT ETF | $129.0M | 1.45M | 1.8% | ▲+2.2% Added · +31K sh | |
| 7 | Alphabet Inc CAP STK CL C | $122.0M | 345.4K | 1.7% | ▼−5.7% Reduced · −21K sh | |
| 8 | Janus Detroit STR TR HENDERSON MTG | $121.0M | 2.69M | 1.7% | ▲+15% Added · +342K sh | |
| 9 | World Gold TR SPDR GLD MINIS | $120.5M | 1.52M | 1.7% | ▼−6.8% Reduced · −111K sh | |
| 10 | Aim ETF Products Trust ALLIANZIM US EQU | $119.9M | 3.86M | 1.7% | ▲+15% Added · +489K sh | |
| 11 | Microsoft Corp COM | $113.7M | 304.9K | 1.6% | ▼−4.6% Reduced · −15K sh | |
| 12 | SPDR Index SHS FDS ST STR PO EX ETF | $112.4M | 2.23M | 1.6% | ▼−1.5% Reduced · −35K sh | |
| 13 | Columbia ETF TR I RESH ENHNC COR | $104.4M | 2.41M | 1.4% | ▲+3.9% Added · +91K sh | |
| 14 | American Centy ETF TR AVANTIS EMGMKT | $99.5M | 1.03M | 1.4% | ▼−9.8% Reduced · −112K sh | |
| 15 | Ishares U S ETF TR U.S. TECH INDEPD | $92.1M | 858.0K | 1.3% | ▲+18% Added · +134K sh | |
| 16 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $86.8M | 1.90M | 1.2% | ▲+122% Added · +1.0M sh | |
| 17 | Meta Platforms Inc CL A | $82.7M | 146.9K | 1.1% | ▲+4.0% Added · +6K sh | |
| 18 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $82.6M | 272.6K | 1.1% | ▼−2.3% Reduced · −6K sh | |
| 19 | Broadcom Inc COM | $77.6M | 205.4K | 1.1% | ▲+8.8% Added · +17K sh | |
| 20 | Goldman Sachs Group Inc COM | $71.5M | 70.7K | 1.0% | ▲+0.8% Added · +575 sh | |
| 21 | Bondbloxx ETF Trust BLOOMBERG SEVEN | $70.0M | 1.48M | 1.0% | ▲+39% Added · +414K sh | |
| 22 | JPMorgan Chase & Co COM | $67.4M | 205.9K | 0.9% | ▲+6.4% Added · +12K sh | |
| 23 | Janus Detroit STR TR HENDRSON AAA CL | $66.9M | 1.33M | 0.9% | ▼−5.8% Reduced · −82K sh | |
| 24 | Morgan Stanley COM NEW | $66.6M | 318.7K | 0.9% | ▼−2.7% Reduced · −9K sh | |
| 25 | Lam Research Corp COM NEW | $65.1M | 150.2K | 0.9% | ▲+4.4% Added · +6K sh | |
| 26 | Pimco ETF TR PREFERRED AND CP | $62.2M | 1.21M | 0.9% | ▲+7.9% Added · +89K sh | |
| 27 | American Centy ETF TR US EQT ETF | $61.9M | 483.5K | 0.9% | ▲+35% Added · +126K sh | |
| 28 | Doubleline ETF Trust ASSE BA SECS ETF | $61.3M | 1.21M | 0.8% | ▼−2.6% Reduced · −32K sh | |
| 29 | Palo Alto Networks Inc COM | $59.8M | 175.2K | 0.8% | ▼−2.3% Reduced · −4K sh | |
| 30 | SPDR Series Trust ST STR AGGRE ETF | $59.6M | 2.34M | 0.8% | ▼−37% Reduced · −1.4M sh | |
| 31 | Unitedhealth Group Inc COM | $58.1M | 139.8K | 0.8% | ▼−8.0% Reduced · −12K sh | |
| 32 | NEOS ETF Trust NEOS S&P 500 HI | $57.4M | 1.08M | 0.8% | ▲+4.3% Added · +44K sh | |
| 33 | Aim ETF Products Trust ALLIANZIM US EQT | $56.7M | 1.38M | 0.8% | ▲+1.2% Added · +16K sh | |
| 34 | Select Sector SPDR TR ST STR FINL ETF | $56.2M | 1.05M | 0.8% | ▲+14% Added · +133K sh | |
| 35 | Bondbloxx ETF Trust BBB RATED 1 5 YE | $54.4M | 1.07M | 0.8% | ▼−3.5% Reduced · −38K sh | |
| 36 | Chevron Corporation COM | $53.9M | 324.9K | 0.7% | ▲+5.3% Added · +16K sh | |
| 37 | Invesco Actively Managed Exc ULTRA SHRT DUR | $51.9M | 1.03M | 0.7% | ▼−6.0% Reduced · −66K sh | |
| 38 | Angel Oak Funds Trust OAK ULTRASHORT | $51.8M | 1.02M | 0.7% | ▼−5.7% Reduced · −61K sh | |
| 39 | Ishares TR NATIONAL MUN ETF | $51.1M | 474.8K | 0.7% | ▲+31% Added · +113K sh | |
| 40 | Target Corp COM | $49.9M | 381.7K | 0.7% | ▼−10% Reduced · −45K sh | |
| 41 | Innovator Etfs Trust GRADIENT TACTIC | $49.7M | 1.46M | 0.7% | ▼−6.2% Reduced · −97K sh | |
| 42 | Eaton Corp PLC SHS | $49.6M | 116.3K | 0.7% | ▲+5.2% Added · +6K sh | |
| 43 | Visa Inc COM CL A | $47.0M | 136.9K | 0.6% | ▲+9.1% Added · +11K sh | |
| 44 | SPDR Series Trust ST INTER BD ETF | $46.1M | 1.38M | 0.6% | ▲83× Added · +1.4M sh | |
| 45 | Coca Cola Co COM | $45.8M | 563.1K | 0.6% | ▼−0.1% Reduced · −587 sh | |
| 46 | United Rentals Inc COM | $44.8M | 39.5K | 0.6% | ▲+7.8% Added · +3K sh | |
| 47 | Bondbloxx ETF Trust BLOO TWEN US ETF | $44.3M | 1.18M | 0.6% | ▲New New position | |
| 48 | Ishares TR CORE S&P500 ETF | $44.0M | 58.7K | 0.6% | ▲+4.4% Added · +2K sh | |
| 49 | Walmart Inc COM | $43.9M | 387.8K | 0.6% | ▲+1.2% Added · +5K sh | |
| 50 | First TR Exchange-Traded FD FIRST TR ENH NEW | $43.8M | 734.0K | 0.6% | ▲+11% Added · +71K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 448 | $7.2B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 420 | $6.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 343 | $6.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 369 | $6.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 358 | $5.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 320 | $5.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 298 | $4.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 299 | $4.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 18, 2024 | 1,377 | $4.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 1,235 | $4.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 18, 2024 | 1,832 | $4.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 27, 2023 | 1,806 | $3.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 11, 2023 | 1,772 | $3.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 17, 2023 | 1,507 | $3.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 10, 2023 | 1,496 | $3.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 14, 2022 | 1,512 | $3.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 11, 2022 | 1,352 | $3.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 26, 2022 | 1,254 | $3.9B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 12, 2022 | 1,303 | $3.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 18, 2021 | 1,216 | $3.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 12, 2021 | 1,214 | $3.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 21, 2021 | 1,214 | $3.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 8, 2021 | 1,210 | $2.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 6, 2020 | 1,213 | $2.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.