Gradient Investments LLC
All 13F Filings
- Location
- Arden Hills, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 6,454,948
- Description
- Arden Hills Minnesota based fiduciary portfolio advisory practice with a manager led operating structure and a governance centered and selective investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through investment policy adherence and portfolio discipline.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 420 | 6,454,948 | 13F-HR | Gradient Investments LLC |
| Q4 2025 | 1/8/2026 | 343 | 6,299,801 | 13F-HR | Gradient Investments LLC |
| Q3 2025 | 10/6/2025 | 369 | 5,989,605 | 13F-HR | Gradient Investments LLC |
| Q2 2025 | 7/8/2025 | 358 | 5,469,905 | 13F-HR | Gradient Investments LLC |
| Q1 2025 | 4/9/2025 | 320 | 4,957,501 | 13F-HR | Gradient Investments LLC |
| Q4 2024 | 1/21/2025 | 298 | 4,938,216 | 13F-HR | Gradient Investments LLC |
| Q3 2024 | 10/15/2024 | 299 | 4,798,763 | 13F-HR | Gradient Investments LLC |
| Q2 2024 | 7/18/2024 | 1,377 | 4,453,069 | 13F-HR | Gradient Investments LLC |
| Q1 2024 | 4/23/2024 | 1,235 | 4,312,130 | 13F-HR | Gradient Investments LLC |
| Q4 2023 | 1/18/2024 | 1,832 | 4,135,316 | 13F-HR | Gradient Investments LLC |
| Q3 2023 | 10/27/2023 | 1,806 | 3,788,609 | 13F-HR | Gradient Investments LLC |
| Q2 2023 | 7/11/2023 | 1,772 | 3,883,263 | 13F-HR | Gradient Investments LLC |
| Q1 2023 | 4/17/2023 | 1,507 | 3,667,670 | 13F-HR | Gradient Investments LLC |
| Q4 2022 | 1/10/2023 | 1,496 | 3,172,456 | 13F-HR | Gradient Investments LLC |
| Q3 2022 | 10/14/2022 | 1,512 | 3,269,279 | 13F-HR | Gradient Investments LLC |
| Q2 2022 | 7/11/2022 | 1,352 | 3,425,395 | 13F-HR | Gradient Investments LLC |
| Q1 2022 | 5/26/2022 | 1,254 | 3,892,671 | 13F-HR | Gradient Investments LLC |
| Q4 2021 | 1/12/2022 | 1,303 | 3,944,664 | 13F-HR | Gradient Investments LLC |
| Q3 2021 | 10/18/2021 | 1,216 | 3,569,317 | 13F-HR | Gradient Investments LLC |
| Q2 2021 | 7/12/2021 | 1,214 | 3,417,480 | 13F-HR | Gradient Investments LLC |
| Q1 2021 | 4/21/2021 | 1,214 | 3,075,479 | 13F-HR | Gradient Investments LLC |
| Q4 2020 | 1/8/2021 | 1,210 | 2,356,275 | 13F-HR | Gradient Investments LLC |
| Q3 2020 | 10/6/2020 | 1,213 | 2,380,982 | 13F-HR | Gradient Investments LLC |
| Q2 2020 | 7/10/2020 | 1,123 | 2,193,041 | 13F-HR | Gradient Investments LLC |
| Q1 2020 | 4/7/2020 | 1,219 | 1,855,968 | 13F-HR | Gradient Investments LLC |
| Q4 2019 | 1/15/2020 | 1,183 | 2,245,454 | 13F-HR | Gradient Investments LLC |
| Q2 2014 | 7/11/2014 | 519 | 509,744 | 13F-HR | Gradient Investments LLC |
| Q1 2014 | 4/11/2014 | 545 | 432,071 | 13F-HR | Gradient Investments LLC |
| Q4 2013 | 1/13/2014 | 586 | 375,977 | 13F-HR | Gradient Investments LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.674 M | 56.9% | 0 | 1.997 M | -1.997 M |
| ETFs | 2.734 M | 42.4% | 2.148 M | 0 | 2.148 M |
| Debt | 46.51 K | 0.7% | 4.61 K | 0 | 4.61 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
6,454,948
Holdings
420
QoQ value change ($000)
155,147
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.