Gradient Capital Advisors, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 385,761
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 | 4/15/2026 | 177 | 385,761 | 13F-HR | Gradient Capital Advisors, LLC |
| Q4 2025 | 2/6/2026 | 174 | 388,010 | 13F-HR | Gradient Capital Advisors, LLC |
| Q3 2025 | 10/27/2025 | 167 | 373,106 | 13F-HR | Gradient Capital Advisors, LLC |
| Q2 2025 | 7/16/2025 | 162 | 338,530 | 13F-HR | Gradient Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.46 K | 25.3% | 0 | 8.426 K | -8.426 K |
| ETFs | 288.3 K | 74.7% | 6.171 K | 0 | 6.171 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
385,761
Holdings
177
QoQ value change ($000)
-2,249
(-0.6%)
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.