Notify me when Gradient Capital Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 167 | $373,105,910 | +$15,161,007 | -$7,107,375 | +$8,053,632 | IVV, AAPL, SPDW, VCSH, DFSD | 13F-HR | 24 Oct 2025, 20:21 |
| Q2 2025 | 162 | $338,530,070 | +$15,163,538 | -$6,745,025 | +$8,418,513 | IVV, AAPL, SPDW, VCSH, SCHF | 13F-HR | 16 Jul 2025, 15:02 |
| Q1 2025 | 155 | $306,398,234 | +$10,539,266 | -$5,707,920 | +$4,831,346 | IVV, AAPL, SPDW, VCSH, DFSD | 13F-HR | 02 May 2025, 20:07 |
| Q4 2024 | 152 | $310,188,729 | +$33,067,024 | -$3,432,505 | +$29,634,519 | IVV, AAPL, VCSH, SPDW, TSLA | 13F-HR | 29 Jan 2025, 13:21 |
| Q3 2024 | 148 | $301,982,110 | +$13,708,844 | -$6,797,519 | +$6,911,325 | IVV, AAPL, SPDW, VCSH, SCHF | 13F-HR | 16 Oct 2024, 13:08 |
| Q2 2024 | 140 | $279,804,554 | +$9,972,569 | -$6,076,118 | +$3,896,451 | IVV, AAPL, VCSH, SPDW, SCHF | 13F-HR | 19 Jul 2024, 18:12 |
| Q1 2024 | 139 | $272,385,264 | +$7,544,747 | -$9,815,464 | -$2,270,717 | IVV, AAPL, SPDW, SCHF, VCSH | 13F-HR | 17 Apr 2024, 16:48 |
| Q4 2023 | 142 | $262,630,373 | +$7,319,142 | -$7,040,751 | +$278,391 | IVV, AAPL, SCHF, SPDW, SCHM | 13F-HR | 31 Jan 2024, 20:33 |
| Q3 2023 | 136 | $239,192,629 | +$5,791,289 | -$6,674,038 | -$882,749 | IVV, AAPL, SCHF, SPDW, TSLA | 13F-HR | 24 Oct 2023, 19:05 |
| Q2 2023 | 139 | $249,382,560 | +$4,954,344 | -$3,910,116 | +$1,044,228 | IVV, AAPL, SCHF, SPDW, TSLA | 13F-HR | 18 Jul 2023, 18:33 |
| Q1 2023 | 138 | $235,164,982 | +$5,120,480 | -$5,185,237 | -$64,757 | IVV, AAPL, SCHF, SPDW, VTIP | 13F-HR | 17 Apr 2023, 19:40 |
| Q4 2022 | 133 | $220,077,299 | +$9,254,391 | -$7,412,001 | +$1,842,390 | IVV, AAPL, SCHF, VTIP, SPDW | 13F-HR | 03 Feb 2023, 17:31 |
| Q3 2022 | 129 | $209,380,000 | +$25,086,253 | -$6,786,278 | +$18,299,975 | IVV, AAPL, VTIP, TSLA, SCHF | 13F-HR | 04 Nov 2022, 18:15 |
| Q2 2022 | 112 | $208,410,000 | +$16,544,847 | -$10,883,740 | +$5,661,107 | IVV, AAPL, VTIP, SCHF, JPST | 13F-HR | 15 Jul 2022, 17:53 |
| Q1 2022 | 123 | $235,955,000 | +$18,872,238 | -$7,051,816 | +$11,820,422 | IVV, AAPL, VTIP, JPST, TSLA | 13F-HR | 29 Apr 2022, 13:54 |
| Q4 2021 | 121 | $240,179,000 | +$9,193,388 | -$2,717,925 | +$6,475,463 | IVV, AAPL, JPST, VTIP, TSLA | 13F-HR | 31 Jan 2022, 16:38 |
| Q3 2021 | 118 | $218,047,000 | +$9,083,524 | -$3,804,102 | +$5,279,422 | IVV, AAPL, JPST, VTIP, SCHF | 13F-HR | 01 Nov 2021, 20:52 |
| Q2 2021 | 118 | $213,363,000 | +$15,943,672 | -$1,680,059 | +$14,263,613 | IVV, AAPL, JPST, VTIP, SCHF | 13F-HR | 02 Aug 2021, 17:11 |
| Q1 2021 | 106 | $188,931,000 | +$12,123,756 | -$3,943,667 | +$8,180,089 | IVV, JPST, AAPL, VTIP, SCHF | 13F-HR | 21 Apr 2021, 13:17 |
| Q4 2020 | 100 | $175,146,000 | +$6,580,493 | -$9,509,642 | -$2,929,149 | IVV, AAPL, JPST, SCHF, VTIP | 13F-HR | 19 Jan 2021, 20:15 |
| Q3 2020 | 94 | $159,662,000 | +$20,255,333 | -$7,579,579 | +$12,675,754 | IVV, AAPL, JPST, SCHF, VTIP | 13F-HR | 21 Oct 2020, 13:30 |
| Q2 2020 | 94 | $147,511,000 | +$11,855,549 | -$6,994,512 | +$4,861,037 | IVV, AAPL, SCHF, VTIP, JPST | 13F-HR | 27 Jul 2020, 18:34 |
| Q1 2020 | 86 | $123,365,000 | +$13,154,609 | -$10,674,427 | +$2,480,182 | IVV, SCHF, AAPL, VTIP, FLRN | 13F-HR | 22 Apr 2020, 10:54 |
| Q4 2019 | 92 | $143,674,000 | +$6,250,300 | -$3,769,639 | +$2,480,661 | IVV, SCHF, FLRN, AAPL, VTIP | 13F-HR | 15 Jan 2020, 17:46 |
| Q3 2019 | 87 | $133,902,000 | +$5,699,435 | -$3,385,059 | +$2,314,376 | IVV, SCHF, FLRN, VTIP, AAPL | 13F-HR | 21 Oct 2019, 17:57 |
| Q2 2019 | 88 | $130,169,000 | +$5,661,602 | -$4,000,131 | +$1,661,471 | IVV, SCHF, FLRN, VTIP, VCSH | 13F-HR | 16 Jul 2019, 12:15 |
| Q1 2019 | 87 | $125,420,000 | +$3,622,543 | -$4,797,696 | -$1,175,153 | IVV, SCHF, FLRN, VTIP, VCSH | 13F-HR | 16 Apr 2019, 14:07 |
| Q4 2018 | 86 | $115,608,000 | +$14,224,216 | -$5,221,671 | +$9,002,545 | IVV, SCHF, FLRN, VTIP, VCSH | 13F-HR | 29 Jan 2019, 19:35 |
| Q3 2018 | 86 | $118,394,000 | +$11,026,063 | -$3,163,054 | +$7,863,009 | IVV, SCHF, VTIP, FLRN, VCSH | 13F-HR | 05 Nov 2018, 20:21 |
| Q2 2018 | 83 | $107,472,000 | +$12,992,841 | -$6,870,796 | +$6,122,045 | IVV, SCHF, VTIP, VCSH, AAPL | 13F-HR | 25 Jul 2018, 20:56 |
| Q1 2018 | 79 | $99,952,000 | +$7,183,150 | -$3,517,965 | +$3,665,185 | IVV, SCHF, VTIP, VCSH, SCHX | 13F-HR | 20 Apr 2018, 13:33 |
| Q4 2017 | 78 | $97,591,000 | $0 | $0 | $0 | IVV, SCHF, VTIP, VCSH, AAPL | 13F-HR | 12 Feb 2018, 11:33 |