Holdings
Gradient Capital Advisors, LLC
As of Jun 30, 2026, Gradient Capital Advisors, LLC reported 59 positions worth US$113M. Largest: Apple Inc, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 71,073 | US$20.6M | −529 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 28,933 | US$10.3M | +1,047 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 22,691 | US$7.43M | +19 | Jun 30, 2026 |
| Lam Research Corporation | 15,624 | US$6.77M | −4,983 | Jun 30, 2026 |
| Nvidia Corporation | 32,307 | US$6.46M | −200 | Jun 30, 2026 |
| Tesla, Inc. | 13,172 | US$5.54M | −430 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 11,052 | US$5.53M | +1,311 | Jun 30, 2026 |
| Microsoft Corp. | 13,695 | US$5.11M | −321 | Jun 30, 2026 |
| Broadcom Inc. | 10,801 | US$4.08M | −330 | Jun 30, 2026 |
| Meta Platforms, Inc. | 6,195 | US$3.49M | −198 | Jun 30, 2026 |