Gradient Investments LLC has filed a Form 13F-HR report disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists 457 separate holdings, with the total value of the portfolio reported as $6,999,033,484.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs) and major technology and consumer staples companies. The top individual holdings include Microsoft Corporation, with 144,833,639 shares valued at $282,382,000; Apple Inc., with 150,819,449 shares valued at $452,884,000; and Amazon.com Inc., with 135,836,044 shares valued at $545,198,000. Other significant positions include Berkshire Hathaway Inc. Class B, Chevron Corporation, and Eli Lilly & Co.
In addition to individual stocks, the filing shows substantial allocations to various ETFs. The top ETF holdings include the iShares Core S&P 500 ETF (416,059,111 shares), the iShares Core S&P Mid Cap ETF (215,981 shares), and the iShares Core S&P Small Cap ETF (449,292 shares). The firm also holds positions in sector-specific ETFs, such as the Select Sector SPDR Trust Technology ETF (925,114 shares) and the Select Sector SPDR Trust Financial Services ETF (56,581,468 shares).
The filing was signed by Nicole Alexander, the Chief Compliance Officer for Gradient Investments LLC, and was filed on October 8, 2026.
