Sign In
test

Timothy Sagawa

Gradient Capital Advisors, Llc

Assets Managed
$431.784M
Holdings
179
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.94%(2Q avg: 5.68%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Gradient Capital Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Gradient Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 431.784M in assets, with a quarterly growth rate of 11.94% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by Timothy Sagawa, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.98%
9.09%
$39.22M
52,370 shares@ $748.9 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.73%
4.77%
$20.566M
71,073 shares@ $289.37 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -1.77%
3.62%
$15.594M
309,462 shares@ $50.39 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 2.21%
3.3%
$14.231M
180,069 shares@ $79.04 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 8.22%
2.97%
$12.789M
234,833 shares@ $54.46 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 10.06%
2.85%
$12.281M
257,184 shares@ $47.75 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -2.42%
2.73%
$11.761M
424,587 shares@ $27.7 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -2.97%
2.57%
$11.079M
300,477 shares@ $36.88 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -2.82%
2.18%
$9.41M
134,622 shares@ $69.9 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.46%
2.17%
$9.359M
26,189 shares@ $357.38 avg price

1-10 of 179