• 13F History

Gradient Capital Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$310M
Signature - Title
Timothy Sagawa - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Gradient Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gradient Capital Advisors, LLC reported 152 stock holdings with total value $310M as of Q4 2024. Top holdings included IVV, AAPL, VCSH, SPDW, and TSLA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 152 $310M +$33.1M -$3.43M +$29.6M IVV, AAPL, VCSH, SPDW, TSLA 13F-HR 1/29/2025, 01:21 PM
Q3 2024 148 $302M +$13.7M -$6.8M +$6.91M IVV, AAPL, SPDW, VCSH, SCHF 13F-HR 10/16/2024, 01:08 PM
Q2 2024 140 $280M +$9.97M -$6.08M +$3.9M IVV, AAPL, VCSH, SPDW, SCHF 13F-HR 7/19/2024, 06:12 PM
Q1 2024 139 $272M +$7.54M -$9.82M -$2.27M IVV, AAPL, SPDW, SCHF, VCSH 13F-HR 4/17/2024, 04:48 PM
Q4 2023 142 $263M +$7.32M -$7.04M +$278K IVV, AAPL, SCHF, SPDW, SCHM 13F-HR 1/31/2024, 08:33 PM
Q3 2023 136 $239M +$5.79M -$5.33M +$463K IVV, AAPL, SCHF, SPDW, TSLA 13F-HR 10/24/2023, 07:05 PM
Q2 2023 139 $249M +$4.95M -$3.27M +$1.68M IVV, AAPL, SCHF, SPDW, TSLA 13F-HR 7/18/2023, 06:33 PM
Q1 2023 138 $235M +$5.12M -$4.96M +$160K IVV, AAPL, SCHF, SPDW, VTIP 13F-HR 4/17/2023, 07:40 PM
Q4 2022 133 $220M +$9.25M -$6.12M +$3.14M IVV, AAPL, SCHF, VTIP, SPDW 13F-HR 2/3/2023, 04:31 PM
Q3 2022 130 $209M +$25.1M -$6.78M +$18.3M IVV, AAPL, VTIP, TSLA, SCHF 13F-HR 11/4/2022, 06:15 PM
Q2 2022 112 $208M +$16.5M -$6.35M +$10.2M IVV, AAPL, VTIP, SCHF, JPST 13F-HR 7/15/2022, 05:53 PM
Q1 2022 125 $236M +$19M -$5.21M +$13.8M IVV, AAPL, VTIP, JPST, TSLA 13F-HR 4/29/2022, 01:54 PM
Q4 2021 123 $240M +$9.19M -$2.19M +$7M IVV, AAPL, JPST, VTIP, TSLA 13F-HR 1/31/2022, 03:38 PM
Q3 2021 118 $218M +$8.58M -$3.8M +$4.78M IVV, AAPL, JPST, VTIP, SCHF 13F-HR 11/1/2021, 08:52 PM
Q2 2021 118 $213M +$15.9M -$1.68M +$14.3M IVV, AAPL, JPST, VTIP, SCHF 13F-HR 8/2/2021, 05:11 PM
Q1 2021 106 $189M +$12.1M -$3.94M +$8.18M IVV, JPST, AAPL, VTIP, SCHF 13F-HR 4/21/2021, 01:17 PM
Q4 2020 104 $175M +$6.58M -$9.61M -$3.03M IVV, AAPL, JPST, SCHF, VTIP 13F-HR 1/19/2021, 07:15 PM
Q3 2020 98 $160M +$20.3M -$7.38M +$13M IVV, AAPL, JPST, SCHF, VTIP 13F-HR 10/21/2020, 01:30 PM
Q2 2020 97 $148M +$11.9M -$6.25M +$5.62M IVV, AAPL, SCHF, VTIP, JPST 13F-HR 7/27/2020, 06:34 PM
Q1 2020 88 $124M +$13.7M -$8.03M +$5.63M IVV, SCHF, AAPL, VTIP, FLRN 13F-HR 4/22/2020, 10:54 AM
Q4 2019 92 $144M +$6.25M -$3.47M +$2.78M IVV, SCHF, FLRN, AAPL, VTIP 13F-HR 1/15/2020, 04:46 PM
Q3 2019 87 $134M +$5.7M -$2.97M +$2.73M IVV, SCHF, FLRN, VTIP, AAPL 13F-HR 10/21/2019, 05:57 PM
Q2 2019 88 $130M +$5.66M -$3.22M +$2.44M IVV, SCHF, FLRN, VTIP, VCSH 13F-HR 7/16/2019, 12:15 PM
Q1 2019 87 $125M +$3.62M -$4.52M -$897K IVV, SCHF, FLRN, VTIP, VCSH 13F-HR 4/16/2019, 02:07 PM
Q4 2018 87 $116M +$14.2M -$2.94M +$11.3M IVV, SCHF, FLRN, VTIP, VCSH 13F-HR 1/29/2019, 06:35 PM
Q3 2018 87 $119M +$11M -$2.86M +$8.17M IVV, SCHF, VTIP, FLRN, VCSH 13F-HR 11/5/2018, 07:21 PM
Q2 2018 84 $108M +$13M -$3.08M +$9.91M IVV, SCHF, VTIP, VCSH, AAPL 13F-HR 7/25/2018, 08:56 PM
Q1 2018 80 $100M +$7.33M -$912K +$6.42M IVV, SCHF, VTIP, VCSH, SCHX 13F-HR 4/20/2018, 01:33 PM
Q4 2017 78 $97.6M IVV, SCHF, VTIP, VCSH, AAPL 13F-HR 2/12/2018, 10:33 AM