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Gradient Investments LLC
Gradient Investments LLC is an independent, privately-owned, fee-based, SEC-registered investment adviser headquartered in Arden Hills, Minnesota. Founded in 2011, the firm provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments, and corporations, primarily through exchange-traded funds (ETFs), options, and separately managed accounts. As of 2025, the firm manages approximately 40 employees and serves over 67,000 accounts, focusing on customized investment strategies and direct client access to portfolio managers.
Investment Strategy
Gradient Investments LLC employs an actively managed investment approach, guided by its proprietary Wright Investment Strategy, which mirrors the 3-Axis Control System used in aviation. The firm emphasizes active risk management by minimizing volatility (standard deviation) in client portfolios through broad diversification and continuous asset monitoring. Each investment portfolio is tailored to an individual client’s objectives, risk tolerance, and time horizon, as opposed to using one-size-fits-all models. The investment selection process is client-focused, leveraging thorough due diligence, long-term perspectives, and performance measured against client-specific goals to deliver higher returns with lower volatility than comparable benchmarks.
Latest 13F Filing Activity
Gradient Investments LLC filed their most recent 13F report on Sep 30, 2025 disclosing 357 equity positions with a total 13F market value of $6B. The fund increased holdings in Angel Oak Funds Trust, Invesco Exch Traded FD TR II, Ishares U S Etf TR among other positions. Gradient Investments LLC reduced exposure to Ssga Active Etf TR, Ishares TR, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (357)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 4.90% | $293.7M | 3,749,672 | $56.69 | $78.34 | +$35.3M |
N NVDA | NVIDIA CORPORATION | 2.47% | $147.9M | 792,506 | $62.35 | $186.58 | +$25.9M |
M MSFT | MICROSOFT CORP | 2.47% | $147.7M | 285,163 | $304.04 | $517.95 | +$11.7M |
A AMZN | AMAZON COM INC | 2.10% | $125.6M | 571,895 | $148.82 | $219.57 | +$4.8M |
A AAPL | APPLE INC | 2.05% | $122.7M | 481,952 | $131.53 | $254.63 | +$27.3M |
Industry Allocation
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