§ 13F · FUND PROFILE
Gladstone Institutional Advisory LLC.
AUM · $3.2B (13F)Positions · 892Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$52M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 423K | $85M | 2.7% | +2% |
| 2 | IVV | ISHARES TR | 111K | $83M | 2.6% | +6% |
| 3 | AAPL | APPLE INC | 284K | $82M | 2.6% | +3% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | 2.10M | $77M | 2.4% | +34% |
| 5 | VOO | VANGUARD INDEX FDS | 98K | $67M | 2.1% | +3% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 73K | $55M | 1.7% | −1% |
| 7 | SPYM | SPDR SERIES TRUST | 594K | $52M | 1.7% | ±0% |
| 8 | SPTI | SPDR SERIES TRUST | 1.80M | $51M | 1.6% | +11% |
| 9 | AMZN | AMAZON COM INC | 200K | $48M | 1.5% | −1% |
| 10 | IVW | ISHARES TR | 332K | $46M | 1.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLADSTONE SIGNAL
AC read
Gladstone Institutional Advisory LLC is a Other fund managing $3.2 billion in assets. The fund runs a broad portfolio of 892 positions.
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