§ 13F · FUND PROFILE
Gladstone Institutional Advisory LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.6B (13F)Positions · 784Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$85M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 416K | $73M | 2.7% | ±0% |
| 2 | AAPL | APPLE INC | 277K | $70M | 2.6% | +2% |
| 3 | IVV | ISHARES TR | 104K | $68M | 2.5% | +24% |
| 4 | VOO | VANGUARD INDEX FDS | 95K | $57M | 2.1% | +6% |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | 1.57M | $53M | 2.0% | +10% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 74K | $48M | 1.8% | −12% |
| 7 | SPTI | SPDR SERIES TRUST | 1.63M | $47M | 1.7% | +950% |
| 8 | SPYM | SPDR SERIES TRUST | 594K | $45M | 1.7% | −3% |
| 9 | AMZN | AMAZON COM INC | 203K | $42M | 1.6% | −5% |
| 10 | SPYV | SPDR SERIES TRUST | 677K | $38M | 1.4% | −2% |
§ 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 $2.6 billion in assets. The fund runs a broad portfolio of 784 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed