Gladstone Institutional Advisory
$2.7B Assets Reported
896 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 415,918 | $73M | 2.7% |
| AAPL | APPLE INC | 276,839 | $70M | 2.6% |
| IVV | ISHARES TR | 104,466 | $68M | 2.5% |
| VOO | VANGUARD INDEX FDS | 95,230 | $57M | 2.1% |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1,568,092 | $53M | 2.0% |
| SPY | STATE STR SPDR S&P 500 ETF T | 73,991 | $48M | 1.8% |
| SPTI | SPDR SERIES TRUST | 1,625,843 | $47M | 1.7% |
| SPYM | SPDR SERIES TRUST | 593,732 | $45M | 1.7% |
| AMZN | AMAZON COM INC | 203,333 | $42M | 1.6% |
| SPYV | SPDR SERIES TRUST | 677,459 | $38M | 1.4% |
Track Gladstone Institutional Advisory's 13F portfolio: $2.7B in reported holdings, 896 positions. Top holdings, AUM, and quarterly changes on SentiSense.