13F Insight
DOSSIER · 13F-HR · Q2 2026

Gladstone Institutional Advisory LLC

$3.2B in tracked AUM across 892 positions as of Q2 2026.

GI
CIK 0001766530 · last filed Jun 30, 2026
Total AUM
$3.2B
as of Q2 2026
Holdings
892
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Gladstone Institutional Advisory LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$85M423K2.7%02
IVV
ISHARES TR
$83M111K2.6%03
AAPL
APPLE INC
$82M284K2.6%04
BUFR
FIRST TR EXCHNG TRADED FD VI
$77M2.1M2.4%05
VOO
VANGUARD INDEX FDS
$67M98K2.1%06
SPY
STATE STR SPDR S&P 500 ETF T
$55M73K1.7%07
SPYM
SPDR SERIES TRUST
$52M594K1.7%08
SPTI
SPDR SERIES TRUST
$51M1.8M1.6%09
AMZN
AMAZON COM INC
$48M200K1.5%10
IVW
ISHARES TR
$46M332K1.4%

Filing history

2026Q2Jun 30
$3.2B▲ 17.2%
892 positionsView →2026Q1Mar 31
$2.7B▲ 1.9%
829 positionsView →2025Q4Dec 31
$2.6B▲ 2.0%
788 positionsView →2025Q3Sep 30
$2.6B▲ 7.3%
784 positionsView →2025Q2Jun 30
$2.4B▲ 12.8%
753 positionsLocked2025Q1Mar 31
$2.1B▼ 0.5%
714 positionsLocked2024Q4Dec 31
$2.2B▲ 5.3%
697 positionsLocked2024Q3Sep 30
$2.0B▲ 6.7%
683 positionsLocked2024Q2Jun 30
$1.9B▲ 5.4%
661 positionsLocked2024Q1Mar 31
$1.8B▲ 2.2%
641 positionsLocked2023Q4Dec 31
$1.8B▲ 15.4%
665 positionsLocked2023Q3Sep 30
$1.5B▼ 5.9%
619 positionsLocked
Showing 12 of 31