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Gladstone Institutional Advisory

Latest statistics and disclosures from Gladstone Institutional Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, IVV, SPY, VOO, and represent 12.19% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: TE (+$12M), IBB (+$11M), NFLX (+$6.5M), USFR (+$5.8M), XLU, HEDG, SPMD, XLE, BIL, NOW.
Started 71 new stock positions in PDEC, TE, BAI, PALC, PSFO, D, NETL, MFSI, WBD, REET.
Reduced shares in these 10 stocks: BSCP, FEBU, FV, GOOG, PGR, SPYM, QQQM, OMAH, XLK, SPYV.
Sold out of its positions in ATGE, MSOS, ABAT, APA, CLOA, EAT, BRX, TAIL, CNC, REFI.
Gladstone Institutional Advisory was a net buyer of stock by $49M.
Gladstone Institutional Advisory has $2.6B in assets under management (AUM), dropping by 1.98%.
Central Index Key (CIK): 0001766530

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Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 788 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Gladstone Institutional Advisory has 788 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gladstone Institutional Advisory Dec. 31, 2025 positions
Download the Gladstone Institutional Advisory December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	2.9	$77M		415k	186.50	View chart
Apple (AAPL)	2.8	$74M		273k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$58M		84k	684.95	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$58M	+4%	84k	681.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$56M		90k	627.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.0	$53M	+12%	1.0M	50.32	View chart
Amazon (AMZN)	1.9	$50M		215k	230.82	View chart
Spdr Series Trust State Street Spd (SPYM)	1.9	$49M	-4%	613k	80.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.8	$49M		1.4M	34.26	View chart
Microsoft Corporation (MSFT)	1.8	$48M	+5%	100k	483.62	View chart
Spdr Series Trust State Street Spd (SPYV)	1.5	$39M	-4%	694k	56.81	View chart
Spdr Series Trust State Street Spd (SPYG)	1.3	$35M	+3%	325k	106.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$33M		270k	123.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$32M		465k	69.47	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.2	$31M	+4%	522k	59.28	View chart
Purecycle Technologies (PCT)	1.1	$29M	+2%	3.3M	8.59	View chart
Meta Platforms Cl A (META)	1.1	$28M	+7%	43k	660.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$28M	+2%	417k	66.00	View chart
JPMorgan Chase & Co. (JPM)	1.0	$26M		80k	322.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$25M	+5%	210k	120.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$25M		80k	313.00	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$24M		180k	132.37	View chart
Tesla Motors (TSLA)	0.9	$23M		51k	449.73	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.8	$22M		431k	50.25	View chart
Eli Lilly & Co. (LLY)	0.8	$22M	-4%	20k	1074.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$21M		780k	26.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$20M	-3%	33k	614.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$20M	+3%	92k	219.78	View chart
Broadcom (AVGO)	0.7	$19M	+5%	56k	346.10	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$18M	-10%	73k	252.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$18M	+10%	46k	396.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$18M	-11%	58k	313.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$18M	+2%	36k	502.66	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$17M	-10%	422k	40.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$17M	+10%	34k	487.87	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$16M		265k	61.13	View chart
Spdr Series Trust State Street Spd (SPMD)	0.6	$16M	+28%	279k	57.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$15M		162k	89.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$14M		73k	191.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$14M	+7%	71k	198.62	View chart
Exxon Mobil Corporation (XOM)	0.5	$13M		111k	120.34	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.5	$13M	-5%	362k	36.60	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$13M	-3%	60k	212.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$12M	+21%	142k	87.16	View chart
Palantir Technologies Cl A (PLTR)	0.5	$12M	+12%	68k	177.75	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$12M	+1668%	71k	168.77	View chart
T1 Energy Com New (TE)	0.5	$12M	NEW	1.8M	6.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$12M	+5%	169k	69.42	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$12M	-12%	75k	155.12	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$11M		267k	42.94	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$11M	-8%	180k	59.93	View chart
Wal-Mart Stores (WMT)	0.4	$10M	-12%	94k	111.41	View chart
Johnson & Johnson (JNJ)	0.4	$10M	-4%	50k	206.95	View chart
Cisco Systems (CSCO)	0.4	$10M		134k	77.03	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$10M	+85%	239k	42.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$10M		30k	335.27	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$9.3M	+5%	199k	46.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$9.1M	+4%	198k	46.04	View chart
Goldman Sachs (GS)	0.3	$9.0M	+18%	10k	879.02	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$8.9M	-4%	43k	205.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$8.8M		46k	190.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$8.8M	-6%	57k	154.80	View chart
Merck & Co (MRK)	0.3	$8.7M		83k	105.26	View chart
American Express Company (AXP)	0.3	$8.7M	+20%	23k	369.96	View chart
International Business Machines (IBM)	0.3	$8.6M	-5%	29k	296.22	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$8.5M	+3%	85k	100.34	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$8.4M		260k	32.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.4M	+2%	29k	290.23	View chart
Chevron Corporation (CVX)	0.3	$8.4M	-4%	55k	152.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$8.3M	-3%	17k	480.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$8.2M		11k	753.80	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.3	$8.0M		85k	94.38	View chart
Visa Com Cl A (V)	0.3	$7.9M	+5%	23k	350.73	View chart
CSX Corporation (CSX)	0.3	$7.7M		213k	36.25	View chart
Costco Wholesale Corporation (COST)	0.3	$7.7M	-15%	8.9k	862.39	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$7.5M		128k	58.90	View chart
Netflix (NFLX)	0.3	$7.5M	+678%	80k	93.76	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$7.5M		254k	29.61	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$7.4M	-22%	52k	143.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.3	$7.4M	-2%	207k	35.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$7.3M		78k	94.16	View chart
Home Depot (HD)	0.3	$7.2M	-2%	21k	344.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$7.2M	-5%	15k	473.32	View chart
Advanced Micro Devices (AMD)	0.3	$7.2M	+11%	34k	214.16	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$7.1M	-4%	130k	54.77	View chart
Abbvie (ABBV)	0.3	$7.1M		31k	228.49	View chart
Uber Technologies (UBER)	0.3	$7.0M	+13%	86k	81.71	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$7.0M		384k	18.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.9M		28k	246.16	View chart
McDonald's Corporation (MCD)	0.3	$6.9M	+10%	23k	305.64	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$6.8M		160k	42.48	View chart
Palo Alto Networks (PANW)	0.3	$6.6M	+10%	36k	184.20	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$6.5M	-5%	14k	468.76	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$6.4M	+95%	144k	44.71	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$6.3M		61k	103.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$6.3M		30k	210.35	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$6.2M	+7%	92k	67.22	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.1M		24k	250.32	View chart
Raytheon Technologies Corp (RTX)	0.2	$5.9M	-6%	32k	183.41	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.7M	-10%	10k	570.88	View chart
Ge Aerospace Com New (GE)	0.2	$5.7M	-21%	19k	308.03	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$5.7M		246k	23.23	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$5.7M		111k	51.10	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$5.6M	+10%	129k	43.64	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$5.6M		117k	47.36	View chart
Oracle Corporation (ORCL)	0.2	$5.4M	+16%	28k	194.92	View chart
Procter & Gamble Company (PG)	0.2	$5.3M	-8%	37k	143.31	View chart
Coca-Cola Company (KO)	0.2	$5.3M	+2%	76k	69.91	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$5.3M	-3%	64k	82.73	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$5.3M	-7%	45k	117.72	View chart
Howmet Aerospace (HWM)	0.2	$5.2M	+5%	25k	205.02	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$5.1M		61k	84.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$5.1M	+3%	82k	62.47	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.1M	-27%	37k	136.94	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$5.1M		62k	82.48	View chart
Verizon Communications (VZ)	0.2	$5.0M	+27%	123k	40.73	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$5.0M		48k	103.36	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$4.9M	+3%	56k	88.08	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$4.9M	-2%	128k	38.36	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$4.9M		92k	52.78	View chart
Bristol Myers Squibb (BMY)	0.2	$4.9M	-9%	90k	53.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$4.8M	-24%	83k	58.12	View chart
Bank of America Corporation (BAC)	0.2	$4.8M	-3%	87k	55.00	View chart
Boeing Company (BA)	0.2	$4.8M	+30%	22k	217.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$4.7M		145k	32.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$4.7M	+4%	249k	18.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.7M		46k	101.98	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.2	$4.6M	+26%	72k	64.39	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.2	$4.6M	-4%	118k	39.10	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$4.6M	-24%	119k	38.32	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$4.5M	-5%	110k	41.48	View chart
Agnico (AEM)	0.2	$4.5M	+16%	27k	169.54	View chart
Spdr Series Trust State Street Spd (SPTI)	0.2	$4.5M	+11%	155k	28.84	View chart
Boston Scientific Corporation (BSX)	0.2	$4.4M	-10%	47k	95.35	View chart
Wells Fargo & Company (WFC)	0.2	$4.4M	+6%	47k	93.20	View chart
Phillips 66 (PSX)	0.2	$4.4M	-4%	34k	129.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$4.4M	+27%	13k	342.98	View chart
Union Pacific Corporation (UNP)	0.2	$4.4M		19k	231.32	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.2	$4.3M	-2%	107k	40.35	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$4.3M	+79%	86k	49.73	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$4.2M	+4%	34k	126.67	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.2	$4.2M		153k	27.55	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$4.2M		101k	41.62	View chart
Philip Morris International (PM)	0.2	$4.2M	-3%	26k	160.40	View chart
Caterpillar (CAT)	0.2	$4.2M	-4%	7.3k	572.93	View chart
Welltower Inc Com reit (WELL)	0.2	$4.1M		22k	185.62	View chart
Marriott Intl Cl A (MAR)	0.2	$4.0M		13k	310.26	View chart
Vanguard World Financials Etf (VFH)	0.2	$4.0M	+3%	30k	133.49	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$3.9M		43k	92.43	View chart
Nextera Energy (NEE)	0.1	$3.9M	-5%	48k	80.28	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$3.8M	+12%	113k	33.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$3.8M	+2%	46k	83.75	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$3.8M	+4%	45k	84.22	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$3.8M	+18%	33k	113.10	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.8M	-16%	5.00	754800.00	View chart
salesforce (CRM)	0.1	$3.8M	-17%	14k	264.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.8M		137k	27.43	View chart
Quanta Services (PWR)	0.1	$3.7M		8.9k	422.06	View chart
Reddit Cl A (RDDT)	0.1	$3.7M	+48%	16k	229.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.7M	+7%	51k	74.07	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$3.7M		44k	85.12	View chart
Servicenow (NOW)	0.1	$3.7M	+387%	24k	153.20	View chart
Series Portfolios Tr Equable Shares H (HEDG)	0.1	$3.7M	NEW	126k	29.33	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$3.6M	+117%	35k	104.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$3.6M	+9%	82k	44.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.6M	-12%	24k	148.69	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.5M	+8%	75k	46.81	View chart
Bank of New York Mellon Corporation (BK)	0.1	$3.5M	+7%	30k	116.09	View chart
Walt Disney Company (DIS)	0.1	$3.5M	+10%	31k	113.77	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$3.4M	-21%	157k	21.83	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.4M		35k	96.27	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$3.4M	+15%	151k	22.41	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.1	$3.4M	-2%	71k	47.49	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$3.3M		47k	71.72	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$3.3M		70k	47.42	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$3.3M	-8%	46k	71.45	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.3M	+27%	39k	84.64	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$3.2M	+34%	21k	153.02	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$3.2M		39k	82.34	View chart
Citigroup Com New (C)	0.1	$3.2M	+4%	27k	116.69	View chart
UnitedHealth (UNH)	0.1	$3.2M	-35%	9.7k	330.14	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$3.2M	+23%	69k	45.88	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.2M		7.1k	444.61	View chart
Blackrock (BLK)	0.1	$3.2M	+3%	2.9k	1070.59	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.1M		11k	287.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.1M	-13%	10k	303.91	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$3.1M	NEW	34k	91.38	View chart
Abbott Laboratories (ABT)	0.1	$3.1M	+4%	25k	125.29	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$3.1M		34k	90.97	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$3.1M	-3%	58k	52.80	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.1	$3.0M	+110%	48k	64.21	View chart
Qualcomm (QCOM)	0.1	$3.0M	-5%	18k	171.05	View chart
Spotify Technology S A SHS (SPOT)	0.1	$3.0M	+39%	5.2k	580.71	View chart
DNP Select Income Fund (DNP)	0.1	$3.0M	+269%	303k	9.99	View chart
McKesson Corporation (MCK)	0.1	$3.0M	+97%	3.7k	820.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$3.0M	+4%	155k	19.57	View chart
United Parcel Service CL B (UPS)	0.1	$3.0M	-5%	30k	99.19	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.0M		59k	50.58	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$3.0M	-16%	11k	269.18	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$2.9M	+8%	31k	94.19	View chart
ConocoPhillips (COP)	0.1	$2.9M	-4%	31k	93.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.9M	+3%	6.0k	483.69	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$2.9M	+3%	44k	65.85	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$2.9M		37k	78.95	View chart
Aim Etf Products Trust Allianzim Us Eq (FEBU)	0.1	$2.9M	-55%	105k	27.69	View chart
Pepsi (PEP)	0.1	$2.9M	-12%	20k	143.53	View chart
Williams-Sonoma (WSM)	0.1	$2.8M	+72%	16k	178.59	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$2.8M	+4%	81k	34.38	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$2.8M	-12%	95k	29.28	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$2.7M	-2%	84k	32.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.7M		138k	19.74	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$2.7M	+3%	53k	52.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.7M		9.0k	302.13	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$2.7M	+77%	73k	36.82	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.7M	-4%	29k	92.51	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$2.7M	-7%	123k	21.90	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.7M	+17%	43k	63.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$2.7M		48k	55.57	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$2.6M	+105%	58k	45.35	View chart
Intel Corporation (INTC)	0.1	$2.6M	+46%	72k	36.90	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$2.6M	+2%	125k	20.60	View chart
Capital One Financial (COF)	0.1	$2.6M	-14%	11k	242.38	View chart
Cme (CME)	0.1	$2.5M	+25%	9.3k	273.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$2.5M	+26%	41k	60.81	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.4M	-3%	23k	105.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.4M	+6%	9.4k	257.96	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$2.4M	+7%	47k	51.50	View chart
Analog Devices (ADI)	0.1	$2.4M		8.9k	271.23	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.4M	+40%	17k	141.06	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.1	$2.4M	+3%	50k	47.52	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.4M	-2%	37k	65.01	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$2.4M	+17%	95k	25.10	View chart
Amgen (AMGN)	0.1	$2.4M	+11%	7.2k	327.34	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.3M		120k	18.91	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$2.2M	+5%	35k	64.65	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.2M	-2%	18k	121.61	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$2.2M	+69%	34k	65.10	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$2.1M	-6%	13k	159.88	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.1M	+4%	9.9k	214.70	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.1M	-4%	43k	49.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.1M	+2%	26k	82.82	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.1M	+2%	2.4k	878.99	View chart
Morgan Stanley Com New (MS)	0.1	$2.1M	+66%	12k	177.54	View chart
At&t (T)	0.1	$2.1M	-18%	85k	24.84	View chart
Micron Technology (MU)	0.1	$2.1M	-26%	7.4k	285.42	View chart
Churchill Cap Corp X Shs Cl A (CCCX)	0.1	$2.1M	NEW	135k	15.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.1M	+5%	26k	79.73	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$2.1M	+2%	52k	40.13	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.1M	-3%	5.0k	412.85	View chart
Medtronic SHS (MDT)	0.1	$2.0M		21k	96.06	View chart

Past Filings by Gladstone Institutional Advisory

SEC 13F filings are viewable for Gladstone Institutional Advisory going back to 2018

Gladstone Institutional Advisory 2025 Q4 filed Feb. 17, 2026
Gladstone Institutional Advisory 2025 Q3 filed Oct. 22, 2025
Gladstone Institutional Advisory 2025 Q2 filed Aug. 12, 2025
Gladstone Institutional Advisory 2025 Q1 filed May 15, 2025
Gladstone Institutional Advisory 2024 Q4 filed Jan. 29, 2025
Gladstone Institutional Advisory 2024 Q3 filed Oct. 28, 2024
Gladstone Institutional Advisory 2024 Q2 filed Aug. 2, 2024
Gladstone Institutional Advisory 2024 Q1 filed May 14, 2024
Gladstone Institutional Advisory 2023 Q4 filed Feb. 9, 2024
Gladstone Institutional Advisory 2023 Q3 filed Nov. 13, 2023
Gladstone Institutional Advisory 2023 Q2 filed Aug. 10, 2023
Gladstone Institutional Advisory 2023 Q1 filed May 12, 2023
Gladstone Institutional Advisory 2022 Q4 filed Feb. 1, 2023
Gladstone Institutional Advisory 2021 Q1 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2022 Q1 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2021 Q2 restated filed Jan. 30, 2023

View all past filings

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