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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, IVV, AAPL, BUFR, VOO, and represent 12.45% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: BUFR (+$19M), VUG (+$14M), VGT (+$9.3M), VO (+$7.3M), GSY (+$5.7M), IWF (+$5.5M), SPTI (+$5.0M), IVV, VTI, MU.
Started 105 new stock positions in SPCX, PRU, GPCR, SNDA, IALT, CNC, XOVR, NTAP, BKLN, CSTM.
Reduced shares in these 10 stocks: SPYV (-$5.3M), AEM (-$5.2M), CRWD, FBND, AMD, PLTR, META, USFR, MRVL, BIL.
Sold out of its positions in AEM, SIXJ, ALB, AB, COR, BTQ, BIDU, Bitfarms, MUJ, CTRA.
Gladstone Institutional Advisory was a net buyer of stock by $172M.
Gladstone Institutional Advisory has $3.2B in assets under management (AUM), dropping by 17.19%.
Central Index Key (CIK): 0001766530

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Positions held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 892 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Gladstone Institutional Advisory has 892 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gladstone Institutional Advisory June 30, 2026 positions
Download the Gladstone Institutional Advisory June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	2.7	$85M		423k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$83M	+6%	111k	748.89	View chart
Apple (AAPL)	2.6	$82M	+2%	284k	289.36	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	2.4	$77M	+33%	2.1M	36.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$67M	+2%	98k	686.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$55M		73k	746.77	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.7	$52M		594k	87.88	View chart
Spdr Series Trust St Inter Etf (SPTI)	1.6	$51M	+10%	1.8M	28.39	View chart
Amazon (AMZN)	1.5	$48M		200k	238.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$46M	+2%	332k	137.53	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.3	$42M	+3%	357k	118.99	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$42M	+2%	521k	81.06	View chart
Microsoft Corporation (MSFT)	1.2	$38M		103k	373.02	View chart
Spdr Series Trust St Str P500val (SPYV)	1.1	$36M	-12%	591k	60.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$36M	+6%	464k	77.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$34M		94k	357.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$33M		220k	148.31	View chart
Purecycle Technologies (PCT)	0.9	$29M	+8%	3.6M	8.11	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.9	$29M	+24%	582k	50.15	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.9	$29M		95k	302.97	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$26M		182k	141.89	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.8	$25M	-8%	493k	50.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$25M	+3%	34k	736.39	View chart
JPMorgan Chase & Co. (JPM)	0.8	$24M		73k	327.33	View chart
Eli Lilly & Co. (LLY)	0.7	$24M	+5%	20k	1199.40	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$23M	+3%	98k	236.62	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$23M	+16%	532k	43.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$23M		774k	29.43	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.7	$23M	+16%	333k	67.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$22M	+2%	231k	96.58	View chart
Broadcom (AVGO)	0.7	$22M		58k	377.75	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.7	$21M	-2%	313k	68.54	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.7	$21M	+8%	617k	33.46	View chart
T1 Energy Com New (TE)	0.6	$20M	+2%	2.1M	9.48	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.6	$20M	+7%	885k	22.31	View chart
Tesla Motors (TSLA)	0.6	$20M		47k	420.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$20M		56k	353.33	View chart
Meta Platforms Cl A (META)	0.6	$19M	-11%	34k	563.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$19M	+5%	87k	219.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$19M	-6%	87k	212.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$18M		36k	500.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$17M	+5%	79k	217.93	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.5	$17M	-4%	277k	61.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$17M	+512%	193k	86.14	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$17M	+22%	87k	190.52	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$16M		43k	368.38	View chart
Exxon Mobil Corporation (XOM)	0.5	$16M	-5%	113k	136.72	View chart
Advanced Micro Devices (AMD)	0.5	$15M	-16%	26k	580.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$15M	+29%	41k	370.04	View chart
Micron Technology (MU)	0.5	$14M	+30%	13k	1154.31	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.4	$14M	-11%	152k	91.64	View chart
Cisco Systems (CSCO)	0.4	$14M	-3%	117k	117.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$14M		59k	227.06	View chart
Johnson & Johnson (JNJ)	0.4	$13M	+7%	53k	253.97	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$13M	-20%	17k	763.13	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$13M	+18%	70k	185.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$13M		171k	75.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$13M	-21%	280k	45.49	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.4	$12M	-8%	316k	39.15	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$12M		207k	57.67	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$12M		252k	45.70	View chart
Wal-Mart Stores (WMT)	0.4	$11M	+13%	100k	113.26	View chart
Merck & Co (MRK)	0.3	$11M		85k	128.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$11M	+4%	36k	300.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$11M	+704%	89k	119.52	View chart
CSX Corporation (CSX)	0.3	$10M		213k	47.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$10M	+11%	287k	34.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$9.7M	+305%	121k	80.57	View chart
Intel Corporation (INTC)	0.3	$9.6M	+11%	69k	139.63	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$9.3M		18k	522.39	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	0.3	$9.3M		243k	38.09	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.3	$9.0M	+4%	131k	68.68	View chart
Chevron Corporation (CVX)	0.3	$8.8M	-5%	53k	165.76	View chart
Goldman Sachs (GS)	0.3	$8.4M		8.3k	1011.37	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$8.4M	+3%	467k	17.88	View chart
Abbvie (ABBV)	0.3	$8.3M		33k	251.64	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$8.3M		83k	100.81	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$8.3M	+5%	48k	173.52	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.3	$8.2M	-4%	79k	103.65	View chart
Caterpillar (CAT)	0.3	$8.2M	-4%	7.7k	1064.88	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$8.1M	+3%	84k	96.46	View chart
Costco Wholesale Corporation (COST)	0.3	$8.0M		8.6k	935.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$8.0M	+5%	78k	102.30	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.3	$8.0M	+8%	261k	30.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$7.9M	+7%	32k	242.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.2	$7.7M		196k	39.27	View chart
Visa Com Cl A (V)	0.2	$7.6M		22k	343.09	View chart
International Business Machines (IBM)	0.2	$7.6M	+3%	27k	281.21	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$7.5M	-15%	140k	53.61	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.5M		90k	82.84	View chart
Valero Energy Corporation (VLO)	0.2	$7.4M	+3%	28k	260.44	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$7.3M	+44%	46k	158.66	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$7.3M		269k	27.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$7.3M	+310%	59k	124.17	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$7.2M	+8%	118k	61.46	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$7.2M	+6%	146k	49.28	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$7.0M		103k	68.01	View chart
American Express Company (AXP)	0.2	$7.0M		21k	338.24	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$6.9M	+5%	153k	45.07	View chart
Procter & Gamble Company (PG)	0.2	$6.8M	+9%	46k	146.64	View chart
Quanta Services (PWR)	0.2	$6.4M		8.9k	720.04	View chart
Howmet Aerospace (HWM)	0.2	$6.4M	+6%	24k	268.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.4M		19k	342.83	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.2	$6.3M	+14%	91k	69.43	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.3M	+2%	33k	189.73	View chart
Welltower Inc Com reit (WELL)	0.2	$6.2M	+5%	27k	226.97	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.2	$6.2M		65k	94.85	View chart
Ge Aerospace Com New (GE)	0.2	$6.1M		16k	373.73	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.2	$6.1M		130k	46.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$6.0M	+18%	177k	33.84	View chart
Coca-Cola Company (KO)	0.2	$6.0M		74k	81.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.9M		41k	146.41	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$5.8M	-5%	60k	96.56	View chart
Home Depot (HD)	0.2	$5.8M		16k	352.68	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$5.7M		98k	58.18	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$5.6M		58k	96.32	View chart
Bank of America Corporation (BAC)	0.2	$5.6M	+8%	98k	56.98	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$5.6M	+4%	31k	181.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$5.5M		44k	124.76	View chart
Oracle Corporation (ORCL)	0.2	$5.5M		37k	146.55	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$5.4M	+13%	119k	45.34	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$5.4M		47k	113.82	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$5.4M		60k	89.01	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.2	$5.4M		106k	50.66	View chart
Palo Alto Networks (PANW)	0.2	$5.3M	+4%	16k	341.02	View chart
Phillips 66 (PSX)	0.2	$5.3M		31k	169.05	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$5.3M		58k	91.57	View chart
Verizon Communications (VZ)	0.2	$5.3M		125k	42.34	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$5.2M	-5%	28k	190.19	View chart
Uber Technologies (UBER)	0.2	$5.1M	-6%	71k	72.16	View chart
Union Pacific Corporation (UNP)	0.2	$5.1M		19k	272.01	View chart
Applied Materials (AMAT)	0.2	$5.1M	+13%	7.0k	722.96	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$5.0M	+2%	268k	18.57	View chart
McDonald's Corporation (MCD)	0.2	$5.0M	+2%	18k	270.32	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.0M	-5%	9.7k	513.60	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$4.9M	+28%	26k	191.75	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$4.9M	-4%	164k	30.17	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$4.9M	+13%	105k	46.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.9M	+7%	154k	31.71	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$4.9M	+2%	293k	16.64	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.2	$4.9M		43k	112.09	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$4.8M		112k	43.14	View chart
McKesson Corporation (MCK)	0.2	$4.8M	+23%	6.4k	755.64	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$4.8M	+15%	95k	50.39	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$4.8M	-8%	46k	103.96	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$4.8M	+2%	35k	136.60	View chart
Netflix (NFLX)	0.1	$4.7M		66k	71.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$4.7M		118k	39.80	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$4.7M	+9%	40k	119.13	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$4.7M	+2%	50k	94.42	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$4.7M	+94%	114k	41.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.6M	+12%	78k	59.69	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$4.6M		88k	52.00	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$4.6M	+11%	16k	283.79	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.6M	-35%	39k	116.67	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$4.5M	-5%	75k	59.73	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$4.5M	+2%	42k	107.13	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$4.5M	+13%	41k	109.11	View chart
Marriott Intl Cl A (MAR)	0.1	$4.5M	+3%	12k	370.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$4.4M		12k	365.88	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$4.4M	+10%	86k	51.78	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$4.3M	+2%	112k	38.59	View chart
Wells Fargo & Company (WFC)	0.1	$4.3M	+7%	52k	82.64	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$4.3M	+5%	47k	89.85	View chart
Servicenow (NOW)	0.1	$4.2M	+7%	42k	99.28	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$4.2M	+7%	53k	79.41	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$4.2M	-3%	95k	44.03	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.1	$4.2M	+363%	154k	27.15	View chart
Series Portfolios Tr Equab Equit Etf (HEDG)	0.1	$4.1M		138k	30.00	View chart
Nextera Energy (NEE)	0.1	$4.1M	+2%	47k	87.77	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$4.1M	+31%	81k	50.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.1M	+2%	50k	82.65	View chart
Columbia Etf Tr I Us Equi Inco Etf (EQIN)	0.1	$4.1M	+6%	79k	51.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.0M	+17%	13k	303.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$4.0M		56k	71.25	View chart
Linde SHS (LIN)	0.1	$4.0M	+90%	7.7k	518.94	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.9M	+410%	143k	27.41	View chart
Bristol Myers Squibb (BMY)	0.1	$3.9M		68k	57.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$3.9M	-4%	45k	86.42	View chart
Philip Morris International (PM)	0.1	$3.8M		21k	180.91	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.8M	-7%	29k	131.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.8M	-2%	23k	164.27	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$3.7M	-28%	71k	53.11	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$3.7M	+9%	92k	40.59	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.7M		5.00	748850.00	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.7M	+2%	13k	299.02	View chart
Boeing Company (BA)	0.1	$3.7M	-17%	17k	216.47	View chart
Ge Vernova (GEV)	0.1	$3.7M	+22%	3.2k	1174.97	View chart
UnitedHealth (UNH)	0.1	$3.7M	-6%	8.9k	415.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.7M		34k	110.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.7M	+20%	8.5k	433.33	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.6M	+526%	44k	82.62	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$3.6M	+14%	65k	55.57	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$3.5M	-4%	7.3k	477.60	View chart
DNP Select Income Fund (DNP)	0.1	$3.5M	-4%	320k	10.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.4M		47k	73.41	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$3.4M	+5%	26k	133.25	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$3.4M	-22%	24k	144.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.4M	-2%	36k	95.44	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	0.1	$3.4M	+19%	154k	21.95	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$3.3M	+4%	52k	63.85	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.3M	-4%	49k	68.41	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$3.3M	-14%	67k	49.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$3.3M	+327%	51k	64.50	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$3.3M	NEW	96k	34.27	View chart
United Parcel Svcs CL B (UPS)	0.1	$3.3M		30k	107.50	View chart
Citigroup Com New (C)	0.1	$3.2M		23k	139.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$3.2M		165k	19.52	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$3.2M		45k	72.28	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$3.2M		22k	144.61	View chart
Analog Devices (ADI)	0.1	$3.2M	+3%	8.1k	397.15	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$3.2M		39k	81.74	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$3.2M	+7%	20k	156.95	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.1	$3.2M		43k	74.36	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$3.1M		37k	85.66	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$3.1M		8.5k	365.71	View chart
Williams-Sonoma (WSM)	0.1	$3.1M		13k	233.10	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$3.1M	+143%	26k	117.28	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$3.1M	+7%	61k	50.50	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$3.1M	+6%	104k	29.40	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$3.1M	-30%	90k	33.87	View chart
Pepsi (PEP)	0.1	$3.0M	+2%	22k	135.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.0M	+2%	15k	197.59	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.9M	+2%	150k	19.61	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$2.9M	+6%	34k	87.04	View chart
Walt Disney Company (DIS)	0.1	$2.9M	-2%	30k	96.25	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.1	$2.9M	+11%	57k	50.71	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$2.9M	+4%	48k	60.29	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.9M	-19%	5.6k	509.47	View chart
Marvell Technology (MRVL)	0.1	$2.8M	-44%	9.5k	297.87	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$2.8M	+3%	137k	20.36	View chart
Blackrock (BLK)	0.1	$2.8M	+5%	2.9k	961.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.1	$2.7M		92k	29.72	View chart
Morgan Stanley Com New (MS)	0.1	$2.7M	+4%	13k	209.04	View chart
Abbott Laboratories (ABT)	0.1	$2.7M	+12%	30k	90.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Quar Etf (SQMX)	0.1	$2.7M	NEW	79k	34.21	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$2.7M	+12%	44k	60.71	View chart
Tidal Trust Iii Vist Arti In Etf (AIS)	0.1	$2.7M	+47%	31k	85.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.7M	-2%	5.3k	501.37	View chart
Victory Portfolios Ii Vict Wes U S Etf (MODL)	0.1	$2.7M	+4%	52k	50.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.7M	+180%	6.5k	409.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.6M		28k	93.92	View chart
Flex Ord (FLEX)	0.1	$2.6M	+283%	16k	162.07	View chart
ConocoPhillips (COP)	0.1	$2.6M	+2%	25k	103.96	View chart
Corning Incorporated (GLW)	0.1	$2.6M	+17%	10k	255.43	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	0.1	$2.6M	+4%	50k	51.21	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.6M	-5%	34k	75.51	View chart
Calamos Etf Tr Autoc Growt Etf	0.1	$2.6M	NEW	92k	27.71	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.5M	+16%	31k	82.11	View chart
Qualcomm (QCOM)	0.1	$2.5M	+6%	14k	184.79	View chart

Past Filings by Gladstone Institutional Advisory

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

Gladstone Institutional Advisory 2026 Q2 filed July 27, 2026
Gladstone Institutional Advisory 2026 Q1 filed May 14, 2026
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

View all past filings

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