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CIK: 0001766530
Total reported value
$3.2B
$3.2B
784 檔
9.9%
In Q3 2025, Gladstone Institutional Advisory LLC's U.S. equity holdings reached a combined market value of $3.2B, distributed across 784 disclosed stock positions.
In Q3 2025, Gladstone Institutional Advisory LLC displayed an active expansion posture, initiating 25 new positions and adding to 101 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 784 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | -0.01% | +1.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.66% | — | -1.07% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | +0.10% | -0.71% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | +0.01% | -1.63% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.06% | -0.05% | -1.91% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | -0.03% | -3.32% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.17% | +0.33% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.06% | +9.28% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.81% | +0.46% | -4.74% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.79% | -0.22% | +7.02% | |
| 11 | PCT | Purecycle Technologies Inc | Stock-Other | 1.64% | +0.28% | +1.40% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.56% | -0.28% | -4.77% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.08% | -1.94% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.25% | +0.09% | +1.55% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-Other | 1.19% | +0.05% | +102.62% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.21% | +1.53% | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.10% | -0.04% | -1.53% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | +0.04% | +3.62% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.04% | -4.93% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.03% | +5.26% | |
| 21 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.90% | -0.02% | -0.75% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.03% | -0.82% | |
| 23 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.84% | +0.05% | -2.79% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.09% | -2.37% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | -0.02% | -1.33% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.78% | +0.08% | -9.69% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.08% | -3.32% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.02% | +0.68% | |
| 29 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.73% | +0.07% | -4.33% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.17% | -0.20% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.08% | +3.14% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.02% | -4.01% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.11% | +8.99% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.03% | +9.18% | |
| 35 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.61% | -0.03% | +3.42% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.02% | +6.56% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.18% | +4.79% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.08% | -0.82% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | -0.05% | -32.32% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.51% | +0.06% | +2.88% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.03% | -52.60% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | +0.02% | +0.48% | |
| 43 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.48% | +0.08% | +7.31% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.26% | -0.93% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.08% | +11.41% | |
| 46 | PINK | Simplify Health Care ETF | ETF-Other | 0.47% | -0.04% | -12.69% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.45% | -0.04% | +3.53% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.43% | -0.01% | +75.42% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.05% | +15.14% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.19% | -12.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | +1.44% | Add |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | +0.8% | -1.53% | Add |
| 3 | RDVY | First Trust Rising Dividend | +0.6% | +102.62% | Add |
| 4 | PCT | Purecycle Technologies Inc | +0.5% | +1.40% | Trim |
| 5 | TSLA | Tesla Inc | +0.3% | -0.82% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | -4.01% | Trim |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +75.42% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +9.18% | Add |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -1.94% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | -12.07% | Trim |
| 11 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | -14.53% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +0.33% | Trim |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +1.55% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.32% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.2% | +9.28% | Add |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | -1.63% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +22.84% | Add |
| 18 | RECS | Columbia Resear Enh Cor ETF | +0.1% | -4.33% | Add |
| 19 | GE | General Electric | +0.1% | +23.12% | Add |
| 20 | AXP | American Express Co | +0.1% | +40.31% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +15.14% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | -3.72% | Trim |
| 23 | BSX | Boston Scientific CORP | +0.1% | +39.53% | Add |
| 24 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +92.70% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +1.53% | Add |
| 26 | NFLX | Netflix Inc | +0.1% | +11.41% | Add |
| 27 | CGDV | Cap Group Dividend Value | +0.1% | +9.08% | Add |
| 28 | PGR | Progressive CORP | +0.1% | +23.24% | Add |
| 29 | COF | Capital One Financial CORP | +0.1% | +23.85% | Add |
| 30 | UPS | United Parcel Service-cl B | +0.1% | -0.04% | Add |
| 31 | XLK | Ss Technology Select Sector | +0.1% | -0.20% | Trim |
| 32 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +9.90% | Add |
| 33 | HOOD | Robinhood Markets Inc - A | +0.1% | -45.32% | Trim |
| 34 | AMD | Advanced Micro Devices | +0.1% | +7.10% | Add |
| 35 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.70% | Add |
| 36 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +593.14% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.71% | Add |
| 38 | JPM | Jpmorgan Chase & Co | +0.1% | -4.93% | Trim |
| 39 | SCHX | Schwab US Large-cap ETF | +0.1% | -1.33% | Add |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | +0.1% | +3.42% | Add |
| 41 | VUG | Vanguard Growth ETF | +0.1% | +6.56% | Add |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | -9.14% | Add |
| 43 | PANW | Palo Alto Networks Inc | +0.1% | +16.56% | Add |
| 44 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +25.20% | Add |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | -1.38% | Add |
| 46 | RPG | Invesco S&p 500 Pure Growth | +0.1% | -0.76% | Add |
| 47 | TMDX | Transmedics Group Inc | +0.1% | +111.75% | Add |
| 48 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +9.51% | Add |
| 49 | MCK | Mckesson CORP | +0.1% | +408.97% | Add |
| 50 | XLI | Ss Industrial Select Sector | 0% | +2.88% | Add |
According to official SEC Form 13F filings, Gladstone Institutional Advisory LLC reported a total U.S. public equity portfolio value of $3.2B across 784 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, IVV) accounted for 9.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
AFLG
市值: $4.8M
Top Position Liquidated / Trimmed
JANT
前期市值: $2.4M
During Q3 2025, Gladstone Institutional Advisory LLC's top holdings by market value included NVDA (3.0%)、AAPL (2.7%)、IVV (2.2%). The largest single position, NVDA, represented 3.0% of total portfolio value.
In Q3 2025, Gladstone Institutional Advisory LLC made 200 total portfolio adjustments, initiating 25 new buys, adding to 101 positions, trimming 65 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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