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CIK: 0001766530
Total reported value
$3.2B
$3.2B
829 檔
10.1%
During the Q1 2026 filing period, Gladstone Institutional Advisory LLC (CIK: 0001766530) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.2B across 829 reported positions.
In Q1 2026, Gladstone Institutional Advisory LLC displayed an active expansion posture, initiating 30 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 829 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | -0.01% | +0.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.60% | — | +1.53% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | +0.10% | +24.07% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.01% | +6.46% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.96% | +0.46% | +9.73% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | -0.05% | -12.20% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.73% | -0.11% | +949.80% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | -0.03% | -3.16% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | -0.06% | -5.35% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.42% | -0.28% | -2.43% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.17% | +0.71% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.35% | +0.09% | +19.75% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-Other | 1.28% | +0.05% | +8.84% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.26% | +0.08% | +6.45% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.09% | +0.04% | +4.41% | |
| 16 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.00% | -0.22% | -48.35% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.00% | +0.03% | +3.46% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.08% | +14.91% | |
| 19 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.87% | +0.05% | +8.60% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.84% | -0.02% | +1.07% | |
| 21 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.83% | +0.08% | +28.61% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.21% | -8.79% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.04% | -8.97% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.75% | -0.05% | +38.50% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.75% | -0.02% | +2.90% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.26% | +6.96% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.74% | -0.02% | -0.17% | |
| 28 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.71% | -0.03% | +20.83% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.71% | -0.06% | +402.61% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.09% | -2.16% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.68% | -0.06% | +444.22% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.18% | -6.45% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.02% | +4.17% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | -0.08% | +26.96% | |
| 35 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.66% | +0.07% | +7.94% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | -0.03% | -7.36% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.11% | -6.90% | |
| 38 | PCT | Purecycle Technologies Inc | Stock-Other | 0.64% | +0.28% | -0.57% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.08% | +0.12% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.63% | +0.08% | +2.71% | |
| 41 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.60% | -0.20% | +79.85% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.03% | -3.71% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.59% | +0.02% | +17.19% | |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.58% | -0.04% | -44.70% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.58% | -0.14% | +404.17% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | — | +63.01% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.02% | -8.02% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | -1.62% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.03% | -1.83% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.44% | -0.03% | -0.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTI | Ss Spdr P Int Term Tsy ETF | +1.6% | +949.80% | Add |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | +0.6% | +402.61% | Add |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.6% | +444.22% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +404.17% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.4% | +24.07% | Add |
| 6 | FBND | Fidelity Total Bond ETF | +0.3% | +79.85% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +6.96% | Add |
| 8 | VLO | Valero Energy CORP | +0.2% | +1667.48% | Add |
| 9 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +593.41% | Add |
| 10 | VTV | Vanguard Value ETF | +0.2% | +63.01% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +38.50% | Add |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +28.61% | Add |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +26.96% | Add |
| 14 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +1488.58% | Add |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +146.74% | Add |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +9.73% | Add |
| 17 | CVX | Chevron CORP | +0.1% | +2.27% | Add |
| 18 | FEZ | State Street Spdr Euro Stoxx | +0.1% | +74.64% | Add |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | +0.1% | +20.83% | Add |
| 20 | JPST | Jpmorgan Ultra-short Income | +0.1% | +155.67% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +19.75% | Add |
| 22 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +197.64% | Add |
| 23 | QINT | American Century Qlty Diver | +0.1% | +67.45% | Add |
| 24 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +57.66% | Add |
| 25 | FTGC | First Trust Global Tactical | +0.1% | +9.35% | Add |
| 26 | XLK | Ss Technology Select Sector | +0.1% | +37.22% | Add |
| 27 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +197.62% | Add |
| 28 | AIRR | First Trust Rba American Ind | +0.1% | +159.00% | Add |
| 29 | EEM | Ishares Msci Emerging Market | +0.1% | +144.68% | Add |
| 30 | RDVY | First Trust Rising Dividend | +0.1% | +8.84% | Add |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +17.19% | Add |
| 32 | JNJ | Johnson & Johnson | +0.1% | -1.83% | Trim |
| 33 | HDV | Ishares Core High Dividend E | +0.1% | +52.45% | Add |
| 34 | ZALT | Innovator US Eq 10 Buffer | +0.1% | +55.11% | Add |
| 35 | MCK | Mckesson CORP | +0.1% | +39.78% | Add |
| 36 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.41% | Add |
| 37 | GSY | Invesco Ultra Short Duration | +0.1% | +8.60% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.46% | Add |
| 39 | IWM | Ishares Russell 2000 ETF | +0.1% | +21.43% | Add |
| 40 | CAT | Caterpillar Inc | +0.1% | +9.53% | Add |
| 41 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.1% | +119.14% | Add |
| 42 | MRK | Merck & Co. Inc. | +0.1% | +2.06% | Add |
| 43 | PSX | Phillips 66 | +0.1% | -7.20% | Trim |
| 44 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +120.09% | Add |
| 45 | LMT | Lockheed Martin CORP | +0.1% | +15.86% | Add |
| 46 | RPG | Invesco S&p 500 Pure Growth | +0.1% | +122.77% | Add |
| 47 | CEG | Constellation Energy | +0.1% | +155.98% | Add |
| 48 | VZ | Verizon Communications Inc | 0% | +1.86% | Add |
| 49 | VXF | Vanguard Extended Market ETF | 0% | +516.56% | Add |
| 50 | JEPQ | JPM Nasdaq Equity Premium | 0% | +30.14% | 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 829 disclosed positions in Q1 2026.
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 10.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
OSEA
市值: $6.9M
Top Position Liquidated / Trimmed
DSTL
前期市值: $7.5M
During Q1 2026, Gladstone Institutional Advisory LLC's top holdings by market value included NVDA (2.7%)、AAPL (2.6%)、IVV (2.5%). The largest single position, NVDA, represented 2.7% of total portfolio value.
In Q1 2026, Gladstone Institutional Advisory LLC made 199 total portfolio adjustments, initiating 30 new buys, adding to 86 positions, trimming 69 holdings, and fully liquidating 14 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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