StockDriftsStockDriftsTop 50 Gladstone Institutional Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.68% | 423.4K | $84.7M | +1.80%(+7.50K) | $48.51(+366.06%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.63% | 111.0K | $83.1M | +6.27%(+6.55K) | $422.40(+84.41%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.6% | 283.8K | $82.1M | +2.51%(+6.96K) | $149.55(+104.20%) | 2026-06-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.42% | 2.10M | $76.7M | +33.87%(+531.16K) | $28.15(+32.97%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.12% | 97.6K | $67.1M | +2.53%(+2.41K) | $410.75(+73.51%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.73% | 73.3K | $54.7M | -0.95%(-703) | $420.40(+84.43%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.65% | 594.4K | $52.2M | +0.11%(+663) | $51.19(+78.25%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 1.62% | 1.80M | $51.2M | +10.85%(+176.47K) | $28.69(-2.00%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.51% | 200.3K | $47.7M | -1.48%(-3.02K) | $157.11(+67.10%) | 2026-06-30 | |
| IVW | ISHARES TR | 1.44% | 332.0K | $45.7M | +2.80%(+9.05K) | $76.47(+85.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.24% | +57.08% | +7.37% | +42.72% |
| Top 20 Holdings Unweighted | +16.63% | +58.65% | +7.06% | +40.64% |
Gladstone Institutional Advisory LLC reports $3.16B in US-listed equity holdings across 892 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (2.7%), IVV (2.6%) and AAPL (2.6%). The top 20 holdings account for 31.39% of reported assets. Its disclosed equity book has returned +57.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gladstone Institutional Advisory LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766530). View Gladstone Institutional Advisory LLC’s 13F filings on SEC