Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gladstone Institutional Advisory LLC (CIK 1766530) reported $2.70B across 826 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($72.5M, 2.69%), AAPL ($70.3M, 2.60%), IVV ($68.2M, 2.53%), VOO ($56.9M, 2.11%), BUFR ($53.0M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $72.5M | 2.69% | 415,918 | Added |
| 2 | AAPL | APPLE INC | $70.3M | 2.60% | 276,839 | Added |
| 3 | IVV | ISHARES TR | $68.2M | 2.53% | 104,466 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $56.9M | 2.11% | 95,230 | Added |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | $53.0M | 1.96% | 1.6M | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $48.1M | 1.78% | 73,991 | Trimmed |
| 7 | SPTI | SPDR SERIES TRUST | $46.6M | 1.73% | 1.6M | Added |
| 8 | SPLG | SPDR SERIES TRUST | $45.4M | 1.68% | 593,732 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $42.3M | 1.57% | 203,333 | Trimmed |
| 10 | SPYV | SPDR SERIES TRUST | $38.3M | 1.42% | 677,459 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $37.3M | 1.38% | 100,842 | Added |
| 12 | IVW | ISHARES TR | $36.5M | 1.35% | 322,991 | Added |
| 13 | RDVY | FIRST TR EXCHANGE TRADED FD | $34.5M | 1.28% | 505,605 | Added |
| 14 | SPYG | SPDR SERIES TRUST | $33.9M | 1.26% | 346,165 | Added |
| 15 | IJH | ISHARES TR | $29.4M | 1.09% | 435,259 | Added |
| 16 | USFR | WISDOMTREE TR | $27.1M | 1.00% | 538,649 | Trimmed |
| 17 | IJR | ISHARES TR | $27.0M | 1.00% | 217,243 | Added |
| 18 | GOOGL | ALPHABET INC | $26.6M | 0.98% | 92,388 | Added |
| 19 | GSY | INVESCO ACTIVELY MANAGED EXC | $23.5M | 0.87% | 468,184 | Added |
| 20 | GSLC | GOLDMAN SACHS ETF TR | $22.7M | 0.84% | 181,371 | Added |
| 21 | QQQM | INVESCO EXCH TRADED FD TR II | $22.3M | 0.83% | 93,782 | Added |
| 22 | META | META PLATFORMS INC | $22.2M | 0.82% | 38,788 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $21.3M | 0.79% | 72,496 | Trimmed |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $20.3M | 0.75% | 94,263 | Added |
| 25 | IEFA | ISHARES TR | $20.3M | 0.75% | 224,492 | Added |
Source: SEC Form 13F filings · as of 2026-03-31