Gladstone Institutional Advisory LLC
Gladstone Institutional Advisory LLC reported 892 positions worth $3.16B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: NVDA (2.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $84.7M | 2.68% | 423,416 | — | — | |
| ▸ 2 | IVV | SH | $83.1M | 2.63% | 111,015 | — | — | |
| ▸ 3 | AAPL | SH | $82.1M | 2.60% | 283,794 | — | — | |
| ▸ 4 | BUFR | SH | $76.7M | 2.42% | 2,099,250 | — | — | |
| ▸ 5 | VOO | SH | $67.1M | 2.12% | 97,638 | — | — | |
| ▸ 6 | SPY | SH | $54.7M | 1.73% | 73,288 | — | — | |
| ▸ 7 | SPYM | SH | $52.2M | 1.65% | 594,395 | — | — | |
| ▸ 8 | SPTI | SH | $51.2M | 1.62% | 1,802,308 | — | — | |
| ▸ 9 | AMZN | SH | $47.7M | 1.51% | 200,317 | — | — | |
| ▸ 10 | IVW | SH | $45.7M | 1.44% | 332,038 | — | — |
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Frequently Asked Questions
What stocks does Gladstone Institutional Advisory LLC hold as of Q2 2026?
Gladstone Institutional Advisory LLC reported 892 positions worth $3.16B in its Q2 2026 13F filing. Largest positions: NVDA (2.7%), IVV (2.6%), AAPL (2.6%), BUFR (2.4%) and VOO (2.1%).
What did Gladstone Institutional Advisory LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Gladstone Institutional Advisory LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.