Gladstone Institutional Advisory LLC: 13F holdings
CIK 17665302026Q2
| Positions | 892 |
|---|
| Reported value | $3.2bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 892 (+63 vs prior quarter) |
|---|
| Reported value | $3.2bn (+17.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 423,416 | $84.7m | 2.7% |
| IVV ISHARES TR | 111,015 | $83.1m | 2.6% |
| AAPL APPLE INC | 283,794 | $82.1m | 2.6% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 2,099,250 | $76.7m | 2.4% |
| VOO VANGUARD INDEX FDS | 97,638 | $67.1m | 2.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 73,288 | $54.7m | 1.7% |
| SPYM SPDR SERIES TRUST | 594,395 | $52.2m | 1.7% |
| SPTI SPDR SERIES TRUST | 1,802,308 | $51.2m | 1.6% |
| AMZN AMAZON COM INC | 200,317 | $47.7m | 1.5% |
| IWF ISHARES TR | 332,038 | $45.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766530")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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