SEC Form 13F

Gladstone Institutional Advisory LLC 13F Holdings

Inspect Gladstone Institutional Advisory LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-28T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-28
Reported value
$3,162,894,032
Positions
892

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Step 1 of 3

Disclosed positions

Gladstone Institutional Advisory LLC: source evidence dated 2026-07-28T03:59:59.999Z.

Issuer
NVIDIA CORPORATION
Ticker
NVDA
Class
COM
Reported value
$84,721,380
Reported amount
423,416
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001172661-26-002822
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Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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NVIDIA CORPORATIONNVDACOM$84,721,380423,416SHNone
ISHARES TRIVVCORE S&P500 ETF$83,137,744111,015SHNone
APPLE INCAAPLCOM$82,118,673283,794SHNone
FIRST TR EXCHNG TRADED FD VIBUFRFT LADD BUFF ETF$76,685,6122,099,250SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$67,059,05597,638SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$54,729,19273,288SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$52,235,457594,395SHNone
SPDR SERIES TRUSTSPTIST INTER ETF$51,167,5271,802,308SHNone
AMAZON COM INCAMZNCOM$47,743,628200,317SHNone
ISHARES TRIVWS&P 500 GRWT ETF$45,665,168332,038SHNone
SPDR SERIES TRUSTSPYGST STR P500GRW$42,430,649356,590SHNone
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$42,187,643520,450SHNone
MICROSOFT CORPMSFTCOM$38,326,946102,748SHNone
SPDR SERIES TRUSTSPYVST STR P500VAL$35,910,356590,728SHNone
ISHARES TRIJHCORE S&P MCP ETF$35,775,389463,953SHNone
ALPHABET INCGOOGLCAP STK CL A$33,593,85794,003SHNone
ISHARES TRIJRCORE S&P SCP ETF$32,650,630220,151SHNone
PURECYCLE TECHNOLOGIES INCPCTCOM$29,183,3243,598,437SHNone
INVESCO ACTIVELY MANAGED EXCGSYULTRA SHRT DUR$29,166,511581,585SHNone
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$28,819,77495,124SHNone
GOLDMAN SACHS ETF TRGSLCACTIVEBETA US LG$25,877,941182,380SHNone
WISDOMTREE TRUSFRFLOATNG RAT TREA$24,814,701492,844SHNone
INVESCO QQQ TRQQQUNIT SER 1$24,762,73433,627SHNone
JPMORGAN CHASE & COJPMCOM$23,858,31772,888SHNone
ELI LILLY & COLLYCOM$23,671,35119,736SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$23,186,44797,990SHNone
COLUMBIA ETF TR IRECSRESH ENHNC COR$23,037,831532,297SHNone
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$22,769,077773,669SHNone
SPDR SERIES TRUSTSPMDST STR P400MID$22,501,167333,055SHNone
ISHARES TRIEFACORE MSCI EAFE$22,299,224230,889SHNone
BROADCOM INCAVGOCOM$21,725,13657,512SHNone
INVESCO EXCH TRD SLF IDX FDOMFLRUSL 1000 DYNM$21,419,292312,508SHNone
SPDR SERIES TRUSTSPIBST INTER BD ETF$20,652,247617,222SHNone
T1 ENERGY INCTECOM NEW$19,949,2952,104,356SHNone
SPDR SERIES TRUSTSPMBST STR BACKE ETF$19,745,072885,033SHNone
TESLA INCTSLACOM$19,730,30746,910SHNone
ALPHABET INCGOOGCAP STK CL C$19,725,54555,828SHNone
META PLATFORMS INCMETACL A$19,299,35034,262SHNone
ISHARES TRQUALMSCI USA QLT FCT$19,163,95587,335SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$18,457,39286,748SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$17,766,75535,506SHNone
VANGUARD INDEX FDSVTVVALUE ETF$17,250,20479,155SHNone
INVESCO EXCHANGE TRADED FD TXLGS&P 500 TOP 50$16,948,991276,809SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$16,644,166193,222SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$16,484,70086,525SHNone
SPDR GOLD TRGLDGOLD SHS$15,815,65942,933SHNone
EXXON MOBIL CORPXOMCOM$15,451,273113,014SHNone
ADVANCED MICRO DEVICES INCAMDCOM$15,221,85326,203SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$15,000,39240,537SHNone
MICRON TECHNOLOGY INCMUCOM$14,393,10512,469SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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