Gladstone Institutional Advisory LLC: 13F holdings

CIK 17665302026Q2

Positions892
Reported value$3.2bn
Filed2026-07-27

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION423,416$84.7m2.7%
IVV ISHARES TR111,015$83.1m2.6%
AAPL APPLE INC283,794$82.1m2.6%
BUFR FIRST TR EXCHNG TRADED FD VI2,099,250$76.7m2.4%
VOO VANGUARD INDEX FDS97,638$67.1m2.1%
SPY STATE STR SPDR S&P 500 ETF T73,288$54.7m1.7%
SPYM SPDR SERIES TRUST594,395$52.2m1.7%
SPTI SPDR SERIES TRUST1,802,308$51.2m1.6%
AMZN AMAZON COM INC200,317$47.7m1.5%
IWF ISHARES TR332,038$45.7m1.4%

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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