Gladstone Institutional Advisory LLC
•CIK: 1766530•Filing: Q4 2025
**Gladstone Institutional Advisory LLC** manages $2.6B across a diversified portfolio of 788 positions. The strategy exhibits significant concentration in mega-cap technology and broad market indices, highlighted by top holdings including NVDA at $77.4M and AAPL at $74.1M. Further substantial allocations are directed toward core ETFs such as IVV ($57.7M), SPY ($57.5M), and VOO ($56.1M). This structure suggests a mandate focused on capturing growth within established, large-cap market leaders.
Total AUM
$2.6B
QoQ Performance
+2.0%
Positions
442
Top 10 Concentration
26.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA2.9%
AAPL2.8%
IVV2.2%
SPY2.2%
VOO2.1%
USFR2.0%
AMZN1.9%
SPYM1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.9%
Technology15.1%
ETF7.9%
Consumer5.3%
Financial3.6%
Healthcare2.7%
Industrial1.3%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+582 more exited positions
Changes from Q3 2025
NEW3 new positions
↑112 increased
↓84 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022