Notify me when Gladstone Institutional Advisory LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 788 | $2,648,105,033 | +$178,076,317 | -$129,351,316 | +$48,725,001 | NVDA, AAPL, IVV, SPY, VOO | 13F-HR | 17 Feb 2026, 10:43 |
| Q3 2025 | 784 | $2,596,633,134 | +$129,369,777 | -$121,240,885 | +$8,128,892 | NVDA, AAPL, IVV, VOO, SPY | 13F-HR | 22 Oct 2025, 13:43 |
| Q2 2025 | 753 | $2,420,618,855 | +$188,782,442 | -$118,373,710 | +$70,408,732 | NVDA, AAPL, IVV, VOO, SPY | 13F-HR | 12 Aug 2025, 09:42 |
| Q1 2025 | 714 | $2,145,515,650 | +$209,079,746 | -$135,127,421 | +$73,952,325 | AAPL, USFR, SPY, NVDA, IVV | 13F-HR | 15 May 2025, 10:38 |
| Q4 2024 | 697 | $2,155,813,587 | +$268,157,719 | -$154,408,532 | +$113,749,187 | AAPL, NVDA, USFR, SPY, IVV | 13F-HR | 29 Jan 2025, 14:36 |
| Q3 2024 | 683 | $2,048,217,850 | +$270,323,079 | -$235,994,682 | +$34,328,397 | AAPL, SPY, IVV, USFR, VOO | 13F-HR | 28 Oct 2024, 15:24 |
| Q2 2024 | 661 | $1,920,297,990 | +$190,346,829 | -$85,963,397 | +$104,383,432 | VOO, SPY, AAPL, IVV, USFR | 13F-HR | 02 Aug 2024, 08:57 |
| Q1 2024 | 641 | $1,822,594,535 | +$158,340,488 | -$240,436,880 | -$82,096,392 | SPY, VOO, USFR, IVV, SPLG | 13F-HR | 14 May 2024, 15:46 |
| Q4 2023 | 665 | $1,782,899,879 | +$222,977,841 | -$124,895,762 | +$98,082,079 | SPY, AAPL, USFR, VOO, IVV | 13F-HR | 09 Feb 2024, 11:28 |
| Q3 2023 | 619 | $1,544,319,599 | +$178,586,895 | -$207,464,141 | -$28,877,246 | SPY, AAPL, USFR, QQQM, VOO | 13F-HR | 13 Nov 2023, 09:52 |
| Q2 2023 | 629 | $1,640,496,205 | +$262,846,581 | -$250,676,764 | +$12,169,817 | SPLG, AAPL, SPY, QQQM, VOO | 13F-HR | 10 Aug 2023, 14:50 |
| Q1 2023 | 657 | $1,544,398,171 | +$252,983,641 | -$199,405,159 | +$53,578,482 | SPY, AAPL, USFR, FTSM, IVV | 13F-HR | 12 May 2023, 16:04 |
| Q4 2022 | 646 | $1,416,975,396 | +$236,126,776 | -$178,417,548 | +$57,709,228 | SPY, FTSM, VOO, USFR, AAPL | 13F-HR | 01 Feb 2023, 12:27 |
| Q3 2022 | 630 | $1,279,285,000 | +$239,641,365 | -$144,578,660 | +$95,062,705 | SPY, AAPL, FTSM, USFR, IVV | Restatement | 27 Jan 2023, 19:48 |
| Q2 2022 | 645 | $1,264,381,000 | +$188,905,575 | -$174,953,816 | +$13,951,759 | SPY, AAPL, USFR, FTSM, RSP | Restatement | 27 Jan 2023, 19:47 |
| Q1 2022 | 697 | $1,479,082,000 | +$453,908,728 | -$186,386,487 | +$267,522,241 | AAPL, SPY, RSP, MSFT, AMZN | Restatement | 27 Jan 2023, 19:46 |
| Q4 2021 | 594 | $1,290,814,000 | +$274,717,570 | -$62,551,760 | +$212,165,810 | AAPL, SPY, MSFT, AMZN, IVV | Restatement | 27 Jan 2023, 19:49 |
| Q3 2021 | 544 | $1,023,827,000 | +$273,874,607 | -$68,229,071 | +$205,645,536 | AAPL, SPY, AMZN, MSFT, HYLS | Restatement | 27 Jan 2023, 19:48 |
| Q2 2021 | 516 | $832,907,000 | +$244,222,131 | -$90,239,111 | +$153,983,020 | AAPL, AMZN, HYLS, SPY, DEED | Restatement | 27 Jan 2023, 19:46 |
| Q1 2021 | 414 | $643,438,000 | +$190,559,009 | -$61,326,517 | +$129,232,492 | LDSF, HYLS, AAPL, ARKG, SPY | Restatement | 27 Jan 2023, 19:45 |
| Q4 2020 | 296 | $501,763,000 | +$100,250,072 | -$47,293,831 | +$52,956,241 | FTSM, HYLS, LDSF, SPY, ARKG | Restatement | 27 Jan 2023, 19:49 |
| Q3 2020 | 269 | $418,655,000 | +$94,719,516 | -$82,670,590 | +$12,048,926 | FTSM, LDSF, HYLS, SPY, FTSL | Restatement | 27 Jan 2023, 19:47 |
| Q2 2020 | 242 | $393,151,000 | +$76,773,195 | -$131,501,156 | -$54,727,961 | LDSF, FTSM, HYLS, SCHF, SCHG | 13F-HR | 14 Aug 2020, 17:42 |
| Q1 2020 | 268 | $387,567,000 | +$93,738,115 | -$43,589,008 | +$50,149,107 | FTSM, SCHF, SCHG, SCHV, FCVT | 13F-HR | 14 May 2020, 16:11 |
| Q4 2019 | 275 | $407,967,000 | +$23,713,197 | -$33,144,993 | -$9,431,796 | FTSM, SCHF, SCHG, SCHV, FCVT | 13F-HR | 12 Feb 2020, 17:03 |
| Q3 2019 | 284 | $393,173,000 | +$88,022,381 | -$23,159,933 | +$64,862,448 | FTSM, SCHF, SCHV, SCHG, SPY | 13F-HR | 13 Nov 2019, 16:36 |
| Q2 2019 | 272 | $328,204,000 | +$91,117,383 | -$42,341,066 | +$48,776,317 | SCHF, FTSM, SCHV, SCHG, IVV | 13F-HR | 14 Aug 2019, 12:49 |
| Q1 2019 | 212 | $272,438,000 | +$96,593,398 | -$15,238,289 | +$81,355,109 | SCHF, IVV, SCHV, SCHG, FTSM | 13F-HR | 10 May 2019, 12:04 |
| Q4 2018 | 168 | $171,697,000 | $0 | $0 | $0 | IVV, FTSM, VTI, VUG, FCVT | 13F-HR | 13 Feb 2019, 08:43 |