Gladstone Institutional Advisory LLC - Portfolio Stock Holdings
Gladstone Institutional Advisory LLC disclosed 895 stock positions in a recent SEC 13F filing. $2,646,130,837 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and IVV. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.We estimate the fund has a total AUM of $5,683,810,586 and has 186 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
895Est. Stock Holding Value:
$2,646,130,837Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gladstone Institutional Advisory LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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