Gladstone Institutional Advisory LLC
Annual return '25
+10.9%
SPY '25
+17.7%
Alpha
-6.8ptsvs SPY
Invested
$2.7B
Holdings
831
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 421.2k shares)
2.7%
02
$AAPL
APPLE INC
Q4 2025: Exited (was 270.8k shares)
2.6%
03
$IVV
ISHARES TR
Q4 2025: Exited (was 84.0k shares)
2.5%
04
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 90.0k shares)
2.1%
05
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q4 2025: Exited (was 1.41M shares)
2.0%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 80.4k shares)
1.8%
07
$SPTI
SPDR SERIES TRUST
Q4 2025: Exited (was 139.0k shares)
1.7%
08
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 642.0k shares)
1.7%
09
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 216.8k shares)
1.6%
10
$SPYV
SPDR SERIES TRUST
Q4 2025: Exited (was 729.9k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:14 UTC.