Fund HoldingsGladstone Institutional Advisory LLC

Total Portfolio Value
$2.70B
Total Bought
$416.07M
Total Sold
$315.98M
Net Transaction
+$100.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST INTER ETF
154,8711,625,843+1,470,9724,46646,5971.73%+42,130
SPDR SERIES TRUST
ST INTER BD ETF
113,417570,042+456,6253,83519,1190.71%+15,285
SPDR SERIES TRUST
ST STR BACKE ETF
151,047822,025+670,9783,38618,4050.68%+15,019
SPDR SERIES TRUST
ST STR BLO 1 ETF
34,064171,742+137,6783,11315,7380.58%+12,626
ISHARES TR84,202104,466+20,26457,67468,2382.53%+10,565
SPDR INDEX SHS FDS
ST STR EU 50 ETF
0125,721+125,72107,8050.29%+7,805
FIDELITY MERRIMACK STR TR0355,628+355,628016,2240.60%+16,224
HARBOR ETF TRUST
INTERNATNAL COMP
0239,899+239,89906,9450.26%+6,945
EXXON MOBIL CORP111,424119,177+7,75313,40920,2200.75%+6,811
VALERO ENERGY CORP(VLO)027,449+27,44906,7820.25%+6,782
WISDOMTREE TR(WT)045,370+45,37007,1950.27%+7,195
SPROTT ASSET MANAGEMENT LP(PHYS)0171,122+171,12206,0650.22%+6,065
VANGUARD INDEX FDS075,346+75,346014,7830.55%+14,783
ISHARES INC
MSCI EMRG CHN
074,188+74,18805,8360.22%+5,836
ISHARES TR
CORE MSCI EAFE
0224,492+224,492020,3230.75%+20,323
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
0286,629+286,62904,7920.18%+4,792
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0119,700+119,70004,4310.16%+4,431
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
1,429,0871,568,092+139,00548,96152,9541.96%+3,994
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
093,782+93,782022,2850.83%+22,285
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
092,821+92,821017,8140.66%+17,814
SPDR INDEX SHS FDS
ST STR PO EX ETF
082,620+82,62003,7720.14%+3,772
SPDR INDEX SHS FDS
ST PORT MARK ETF
077,758+77,75803,6480.14%+3,648
SPDR SERIES TRUST
ST STR SP AERO
014,472+14,47203,6760.14%+3,676
BLACKROCK ETF TRUST
ISHARES US EQUIT
0101,128+101,12805,8840.22%+5,884
ISHARES TR269,722322,991+53,26933,24636,5341.35%+3,288
CHEVRON CORPORATION(CVX)056,314+56,314011,6520.43%+11,652
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
0319,597+319,597019,2140.71%+19,214
JOHN HANCOCK EXCHANGE TRADED
MORTGAGE BACKED
0129,046+129,04602,8410.11%+2,841
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
082,938+82,93804,1980.16%+4,198
VANGUARD INTL EQUITY INDEX F069,123+69,12303,7360.14%+3,736
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
464,538505,605+41,06732,27134,5231.28%+2,251
AMERICAN CENTY ETF TR47,49179,522+32,0313,0495,2040.19%+2,155
INTERACTIVE BROKERS GROUP IN(IBKR)031,687+31,68702,1250.08%+2,125
CROWDSTRIKE HLDGS INC(CRWD)021,950+21,95008,5700.32%+8,570
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0268,549+268,54907,7100.29%+7,710
SELECT SECTOR SPDR TR
ST STR TECHN ETF
51,63870,860+19,2227,4349,4170.35%+1,983
INVESCO ACTIVELY MANAGED EXC
ROCH HIG YIE ETF
038,585+38,58501,9440.07%+1,944
ISHARES TR416,883435,259+18,37627,51429,3931.09%+1,879
VANECK ETF TRUST
URANI NUCLE ETF
013,852+13,85201,8450.07%+1,845
ISHARES TR
MSCI USA QLT FCT
70,48082,597+12,11713,99915,8430.59%+1,844
VANGUARD INDEX FDS014,771+14,77102,7220.10%+2,722
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
0468,184+468,184023,4650.87%+23,465
ISHARES TR209,979217,243+7,26425,23527,0061.00%+1,770
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
024,154+24,15402,6760.10%+2,676
ISHARES TR050,823+50,82302,8860.11%+2,886
TOUCHSTONE ETF TRUST
DYNAMIC INTL ETF
042,108+42,10801,7360.06%+1,736
ISHARES TR
CYBERSECURITY
039,364+39,36401,7180.06%+1,718
SPDR INDEX SHS FDS
ST MAR DIVID ETF
043,053+43,05301,7000.06%+1,700
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
019,650+19,65001,6830.06%+1,683
JOHNSON & JOHNSON(JNJ)049,244+49,244012,0370.45%+12,037
GOLDMAN SACHS ETF TR036,506+36,50601,6270.06%+1,627
ISHARES TR
CORE HIGH DV ETF
028,049+28,04903,8070.14%+3,807
ISHARES TR034,173+34,17308,4750.31%+8,475
INNOVATOR ETFS TRUST
U S EQ 10 BUFFER
0130,454+130,45404,2350.16%+4,235
CATERPILLAR INC(CAT)08,008+8,00805,6740.21%+5,674
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
056,278+56,27802,7410.10%+2,741
MERCK & CO INC(MRK)82,82684,536+1,7108,71810,1690.38%+1,451
MCKESSON CORP(MCK)3,6935,162+1,4693,0304,4670.17%+1,438
ALPHABET INC(GOOG)80,39992,388+11,98925,16526,5670.98%+1,402
PHILLIPS 66(PSX)031,386+31,38605,7180.21%+5,718
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
44,20897,299+53,0911,1602,4860.09%+1,326
LOCKHEED MARTIN CORP(LMT)06,997+6,99704,2290.16%+4,229
T ROWE PRICE ETF INC
TECHNOLOGY ETF
043,143+43,14301,3050.05%+1,305
INFLEQTION INC(INFQ)0132,004+132,00401,2950.05%+1,295
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
049,848+49,84802,3300.09%+2,330
VERIZON COMMUNICATIONS INC(VZ)123,109125,402+2,2935,0146,2950.23%+1,281
HARTFORD FDS EXCHANGE TRADED
CORE BD ETF
035,948+35,94801,2600.05%+1,260
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
08,532+8,53201,2580.05%+1,258
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
014,403+14,40301,2520.05%+1,252
RBB FD INC
F/M US TREASURY
024,275+24,27501,2100.04%+1,210
VANGUARD INDEX FDS06,961+6,96101,4330.05%+1,433
CONSTELLATION ENERGY CORP(CEG)08,455+8,45502,3610.09%+2,361
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0108,170+108,17006,0060.22%+6,006
FIRST TR EXCHANGE-TRADED FD024,975+24,97501,1610.04%+1,161
ISHARES TR020,775+20,77501,1380.04%+1,138
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
011,665+11,66501,1310.04%+1,131
PROSHARES TR
S&P MDCP 400 DIV
056,694+56,69404,8990.18%+4,899
MICRON TECHNOLOGY INC(MU)09,541+9,54103,2230.12%+3,223
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
050,940+50,94002,0670.08%+2,067
FIRST TR EXCHANGE-TRADED FD
FT VEST TEC
067,099+67,09901,7820.07%+1,782
ALLSTATE CORP(ALL)011,743+11,74302,4350.09%+2,435
QUANTA SVCS INC08,787+8,78704,8240.18%+4,824
FIRST TR EXCHANGE-TRADED FD024,092+24,09201,0770.04%+1,077
AMERICAN CENTY ETF TR010,220+10,22001,0730.04%+1,073
SELECT SECTOR SPDR TR
ST STR FINL ETF
130,005165,786+35,7817,1208,1850.30%+1,065
FIRST TR EXCHANGE-TRADED FD
FT VEST DJIA
081,515+81,51501,7700.07%+1,770
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
025,353+25,35301,3080.05%+1,308
FIRST TR EXCHANGE-TRADED FD
INDXX NAT RE ETF
057,649+57,64901,0290.04%+1,029
CSX CORP(CSX)0212,976+212,97608,7430.32%+8,743
FIRST TR EXCH TRADED FD III
FT VEST SMID
080,904+80,90401,7560.07%+1,756
FIRST TR EXCH TRADED FD III0451,344+451,34408,0110.30%+8,011
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
092,574+92,57404,3350.16%+4,335
WELLTOWER INC(WELL)025,821+25,82105,1050.19%+5,105
ISHARES INC
MSCI GBL GOLD MN
012,410+12,41009800.04%+980
FIRST TR EXCHANGE-TRADED FD065,229+65,22901,6650.06%+1,665
SPDR INDEX SHS FDS
ST STR NAT ETF
012,523+12,52309350.03%+935
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
59,16792,883+33,7161,6712,6010.10%+930
PNC FINL SVCS GROUP INC(PNC)010,543+10,54302,1940.08%+2,194
SPDR SERIES TRUST
ST STR P400MID
278,812286,365+7,55316,14616,9590.63%+813
VANGUARD INDEX FDS89,45595,230+5,77556,10056,9052.11%+805
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