Fund HoldingsGladstone Institutional Advisory LLC

Total Portfolio Value
$3.16B
Total Bought
$964.35M
Total Sold
$628.09M
Net Transaction
+$336.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
02,099,250+2,099,250076,6862.42%+76,686
SPDR SERIES TRUST
ST STR P500ETF
0594,395+594,395052,2351.65%+52,235
SPDR SERIES TRUST
ST INTER ETF
01,802,308+1,802,308051,1681.62%+51,168
SPDR SERIES TRUST
ST STR P500GRW
0356,590+356,590042,4311.34%+42,431
SPDR SERIES TRUST
ST STR P500VAL
0590,728+590,728035,9101.14%+35,910
SPDR SERIES TRUST
ST STR P400MID
0333,055+333,055022,5010.71%+22,501
SPDR SERIES TRUST
ST INTER BD ETF
0617,222+617,222020,6520.65%+20,652
SPDR SERIES TRUST
ST STR BACKE ETF
0885,033+885,033019,7450.62%+19,745
SELECT SECTOR SPDR TR
ST STR TECHN ETF
086,525+86,525016,4850.52%+16,485
ISHARES TR104,466111,015+6,54968,23883,1382.63%+14,899
SPDR SERIES TRUST
ST STR BLO 1 ETF
0152,392+152,392013,9650.44%+13,965
SELECT SECTOR SPDR TR
ST STR INDL ETF
069,815+69,815012,9320.41%+12,932
NVIDIA CORPORATION(NVDA)0423,416+423,416084,7212.68%+84,721
PURECYCLE TECHNOLOGIES INC(PCT)03,598,437+3,598,437029,1830.92%+29,183
SPDR SERIES TRUST
ST STR SP600 SML
0206,805+206,805011,9260.38%+11,926
APPLE INC(AAPL)0283,794+283,794082,1192.60%+82,119
MICRON TECHNOLOGY INC(MU)9,54112,469+2,9283,22314,3930.46%+11,170
T1 ENERGY INC(TE)02,104,356+2,104,356019,9490.63%+19,949
VANGUARD INDEX FDS95,23097,638+2,40856,90567,0592.12%+10,154
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
0243,008+243,00809,2560.29%+9,256
ISHARES TR322,991332,038+9,04736,53445,6651.44%+9,132
SPDR INDEX SHS FDS
ST STR EU 50 ETF
0131,129+131,12909,0060.28%+9,006
ADVANCED MICRO DEVICES INC(AMD)026,203+26,203015,2220.48%+15,222
ISHARES TR
MSCI USA MIN ETF
084,449+84,44908,1460.26%+8,146
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0195,474+195,47407,6760.24%+7,676
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
505,605520,450+14,84534,52342,1881.33%+7,665
SELECT SECTOR SPDR TR
ST STR FINL ETF
0140,442+140,44207,5290.24%+7,529
SELECT SECTOR SPDR TR
ST STR CARE ETF
045,869+45,86907,2780.23%+7,278
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0145,843+145,84307,1870.23%+7,187
ALPHABET INC(GOOG)92,38894,003+1,61526,56733,5941.06%+7,027
INTEL CORP(INTC)068,488+68,48809,5630.30%+9,563
STATE STR SPDR S&P 500 ETF T(SPY)073,288+73,288054,7291.73%+54,729
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
93,78295,124+1,34222,28528,8200.91%+6,535
ELI LILLY & CO(LLY)019,736+19,736023,6710.75%+23,671
ISHARES TR435,259463,953+28,69429,39335,7751.13%+6,382
SPDR SERIES TRUST
ST STR SP400VAL
065,362+65,36206,2000.20%+6,200
VICTORY PORTFOLIOS II
CORE BD ETF
0129,831+129,83106,0810.19%+6,081
INVESCO QQQ TR033,627+33,627024,7630.78%+24,763
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
468,184581,585+113,40123,46529,1670.92%+5,701
ISHARES TR217,243220,151+2,90827,00632,6511.03%+5,645
AMAZON COM INC(AMZN)0200,317+200,317047,7441.51%+47,744
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0118,854+118,85405,3890.17%+5,389
ISHARES U S ETF TR
SHOR DURA BD ETF
0105,933+105,93305,3670.17%+5,367
COLUMBIA ETF TR I
RESH ENHNC COR
0532,297+532,297023,0380.73%+23,038
VANGUARD INDEX FDS040,537+40,537015,0000.47%+15,000
SPDR SERIES TRUST
ST STR SP400GRW
043,342+43,34204,8580.15%+4,858
SPDR INDEX SHS FDS
ST STR PO EX ETF
095,223+95,22304,7980.15%+4,798
SPDR SERIES TRUST
ST STR SP600GRWO
039,462+39,46204,7010.15%+4,701
CROWDSTRIKE HLDGS INC(CRWD)21,95017,371-4,5798,57013,2560.42%+4,687
SPDR SERIES TRUST
ST STR SP AERO
016,137+16,13704,5800.14%+4,580
SELECT SECTOR SPDR TR
ST STR SVC ETF
041,999+41,99904,4990.14%+4,499
SPDR SERIES TRUST
ST STR SP600SM C
041,022+41,02204,4760.14%+4,476
SPDR INDEX SHS FDS
ST PORT MARK ETF
085,734+85,73404,4390.14%+4,439
CISCO SYS INC(CSCO)0116,777+116,777013,7170.43%+13,717
SELECT SECTOR SPDR TR
ST STR REAL ETF
095,275+95,27504,1950.13%+4,195
SERIES PORTFOLIOS TR
EQUAB EQUIT ETF
0138,297+138,29704,1490.13%+4,149
SELECT SECTOR SPDR TR
ST STR MATER ETF
080,690+80,69004,1010.13%+4,101
COLUMBIA ETF TR I
US EQUI INCO ETF
079,299+79,29904,0680.13%+4,068
ALPHABET INC(GOOG)055,828+55,828019,7260.62%+19,726
BROADCOM INC(AVGO)057,512+57,512021,7250.69%+21,725
SELECT SECTOR SPDR TR
ST STR ENERG ETF
070,551+70,55103,7470.12%+3,747
ISHARES TR
MSCI USA QLT FCT
82,59787,335+4,73815,84319,1640.61%+3,321
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
095,898+95,89803,2860.10%+3,286
INVESCO EXCH TRADED FD TR II0153,921+153,92104,1790.13%+4,179
GOLDMAN SACHS ETF TR0182,380+182,380025,8780.82%+25,878
WISDOMTREE TR(WT)042,664+42,66403,1730.10%+3,173
SELECT SECTOR SPDR TR
ST STR DISCR ETF
026,236+26,23603,0770.10%+3,077
APPLIED MATLS INC06,988+6,98805,0520.16%+5,052
PALO ALTO NETWORKS INC(PANW)015,657+15,65705,3390.17%+5,339
VANGUARD WORLD FD
INF TECH ETF
088,809+88,809010,6140.34%+10,614
VANGUARD SPECIALIZED FUNDS097,990+97,990023,1860.73%+23,186
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
056,712+56,71202,8760.09%+2,876
VANGUARD INDEX FDS0193,222+193,222016,6440.53%+16,644
THE ALGER ETF TRUST0113,744+113,74404,6940.15%+4,694
SCHWAB STRATEGIC TR0773,669+773,669022,7690.72%+22,769
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
051,236+51,23603,3050.10%+3,305
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
092,320+92,32002,7440.09%+2,744
FIRST TR EXCHNG TRADED FD VI
FT VEST QUAR ETF
078,845+78,84502,6970.09%+2,697
TIDAL TRUST III
VIST ARTI IN ETF
031,440+31,44002,6820.08%+2,682
VICTORY PORTFOLIOS II
VICT WES U S ETF
052,206+52,20602,6610.08%+2,661
JANUS DETROIT STR TR
HEND SECU IN ETF
050,428+50,42802,5820.08%+2,582
CALAMOS ETF TR092,387+92,38702,5600.08%+2,560
JPMORGAN CHASE & CO(JPM)072,888+72,888023,8580.75%+23,858
CATERPILLAR INC(CAT)8,0087,673-3355,6748,1710.26%+2,497
SPDR SERIES TRUST
ST PORT HIGH ETF
0106,535+106,53502,4970.08%+2,497
VANGUARD INDEX FDS75,34679,155+3,80914,78317,2500.55%+2,467
FLEX LTD(FLEX)016,111+16,11102,6110.08%+2,611
TESLA INC(TSLA)046,910+46,910019,7300.62%+19,730
SHARONAI HOLDINGS INC(SHAZ)026,980+26,98002,2840.07%+2,284
ISHARES TR34,17335,717+1,5448,47510,7310.34%+2,256
TOUCHSTONE ETF TRUST
DYNAMIC INTL ETF
049,958+49,95802,2440.07%+2,244
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
319,597312,508-7,08919,21421,4190.68%+2,205
SPDR SERIES TRUST
ST SHO TREAS ETF
074,707+74,70702,1670.07%+2,167
LAM RESEARCH CORP(LRCX)08,459+8,45903,6660.12%+3,666
SCHWAB STRATEGIC TR0286,956+286,95609,9890.32%+9,989
ISHARES INC
MSCI EMRG CHN
74,18878,171+3,9835,8367,9970.25%+2,161
SPDR SERIES TRUST
ST TERM HIGH ETF
085,181+85,18102,1320.07%+2,132
ISHARES TR
FUTU EXPO TE ETF
025,796+25,79602,1320.07%+2,132
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
044,057+44,05702,0790.07%+2,079
INVESCO ACTIVELY MANAGED EXC
ROCH HIG YIE ETF
039,615+39,61502,0310.06%+2,031
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