Gladstone Institutional Advisory LLC
Gladstone Institutional Advisory LLC is an asset management and investment advisory firm headquartered in Boca Raton, Florida. Founded in 2011, the firm manages approximately $4 billion in assets and employs 104 professionals. Gladstone Institutional serves a diverse client base, including high net worth individuals, other individuals, corporations, pension plans, and charitable organizations. The firm primarily offers institutional-quality investment advisory, portfolio management, and wealth management services to U.S.-based clients.
Investment Strategy
Gladstone Institutional Advisory LLC employs a diversified investment strategy focused on public equities and ETFs, emphasizing large-cap technology, financials, and index-based exposures. The firm's holdings include major S&P 500 ETFs (VOO, SPY, IVV), top technology stocks (AAPL, NVDA, MSFT, AMZN), and exposure to fixed income through treasury and laddered securities. The investment approach balances broad market diversification with targeted sector allocations to enhance long-term client returns while managing risk through prudent portfolio construction and extensive research.
Latest 13F Filing Activity
Gladstone Institutional Advisory LLC filed their most recent 13F report on Sep 30, 2025 disclosing 770 equity positions with a total 13F market value of $3B. The fund increased holdings in First TR Exchange Traded FD, Nvidia Corporation, Apple Inc. among other positions. Gladstone Institutional Advisory LLC reduced exposure to Ishares TR, Ishares TR, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (770)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.03% | $78.6M | 421,164 | $45.45 | $186.58 | +$13.0M |
A AAPL | APPLE INC | 2.66% | $69.0M | 270,849 | $146.55 | $254.63 | +$12.8M |
I IVV | ISHARES TR | 2.16% | $56.2M | 83,981 | $393.43 | $669.30 | +$3.7M |
V VOO | VANGUARD INDEX FDS | 2.12% | $55.1M | 90,020 | $399.17 | $612.38 | +$3.1M |
S SPY | SPDR S&P 500 ETF TR | 2.06% | $53.6M | 80,401 | $408.23 | $666.18 | +$2.9M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Irwin, PA , United States |