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Evan Baldwin

Gladstone Institutional Advisory Llc

Assets Managed
$2.699B
Holdings
829
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
1.93%(2Q avg: 1.96%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gladstone Institutional Advisory Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 829 positions.

Assets under management

The assets under management (AUM) of Gladstone Institutional Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.699B in assets, with a quarterly growth rate of 1.93% and a 2-quarter average growth rate of 1.96%. The portfolio is managed by Evan Baldwin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.24%
2.69%
$72.536M
415,918 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.54%
2.61%
$70.259M
276,839 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 24.07%
2.53%
$68.238M
104,466 shares@ $653.22 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 6.46%
2.11%
$56.905M
95,230 shares@ $597.56 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 9.73%
1.97%
$52.954M
1.568M shares@ $33.78 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -12.19%
1.79%
$48.119M
73,991 shares@ $650.35 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 949.81%
1.73%
$46.597M
1.626M shares@ $28.67 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -3.16%
1.69%
$45.444M
593,732 shares@ $76.55 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.35%
1.57%
$42.348M
203,333 shares@ $208.28 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -2.42%
1.43%
$38.331M
677,459 shares@ $56.59 avg price

1-10 of 829