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Evan Baldwin

Gladstone Institutional Advisory Llc

Assets Managed
$3.163B
Holdings
892
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
17.19%(2Q avg: 9.56%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Gladstone Institutional Advisory Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 892 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.163B in assets, with a quarterly growth rate of 17.19% and a 2-quarter average growth rate of 9.56%. The portfolio is managed by Evan Baldwin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.81%
2.68%
$84.721M
423,416 shares@ $200.1 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.27%
2.63%
$83.138M
111,015 shares@ $748.89 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.52%
2.6%
$82.119M
283,794 shares@ $289.37 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 33.88%
2.43%
$76.686M
2.099M shares@ $36.54 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.53%
2.13%
$67.059M
97,638 shares@ $686.82 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.95%
1.74%
$54.729M
73,288 shares@ $746.77 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.12%
1.66%
$52.235M
594,395 shares@ $87.89 avg price
SPTI
Spdr Port Int Treasury Term
Recent Activity
Increased 10.86%
1.62%
$51.168M
1.802M shares@ $28.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.48%
1.51%
$47.744M
200,317 shares@ $238.35 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.81%
1.45%
$45.665M
332,038 shares@ $137.53 avg price

1-10 of 892