Gladstone Institutional Advisory LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$2.6T

Holdings

788

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (788 positions)

#StockSharesValue% PortfolioType
701
DVYEISHARES INC
11,645$00.00%
702
MCOMOODYS CORP
665$00.00%
703
VBRVANGUARD INDEX FDS
4,290$00.00%
704
VTEBVANGUARD MUN BD FDS
7,022$00.00%
705
UJANINNOVATOR ETFS TRUST
21,100$00.00%
706
CMGCHIPOTLE MEXICAN GRILL INC
7,619$00.00%
707
OVERBED BATH & BEYOND INC
70,408$00.00%
708
WULFTERAWULF INC
19,054$00.00%
709
GLWCORNING INC
5,500$00.00%
710
VOEVANGUARD INDEX FDS
4,963$00.00%
711
HYLSFIRST TR EXCHANGE-TRADED FD
22,937$00.00%
712
CEFSEXCHANGE LISTED FDS TR
13,955$00.00%
713
ATYRATYR PHARMA INC
11,300$00.00%
714
BABAALIBABA GROUP HLDG LTD
6,723$00.00%
715
CBCHUBB LIMITED
1,923$00.00%
716
CFGCITIZENS FINL GROUP INC
8,737$00.00%
717
NBSDNEUBERGER BERMAN ETF TRUST
6,586$00.00%
718
BNDXVANGUARD CHARLOTTE FDS
8,810$00.00%
719
BULPACER FDS TR
6,984$00.00%
720
HBANHUNTINGTON BANCSHARES INC
11,974$00.00%
721
WRBYWARBY PARKER INC
25,900$00.00%
722
PSCTINVESCO EXCH TRADED FD TR II
3,583$00.00%
723
FANGDIAMONDBACK ENERGY INC
2,375$00.00%
724
BAIBLACKROCK ETF TRUST
19,669$00.00%
725
IQDGWISDOMTREE TR
8,671$00.00%
726
FLMIFRANKLIN TEMPLETON ETF TR
31,153$00.00%
727
ESEVERSOURCE ENERGY
4,936$00.00%
728
USHYISHARES TR
6,520$00.00%
729
XMMOINVESCO EXCHANGE TRADED FD T
4,306$00.00%
730
VCRVANGUARD WORLD FD
600$00.00%
731
VUSBVANGUARD BD INDEX FDS
16,481$00.00%
732
SCHFSCHWAB STRATEGIC TR
9,667$00.00%
733
CBRECBRE GROUP INC
3,078$00.00%
734
BROSDUTCH BROS INC
4,280$00.00%
735
USBUS BANCORP DEL
6,268$00.00%
736
TRVTRAVELERS COMPANIES INC
960$00.00%
737
IGMISHARES TR
1,960$00.00%
738
VXFVANGUARD INDEX FDS
1,129$00.00%
739
SCHASCHWAB STRATEGIC TR
11,103$00.00%
740
METMETLIFE INC
2,564$00.00%
741
REETISHARES TR
8,342$00.00%
742
FTHIFIRST TR EXCHANGE TRADED FD
19,845$00.00%
743
CELHCELSIUS HLDGS INC
17,090$00.00%
744
FMHIFIRST TR EXCH TRADED FD III
9,704$00.00%
745
SHVISHARES TR
2,306$00.00%
746
FAIFIRST TR EXCHANGE TRADED FD
10,017$00.00%
747
FVDFIRST TR EXCHANGE-TRADED FD
16,947$00.00%
748
DINTDAVIS FUNDAMENTAL ETF TR
9,122$00.00%
749
JFRNUVEEN FLOATING RATE INCOME
68,455$00.00%
750
DRSKETF SER SOLUTIONS
11,215$00.00%
751
IJTISHARES TR
1,579$00.00%
752
FNCLFIDELITY COVINGTON TRUST
3,096$00.00%
753
VOTVANGUARD INDEX FDS
2,095$00.00%
754
URIUNITED RENTALS INC
298$00.00%
755
SOXXISHARES TR
2,583$00.00%
756
DYHTARGET CORP
4,356$00.00%
757
IDUISHARES TR
3,379$00.00%
758
VONGVANGUARD SCOTTSDALE FDS
2,897$00.00%
759
CALFPACER FDS TR
7,762$00.00%
760
SYFSYNCHRONY FINANCIAL
7,862$00.00%
761
EVLNMORGAN STANLEY ETF TRUST
11,446$00.00%
762
ABGCENCORA INC
709$00.00%
763
XEXGXEATON VANCE TAX-MANAGED GLOB
16,780$00.00%
764
CHRWC H ROBINSON WORLDWIDE INC
1,868$00.00%
765
DALDELTA AIR LINES INC DEL
3,262$00.00%
766
VRTVERTIV HOLDINGS CO
1,979$00.00%
767
VLOVALERO ENERGY CORP
1,553$00.00%
768
XMHQINVESCO EXCHANGE TRADED FD T
3,903$00.00%
769
SPGPINVESCO EXCHANGE TRADED FD T
1,934$00.00%
770
DXJWISDOMTREE TR
6,543$00.00%
771
EMREMERSON ELEC CO
5,120$00.00%
772
DDOMINION ENERGY INC
4,687$00.00%
773
RPARTIDAL TRUST I
16,002$00.00%
774
CITCINTAS CORP
2,387$00.00%
775
DTEDTE ENERGY CO
4,157$00.00%
776
PPLPPL CORP
14,840$00.00%
777
FYLDCAMBRIA ETF TR
8,785$00.00%
778
ONEYSPDR SERIES TRUST
3,688$00.00%
779
VNLAJANUS DETROIT STR TR
7,785$00.00%
780
EVMOMORGAN STANLEY ETF TRUST
19,668$00.00%
781
DYLDTWO RDS SHARED TR
10,802$00.00%
782
SPABSPDR SERIES TRUST
11,134$00.00%
783
MPWRMONOLITHIC PWR SYS INC
264$00.00%
784
BDXBECTON DICKINSON & CO
1,033$00.00%
785
MRSHMARSH & MCLENNAN COS INC
1,516$00.00%
786
A4SAMERIPRISE FINL INC
1,701$00.00%
787
WTMWHITE MTNS INS GROUP LTD
100$00.00%
788
BSCVINVESCO EXCH TRD SLF IDX FD
14,606$00.00%
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