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Portfolio (Quarterly) Guide ↗

Gladstone Institutional Advisory LLC

· CIK 0001766530
13F Portfolio $2.7B AUM 829 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New 357 Added 287 Reduced 67 Exited
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFEM DIMENSIONAL ETF TRUST 6,745.0 $233K 0.01% NEW $34.55 +14.7%
82 MTRN MATERION CORP Basic Materials 1,600.0 $231K 0.01% NEW $144.65 +45.3%
83 CGBL CAPITAL GROUP CORE BALANCED 6,713.0 $231K 0.01% NEW $34.41 +7.9%
84 DX DYNEX CAP INC Real Estate 18,071.0 $231K 0.01% NEW $12.76 +0.7%
85 BBRE J P MORGAN EXCHANGE TRADED F 2,407.0 $230K 0.01% NEW $95.69 +10.3%
86 GPIQ GOLDMAN SACHS ETF TR 4,602.0 $228K 0.01% NEW $49.49 +17.0%
87 PVAL PUTNAM ETF TRUST 4,894.0 $227K 0.01% NEW $46.40 +8.0%
88 JXI ISHARES TR 2,599.0 $224K 0.01% NEW $86.37 -0.9%
89 PFFA ETFIS SER TR I 10,832.0 $221K 0.01% NEW $20.36 +4.5%
90 PSCE INVESCO EXCH TRADED FD TR II 3,556.0 $217K 0.01% NEW $60.97 +2.7%
91 VIOO VANGUARD ADMIRAL FDS INC 1,888.0 $217K 0.01% NEW $114.84 +9.7%
92 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,106.0 $216K 0.01% NEW $195.40 +6.3%
93 CTRA COTERRA ENERGY INC Energy 6,140.0 $216K 0.01% NEW $35.15 -7.4%
94 AVES AMERICAN CENTY ETF TR 3,585.0 $215K 0.01% NEW $59.98 +9.5%
95 THEMES ETF TR 90,000.0 $213K 0.01% NEW $2.37
96 FELC FIDELITY COVINGTON TRUST 5,832.0 $212K 0.01% NEW $36.27 +14.6%
97 MLN VANECK ETF TRUST 12,000.0 $209K 0.01% NEW $17.44 -0.7%
98 HSY HERSHEY CO Consumer Defensive 996.0 $207K 0.01% NEW $207.89 -8.4%
99 MP MP MATERIALS CORP Basic Materials 4,263.0 $206K 0.01% NEW $48.26 +27.9%
100 FNDF SCHWAB STRATEGIC TR 4,177.0 $204K 0.01% NEW $48.93 +9.6%
Page 5 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Financial Services 21.2%
Industrials 9.8%
Consumer Cyclical 8.8%
Communication Services 8.3%
Healthcare 8.3%
Energy 5.7%
Consumer Defensive 4.5%
Utilities 1.7%
Basic Materials 1.2%