Gladstone, NJCIK 20549065 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
78 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 30.9K | $21.09M | 16.8% | −661 | Reduced |
| 2 | Vanguard Bd Index Fds | 78.5K | $6.27M | 5.0% | +946 | Added |
| 3 | Vanguard Bd Index Fds | 70.5K | $5.56M | 4.4% | +2.5K | Added |
| 4 | Apple Inc |
| 18.1K |
| $4.94M |
| 3.9% |
| −563 |
| Reduced |
| 5 | Ishares Tr | 54.0K | $4.53M | 3.6% | −2.6K | Reduced |
| 6 | Vanguard World Fd | 5.9K | $4.45M | 3.6% | −204 | Reduced |
| 7 | Invesco Qqq Tr | 7.1K | $4.40M | 3.5% | −186 | Reduced |
| 8 | Ishares Tr | 42.7K | $4.33M | 3.5% | −580 | Reduced |
| 9 | Select Sector Spdr Tr | 28.6K | $4.15M | 3.3% | +14.0K | Added |
| 10 | Select Sector Spdr Tr | 33.9K | $4.08M | 3.3% | +16.7K | Added |
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