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Gladwyn Financial Advisors

Latest statistics and disclosures from Gladwyn Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VBK, VBR, VOE, VOT, MGV, and represent 35.19% of Gladwyn Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: MGV, VOT, VOE, PDBC, IEI, GD, BSV, VBR, VCSH, VCIT.
Started 2 new stock positions in MCD, Qnity Electronics.
Reduced shares in these 8 stocks: SPY, EFA, AGG, VWO, VTI, VUG, VB, XLC.
Gladwyn Financial Advisors was a net buyer of stock by $2.5M.
Gladwyn Financial Advisors has $142M in assets under management (AUM), dropping by 2.14%.
Central Index Key (CIK): 0002078684

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Positions held by Gladwyn Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gladwyn Financial Advisors

Gladwyn Financial Advisors holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sml Cp Grw Etf (VBK)	7.5	$11M		36k	302.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.5	$11M		51k	211.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	7.4	$11M	+2%	59k	177.30	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	6.9	$9.9M	+3%	35k	278.91	View chart
Vanguard World Mega Cap Val Etf (MGV)	5.8	$8.2M	+4%	58k	141.13	View chart
Vanguard World Mega Grwth Ind (MGK)	5.6	$7.9M		19k	413.97	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	5.0	$7.0M		49k	143.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.7	$6.6M		124k	53.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.9	$5.6M	+2%	76k	73.55	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.3	$4.7M	+3%	59k	79.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.3	$4.7M	+3%	59k	78.81	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.2	$4.6M	+2%	83k	55.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.2	$4.5M	+4%	38k	119.35	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	3.2	$4.5M		202k	22.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$4.4M	+3%	52k	83.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$3.3M	+4%	40k	80.63	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	2.3	$3.2M	+4%	70k	45.87	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.2	$3.2M	+8%	242k	13.25	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$2.5M	-23%	3.7k	681.98	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.7	$2.5M	+3%	37k	67.42	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.7	$2.5M	+2%	26k	96.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$2.4M	+3%	22k	110.19	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$2.4M	+6%	49k	48.33	View chart
General Dynamics Corporation (GD)	1.4	$2.0M	+9%	6.0k	336.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$1.3M		2.8k	487.01	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.3M		6.9k	190.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$1.2M	-18%	12k	96.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$885k	-20%	8.9k	99.88	View chart
Nextera Energy (NEE)	0.5	$731k		9.1k	80.28	View chart
Caci Intl Cl A (CACI)	0.5	$693k		1.3k	532.81	View chart
JPMorgan Chase & Co. (JPM)	0.4	$597k		1.9k	322.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$588k		7.6k	77.53	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$564k		8.4k	67.13	View chart
Coca-Cola Company (KO)	0.4	$555k	+4%	7.9k	69.91	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$519k		7.7k	67.23	View chart
Ge Aerospace Com New (GE)	0.3	$432k		1.4k	307.98	View chart
Procter & Gamble Company (PG)	0.2	$343k	+12%	2.4k	143.32	View chart
Amazon (AMZN)	0.2	$332k		1.4k	231.85	View chart
Ge Vernova (GEV)	0.2	$268k		410.00	653.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$268k		444.00	603.23	View chart
Exxon Mobil Corporation (XOM)	0.2	$254k	+13%	2.1k	120.40	View chart
Wal-Mart Stores (WMT)	0.1	$204k		1.8k	111.40	View chart
Wec Energy Group (WEC)	0.1	$204k	+14%	1.9k	105.48	View chart
Allstate Corporation (ALL)	0.1	$203k	+34%	976.00	208.23	View chart
Trane Technologies SHS (TT)	0.1	$198k		509.00	388.86	View chart
3M Company (MMM)	0.1	$160k	+33%	998.00	160.17	View chart
Johnson & Johnson (JNJ)	0.1	$149k	+53%	719.00	206.98	View chart
Verizon Communications (VZ)	0.1	$145k		3.6k	40.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$143k	-3%	554.00	258.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$94k	-11%	281.00	335.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$92k		195.00	472.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$88k		304.00	290.38	View chart
Vanguard World Extended Dur (EDV)	0.1	$85k	+6%	1.3k	65.01	View chart
McDonald's Corporation (MCD)	0.1	$77k	NEW	251.00	306.21	View chart
Union Pacific Corporation (UNP)	0.1	$72k		309.00	231.44	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$70k		334.00	208.82	View chart
Waste Management (WM)	0.0	$56k		254.00	219.41	View chart
Allegion Ord Shs (ALLE)	0.0	$55k		348.00	159.24	View chart
Solventum Corp Com Shs (SOLV)	0.0	$54k	+268%	686.00	79.24	View chart
Consolidated Edison (ED)	0.0	$53k		531.00	99.31	View chart
Qnity Electronics Common Stock	0.0	$48k	NEW	591.00	81.66	View chart
Dupont De Nemours (DD)	0.0	$48k		1.2k	40.18	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$45k	-2%	380.00	117.59	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$44k		804.00	54.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$42k		759.00	54.72	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$40k		328.00	120.96	View chart
Ingersoll Rand (IR)	0.0	$40k		500.00	79.28	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$38k		465.00	82.03	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$30k	+100%	251.00	119.38	View chart
Dow (DOW)	0.0	$30k		1.3k	23.37	View chart
PPG Industries (PPG)	0.0	$28k		271.00	102.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$26k		235.00	109.92	View chart
Dominion Resources (D)	0.0	$23k		400.00	58.58	View chart
Corteva (CTVA)	0.0	$22k		333.00	67.06	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$21k	+2%	235.00	90.30	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$16k		129.00	121.03	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$15k	+2%	464.00	32.77	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$15k		105.00	141.13	View chart
Pfizer (PFE)	0.0	$13k		512.00	24.90	View chart
Lincoln National Corporation (LNC)	0.0	$9.9k		223.00	44.45	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$6.0k		73.00	81.85	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$4.3k		45.00	95.40	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$3.1k		100.00	30.54	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$2.8k	+2%	38.00	72.76	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$2.2k		100.00	22.32	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.5k		6.00	256.00	View chart
Chemours (CC)	0.0	$513.000400	+2%	44.00	11.66	View chart

Past Filings by Gladwyn Financial Advisors

SEC 13F filings are viewable for Gladwyn Financial Advisors going back to 2025

Gladwyn Financial Advisors 2025 Q4 filed Jan. 8, 2026
Gladwyn Financial Advisors 2025 Q3 filed Oct. 16, 2025
Gladwyn Financial Advisors 2025 Q2 filed July 29, 2025

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