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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, MGK, and represent 34.99% of Gladwyn Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: MGV, VOE, VGLT, HYG, IEI, VCSH, VCIT, BSV, CEMB, PDBC.
Started 4 new stock positions in XLY, XLC, XLF, VPL.
Reduced shares in these 3 stocks: MGK, VUG, NVDA.
Sold out of its position in NVDA.
Gladwyn Financial Advisors was a net buyer of stock by $3.7M.
Gladwyn Financial Advisors has $139M in assets under management (AUM), dropping by 7.81%.
Central Index Key (CIK): 0002078684

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Portfolio Holdings for Gladwyn Financial Advisors

Gladwyn Financial Advisors holds 85 positions in its portfolio as reported in the September 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)	7.6	$11M		35k	297.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.5	$10M		50k	208.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	7.2	$10M	+3%	58k	174.59	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	7.2	$10M		34k	293.78	View chart
Vanguard World Mega Grwth Ind (MGK)	5.5	$7.7M		19k	402.58	View chart
Vanguard World Mega Cap Val Etf (MGV)	5.5	$7.7M	+4%	56k	137.72	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	4.9	$6.9M		48k	142.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.8	$6.7M		124k	54.18	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.8	$5.3M	+3%	74k	71.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.3	$4.6M	+4%	57k	79.93	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.3	$4.6M	+6%	80k	56.86	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	3.2	$4.5M		201k	22.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.2	$4.5M	+4%	57k	78.91	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.1	$4.3M	+5%	36k	119.51	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.0	$4.2M	+5%	51k	84.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$3.2M		4.8k	666.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$3.1M	+8%	39k	81.19	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	2.2	$3.1M	+6%	68k	46.22	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.1	$3.0M	+6%	222k	13.43	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.7	$2.4M	+5%	36k	66.91	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.7	$2.4M	+5%	25k	95.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$2.4M	+4%	21k	111.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.6	$2.3M	+4%	46k	49.47	View chart
General Dynamics Corporation (GD)	1.3	$1.9M		5.5k	341.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.4M	+2%	15k	93.37	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$1.3M		2.8k	479.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.3M		6.9k	186.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.1M	+3%	11k	100.25	View chart
Nextera Energy (NEE)	0.5	$687k		9.1k	75.49	View chart
Caci Intl Cl A (CACI)	0.5	$648k		1.3k	498.78	View chart
JPMorgan Chase & Co. (JPM)	0.4	$582k		1.8k	315.35	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$582k		7.6k	76.72	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$546k		8.4k	65.01	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$509k		7.7k	65.92	View chart
Coca-Cola Company (KO)	0.4	$505k		7.6k	66.32	View chart
Ge Aerospace Com New (GE)	0.3	$422k		1.4k	300.84	View chart
Procter & Gamble Company (PG)	0.2	$327k		2.1k	153.65	View chart
Amazon (AMZN)	0.2	$314k		1.4k	219.62	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$261k	+2%	437.00	596.42	View chart
Ge Vernova (GEV)	0.2	$252k		410.00	614.46	View chart
Trane Technologies SHS (TT)	0.2	$215k		509.00	421.60	View chart
Exxon Mobil Corporation (XOM)	0.1	$209k		1.9k	112.70	View chart
Wec Energy Group (WEC)	0.1	$192k		1.7k	114.62	View chart
Wal-Mart Stores (WMT)	0.1	$188k		1.8k	103.05	View chart
Allstate Corporation (ALL)	0.1	$155k		723.00	214.65	View chart
Verizon Communications (VZ)	0.1	$154k		3.5k	43.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$147k		576.00	254.37	View chart
3M Company (MMM)	0.1	$116k		748.00	155.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$104k		316.00	328.07	View chart
Dupont De Nemours (DD)	0.1	$92k		1.2k	77.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$91k		195.00	467.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$89k		301.00	294.14	View chart
Johnson & Johnson (JNJ)	0.1	$87k		469.00	185.46	View chart
Vanguard World Extended Dur (EDV)	0.1	$84k	+4%	1.2k	68.47	View chart
Union Pacific Corporation (UNP)	0.1	$73k		309.00	236.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$70k		332.00	209.65	View chart
Allegion Ord Shs (ALLE)	0.0	$62k		347.00	177.31	View chart
Waste Management (WM)	0.0	$56k		254.00	220.53	View chart
Consolidated Edison (ED)	0.0	$53k		531.00	100.51	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$46k	NEW	388.00	118.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$43k	NEW	802.00	53.85	View chart
Ingersoll Rand (IR)	0.0	$41k		500.00	82.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$41k	+3%	759.00	53.41	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$39k		327.00	118.52	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$35k		465.00	75.08	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$30k	NEW	125.00	240.06	View chart
Dow (DOW)	0.0	$29k		1.3k	22.92	View chart
PPG Industries (PPG)	0.0	$29k		271.00	105.01	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$26k		232.00	111.44	View chart
Dominion Resources (D)	0.0	$24k		396.00	61.09	View chart
Corteva (CTVA)	0.0	$23k		333.00	67.59	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$20k	NEW	229.00	87.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$15k		452.00	33.34	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$15k		128.00	117.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$14k		104.00	138.11	View chart
Solventum Corp Com Shs (SOLV)	0.0	$14k		186.00	73.00	View chart
Pfizer (PFE)	0.0	$13k		512.00	25.48	View chart
Lincoln National Corporation (LNC)	0.0	$8.9k		220.00	40.37	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$5.8k		72.00	80.46	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$4.1k		45.00	90.53	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$2.9k		100.00	28.91	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$2.5k		37.00	68.11	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$2.5k		100.00	24.63	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.5k		6.00	247.67	View chart
Chemours (CC)	0.0	$684.998600		43.00	15.93	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 Q3 filed Oct. 16, 2025
Gladwyn Financial Advisors 2025 Q2 filed July 29, 2025

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