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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 VBR, VBK, VOE, VOT, MGV, and represent 35.92% of Gladwyn Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VOT, MGK, VBK, VCSH, BSV, VCIT, VGLT, HYG, VBR, CEMB.
Reduced shares in these 10 stocks: DBC, PDBC, SPY, EFA, AGG, VEU, VSS, , VOE, XLC.
Sold out of its position in XLF.
Gladwyn Financial Advisors was a net seller of stock by $-297k.
Gladwyn Financial Advisors has $144M in assets under management (AUM), dropping by 0.99%.
Central Index Key (CIK): 0002078684

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Portfolio Holdings for Gladwyn Financial Advisors

Gladwyn Financial Advisors holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.7	$11M		51k	217.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	7.6	$11M		36k	302.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	7.6	$11M		59k	184.27	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	7.1	$10M	+12%	40k	257.41	View chart
Vanguard World Mega Cap Val Etf (MGV)	5.9	$8.5M		58k	144.97	View chart
Vanguard World Mega Grwth Ind (MGK)	5.5	$7.9M	+11%	21k	367.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	4.9	$7.0M	-2%	48k	145.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.6	$6.7M		124k	54.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.8	$5.5M	-3%	73k	75.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.4	$4.8M	+3%	61k	79.27	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	3.3	$4.8M	-17%	166k	28.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.3	$4.8M	+2%	61k	78.42	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.3	$4.7M	+2%	85k	55.36	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.2	$4.6M		39k	118.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$4.4M	+2%	54k	82.75	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.4	$3.4M	-18%	198k	17.32	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$3.3M	+3%	42k	79.56	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	2.3	$3.3M	+2%	72k	45.28	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.7	$2.4M		37k	65.69	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.7	$2.4M	+2%	22k	108.99	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.7	$2.4M		26k	93.93	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.7	$2.4M	+2%	50k	48.04	View chart
General Dynamics Corporation (GD)	1.4	$2.1M		6.0k	343.22	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$1.8M	-25%	2.7k	650.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.3M		6.9k	196.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.2M		2.7k	436.98	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$923k	-22%	9.5k	97.13	View chart
Nextera Energy (NEE)	0.6	$846k		9.1k	92.88	View chart
Caci Intl Cl A (CACI)	0.5	$707k		1.3k	543.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$642k	-26%	6.5k	99.27	View chart
Coca-Cola Company (KO)	0.4	$604k		7.9k	76.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$594k		7.6k	78.41	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$575k		8.4k	68.47	View chart
JPMorgan Chase & Co. (JPM)	0.4	$545k		1.9k	294.23	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$539k		7.7k	69.75	View chart
Ge Aerospace Com New (GE)	0.3	$399k		1.4k	283.75	View chart
Exxon Mobil Corporation (XOM)	0.2	$358k		2.1k	169.60	View chart
Ge Vernova (GEV)	0.2	$358k		410.00	872.65	View chart
Procter & Gamble Company (PG)	0.2	$345k		2.4k	144.45	View chart
Amazon (AMZN)	0.2	$298k		1.4k	208.31	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$286k	+4%	464.00	616.83	View chart
Wal-Mart Stores (WMT)	0.2	$227k		1.8k	124.28	View chart
Wec Energy Group (WEC)	0.2	$223k		1.9k	115.79	View chart
Trane Technologies SHS (TT)	0.1	$212k		509.00	416.38	View chart
Allstate Corporation (ALL)	0.1	$202k		976.00	207.42	View chart
Verizon Communications (VZ)	0.1	$182k		3.6k	50.24	View chart
Johnson & Johnson (JNJ)	0.1	$176k		719.00	244.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$146k		556.00	261.70	View chart
3M Company (MMM)	0.1	$145k		998.00	145.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$90k		282.00	320.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$89k		309.00	286.93	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$83k		195.00	426.30	View chart
Vanguard World Extended Dur (EDV)	0.1	$83k		1.3k	64.95	View chart
McDonald's Corporation (MCD)	0.1	$79k		253.00	310.67	View chart
Union Pacific Corporation (UNP)	0.1	$75k		309.00	242.75	View chart
Qnity Electronics Common Stock (Q)	0.0	$68k		591.00	115.39	View chart
Consolidated Edison (ED)	0.0	$60k		531.00	113.17	View chart
Waste Management (WM)	0.0	$58k		254.00	229.48	View chart
Dupont De Nemours (DD)	0.0	$54k		1.2k	45.78	View chart
Dow (DOW)	0.0	$53k		1.3k	41.64	View chart
Allegion Ord Shs (ALLE)	0.0	$51k		348.00	145.30	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$46k	+6%	812.00	56.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$46k	-33%	223.00	206.00	View chart
Solventum Corp Com Shs (SOLV)	0.0	$45k		686.00	65.30	View chart
Ingersoll Rand (IR)	0.0	$40k		500.00	80.18	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$37k		329.00	112.22	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$33k		465.00	71.19	View chart
PPG Industries (PPG)	0.0	$29k		271.00	106.78	View chart
Corteva (CTVA)	0.0	$28k		333.00	83.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$28k	+6%	250.00	110.38	View chart
Dominion Resources (D)	0.0	$25k		404.00	61.86	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$17k	-60%	150.00	110.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$15k		464.00	32.97	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$15k		129.00	113.39	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$15k		105.00	138.71	View chart
Pfizer (PFE)	0.0	$14k		512.00	28.08	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$12k	-49%	118.00	97.52	View chart
Lincoln National Corporation (LNC)	0.0	$7.9k		223.00	35.44	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$6.3k	+2%	75.00	84.65	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$5.7k	-79%	52.00	109.08	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$4.1k	-2%	44.00	92.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$3.0k		38.00	78.74	View chart
Carnival Corp Common Stock (CCL)	0.0	$2.6k		101.00	25.75	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$1.9k		100.00	18.70	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.5k		6.00	241.67	View chart
Chemours (CC)	0.0	$959.002000		44.00	21.80	View chart

Past Filings by Gladwyn Financial Advisors

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

Gladwyn Financial Advisors 2026 Q1 filed April 8, 2026
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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