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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, VOT, VOE, MGV, and represent 37.56% of Gladwyn Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: MGK (+$7.5M), VUG, VCIT, VOE, VGLT, MGV, VCSH, CEMB, PDBC, IEI.
Reduced shares in these 10 stocks: VBK, Dupont De Nemours, VTV, AMZN, SOLV, VB, DOW, PFE, VZ, GEHC.
Sold out of its positions in LNC, PFE, XLY, SOLV.
Gladwyn Financial Advisors was a net buyer of stock by $14M.
Gladwyn Financial Advisors has $160M in assets under management (AUM), dropping by 11.25%.
Central Index Key (CIK): 0002078684

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Portfolio Holdings for Gladwyn Financial Advisors

Gladwyn Financial Advisors holds 82 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sml Cp Grw Etf (VBK)	8.2	$13M		36k	365.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.9	$13M	+2%	52k	242.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	7.6	$12M		40k	306.36	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	7.6	$12M	+4%	62k	197.60	View chart
Vanguard World Mega Cap Val Etf (MGV)	6.2	$10M	+4%	61k	163.44	View chart
Vanguard World Mega Grwth Ind (MGK)	5.9	$9.4M	+397%	107k	87.90	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	4.7	$7.5M		49k	154.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.6	$7.4M		124k	59.69	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.9	$6.2M		74k	83.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.2	$5.2M	+7%	66k	79.03	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.2	$5.1M	+9%	93k	55.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.1	$5.0M	+5%	64k	77.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$5.0M	+12%	60k	82.65	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.0	$4.8M	+7%	41k	117.45	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	2.9	$4.7M	+6%	176k	26.66	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$3.6M	+9%	46k	79.97	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	2.3	$3.6M	+10%	79k	45.65	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.2	$3.5M	+10%	218k	15.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.7	$2.7M	+6%	28k	96.44	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.7	$2.6M	+5%	39k	67.25	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.6	$2.6M	+7%	54k	48.43	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$2.6M	+6%	24k	109.07	View chart
General Dynamics Corporation (GD)	1.3	$2.1M		6.0k	354.24	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.1M		2.8k	746.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.4M	-3%	6.6k	217.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$1.3M	+465%	16k	86.14	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$1.0M	+3%	9.8k	103.88	View chart
Nextera Energy (NEE)	0.5	$799k		9.1k	87.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$678k	+5%	6.9k	98.99	View chart
Coca-Cola Company (KO)	0.4	$645k		7.9k	81.27	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$640k		7.7k	82.84	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$639k		8.4k	76.11	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$624k		7.6k	82.27	View chart
JPMorgan Chase & Co. (JPM)	0.4	$606k		1.9k	327.40	View chart
Caci Intl Cl A (CACI)	0.4	$602k		1.3k	463.26	View chart
Ge Aerospace Com New (GE)	0.3	$525k		1.4k	373.70	View chart
Ge Vernova (GEV)	0.3	$482k		410.00	1174.52	View chart
Procter & Gamble Company (PG)	0.2	$351k		2.4k	146.65	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$335k	+2%	477.00	703.12	View chart
Exxon Mobil Corporation (XOM)	0.2	$289k		2.1k	136.84	View chart
Amazon (AMZN)	0.2	$286k	-16%	1.2k	238.39	View chart
Trane Technologies SHS (TT)	0.2	$250k		509.00	490.74	View chart
Allstate Corporation (ALL)	0.1	$232k		976.00	238.03	View chart
Wec Energy Group (WEC)	0.1	$225k		1.9k	116.79	View chart
Wal-Mart Stores (WMT)	0.1	$207k		1.8k	113.26	View chart
Johnson & Johnson (JNJ)	0.1	$183k		719.00	254.01	View chart
3M Company (MMM)	0.1	$162k		998.00	161.99	View chart
Verizon Communications (VZ)	0.1	$142k	-7%	3.4k	42.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$124k	-26%	411.00	302.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$101k	-3%	273.00	370.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$97k	+300%	780.00	124.25	View chart
Qnity Electronics Common Stock (Q)	0.1	$97k		591.00	163.32	View chart
Vanguard World Extended Dur (EDV)	0.1	$92k	+10%	1.4k	65.08	View chart
Union Pacific Corporation (UNP)	0.1	$84k		309.00	272.15	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$74k	+197%	920.00	80.59	View chart
McDonald's Corporation (MCD)	0.0	$69k		255.00	269.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$59k	+6%	868.00	68.39	View chart
Consolidated Edison (ED)	0.0	$59k		531.00	110.62	View chart
Waste Management (WM)	0.0	$57k		254.00	222.57	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$55k		224.00	245.92	View chart
Dupont De Nemours	0.0	$53k	-66%	393.00	135.64	View chart
Allegion Ord Shs (ALLE)	0.0	$49k		348.00	140.50	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$44k		330.00	132.06	View chart
Ingersoll Rand (IR)	0.0	$41k		500.00	82.05	View chart
PPG Industries (PPG)	0.0	$33k		271.00	121.18	View chart
Corteva (CTVA)	0.0	$28k		333.00	84.72	View chart
Dominion Resources (D)	0.0	$28k		408.00	68.32	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$28k		254.00	109.48	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$19k	-35%	301.00	64.09	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$17k		129.00	132.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$17k		465.00	36.25	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$17k		106.00	156.47	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$16k		150.00	107.47	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$14k		118.00	115.43	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$6.9k		75.00	91.65	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$4.4k		44.00	100.84	View chart
Dow (DOW)	0.0	$4.0k	-88%	145.00	27.37	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$3.9k		38.00	102.97	View chart
Carnival Corp Common Stock	0.0	$2.9k		101.00	28.58	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.0	$2.1k		100.00	21.11	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.7k		6.00	280.50	View chart
Chemours (CC)	0.0	$893.002000		44.00	20.30	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 Q2 filed July 2, 2026
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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