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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 36.47% of Gladwyn Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VGLT, VCIT, VSS, VCSH, BSV, IEI, LQD, HYG, CEMB, VBK.
Started 2 new stock positions in DD, CCL.
Reduced shares in these 10 stocks: PDBC, DBC, MGV, VOE, VBR, VEU, MGK, Dupont De Nemours, EFA, SPY.
Sold out of its positions in Carnival Corporation, Dupont De Nemours, NCLH.
Gladwyn Financial Advisors was a net seller of stock by $-885k.
Gladwyn Financial Advisors has $157M in assets under management (AUM), dropping by -2.06%.
Central Index Key (CIK): 0002078684

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Portfolio Holdings for Gladwyn Financial Advisors

Gladwyn Financial Advisors holds 81 positions in its portfolio as reported in the September 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)	7.7	$12M		36k	337.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.6	$12M		51k	231.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	7.5	$12M		60k	195.55	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	7.4	$12M		40k	292.18	View chart
Vanguard World Mega Grwth Ind (MGK)	6.2	$9.7M		105k	92.64	View chart
Vanguard World Mega Cap Val Etf (MGV)	6.1	$9.6M	-2%	60k	161.09	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	4.9	$7.7M	+2%	50k	155.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.7	$7.3M		123k	59.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.8	$6.0M	-2%	72k	82.98	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.3	$5.2M	+2%	67k	77.25	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	3.3	$5.2M	-8%	160k	32.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.2	$5.0M	+2%	66k	76.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.1	$4.9M	+4%	63k	78.31	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	3.1	$4.9M	+4%	97k	50.14	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.0	$4.8M		42k	113.44	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.3	$3.6M	-14%	186k	19.30	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.3	$3.6M		46k	77.21	View chart
Ishares Jp Mrg Em Crp Bd (CEMB)	2.3	$3.6M		81k	44.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.6	$2.6M	+2%	55k	46.87	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	1.6	$2.6M		28k	90.84	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.6	$2.5M		40k	63.14	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$2.5M	+3%	25k	102.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$2.1M		2.7k	762.71	View chart
General Dynamics Corporation (GD)	1.3	$2.0M		6.0k	331.83	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$1.4M		6.6k	216.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$1.4M		16k	90.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$991k	-2%	9.5k	103.89	View chart
Caci Intl Cl A (CACI)	0.5	$792k		1.3k	609.11	View chart
Nextera Energy (NEE)	0.4	$690k		9.1k	75.74	View chart
Coca-Cola Company (KO)	0.4	$683k		7.9k	86.08	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$640k		7.6k	84.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$637k		6.7k	94.54	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$635k		8.4k	75.62	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$627k		7.7k	81.16	View chart
JPMorgan Chase & Co. (JPM)	0.4	$613k		1.9k	330.90	View chart
Ge Aerospace Com New (GE)	0.3	$439k		1.4k	312.26	View chart
Ge Vernova (GEV)	0.2	$390k		410.00	950.22	View chart
Procter & Gamble Company (PG)	0.2	$347k		2.4k	145.29	View chart
Exxon Mobil Corporation	0.2	$345k		2.1k	162.69	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$319k		486.00	656.73	View chart
Amazon (AMZN)	0.2	$299k		1.2k	249.21	View chart
Trane Technologies SHS (TT)	0.1	$230k		509.00	451.59	View chart
Allstate Corporation (ALL)	0.1	$217k		976.00	221.95	View chart
Wec Energy Group (WEC)	0.1	$194k		1.9k	100.80	View chart
Johnson & Johnson (JNJ)	0.1	$190k		719.00	264.78	View chart
Wal-Mart Stores (WMT)	0.1	$190k		1.8k	103.92	View chart
3M Company (MMM)	0.1	$164k		998.00	164.23	View chart
Verizon Communications (VZ)	0.1	$157k		3.4k	45.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$117k		412.00	284.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$103k		274.00	374.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$98k		781.00	125.29	View chart
Vanguard World Extended Dur (EDV)	0.1	$86k	+9%	1.6k	55.46	View chart
Union Pacific Corporation (UNP)	0.1	$84k		309.00	272.28	View chart
Qnity Electronics Common Stock (Q)	0.0	$74k		591.00	125.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$72k		924.00	78.39	View chart
McDonald's Corporation (MCD)	0.0	$59k		255.00	230.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$56k	-4%	831.00	66.77	View chart
Consolidated Edison (ED)	0.0	$54k		531.00	102.20	View chart
Allegion Ord Shs (ALLE)	0.0	$54k		348.00	153.78	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$52k		224.00	231.91	View chart
Waste Management (WM)	0.0	$52k		254.00	203.64	View chart
Dupont De Nemours Common Stock (DD)	0.0	$51k	NEW	393.00	129.89	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$45k		330.00	135.66	View chart
Ingersoll Rand (IR)	0.0	$38k		500.00	75.17	View chart
PPG Industries (PPG)	0.0	$28k		271.00	104.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$27k		258.00	104.19	View chart
Corteva (CTVA)	0.0	$26k		333.00	77.68	View chart
Dominion Resources (D)	0.0	$25k		412.00	60.59	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$20k		301.00	65.45	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.0	$18k		129.00	136.02	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$17k		465.00	36.44	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$17k		106.00	157.76	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$15k	-10%	134.00	110.81	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$9.4k	-31%	81.00	116.14	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$6.9k		76.00	91.30	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$4.6k		44.00	105.34	View chart
Dow (DOW)	0.0	$4.0k		145.00	27.55	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$3.8k		38.00	99.74	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$1.7k		6.00	290.00	View chart
Carnival Corp Common Shares (CCL)	0.0	$620.000000	NEW	25.00	24.80	View chart
Chemours (CC)	0.0	$590.999200		44.00	13.43	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 Q3 filed Oct. 5, 2026
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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