Gladwyn Financial Advisors

Gladwyn Financial Advisors as of June 30, 2025

Portfolio Holdings for Gladwyn Financial Advisors

Gladwyn Financial Advisors holds 82 positions in its portfolio as reported in the June 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 $9.8M 35k 276.98
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.5 $9.7M 34k 284.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.4 $9.6M 49k 195.01
Vanguard Index Fds Mcap Vl Idxvip (VOE) 7.1 $9.2M 56k 164.48
Vanguard World Mega Cap Val Etf (MGV) 5.4 $7.0M 53k 131.22
Vanguard World Mega Grwth Ind (MGK) 5.4 $7.0M 19k 366.29
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.9 $6.4M 48k 134.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $6.0M 122k 49.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.7 $4.8M 72k 67.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.4 $4.3M 55k 79.50
Invesco Db Commdy Indx Trck Unit (DBC) 3.4 $4.3M 199k 21.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.3 $4.3M 54k 78.70
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.3 $4.2M 75k 56.12
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.2 $4.1M 35k 119.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.1 $4.0M 48k 82.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $2.9M 4.8k 617.85
Ishares Jp Mrg Em Crp Bd (CEMB) 2.2 $2.9M 64k 45.44
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.2 $2.9M 36k 80.65
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.1 $2.7M 209k 13.04
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $2.2M 20k 109.61
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.7 $2.2M 34k 65.34
Ishares Tr Jpmorgan Usd Emg (EMB) 1.7 $2.2M 24k 92.62
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.7 $2.2M 44k 49.51
General Dynamics Corporation (GD) 1.2 $1.6M 5.5k 291.64
Ishares Tr Msci Eafe Etf (EFA) 1.0 $1.3M 15k 89.39
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.2M 2.8k 438.53
Vanguard Index Fds Value Etf (VTV) 0.9 $1.2M 6.9k 176.75
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.1M 11k 99.20
Nextera Energy (NEE) 0.5 $627k 9.0k 69.42
Caci Intl Cl A (CACI) 0.5 $620k 1.3k 476.70
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $551k 7.6k 72.68
Coca-Cola Company (KO) 0.4 $538k 7.6k 70.75
JPMorgan Chase & Co. (JPM) 0.4 $534k 1.8k 289.91
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $512k 8.4k 60.94
Ishares Core Msci Emkt (IEMG) 0.4 $464k 7.7k 60.03
Ge Aerospace Com New (GE) 0.3 $361k 1.4k 257.37
Procter & Gamble Company (PG) 0.3 $339k 2.1k 159.32
Amazon (AMZN) 0.2 $314k 1.4k 219.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $242k 428.00 566.12
Trane Technologies SHS (TT) 0.2 $222k 507.00 437.79
Ge Vernova (GEV) 0.2 $217k 410.00 528.56
Exxon Mobil Corporation (XOM) 0.2 $198k 1.8k 107.84
Wal-Mart Stores (WMT) 0.1 $178k 1.8k 97.80
Wec Energy Group (WEC) 0.1 $174k 1.7k 104.17
Verizon Communications (VZ) 0.1 $150k 3.5k 43.27
Allstate Corporation (ALL) 0.1 $146k 723.00 201.31
Vanguard Index Fds Small Cp Etf (VB) 0.1 $136k 575.00 236.84
3M Company (MMM) 0.1 $113k 745.00 152.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $96k 315.00 303.89
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $84k 300.00 280.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $83k 194.00 425.45
Dupont De Nemours (DD) 0.1 $81k 1.2k 68.57
Vanguard World Extended Dur (EDV) 0.1 $79k 1.2k 67.31
Johnson & Johnson (JNJ) 0.1 $71k 466.00 152.66
Union Pacific Corporation (UNP) 0.1 $71k 307.00 230.36
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $64k 332.00 192.46
Waste Management (WM) 0.0 $58k 253.00 228.55
Consolidated Edison (ED) 0.0 $53k 526.00 100.42
Allegion Ord Shs (ALLE) 0.0 $50k 346.00 144.09
Ingersoll Rand (IR) 0.0 $42k 500.00 83.22
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $36k 326.00 109.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $35k 731.00 48.23
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $34k 465.00 74.01
Dow (DOW) 0.0 $33k 1.2k 26.48
PPG Industries (PPG) 0.0 $31k 269.00 113.76
Ishares Tr Tips Bd Etf (TIP) 0.0 $25k 230.00 110.15
Corteva (CTVA) 0.0 $25k 332.00 74.52
Dominion Resources (D) 0.0 $22k 391.00 56.54
Solventum Corp Com Shs (SOLV) 0.0 $14k 186.00 75.84
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $14k 128.00 108.38
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $14k 452.00 30.11
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $13k 104.00 128.37
Pfizer (PFE) 0.0 $12k 512.00 24.24
Lincoln National Corporation (LNC) 0.0 $7.5k 218.00 34.54
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $5.4k 72.00 75.68
Ishares Tr Morningstar Valu (ILCV) 0.0 $3.8k 45.00 83.49
NVIDIA Corporation (NVDA) 0.0 $3.5k 22.00 157.23
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $2.8k 100.00 28.12
Ishares Msci Emrg Chn (EMXC) 0.0 $2.4k 37.00 63.70
Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $2.0k 100.00 20.28
Vanguard World Mega Cap Index (MGC) 0.0 $1.4k 6.00 227.67
Chemours (CC) 0.0 $492.999300 43.00 11.47