Gladwyn Financial Advisors

Gladwyn Financial Advisors as of Dec. 31, 2025

Portfolio Holdings for Gladwyn Financial Advisors

Gladwyn Financial Advisors holds 87 positions in its portfolio as reported in the December 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) 7.5 $11M 36k 302.08
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.5 $11M 51k 211.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 7.4 $11M 59k 177.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 6.9 $9.9M 35k 278.91
Vanguard World Mega Cap Val Etf (MGV) 5.8 $8.2M 58k 141.13
Vanguard World Mega Grwth Ind (MGK) 5.6 $7.9M 19k 413.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 5.0 $7.0M 49k 143.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $6.6M 124k 53.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.9 $5.6M 76k 73.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.3 $4.7M 59k 79.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.3 $4.7M 59k 78.81
Vanguard Scottsdale Fds Long Term Treas (VGLT) 3.2 $4.6M 83k 55.79
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.2 $4.5M 38k 119.35
Invesco Db Commdy Indx Trck Unit (DBC) 3.2 $4.5M 202k 22.36
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.1 $4.4M 52k 83.75
Ishares Tr Iboxx Hi Yd Etf (HYG) 2.3 $3.3M 40k 80.63
Ishares Jp Mrg Em Crp Bd (CEMB) 2.3 $3.2M 70k 45.87
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 2.2 $3.2M 242k 13.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $2.5M 3.7k 681.98
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 1.7 $2.5M 37k 67.42
Ishares Tr Jpmorgan Usd Emg (EMB) 1.7 $2.5M 26k 96.28
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $2.4M 22k 110.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.7 $2.4M 49k 48.33
General Dynamics Corporation (GD) 1.4 $2.0M 6.0k 336.68
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.3M 2.8k 487.01
Vanguard Index Fds Value Etf (VTV) 0.9 $1.3M 6.9k 190.94
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.2M 12k 96.03
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $885k 8.9k 99.88
Nextera Energy (NEE) 0.5 $731k 9.1k 80.28
Caci Intl Cl A (CACI) 0.5 $693k 1.3k 532.81
JPMorgan Chase & Co. (JPM) 0.4 $597k 1.9k 322.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $588k 7.6k 77.53
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $564k 8.4k 67.13
Coca-Cola Company (KO) 0.4 $555k 7.9k 69.91
Ishares Core Msci Emkt (IEMG) 0.4 $519k 7.7k 67.23
Ge Aerospace Com New (GE) 0.3 $432k 1.4k 307.98
Procter & Gamble Company (PG) 0.2 $343k 2.4k 143.32
Amazon (AMZN) 0.2 $332k 1.4k 231.85
Ge Vernova (GEV) 0.2 $268k 410.00 653.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $268k 444.00 603.23
Exxon Mobil Corporation (XOM) 0.2 $254k 2.1k 120.40
Wal-Mart Stores (WMT) 0.1 $204k 1.8k 111.40
Wec Energy Group (WEC) 0.1 $204k 1.9k 105.48
Allstate Corporation (ALL) 0.1 $203k 976.00 208.23
Trane Technologies SHS (TT) 0.1 $198k 509.00 388.86
3M Company (MMM) 0.1 $160k 998.00 160.17
Johnson & Johnson (JNJ) 0.1 $149k 719.00 206.98
Verizon Communications (VZ) 0.1 $145k 3.6k 40.76
Vanguard Index Fds Small Cp Etf (VB) 0.1 $143k 554.00 258.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $94k 281.00 335.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $92k 195.00 472.76
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $88k 304.00 290.38
Vanguard World Extended Dur (EDV) 0.1 $85k 1.3k 65.01
McDonald's Corporation (MCD) 0.1 $77k 251.00 306.21
Union Pacific Corporation (UNP) 0.1 $72k 309.00 231.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $70k 334.00 208.82
Waste Management (WM) 0.0 $56k 254.00 219.41
Allegion Ord Shs (ALLE) 0.0 $55k 348.00 159.24
Solventum Corp Com Shs (SOLV) 0.0 $54k 686.00 79.24
Consolidated Edison (ED) 0.0 $53k 531.00 99.31
Qnity Electronics Common Stock 0.0 $48k 591.00 81.66
Dupont De Nemours (DD) 0.0 $48k 1.2k 40.18
Select Sector Spdr Tr State Street Com (XLC) 0.0 $45k 380.00 117.59
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $44k 804.00 54.80
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $42k 759.00 54.72
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $40k 328.00 120.96
Ingersoll Rand (IR) 0.0 $40k 500.00 79.28
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $38k 465.00 82.03
Select Sector Spdr Tr State Street Con (XLY) 0.0 $30k 251.00 119.38
Dow (DOW) 0.0 $30k 1.3k 23.37
PPG Industries (PPG) 0.0 $28k 271.00 102.37
Ishares Tr Tips Bd Etf (TIP) 0.0 $26k 235.00 109.92
Dominion Resources (D) 0.0 $23k 400.00 58.58
Corteva (CTVA) 0.0 $22k 333.00 67.06
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $21k 235.00 90.30
Ishares Tr Esg Msci Leadr (SUSL) 0.0 $16k 129.00 121.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $15k 464.00 32.77
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $15k 105.00 141.13
Pfizer (PFE) 0.0 $13k 512.00 24.90
Lincoln National Corporation (LNC) 0.0 $9.9k 223.00 44.45
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $6.0k 73.00 81.85
Ishares Tr Morningstar Valu (ILCV) 0.0 $4.3k 45.00 95.40
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $3.1k 100.00 30.54
Ishares Msci Emrg Chn (EMXC) 0.0 $2.8k 38.00 72.76
Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $2.2k 100.00 22.32
Vanguard World Mega Cap Index (MGC) 0.0 $1.5k 6.00 256.00
Chemours (CC) 0.0 $513.000400 44.00 11.66