Gladwyn Financial Advisors

Gladwyn Financial Advisors as of March 31, 2026

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