Gladwyn Financial Advisors

Gladwyn Financial Advisors as of June 30, 2026

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