Gladwyn Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Gladwyn Financial Advisors, Inc.Investment ActivityGladwyn Financial Advisors, Inc. has $129.26 million in total holdings as of June 30, 2025.Gladwyn Financial Advisors, Inc. owns shares of 82 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Small-Cap Growth ETF $9,766,756Vanguard Mid-Cap Growth ETF $9,659,868Vanguard Small-Cap Value ETF $9,628,095Vanguard Mid-Cap Value ETF $9,203,208Vanguard Mega Cap Value ETF $7,006,212 Sector AllocationMap of 500 Largest Holdings ofGladwyn Financial Advisors, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVBKVanguard Small-Cap Growth ETF$9,766,75635,2667.6%ETFVOTVanguard Mid-Cap Growth ETF$9,659,86833,9677.5%ETFVBRVanguard Small-Cap Value ETF$9,628,09549,3727.4%ETFVOEVanguard Mid-Cap Value ETF$9,203,20855,9607.1%ETFMGVVanguard Mega Cap Value ETF$7,006,21253,4015.4%ETFMGKVanguard Mega Cap Growth ETF$7,003,43719,1265.4%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,377,51347,4554.9%ETFVWOVanguard FTSE Emerging Markets ETF$6,043,374122,1874.7%ETFVEUVanguard FTSE All-World ex-US ETF$4,833,80771,9113.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,348,39254,6973.4%ETFDBCInvesco DB Commodity Index Tracking Fund$4,331,426198,5983.4%FinanceBSVVanguard Short-Term Bond ETF$4,283,13754,4233.3%ETFVGLTVanguard Long-Term Treasury ETF$4,226,61775,3143.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,114,96834,5543.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,980,75948,0073.1%ETFSPYSPDR S&P 500 ETF Trust$2,945,9034,7682.3%FinanceCEMBiShares J.P. Morgan EM Corporate Bond ETF$2,891,43663,6322.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,888,05935,8092.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,730,526209,3962.1%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,210,40820,1661.7%FinanceVWOBVanguard Emerging Markets Government Bond ETF$2,207,35933,7781.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,191,52923,6611.7%ETFBNDXVanguard Total International Bond ETF$2,170,74443,8441.7%ETFGDGeneral Dynamics$1,598,1805,4801.2%AerospaceEFAiShares MSCI EAFE ETF$1,313,74614,6971.0%FinanceVUGVanguard Growth ETF$1,219,9542,7830.9%ETFVTVVanguard Value ETF$1,210,6066,8500.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,068,64410,7730.8%FinanceNEENextEra Energy$627,0019,0320.5%UtilitiesCACICACI International$619,7101,3000.5%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$550,8587,5790.4%ETFKOCocaCola$537,7827,6010.4%Consumer StaplesJPMJPMorgan Chase & Co.$534,0211,8420.4%FinanceACWXiShares MSCI ACWI ex U.S. ETF$511,7208,3970.4%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$463,4767,7210.4%ETFGEGE Aerospace$360,5751,4010.3%AerospacePGProcter & Gamble$338,7142,1260.3%Consumer StaplesAMZNAmazon.com$313,7951,4300.2%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$242,3004280.2%ETFTTTrane Technologies$221,9585070.2%ConstructionGE VERNOVA INC$216,7094100.2%COMXOMExxon Mobil$197,7121,8340.2%EnergyWMTWalmart$178,2861,8230.1%Retail/WholesaleWECWEC Energy Group$173,5451,6660.1%UtilitiesVZVerizon Communications$149,5183,4550.1%Computer and TechnologyALLAllstate$145,5477230.1%FinanceVBVanguard Small-Cap ETF$136,1835750.1%ETFMMM3M$113,4197450.1%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$95,7243150.1%ETFVOVanguard Mid-Cap ETF$84,0253000.1%ETFIWFiShares Russell 1000 Growth ETF$82,5381940.1%ETFDDDuPont de Nemours$80,9141,1800.1%Basic MaterialsEDVVanguard Extended Duration Treasury ETF$78,6811,1690.1%ETFJNJJohnson & Johnson$71,1384660.1%MedicalUNPUnion Pacific$70,7203070.1%TransportationVXFVanguard Extended Market ETF$63,8983320.0%ETFWMWaste Management$57,8232530.0%Business ServicesEDConsolidated Edison$52,8205260.0%UtilitiesALLEAllegion$49,8563460.0%IndustrialsIRIngersoll Rand$41,6105000.0%IndustrialsESGVVanguard ESG U.S. Stock ETF$35,7903260.0%ETFEEMiShares MSCI Emerging Markets ETF$35,2557310.0%FinanceGEHCGE HealthCare Technologies$34,4164650.0%MedicalDOWDOW$32,9671,2450.0%Basic MaterialsPPGPPG Industries$30,6022690.0%Basic MaterialsTIPiShares TIPS Bond ETF$25,3342300.0%ETFCTVACorteva$24,7413320.0%Consumer StaplesDDominion Energy$22,1073910.0%UtilitiesSOLVENTUM CORP$14,1061860.0%COM SHSSUSLiShares ESG MSCI USA Leaders ETF$13,8721280.0%ManufacturingSCHESchwab Emerging Markets Equity ETF$13,6114520.0%ETFVTVanguard Total World Stock ETF$13,3501040.0%ETFPFEPfizer$12,4115120.0%MedicalLNCLincoln National$7,5302180.0%FinanceIMCViShares Morningstar Mid-Cap Value ETF$5,449720.0%ETFILCViShares Morningstar Value ETF$3,757450.0%ETFNVDANVIDIA$3,459220.0%Computer and TechnologyCCLCarnival$2,8121000.0%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$2,357370.0%ManufacturingNCLHNorwegian Cruise Line$2,0281000.0%Consumer DiscretionaryMGCVanguard Mega Cap ETF$1,36660.0%ETFCCChemours$493430.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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