Gladwyn Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Gladwyn Financial Advisors, Inc.Investment ActivityGladwyn Financial Advisors, Inc. has $139.35 million in total holdings as of September 30, 2025.Gladwyn Financial Advisors, Inc. owns shares of 85 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.68% of the portfolio was purchased this quarter.About 0.02% of the portfolio was sold this quarter.This quarter, Gladwyn Financial Advisors, Inc. has purchased 82 new stocks and bought additional shares in 56 stocks.Gladwyn Financial Advisors, Inc. sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Small-Cap Growth ETF $10,535,881Vanguard Small-Cap Value ETF $10,416,631Vanguard Mid-Cap Value ETF $10,078,264Vanguard Mid-Cap Growth ETF $10,044,011Vanguard Mega Cap Value ETF $7,682,368 Largest New Holdings this Quarter 81369Y852 - Communication Services Select Sector SPDR Fund $45,969 Holding81369Y605 - Financial Select Sector SPDR Fund $43,184 Holding81369Y407 - Consumer Discretionary Select Sector SPDR Fund $30,008 Holding922042866 - Vanguard FTSE Pacific ETF $20,076 Holding Largest Purchases this Quarter Vanguard Mega Cap Value ETF 2,374 shares (about $326.99K)Vanguard Mid-Cap Value ETF 1,768 shares (about $308.66K)Vanguard Long-Term Treasury ETF 5,087 shares (about $289.25K)iShares iBoxx $ High Yield Corporate Bond ETF 2,928 shares (about $237.73K)iShares 3-7 Year Treasury Bond ETF 1,839 shares (about $219.78K) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 44 shares (about $17.71K)Vanguard Growth ETF 9 shares (about $4.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGladwyn Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBKVanguard Small-Cap Growth ETF$10,535,881$39,882 ▲0.4%35,4007.6%ETFVBRVanguard Small-Cap Value ETF$10,416,631$112,285 ▲1.1%49,9107.5%ETFVOEVanguard Mid-Cap Value ETF$10,078,264$308,661 ▲3.2%57,7287.2%ETFVOTVanguard Mid-Cap Growth ETF$10,044,011$64,927 ▲0.7%34,1887.2%ETFMGVVanguard Mega Cap Value ETF$7,682,368$326,991 ▲4.4%55,7755.5%ETFMGKVanguard Mega Cap Growth ETF$7,679,019$17,707 ▼-0.2%19,0825.5%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,895,598$130,861 ▲1.9%48,3734.9%ETFVWOVanguard FTSE Emerging Markets ETF$6,724,411$104,297 ▲1.6%124,1124.8%ETFVEUVanguard FTSE All-World ex-US ETF$5,292,142$159,868 ▲3.1%74,1513.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,582,781$210,855 ▲4.8%57,3353.3%ETFVGLTVanguard Long-Term Treasury ETF$4,571,584$289,246 ▲6.8%80,4013.3%ETFDBCInvesco DB Commodity Index Tracking Fund$4,516,972$42,559 ▲1.0%200,4873.2%FinanceBSVVanguard Short-Term Bond ETF$4,501,524$207,057 ▲4.8%57,0473.2%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,349,354$219,780 ▲5.3%36,3933.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,245,775$207,919 ▲5.1%50,4793.0%ETFSPYSPDR S&P 500 ETF Trust$3,191,423$15,321 ▲0.5%4,7912.3%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,145,097$237,727 ▲8.2%38,7372.3%ETFCEMBiShares J.P. Morgan EM Corporate Bond ETF$3,119,290$178,180 ▲6.1%67,4872.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,986,135$173,945 ▲6.2%222,3482.1%ManufacturingVWOBVanguard Emerging Markets Government Bond ETF$2,390,665$130,923 ▲5.8%35,7351.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,369,661$117,369 ▲5.2%24,8941.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,352,838$104,895 ▲4.7%21,1071.7%FinanceBNDXVanguard Total International Bond ETF$2,276,396$107,872 ▲5.0%46,0251.6%ETFGDGeneral Dynamics$1,871,138$2,387 ▲0.1%5,4871.3%AerospaceEFAiShares MSCI EAFE ETF$1,406,138$33,893 ▲2.5%15,0601.0%FinanceVUGVanguard Growth ETF$1,330,398$4,316 ▼-0.3%2,7741.0%ETFVTVVanguard Value ETF$1,282,955$5,594 ▲0.4%6,8800.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,113,478$33,484 ▲3.1%11,1070.8%FinanceNEENextEra Energy$687,192$5,360 ▲0.8%9,1030.5%UtilitiesCACICACI International$648,4140.0%1,3000.5%Computer and TechnologyJPMJPMorgan Chase & Co.$581,500$631 ▲0.1%1,8440.4%FinanceSCZiShares MSCI EAFE Small-Cap ETF$581,4780.0%7,5790.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$545,8960.0%8,3970.4%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$508,9510.0%7,7210.4%ETFKOCocaCola$505,030$928 ▲0.2%7,6150.4%Consumer StaplesGEGE Aerospace$421,783$301 ▲0.1%1,4020.3%AerospacePGProcter & Gamble$326,6600.0%2,1260.2%Consumer StaplesAMZNAmazon.com$314,0520.0%1,4300.2%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$260,635$5,368 ▲2.1%4370.2%ETFGE VERNOVA INC$251,9290.0%4100.2%COMTTTrane Technologies$214,592$843 ▲0.4%5090.2%ConstructionXOMExxon Mobil$208,625$1,916 ▲0.9%1,8510.1%EnergyWECWEC Energy Group$192,442$1,490 ▲0.8%1,6790.1%UtilitiesWMTWalmart$188,371$515 ▲0.3%1,8280.1%Retail/WholesaleALLAllstate$155,1920.0%7230.1%FinanceVZVerizon Communications$154,059$2,198 ▲1.4%3,5050.1%Computer and TechnologyVBVanguard Small-Cap ETF$146,519$254 ▲0.2%5760.1%ETFMMM3M$116,146$466 ▲0.4%7480.1%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$103,669$328 ▲0.3%3160.1%ETFDDDuPont de Nemours$92,382$467 ▲0.5%1,1860.1%Basic MaterialsIWFiShares Russell 1000 Growth ETF$91,143$467 ▲0.5%1950.1%ETFVOVanguard Mid-Cap ETF$88,535$294 ▲0.3%3010.1%ETFJNJJohnson & Johnson$86,983$556 ▲0.6%4690.1%MedicalEDVVanguard Extended Duration Treasury ETF$83,539$3,492 ▲4.4%1,2200.1%ETFUNPUnion Pacific$73,078$473 ▲0.7%3090.1%TransportationVXFVanguard Extended Market ETF$69,6050.0%3320.0%ETFALLEAllegion$61,528$177 ▲0.3%3470.0%IndustrialsWMWaste Management$56,014$221 ▲0.4%2540.0%Business ServicesEDConsolidated Edison$53,369$503 ▲1.0%5310.0%UtilitiesXLCCommunication Services Select Sector SPDR Fund$45,969$45,969 ▲New Holding3880.0%ETFXLFFinancial Select Sector SPDR Fund$43,184$43,184 ▲New Holding8020.0%ETFIRIngersoll Rand$41,3410.0%5000.0%IndustrialsEEMiShares MSCI Emerging Markets ETF$40,540$1,496 ▲3.8%7590.0%FinanceESGVVanguard ESG U.S. Stock ETF$38,755$119 ▲0.3%3270.0%ETFGEHCGE HealthCare Technologies$34,9120.0%4650.0%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$30,008$30,008 ▲New Holding1250.0%FinanceDOWDOW$28,952$413 ▲1.4%1,2630.0%Basic MaterialsPPGPPG Industries$28,458$210 ▲0.7%2710.0%Basic MaterialsTIPiShares TIPS Bond ETF$25,853$223 ▲0.9%2320.0%ETFDDominion Energy$24,193$305 ▲1.3%3960.0%UtilitiesCTVACorteva$22,506$68 ▲0.3%3330.0%Consumer StaplesVPLVanguard FTSE Pacific ETF$20,076$20,076 ▲New Holding2290.0%ETFSCHESchwab Emerging Markets Equity ETF$15,0700.0%4520.0%ETFSUSLiShares ESG MSCI USA Leaders ETF$15,0250.0%1280.0%ManufacturingVTVanguard Total World Stock ETF$14,3630.0%1040.0%ETFSOLVENTUM CORP$13,5780.0%1860.0%COM SHSPFEPfizer$13,0460.0%5120.0%MedicalLNCLincoln National$8,881$81 ▲0.9%2200.0%FinanceIMCViShares Morningstar Mid-Cap Value ETF$5,7930.0%720.0%ETFILCViShares Morningstar Value ETF$4,0740.0%450.0%ETFCCLCarnival$2,8910.0%1000.0%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$2,5200.0%370.0%ManufacturingNCLHNorwegian Cruise Line$2,4630.0%1000.0%Consumer DiscretionaryMGCVanguard Mega Cap ETF$1,4860.0%60.0%ETFCCChemours$6850.0%430.0%Basic MaterialsNVDANVIDIA$0$3,459 ▼-100.0%00.0%Computer and TechnologyShowing 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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