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Gladwyn Financial Advisors, Inc. Top Holdings and 13F Report (2025)

About Gladwyn Financial Advisors, Inc.

Investment Activity

  • Gladwyn 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.

Sector Allocation

Map of 500 Largest Holdings ofGladwyn Financial Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$9,766,75635,2667.6%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$9,659,86833,9677.5%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$9,628,09549,3727.4%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$9,203,20855,9607.1%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$7,006,21253,4015.4%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$7,003,43719,1265.4%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$6,377,51347,4554.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$6,043,374122,1874.7%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$4,833,80771,9113.7%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$4,348,39254,6973.4%ETF
Invesco DB Commodity Index Tracking Fund stock logo
DBC
Invesco DB Commodity Index Tracking Fund
$4,331,426198,5983.4%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$4,283,13754,4233.3%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$4,226,61775,3143.3%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$4,114,96834,5543.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,980,75948,0073.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,945,9034,7682.3%Finance
iShares J.P. Morgan EM Corporate Bond ETF stock logo
CEMB
iShares J.P. Morgan EM Corporate Bond ETF
$2,891,43663,6322.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$2,888,05935,8092.2%ETF
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$2,730,526209,3962.1%Manufacturing
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,210,40820,1661.7%Finance
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$2,207,35933,7781.7%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$2,191,52923,6611.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$2,170,74443,8441.7%ETF
General Dynamics Corporation stock logo
GD
General Dynamics
$1,598,1805,4801.2%Aerospace
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,313,74614,6971.0%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,219,9542,7830.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,210,6066,8500.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,068,64410,7730.8%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$627,0019,0320.5%Utilities
CACI International, Inc. stock logo
CACI
CACI International
$619,7101,3000.5%Computer and Technology
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$550,8587,5790.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$537,7827,6010.4%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$534,0211,8420.4%Finance
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$511,7208,3970.4%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$463,4767,7210.4%ETF
GE Aerospace stock logo
GE
GE Aerospace
$360,5751,4010.3%Aerospace
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$338,7142,1260.3%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$313,7951,4300.2%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$242,3004280.2%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$221,9585070.2%Construction
GE VERNOVA INC
$216,7094100.2%COM
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$197,7121,8340.2%Energy
Walmart Inc. stock logo
WMT
Walmart
$178,2861,8230.1%Retail/Wholesale
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$173,5451,6660.1%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$149,5183,4550.1%Computer and Technology
The Allstate Corporation stock logo
ALL
Allstate
$145,5477230.1%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$136,1835750.1%ETF
3M Company stock logo
MMM
3M
$113,4197450.1%Multi-Sector Conglomerates
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$95,7243150.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$84,0253000.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$82,5381940.1%ETF
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$80,9141,1800.1%Basic Materials
Vanguard Extended Duration Treasury ETF stock logo
EDV
Vanguard Extended Duration Treasury ETF
$78,6811,1690.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$71,1384660.1%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$70,7203070.1%Transportation
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$63,8983320.0%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$57,8232530.0%Business Services
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$52,8205260.0%Utilities
Allegion PLC stock logo
ALLE
Allegion
$49,8563460.0%Industrials
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$41,6105000.0%Industrials
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$35,7903260.0%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$35,2557310.0%Finance
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$34,4164650.0%Medical
Dow Inc. stock logo
DOW
DOW
$32,9671,2450.0%Basic Materials
PPG Industries, Inc. stock logo
PPG
PPG Industries
$30,6022690.0%Basic Materials
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$25,3342300.0%ETF
Corteva, Inc. stock logo
CTVA
Corteva
$24,7413320.0%Consumer Staples
Dominion Energy Inc. stock logo
D
Dominion Energy
$22,1073910.0%Utilities
SOLVENTUM CORP
$14,1061860.0%COM SHS
iShares ESG MSCI USA Leaders ETF stock logo
SUSL
iShares ESG MSCI USA Leaders ETF
$13,8721280.0%Manufacturing
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$13,6114520.0%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$13,3501040.0%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$12,4115120.0%Medical
Lincoln National Corporation stock logo
LNC
Lincoln National
$7,5302180.0%Finance
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$5,449720.0%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$3,757450.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,459220.0%Computer and Technology
Carnival Corporation stock logo
CCL
Carnival
$2,8121000.0%Consumer Discretionary
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$2,357370.0%Manufacturing
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$2,0281000.0%Consumer Discretionary
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$1,36660.0%ETF
The Chemours Company stock logo
CC
Chemours
$493430.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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