Gladwyn Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Gladwyn Financial Advisors, Inc.

Investment Activity

Gladwyn Financial Advisors, Inc. has $159.90 million in total holdings as of June 30, 2026.
Gladwyn Financial Advisors, Inc. owns shares of 82 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
Approximately 8.79% of the portfolio was purchased this quarter.
About 0.36% of the portfolio was sold this quarter.
This quarter, Gladwyn Financial Advisors, Inc. has purchased 86 new stocks and bought additional shares in 36 stocks.
Gladwyn Financial Advisors, Inc. sold shares of 11 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Small-Cap Growth ETF: $13,066,243
Vanguard Small-Cap Value ETF: $12,698,867
Vanguard Mid-Cap Growth ETF: $12,178,800
Vanguard Mid-Cap Value ETF: $12,145,538
Vanguard Mega Cap Value ETF: $9,966,410

Largest Purchases this Quarter

Vanguard Mega Cap Growth ETF: 85,210 shares (about $7.49M)
Vanguard Growth ETF: 12,765 shares (about $1.10M)
Vanguard Intermediate-Term Corporate Bond ETF: 6,551 shares (about $541.44K)
Vanguard Mid-Cap Value ETF: 2,373 shares (about $468.91K)
Vanguard Long-Term Treasury ETF: 7,843 shares (about $432.78K)

Largest Sales this Quarter

Vanguard Small-Cap Growth ETF: 484 shares (about $177.00K)
DuPont de Nemours: 794 shares (about $107.70K)
Vanguard Value ETF: 259 shares (about $56.45K)
Amazon.com: 231 shares (about $55.07K)
Vanguard Small-Cap ETF: 145 shares (about $43.90K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VBK Vanguard Small-Cap Growth ETF	$13,066,243	$176,996 â–¼	-1.3%	35,730	8.2%	ETF
VBR Vanguard Small-Cap Value ETF	$12,698,867	$299,120 â–²	2.4%	52,261	7.9%	ETF
VOT Vanguard Mid-Cap Growth ETF	$12,178,800	$6,739 â–¼	-0.1%	39,761	7.6%	ETF
VOE Vanguard Mid-Cap Value ETF	$12,145,538	$468,907 â–²	4.0%	61,465	7.6%	ETF
MGV Vanguard Mega Cap Value ETF	$9,966,410	$418,761 â–²	4.4%	60,975	6.2%	ETF
MGK Vanguard Mega Cap Growth ETF	$9,373,592	$7,490,751 â–²	397.8%	106,628	5.9%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$7,493,578	$106,306 â–²	1.4%	48,568	4.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$7,370,327	$358 â–¼	0.0%	123,477	4.6%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$6,230,116	$113,314 â–²	1.9%	74,389	3.9%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$5,179,499	$350,421 â–²	7.3%	65,538	3.2%	ETF
VGLT Vanguard Long-Term Treasury ETF	$5,109,487	$432,775 â–²	9.3%	92,597	3.2%	ETF
BSV Vanguard Short-Term Bond ETF	$5,017,803	$271,595 â–²	5.7%	64,405	3.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,985,120	$541,440 â–²	12.2%	60,316	3.1%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$4,838,651	$316,649 â–²	7.0%	41,197	3.0%	ETF
DBC Invesco DB Commodity Index Tracking Fund	$4,693,694	$274,464 â–²	6.2%	176,058	2.9%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,642,331	$307,086 â–²	9.2%	45,546	2.3%	ETF
CEMB iShares J.P. Morgan EM Corporate Bond ETF	$3,625,281	$344,702 â–²	10.5%	79,415	2.3%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$3,468,725	$327,810 â–²	10.4%	218,434	2.2%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,662,859	$168,189 â–²	6.7%	27,612	1.7%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$2,649,495	$143,963 â–²	5.7%	39,403	1.7%	ETF
BNDX Vanguard Total International Bond ETF	$2,613,330	$180,983 â–²	7.4%	53,961	1.6%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,605,406	$166,437 â–²	6.8%	23,888	1.6%	ETF
GD General Dynamics	$2,129,346		0.0%	6,011	1.3%	Industrials
SPY SPDR S&P 500 ETF Trust	$2,062,746	$17,177 â–²	0.8%	2,762	1.3%	ETF
VTV Vanguard Value ETF	$1,438,457	$56,449 â–¼	-3.8%	6,600	0.9%	ETF
VUG Vanguard Growth ETF	$1,335,987	$1,099,611 â–²	465.2%	15,509	0.8%	ETF
EFA iShares MSCI EAFE ETF	$1,020,511	$33,034 â–²	3.3%	9,824	0.6%	ETF
NEE NextEra Energy	$798,978		0.0%	9,103	0.5%	Utilities
AGG iShares Core U.S. Aggregate Bond ETF	$678,350	$38,011 â–²	5.9%	6,853	0.4%	ETF
KO CocaCola	$645,100		0.0%	7,938	0.4%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$639,586		0.0%	7,721	0.4%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$639,104		0.0%	8,397	0.4%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$623,543		0.0%	7,579	0.4%	ETF
JPM JPMorgan Chase & Co.	$606,353		0.0%	1,852	0.4%	Finance
CACI CACI International	$602,238		0.0%	1,300	0.4%	Industrials
GE GE Aerospace	$525,044		0.0%	1,405	0.3%	Industrials
GE VERNOVA INC	$481,555		0.0%	410	0.3%	COM
PG Procter & Gamble	$350,640		0.0%	2,391	0.2%	Consumer Staples
MDY SPDR S&P MidCap 400 ETF Trust	$335,389	$9,141 â–²	2.8%	477	0.2%	ETF
XOM ExxonMobil	$289,136	$410 â–²	0.1%	2,114	0.2%	Energy
AMZN Amazon.com	$285,834	$55,069 â–¼	-16.2%	1,199	0.2%	Consumer Discretionary
TT Trane Technologies	$249,785		0.0%	509	0.2%	Industrials
ALL Allstate	$232,319		0.0%	976	0.1%	Finance
WEC WEC Energy Group	$225,296		0.0%	1,929	0.1%	Utilities
WALMART INC	$207,158		0.0%	1,829	0.1%	COM
JNJ Johnson & Johnson	$182,633		0.0%	719	0.1%	Healthcare
MMM 3M	$161,661		0.0%	998	0.1%	Industrials
VZ Verizon Communications	$142,350	$10,839 â–¼	-7.1%	3,362	0.1%	Communication Services
VB Vanguard Small-Cap ETF	$124,435	$43,900 â–¼	-26.1%	411	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$101,203	$3,336 â–¼	-3.2%	273	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$96,913	$72,685 â–²	300.0%	780	0.1%	ETF
QNITY ELECTRONICS INC	$96,524		0.0%	591	0.1%	COMMON STOCK
EDV Vanguard Extended Duration Treasury ETF	$91,957	$8,981 â–²	10.8%	1,413	0.1%	ETF
UNP Union Pacific	$84,093		0.0%	309	0.1%	Industrials
VO Vanguard Mid-Cap ETF	$74,147	$49,243 â–²	197.7%	920	0.0%	ETF
MCD McDonald's	$68,806	$540 â–²	0.8%	255	0.0%	Consumer Discretionary
EEM iShares MSCI Emerging Markets ETF	$59,360	$3,830 â–²	6.9%	868	0.0%	ETF
ED Consolidated Edison	$58,737		0.0%	531	0.0%	Utilities
WM Waste Management	$56,534		0.0%	254	0.0%	Industrials
VXF Vanguard Extended Market ETF	$55,086	$246 â–²	0.4%	224	0.0%	ETF
DD DuPont de Nemours	$53,307	$107,699 â–¼	-66.9%	393	0.0%	Materials
ALLE Allegion	$48,895		0.0%	348	0.0%	Industrials
ESGV Vanguard ESG U.S. Stock ETF	$43,579	$132 â–²	0.3%	330	0.0%	ETF
IR Ingersoll Rand	$41,026		0.0%	500	0.0%	Industrials
PPG PPG Industries	$32,839		0.0%	271	0.0%	Materials
CTVA Corteva	$28,213		0.0%	333	0.0%	Materials
D Dominion Energy	$27,874	$273 â–²	1.0%	408	0.0%	Utilities
TIP iShares TIPS Bond ETF	$27,808	$438 â–²	1.6%	254	0.0%	ETF
GEHC GE HealthCare Technologies	$19,290	$10,510 â–¼	-35.3%	301	0.0%	Healthcare
SUSL iShares ESG MSCI USA Leaders ETF	$17,093		0.0%	129	0.0%	ETF
SCHE Schwab Emerging Markets Equity ETF	$16,857	$36 â–²	0.2%	465	0.0%	ETF
VT Vanguard Total World Stock ETF	$16,586	$156 â–²	1.0%	106	0.0%	ETF
XLC Communication Services Select Sector SPDR Fund	$16,120		0.0%	150	0.0%	ETF
VPL Vanguard FTSE Pacific ETF	$13,621		0.0%	118	0.0%	ETF
IMCV iShares Morningstar Mid-Cap Value ETF	$6,874		0.0%	75	0.0%	ETF
ILCV iShares Morningstar Value ETF	$4,437		0.0%	44	0.0%	ETF
DOW DOW	$3,968	$30,649 â–¼	-88.5%	145	0.0%	Materials
EMXC iShares MSCI Emerging Markets ex China ETF	$3,913		0.0%	38	0.0%	ETF
CCL Carnival	$2,887		0.0%	101	0.0%	Consumer Discretionary
NCLH Norwegian Cruise Line	$2,111		0.0%	100	0.0%	Consumer Discretionary
MGC Vanguard Mega Cap ETF	$1,683		0.0%	6	0.0%	ETF
CC Chemours	$893		0.0%	44	0.0%	Materials
SOLVENTUM CORP	$0	$44,796 â–¼	-100.0%	0	0.0%	COM SHS
PFE Pfizer	$0	$14,377 â–¼	-100.0%	0	0.0%	Healthcare
LNC Lincoln National	$0	$7,902 â–¼	-100.0%	0	0.0%	Finance
XLY Consumer Discretionary Select Sector SPDR Fund	$0	$5,672 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Gladwyn Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Gladwyn Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Gladwyn Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Gladwyn Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGladwyn Financial Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools