Gladwyn Financial Advisors, Inc. Portfolio Stock Holdings
Gladwyn Financial Advisors, Inc. disclosed 86 stock positions valued at approximately $143.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 86
- Portfolio Value
- $143.7M
Holdings by Sector
Gladwyn Financial Advisors, Inc. Portfolio Holdings in Q1 2026
85 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VBR | Other | 7.71% | 51,030 | +355 | +0.70% | $11,086,238 |
| VANGUARD INDEX FDS | VBK | Other | 7.62% | 36,214 | +650 | +1.83% | $10,945,801 |
| VANGUARD INDEX FDS | VOE | Other | 7.58% | 59,092 | -171 | -0.29% | $10,889,407 |
| VANGUARD INDEX FDS | VOT | Other | 7.12% | 39,783 | +4,446 | +12.58% | $10,238,173 |
| VANGUARD WORLD FD | MGV | Other | 5.89% | 58,413 | -14 | -0.02% | $8,466,994 |
| VANGUARD WORLD FD | MGK | Other | 5.48% | 21,418 | +2,224 | +11.59% | $7,869,899 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 4.86% | 47,879 | -1,301 | -2.65% | $6,980,287 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.64% | 123,483 | -160 | -0.13% | $6,674,239 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.82% | 73,036 | -2,996 | -3.94% | $5,484,969 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.37% | 61,104 | +1,854 | +3.13% | $4,843,716 |
| INVESCO DB COMMDY INDX TRCK | DBC | Other | 3.34% | 165,763 | -35,692 | -17.72% | $4,798,827 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.32% | 60,919 | +1,742 | +2.94% | $4,776,696 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 3.26% | 84,754 | +2,155 | +2.61% | $4,691,561 |
| ISHARES TR | IEI | Other | 3.18% | 38,501 | +600 | +1.58% | $4,566,277 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.10% | 53,765 | +1,503 | +2.88% | $4,449,074 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 2.38% | 197,791 | -43,861 | -18.15% | $3,425,738 |
| ISHARES TR | HYG | Other | 2.31% | 41,706 | +1,278 | +3.16% | $3,318,205 |
| ISHARES INC | CEMB | Other | 2.26% | 71,864 | +1,592 | +2.27% | $3,253,992 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 1.70% | 37,262 | +415 | +1.13% | $2,447,738 |
| ISHARES TR | LQD | Other | 1.70% | 22,362 | +569 | +2.61% | $2,437,322 |
| ISHARES TR | EMB | Other | 1.69% | 25,868 | +318 | +1.24% | $2,429,832 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.68% | 50,224 | +1,270 | +2.59% | $2,413,219 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.44% | 6,011 | - | - | $2,063,105 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.24% | 2,739 | -932 | -25.39% | $1,781,237 |
| VANGUARD INDEX FDS | VTV | Other | 0.94% | 6,859 | -84 | -1.21% | $1,345,929 |
| VANGUARD INDEX FDS | VUG | Other | 0.83% | 2,744 | -9 | -0.33% | $1,198,538 |
| ISHARES TR | EFA | Other | 0.64% | 9,506 | -2,767 | -22.55% | $923,293 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.59% | 9,103 | - | - | $845,495 |
| CACI INTL INC | CACI | Technology | 0.49% | 1,300 | - | - | $707,031 |
| ISHARES TR | AGG | Other | 0.45% | 6,469 | -2,388 | -26.96% | $642,156 |
| COCA COLA CO | KO | Consumer Defensive | 0.42% | 7,938 | - | - | $603,665 |
| ISHARES TR | SCZ | Other | 0.41% | 7,579 | - | - | $594,287 |
| ISHARES TR | ACWX | Other | 0.40% | 8,397 | - | - | $574,950 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.38% | 1,852 | - | - | $544,908 |
| ISHARES INC | IEMG | Other | 0.37% | 7,721 | - | - | $538,522 |
| GE AEROSPACE | GE | Industrials | 0.28% | 1,405 | +1 | +0.07% | $398,662 |
| EXXON MOBIL CORP | XOM | Energy | 0.25% | 2,111 | +4 | +0.19% | $358,179 |
| GE VERNOVA INC | GEV | Utilities | 0.25% | 410 | - | - | $357,787 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.24% | 2,391 | - | - | $345,379 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.21% | 1,430 | - | - | $297,890 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.20% | 464 | +20 | +4.50% | $286,209 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 1,829 | +1 | +0.05% | $227,314 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.16% | 1,929 | - | - | $223,366 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.15% | 509 | - | - | $211,938 |
| ALLSTATE CORP | ALL | Financial Services | 0.14% | 976 | - | - | $202,442 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.13% | 3,618 | +52 | +1.46% | $181,630 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.12% | 719 | - | - | $175,780 |
| VANGUARD INDEX FDS | VB | Other | 0.10% | 556 | +2 | +0.36% | $145,505 |
| 3M CO | MMM | Industrials | 0.10% | 998 | - | - | $145,006 |
| VANGUARD INDEX FDS | VTI | Other | 0.06% | 282 | +1 | +0.36% | $90,382 |
| VANGUARD INDEX FDS | VO | Other | 0.06% | 309 | +5 | +1.64% | $88,661 |
| ISHARES TR | IWF | Other | 0.06% | 195 | - | - | $83,128 |
| VANGUARD WORLD FD | EDV | Other | 0.06% | 1,275 | -25 | -1.92% | $82,813 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.05% | 253 | +2 | +0.80% | $78,600 |
| UNION PAC CORP | UNP | Industrials | 0.05% | 309 | - | - | $75,010 |
| CONSOLIDATED EDISON INC | ED | Utilities | 0.04% | 531 | - | - | $60,091 |
| WASTE MGMT INC DEL | WM | Industrials | 0.04% | 254 | - | - | $58,287 |
| DUPONT DE NEMOURS INC | DD | Basic Materials | 0.04% | 1,187 | - | - | $54,344 |
| DOW HLDGS INC | DOW | Basic Materials | 0.04% | 1,265 | - | - | $52,673 |
| ALLEGION PLC | G0176J109 | Other | 0.04% | 348 | - | - | $50,566 |
| ISHARES TR | EEM | Other | 0.03% | 812 | +53 | +6.98% | $46,132 |
| VANGUARD INDEX FDS | VXF | Other | 0.03% | 223 | -111 | -33.23% | $45,938 |
| SOLVENTUM CORP | SOLV | Healthcare | 0.03% | 686 | - | - | $44,796 |
| INGERSOLL RAND INC | IR | Industrials | 0.03% | 500 | - | - | $40,090 |
| VANGUARD WORLD FD | ESGV | Other | 0.03% | 329 | +1 | +0.30% | $36,920 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.02% | 465 | - | - | $33,105 |
| PPG INDS INC | PPG | Basic Materials | 0.02% | 271 | - | - | $28,938 |
| CORTEVA INC | CTVA | Basic Materials | 0.02% | 333 | - | - | $27,887 |
| ISHARES TR | TIP | Other | 0.02% | 250 | +15 | +6.38% | $27,594 |
| DOMINION ENERGY INC | D | Utilities | 0.02% | 404 | +4 | +1.00% | $24,990 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.01% | 150 | -230 | -60.53% | $16,637 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.01% | 464 | - | - | $15,299 |
| ISHARES TR | SUSL | Other | 0.01% | 129 | - | - | $14,627 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.01% | 105 | - | - | $14,565 |
| PFIZER INC | PFE | Healthcare | 0.01% | 512 | - | - | $14,377 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.01% | 118 | -117 | -49.79% | $11,507 |
| LINCOLN NATL CORP IND | LNC | Financial Services | 0.01% | 223 | - | - | $7,902 |
| ISHARES TR | IMCV | Other | 0.00% | 75 | +2 | +2.74% | $6,349 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.00% | 52 | -199 | -79.28% | $5,672 |
| ISHARES TR | ILCV | Other | 0.00% | 44 | -1 | -2.22% | $4,066 |
| ISHARES INC | EMXC | Other | 0.00% | 38 | - | - | $2,992 |
| CARNIVAL CORP | CCL | Consumer Cyclical | 0.00% | 101 | +1 | +1.00% | $2,601 |
| NORWEGIAN CRUISE LINE HLDGS | NCLH | Other | 0.00% | 100 | - | - | $1,870 |
| VANGUARD WORLD FD | MGC | Other | 0.00% | 6 | - | - | $1,450 |
| CHEMOURS CO | CC | Basic Materials | 0.00% | 44 | - | - | $959 |