Gladwyn Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 5, 2026, Gladwyn Financial Advisors, Inc. disclosed 80 stock positions valued at approximately $156.60M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $156.60M
Holdings by Sector
Gladwyn Financial Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VBK | Other | 7.75% | 35,915 | +185 | +0.52% | $12,132,891 |
| VANGUARD INDEX FDS | VBR | Other | 7.58% | 51,362 | -899 | -1.72% | $11,866,148 |
| VANGUARD INDEX FDS | VOE | Other | 7.54% | 60,385 | -1,080 | -1.76% | $11,807,129 |
| VANGUARD INDEX FDS | VOT | Other | 7.41% | 39,723 | -38 | -0.10% | $11,603,223 |
| VANGUARD WORLD FD | MGK | Other | 6.20% | 104,735 | -1,893 | -1.78% | $9,703,704 |
| VANGUARD WORLD FD | MGV | Other | 6.12% | 59,508 | -1,467 | -2.41% | $9,586,073 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 4.92% | 49,674 | +1,106 | +2.28% | $7,711,853 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.67% | 123,240 | -237 | -0.19% | $7,309,387 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.83% | 72,267 | -2,122 | -2.85% | $5,996,003 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.32% | 67,226 | +1,688 | +2.58% | $5,193,202 |
| INVESCO DB COMMDY INDX TRCK | DBC | Other | 3.31% | 160,298 | -15,760 | -8.95% | $5,180,806 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.21% | 65,820 | +1,415 | +2.20% | $5,028,658 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.14% | 62,846 | +2,530 | +4.19% | $4,921,518 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 3.11% | 97,104 | +4,507 | +4.87% | $4,868,772 |
| ISHARES TR | IEI | Other | 3.04% | 41,993 | +796 | +1.93% | $4,763,749 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 2.29% | 186,021 | -32,413 | -14.84% | $3,590,211 |
| ISHARES TR | HYG | Other | 2.29% | 46,436 | +890 | +1.95% | $3,585,269 |
| ISHARES INC | CEMB | Other | 2.27% | 80,863 | +1,448 | +1.82% | $3,557,961 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.65% | 55,118 | +1,157 | +2.14% | $2,583,388 |
| ISHARES TR | EMB | Other | 1.63% | 28,099 | +487 | +1.76% | $2,552,566 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 1.62% | 40,148 | +745 | +1.89% | $2,534,560 |
| ISHARES TR | LQD | Other | 1.61% | 24,659 | +771 | +3.23% | $2,519,671 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.33% | 2,726 | -36 | -1.30% | $2,079,138 |
| GENERAL DYNAMICS CORP | GD | Industrials | 1.27% | 6,011 | - | - | $1,994,639 |
| VANGUARD INDEX FDS | VTV | Other | 0.91% | 6,611 | +11 | +0.17% | $1,428,615 |
| VANGUARD INDEX FDS | VUG | Other | 0.89% | 15,502 | -7 | -0.05% | $1,396,873 |
| ISHARES TR | EFA | Other | 0.63% | 9,543 | -281 | -2.86% | $991,437 |
| CACI INTL INC | CACI | Technology | 0.51% | 1,300 | - | - | $791,843 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.44% | 9,103 | - | - | $689,468 |
| COCA COLA CO | KO | Consumer Defensive | 0.44% | 7,938 | - | - | $683,280 |
Showing 30 of 80 holdings in the latest reporting period.