Gladwyn Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Gladwyn Financial Advisors, Inc. held in its portfolio 87 assets valued at $142,323,246 (i.e. $142.32M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($10.74M), VANGUARD INDEX FDS ($10.73M), and VANGUARD INDEX FDS ($10.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gladwyn Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 35564 | 10744254 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 50675 | 10732568 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 59263 | 10511360 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 35337 | 9863791 | MCAP GR IDXVIP |
| VANGUARD WORLD FD | 58427 | 8247509 | MEGA CAP VAL ETF |
| VANGUARD WORLD FD | 19194 | 7922760 | MEGA GRWTH IND |
| VANGUARD INTL EQUITY INDEX F | 49180 | 7049036 | FTSE SMCAP ETF |
| VANGUARD INTL EQUITY INDEX F | 123643 | 6647040 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 76032 | 5592885 | ALLWRLD EX US |
| VANGUARD SCOTTSDALE FDS | 59250 | 4723984 | SHRT TRM CORP BD |
| VANGUARD BD INDEX FDS | 59177 | 4663746 | SHORT TRM BOND |
| VANGUARD SCOTTSDALE FDS | 82599 | 4609011 | LONG TERM TREAS |
| ISHARES TR | 37901 | 4523469 | 3 7 YR TREAS BD |
| INVESCO DB COMMDY INDX TRCK | 201455 | 4504529 | UNIT |
| VANGUARD SCOTTSDALE FDS | 52262 | 4376975 | INT-TERM CORP |
| ISHARES TR | 40428 | 3259743 | IBOXX HI YD ETF |
| ISHARES INC | 70272 | 3223372 | JP MRG EM CRP BD |
| INVESCO ACTVELY MNGD ETC FD | 241652 | 3201894 | OPTIMUM YIELD |
| SPDR S&P 500 ETF TR | 3671 | 2503554 | TR UNIT |
| VANGUARD WHITEHALL FDS | 36847 | 2484549 | EM MK GOV BD ETF |
| ISHARES TR | 25550 | 2460002 | JPMORGAN USD EMG |
| ISHARES TR | 21793 | 2401341 | IBOXX INV CP ETF |
| VANGUARD CHARLOTTE FDS | 48954 | 2365486 | TOTAL INT BD ETF |
| GENERAL DYNAMICS CORP | 6011 | 2023672 | COM |
| VANGUARD INDEX FDS | 2753 | 1342856 | GROWTH ETF |
| VANGUARD INDEX FDS | 6943 | 1325958 | VALUE ETF |
| ISHARES TR | 12273 | 1178597 | MSCI EAFE ETF |
| ISHARES TR | 8857 | 884617 | CORE US AGGBD ET |
| NEXTERA ENERGY INC | 9103 | 730796 | COM |
| CACI INTL INC | 1300 | 692653 | CL A |
| JPMORGAN CHASE & CO. | 1852 | 596887 | COM |
| ISHARES TR | 7579 | 587618 | EAFE SML CP ETF |
| ISHARES TR | 8397 | 563698 | MSCI ACWI EX US |
| COCA COLA CO | 7938 | 554927 | COM |
| ISHARES INC | 7721 | 518988 | CORE MSCI EMKT |
| GE AEROSPACE | 1404 | 432400 | COM NEW |
| PROCTER AND GAMBLE CO | 2391 | 342677 | COM |
| AMAZON COM INC | 1430 | 331546 | COM |
| GE VERNOVA INC | 410 | 267887 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 444 | 267833 | UTSER1 S&PDCRP |
| EXXON MOBIL CORP | 2107 | 253630 | COM |
| WALMART INC | 1828 | 203633 | COM |
| WEC ENERGY GROUP INC | 1929 | 203474 | COM |
| ALLSTATE CORP | 976 | 203233 | COM |
| TRANE TECHNOLOGIES PLC | 509 | 197932 | SHS |
| 3M CO | 998 | 159854 | COM |
| JOHNSON & JOHNSON | 719 | 148820 | COM |
| VERIZON COMMUNICATIONS INC | 3566 | 145257 | COM |
| VANGUARD INDEX FDS | 554 | 143009 | SMALL CP ETF |
| VANGUARD INDEX FDS | 281 | 94156 | TOTAL STK MKT |
| ISHARES TR | 195 | 92188 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 304 | 88274 | MID CAP ETF |
| VANGUARD WORLD FD | 1300 | 84514 | EXTENDED DUR |
| MCDONALDS CORP | 251 | 76859 | COM |
| UNION PAC CORP | 309 | 71516 | COM |
| VANGUARD INDEX FDS | 334 | 69745 | EXTEND MKT ETF |
| WASTE MGMT INC DEL | 254 | 55730 | COM |
| ALLEGION PLC | 348 | 55414 | ORD SHS |
| SOLVENTUM CORP | 686 | 54359 | COM SHS |
| CONSOLIDATED EDISON INC | 531 | 52732 | COM |
| QNITY ELECTRONICS INC | 591 | 48259 | COMMON STOCK |
| DUPONT DE NEMOURS INC | 1187 | 47699 | COM |
| SELECT SECTOR SPDR TR | 380 | 44686 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 804 | 44056 | STATE STREET FIN |
| ISHARES TR | 759 | 41535 | MSCI EMG MKT ETF |
| VANGUARD WORLD FD | 328 | 39675 | ESG US STK ETF |
| INGERSOLL RAND INC | 500 | 39639 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 465 | 38146 | COMMON STOCK |
| SELECT SECTOR SPDR TR | 251 | 29965 | STATE STREET CON |
| DOW INC | 1265 | 29568 | COM |
| PPG INDS INC | 271 | 27741 | COM |
| ISHARES TR | 235 | 25832 | TIPS BD ETF |
| DOMINION ENERGY INC | 400 | 23430 | COM |
| CORTEVA INC | 333 | 22330 | COM |
| VANGUARD INTL EQUITY INDEX F | 235 | 21221 | FTSE PACIFIC ETF |
| ISHARES TR | 129 | 15613 | ESG MSCI LEADR |
| SCHWAB STRATEGIC TR | 464 | 15206 | EMRG MKTEQ ETF |
| VANGUARD INTL EQUITY INDEX F | 105 | 14819 | TT WRLD ST ETF |
| PFIZER INC | 512 | 12749 | COM |
| LINCOLN NATL CORP IND | 223 | 9912 | COM |
| ISHARES TR | 73 | 5975 | MRGSTR MD CP VAL |
| ISHARES TR | 45 | 4293 | MORNINGSTAR VALU |
| CARNIVAL CORP | 100 | 3054 | UNIT 99/99/9999 |
| ISHARES INC | 38 | 2765 | MSCI EMRG CHN |
| NORWEGIAN CRUISE LINE HLDG L | 100 | 2232 | SHS |
| VANGUARD WORLD FD | 6 | 1536 | MEGA CAP INDEX |
| CHEMOURS CO | 44 | 513 | COM |
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