Gladwyn Financial Advisors, Inc. 13F Holdings · Q3 2026
Gladwyn Financial Advisors, Inc. reported 81 securities worth $156.60M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VBK (7.75%), VBR (7.58%), VOE (7.54%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBK | VANGUARD INDEX FDS | $12.1M | 7.75% | 35,915 | Added |
| 2 | VBR | VANGUARD INDEX FDS | $11.9M | 7.58% | 51,362 | Trimmed |
| 3 | VOE | VANGUARD INDEX FDS | $11.8M | 7.54% | 60,385 | Trimmed |
| 4 | VOT | VANGUARD INDEX FDS | $11.6M | 7.41% | 39,723 | Trimmed |
| 5 | MGK | VANGUARD WORLD FD | $9.7M | 6.20% | 104,735 | Trimmed |
| 6 | MGV | VANGUARD WORLD FD | $9.6M | 6.12% | 59,508 | Trimmed |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $7.7M | 4.92% | 49,674 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $7.3M | 4.67% | 123,240 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $6.0M | 3.83% | 72,267 | Trimmed |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $5.2M | 3.32% | 67,226 | Added |
| 11 | DBC | INVESCO DB COMMDY INDX TRCK | $5.2M | 3.31% | 160,298 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $5.0M | 3.21% | 65,820 | Added |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $4.9M | 3.14% | 62,846 | Added |
| 14 | VGLT | VANGUARD SCOTTSDALE FDS | $4.9M | 3.11% | 97,104 | Added |
| 15 | IEI | ISHARES TR | $4.8M | 3.04% | 41,993 | Added |
| 16 | HYG | ISHARES TR | $3.6M | 2.29% | 46,436 | Added |
| 17 | PDBC | INVESCO ACTVELY MNGD ETC FD | $3.6M | 2.29% | 186,021 | Trimmed |
| 18 | CEMB | ISHARES INC | $3.6M | 2.27% | 80,863 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $2.6M | 1.65% | 55,118 | Added |
| 20 | EMB | ISHARES TR | $2.6M | 1.63% | 28,099 | Added |
| 21 | VWOB | VANGUARD WHITEHALL FDS | $2.5M | 1.62% | 40,148 | Added |
| 22 | LQD | ISHARES TR | $2.5M | 1.61% | 24,659 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 1.33% | 2,726 | Trimmed |
| 24 | GD | GENERAL DYNAMICS CORP | $2.0M | 1.27% | 6,011 | Hold |
| 25 | VTV | VANGUARD INDEX FDS | $1.4M | 0.91% | 6,611 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR