Gladwyn Financial Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Gladwyn Financial Advisors, Inc. reported 82 stock positions worth $129.3 million. Its top holding was Van Morst SML-Cap Gro-Usd (VBK) at 7.6% of the portfolio, followed by Vngrd Mrngstr MC GRW ETF-Usd (VOT, 7.5%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- CHANTILLY, VA
- CIK
- 0002078684
- Portfolio Value
- $129.3M (Q2 2025)
- SEC Filing
- 0002078684-25-000001 ↗ filed Jul 29, 2025
Holdings Value
Holdings 82 stocks · $129.3M
| VBK Van Morst SML-Cap Gro-Usd Inc. | 7.56% | 35,266 | $9.8M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 7.47% | 33,967 | $9.7M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 7.45% | 49,372 | $9.6M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 7.12% | 55,960 | $9.2M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 5.42% | 53,401 | $7.0M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 5.42% | 19,126 | $7.0M | — |
| VSS Vanguard Ftse All Wo X-US SC | 4.93% | 47,455 | $6.4M | — |
| VWO Vanguard Ftse Emerging Marke | 4.68% | 122,187 | $6.0M | — |
| VEU Vanguard Ftse All-World Ex-U | 3.74% | 71,911 | $4.8M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 3.36% | 54,697 | $4.3M | — |
| DBC Invesco DB Commodity Index T | 3.35% | 198,598 | $4.3M | — |
| BSV Vanguard Short-Term Bond ETF | 3.31% | 54,423 | $4.3M | — |
| VGLT Vanguard Long-Term Treasury | 3.27% | 75,314 | $4.2M | — |
| IEI iShares 3-7 Year Treasury Bo | 3.18% | 34,554 | $4.1M | — |
| VCIT Vanguard Int-Term Corporate | 3.08% | 48,007 | $4.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.28% | 4,768 | $2.9M | — |
| CEMB iShares JP Morgan Em Corpora | 2.24% | 63,632 | $2.9M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.23% | 35,809 | $2.9M | — |
| PDBC Invesco Optimum Yield Divers | 2.11% | 209,396 | $2.7M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.71% | 20,166 | $2.2M | — |
| VWOB Vanguard Emerg MKTS Gov BND | 1.71% | 33,778 | $2.2M | — |
| EMB iShares JP Morgan Usd Emergi | 1.70% | 23,661 | $2.2M | — |
| BNDX Vanguard Total Intl Bond ETF | 1.68% | 43,844 | $2.2M | — |
| GD General Dynamics Corp. | 1.24% | 5,480 | $1.6M | — |
| EFA iShares MSCI Eafe ETF | 1.02% | 14,697 | $1.3M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.94% | 2,783 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.94% | 6,850 | $1.2M | — |
| AGG iShares Core U.S. Aggregate | 0.83% | 10,773 | $1.1M | — |
| NEE Nextera Energy Inc. | 0.49% | 9,032 | $627K | — |
| CACI Caci International Inc. Class A | 0.48% | 1,300 | $620K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.43% | 7,579 | $551K | — |
| KO The Coca-Cola Co. | 0.42% | 7,601 | $538K | — |
| JPM JPMorgan Chase & Co. | 0.41% | 1,842 | $534K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.40% | 8,397 | $512K | — |
| IEMG iShares Core MSCI Emerging | 0.36% | 7,721 | $463K | — |
| GE General Electric filed as GE AEROSPACE | 0.28% | 1,401 | $361K | — |
| PG The Procter & Gamble Co. | 0.26% | 2,126 | $339K | — |
| AMZN Amazon.com Inc. | 0.24% | 1,430 | $314K | — |
| MDY State Street SPDR S&P Midcap | 0.19% | 428 | $242K | — |
| TT Trane Technologies PLC | 0.17% | 507 | $222K | — |
| GEV GE Vernova Inc. | 0.17% | 410 | $217K | — |
| XOM Exxon Mobil Corp. | 0.15% | 1,834 | $198K | — |
| WMT Walmart Inc. | 0.14% | 1,823 | $178K | — |
| WEC WEC Energy Group Inc. | 0.13% | 1,666 | $174K | — |
| VZ Verizon Communications Inc. | 0.12% | 3,455 | $150K | — |
| ALL Allstate Corp. | 0.11% | 723 | $146K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 575 | $136K | — |
| MMM 3M Co. | 0.09% | 745 | $113K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 315 | $96K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 300 | $84K | — |
| IWF iShares Russell 1000 Growth | 0.06% | 194 | $83K | — |
| DD Dupont DE Nemours Inc. | 0.06% | 1,180 | $81K | — |
| EDV Vanguard Extended Dur Treas | 0.06% | 1,169 | $79K | — |
| JNJ Johnson & Johnson | 0.06% | 466 | $71K | — |
| UNP Union Pacific Corp. | 0.05% | 307 | $71K | — |
| VXF Vanguard Extended Market ETF | 0.05% | 332 | $64K | — |
| WM Waste Management Inc. | 0.04% | 253 | $58K | — |
| ED Consolidated Edison Inc. | 0.04% | 526 | $53K | — |
| ALLE Allegion PLC | 0.04% | 346 | $50K | — |
| IR Ingersoll-Rand Inc. | 0.03% | 500 | $42K | — |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 326 | $36K | — |
| EEM iShares MSCI Emerging Market | 0.03% | 731 | $35K | — |
| GEHC GE Healthcare Technology | 0.03% | 465 | $34K | — |
| DOW Dow Inc. | 0.03% | 1,245 | $33K | — |
| PPG PPG Industries Inc. | 0.02% | 269 | $31K | — |
| TIP iShares Tips Bond ETF | 0.02% | 230 | $25K | — |
| CTVA Corteva Inc. | 0.02% | 332 | $25K | — |
| D Dominion Energy Inc. | 0.02% | 391 | $22K | — |
| SOLV Solventum Corp. | 0.01% | 186 | $14K | — |
| SUSL iShares ESG MSCI USA Leaders | 0.01% | 128 | $14K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 452 | $14K | — |
| VT Vanguard Tot World STK ETF | 0.01% | 104 | $13K | — |
| PFE Pfizer Inc. | 0.01% | 512 | $12K | — |
| LNC Lincoln National Corp. | 0.01% | 218 | $8K | — |
| IMCV iShares Morningstar Mid-Cap | 0.00% | 72 | $5K | — |
| ILCV iShares Morningstar Value Et | 0.00% | 45 | $4K | — |
| NVDA Nvidia Corp. | 0.00% | 22 | $3K | — |
| CCL Carnival Corp. | 0.00% | 100 | $3K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 37 | $2K | — |
| NCLH Norwegian Cruise Line Holdin | 0.00% | 100 | $2K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 6 | $1K | — |
| CC The Chemours Co. | 0.00% | 43 | $493 | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.