Q2 2026 13F · SEC CIK 2078684

Gladwyn Financial Advisors, Inc.

Wealth managerFiled 2026-07-02 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $159.9M
Reported positions: 82
Holdings vs S&P 500, 3 yrs: —
Assets under management: $169.0M

Gladwyn Financial Advisors, Inc. is a wealth manager that reported 82 positions worth $159.9M in its Q2 2026 13F, filed 2026-07-02. Its largest holdings were Vanguard Small Cap Growth ETF (VBK, 8.2%), Vanguard Small Cap Value ETF (VBR, 7.9%), Vanguard Index Fds (VOT, 7.6%).

Gladwyn Financial Advisors, Inc. holdings largest 50 of 82 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gladwyn Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VBKVanguard Small Cap Growth ETF	8.2%	7.6%	35,730	-1.3%	$13.1M
VBRVanguard Small Cap Value ETF	7.9%	7.7%	52,261	+2.4%	$12.7M
VOTVanguard Index Fds	7.6%	7.1%	39,761	-0.1%	$12.2M
VOEVanguard Index Fds	7.6%	7.6%	61,465	+4.0%	$12.1M
MGVVanguard Mega Cap Value ETF Total	6.2%	5.9%	60,975	+4.4%	$10.0M
MGKVanguard World Fd	5.9%	5.5%	106,628	+397.8%	$9.4M
VSSVanguard Intl Equity Index F	4.7%	4.9%	48,568	+1.4%	$7.5M
VWOVanguard Intl Equity Index F	4.6%	4.6%	123,477	-0.0%	$7.4M
VEUVanguard FTSE All	3.9%	3.8%	74,389	+1.9%	$6.2M
VCSHVanguard Scottsdale Fds	3.2%	3.4%	65,538	+7.3%	$5.2M
VGLTVanguard Long-Term Treasury ETF Total	3.2%	3.3%	92,597	+9.3%	$5.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	3.1%	3.3%	64,405	+5.7%	$5.0M
VCITVanguard Scottsdale Fds	3.1%	3.1%	60,316	+12.2%	$5.0M
IEIIshares	3.0%	3.2%	41,197	+7.0%	$4.8M
DBCInvesco Db Commdy Indx Trck	2.9%	3.3%	176,058	+6.2%	$4.7M
HYGIshares Trust	2.3%	2.3%	45,546	+9.2%	$3.6M
CEMBIshares Inc	2.3%	2.3%	79,415	+10.5%	$3.6M
PDBCInvesco Actvely Mngd Etc Fd	2.2%	2.4%	218,434	+10.4%	$3.5M
EMBIshares Tr	1.7%	1.7%	27,612	+6.7%	$2.7M
VWOBVanguard Whitehall Fds	1.7%	1.7%	39,403	+5.7%	$2.6M
BNDXVanguard Charlotte Fds	1.6%	1.7%	53,961	+7.4%	$2.6M
LQDIshares Tr	1.6%	1.7%	23,888	+6.8%	$2.6M
GDGeneral Dynamics Corp	1.3%	1.4%	6,011	+0.0%	$2.1M
SPYSpdr S&p 500 ETF Tr	1.3%	1.2%	2,762	+0.8%	$2.1M
VTVVanguard Value ETF	0.9%	0.9%	6,600	-3.8%	$1.4M
VUGVanguard Indx Fd	0.8%	0.8%	15,509	+465.2%	$1.3M
EFAiShs MSCI EAFE	0.6%	0.6%	9,824	+3.3%	$1.0M
NEENextera Energy Inc Com	0.5%	0.6%	9,103	+0.0%	$799K
AGGIshares Tr	0.4%	0.4%	6,853	+5.9%	$678K
KOCoca Cola Co	0.4%	0.4%	7,938	+0.0%	$645K
IEMGIshares	0.4%	0.4%	7,721	+0.0%	$640K
ACWXIshares Tr	0.4%	0.4%	8,397	+0.0%	$639K
SCZIshares Msci Eafe Small Cap	0.4%	0.4%	7,579	+0.0%	$624K
JPMJpmorgan Chase & Co	0.4%	0.4%	1,852	+0.0%	$606K
CACICaci Intl Inc	0.4%	0.5%	1,300	+0.0%	$602K
GEGe Aerospace	0.3%	0.3%	1,405	+0.0%	$525K
GEVGe Vernova Inc	0.3%	0.2%	410	+0.0%	$482K
PGProcter & Gamble Co Com	0.2%	0.2%	2,391	+0.0%	$351K
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.2%	0.2%	477	+2.8%	$335K
XOMExxon Mobil Corp	0.2%	0.2%	2,114	+0.1%	$289K
AMZNAmazon Com Inc Com	0.2%	0.2%	1,199	-16.2%	$286K
TTTrane Technologies PLC	0.2%	0.1%	509	+0.0%	$250K
ALLAllstate Corp	0.1%	0.1%	976	+0.0%	$232K
WECWEC Energy Group Inc.	0.1%	0.2%	1,929	+0.0%	$225K
WMTWalmart Inc	0.1%	0.2%	1,829	+0.0%	$207K
JNJJohnson & Johnson	0.1%	0.1%	719	+0.0%	$183K
MMM3m Co Com	0.1%	0.1%	998	+0.0%	$162K
VZVerizon Communications Inc Com	0.1%	0.1%	3,362	-7.1%	$142K
VBVanguard Indx Fd	0.1%	0.1%	411	-26.1%	$124K
VTIVanguard Index Fds	0.1%	0.1%	273	-3.2%	$101K

What Gladwyn Financial Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+465.2% shares
MGK Vanguard World Fd+397.8% shares
VCIT Vanguard Scottsdale Fds+12.2% shares
CEMB Ishares Inc+10.5% shares
PDBC Invesco Actvely Mngd Etc Fd+10.4% shares
VGLT Vanguard Long-Term Treasury ETF Total+9.3% shares
HYG Ishares Trust+9.2% shares
BNDX Vanguard Charlotte Fds+7.4% shares

Reduced

VB Vanguard Indx Fd-26.1% shares
AMZN Amazon Com Inc Com-16.2% shares
VZ Verizon Communications Inc Com-7.1% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$159.9M	82
Q1 2026	$143.7M	86
Q4 2025	$142.3M	87
Q3 2025	$139.3M	85
Q2 2025	$129.3M	82

Questions about Gladwyn Financial Advisors, Inc.'s portfolio

What stocks does Gladwyn Financial Advisors, Inc. own?

Gladwyn Financial Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 2, 2026, lists 82 positions worth $159.9M. The largest are Vanguard Small Cap Growth ETF (VBK) at 8.2%, Vanguard Small Cap Value ETF (VBR) at 7.9%, Vanguard Index Fds (VOT) at 7.6%, Vanguard Index Fds (VOE) at 7.6% and Vanguard Mega Cap Value ETF Total (MGV) at 6.2%.

What did Gladwyn Financial Advisors, Inc. buy last quarter?

In Q2 2026, Gladwyn Financial Advisors, Inc. added Vanguard Indx Fd (VUG) (+465.2% shares), Vanguard World Fd (MGK) (+397.8% shares) and Vanguard Scottsdale Fds (VCIT) (+12.2% shares), compared with its Q1 2026 filing.

What did Gladwyn Financial Advisors, Inc. sell last quarter?

In Q2 2026, Gladwyn Financial Advisors, Inc. Vanguard Indx Fd (VB) (-26.1% shares), Amazon Com Inc Com (AMZN) (-16.2% shares) and Verizon Communications Inc Com (VZ) (-7.1% shares), compared with its Q1 2026 filing.

When is Gladwyn Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Gladwyn Financial Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Gladwyn Financial Advisors, Inc. manage?

Gladwyn Financial Advisors, Inc. reported $169.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $159.9M.