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CIK: 0002078684
Total reported value
$159.9M
$159.9M
86 檔
32.3%
As reported in its official Q1 2026 Form 13F filing, Gladwyn Financial Advisors, Inc.'s tracked investment portfolio stood at $159.9M with 86 total positions.
In Q1 2026, Gladwyn Financial Advisors, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.71% | +0.23% | +0.70% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 7.62% | +0.55% | +1.83% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 7.58% | +0.02% | -0.29% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 7.12% | +0.50% | +12.58% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 5.89% | +0.34% | -0.02% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.48% | +0.38% | +11.59% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.86% | -0.17% | -2.65% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.64% | -0.03% | -0.13% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.82% | +0.08% | -3.94% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.37% | -0.13% | +3.13% | |
| 11 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 3.34% | -0.40% | -17.72% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.32% | -0.18% | +2.94% | |
| 13 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.26% | -0.06% | +2.61% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.18% | -0.15% | +1.58% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.10% | +0.02% | +2.88% | |
| 16 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.38% | -0.21% | -18.15% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.31% | -0.03% | +3.16% | |
| 18 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 2.26% | +0.01% | +2.27% | |
| 19 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.70% | -0.04% | +1.13% | |
| 20 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.70% | -0.07% | +2.61% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.69% | -0.02% | +1.24% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.68% | -0.05% | +2.59% | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 1.44% | -0.11% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.05% | -25.39% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | -0.04% | -1.21% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | +0.01% | -0.33% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | — | -22.55% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | -0.09% | — | |
| 29 | CACI | Caci International Inc -cl A | Stock-Tech | 0.49% | -0.11% | — | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.03% | -26.96% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.42% | -0.02% | — | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.41% | -0.02% | — | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.40% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | — | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.37% | +0.03% | — | |
| 36 | GE | General Electric | Stock-Industrials | 0.28% | +0.05% | +0.07% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.07% | +0.19% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.25% | +0.05% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | -0.02% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | -0.03% | — | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.20% | +0.01% | +4.50% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.03% | +0.05% | |
| 43 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.16% | -0.02% | — | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.15% | +0.01% | — | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.14% | +0.01% | — | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.13% | -0.04% | +1.46% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.01% | — | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | -0.02% | +0.36% | |
| 49 | MMM | 3m Co | Stock-Industrials | 0.10% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | +0.36% |
According to official SEC Form 13F filings, Gladwyn Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $159.9M across 86 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VBR, VBK, VOE) accounted for 32.3% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
XLF
前期市值: $44.1K
During Q1 2026, Gladwyn Financial Advisors, Inc.'s top holdings by market value included VBR (7.7%)、VBK (7.6%)、VOE (7.6%). The largest single position, VBR, represented 7.7% of total portfolio value.
In Q1 2026, Gladwyn Financial Advisors, Inc. made 49 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 18 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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