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CIK: 0002078684
Total reported value
$156.6M
$156.6M
82 檔
38.3%
During the Q2 2026 filing period, Gladwyn Financial Advisors, Inc. (CIK: 0002078684) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $156.6M across 82 reported positions.
In Q2 2026, Gladwyn Financial Advisors, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 8.17% | -0.42% | -1.34% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.94% | -0.36% | +2.41% | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 7.62% | -0.21% | -0.06% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 7.60% | -0.06% | +4.02% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 6.23% | -0.11% | +4.39% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.86% | +0.34% | +397.84% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.69% | +0.23% | +1.44% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.61% | +0.06% | -0.00% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.90% | -0.07% | +1.85% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.24% | +0.08% | +7.26% | |
| 11 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 3.20% | -0.09% | +9.25% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.14% | +0.07% | +5.72% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.12% | +0.02% | +12.18% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.03% | +0.01% | +7.00% | |
| 15 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 2.94% | +0.37% | +6.21% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.28% | +0.01% | +9.21% | |
| 17 | CEMB | Ishares Jp Morgan Em Corpora | ETF-Other | 2.27% | — | +10.51% | |
| 18 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.17% | +0.12% | +10.44% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.67% | -0.04% | +6.74% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.66% | -0.04% | +5.75% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.63% | +0.02% | +7.44% | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.63% | -0.02% | +6.82% | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 1.33% | -0.06% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | +0.04% | +0.84% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | +0.01% | -3.78% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.05% | +465.20% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | -0.01% | +3.35% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | -0.06% | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.01% | +5.94% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | +0.04% | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.40% | — | — | |
| 32 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.40% | +0.01% | — | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.39% | +0.02% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.01% | — | |
| 35 | CACI | Caci International Inc -cl A | Stock-Tech | 0.38% | +0.13% | — | |
| 36 | GE | General Electric | Stock-Industrials | 0.33% | -0.05% | — | |
| 37 | GEV | GE Vernova Inc | Stock-Industrials | 0.30% | -0.05% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | — | — | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.21% | -0.01% | +2.80% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | +0.04% | +0.14% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.01% | -16.15% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.16% | -0.01% | — | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.15% | -0.01% | — | |
| 44 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.14% | -0.02% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.01% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | +0.01% | — | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.10% | — | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.09% | +0.01% | -7.08% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.08% | -0.01% | -26.08% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | +0.01% | -3.19% |
According to official SEC Form 13F filings, Gladwyn Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $156.6M across 82 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VBK, VBR, VOT) accounted for 38.3% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
SOLV
前期市值: $44.8K
During Q2 2026, Gladwyn Financial Advisors, Inc.'s top holdings by market value included VBK (8.2%)、VBR (7.9%)、VOT (7.6%). The largest single position, VBK, represented 8.2% of total portfolio value.
In Q2 2026, Gladwyn Financial Advisors, Inc. made 51 total portfolio adjustments, initiating 0 new buys, adding to 36 positions, trimming 11 holdings, and fully liquidating 4 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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