Gladwyn Financial Advisors, Inc.

CIK 0002078684 · CHANTILLY, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source

Gladwyn Financial Advisors, Inc. reported 82 positions worth $159.9M as of June 30, 2026 (13F filed July 2, 2026). Largest holding: VBK (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$159.9M
2026 Q2
Positions
82
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.9%
Est. Net Flow (Q)
2026 Q2
10 / 82 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VBKVANGUARD INDEX FDSSH$13.1M8.17%35,730
2VBRVANGUARD INDEX FDSSH$12.7M7.94%52,261
3VOTVANGUARD INDEX FDSSH$12.2M7.62%39,761
4VOEVANGUARD INDEX FDSSH$12.1M7.60%61,465
5MGVVANGUARD WORLD FDSH$10.0M6.23%60,975
6MGKVANGUARD WORLD FDSH$9.4M5.86%106,628
7VSSVANGUARD INTL EQUITY INDEX FSH$7.5M4.69%48,568
8VWOVANGUARD INTL EQUITY INDEX FSH$7.4M4.61%123,477
9VEUVANGUARD INTL EQUITY INDEX FSH$6.2M3.90%74,389
10VCSHVANGUARD SCOTTSDALE FDSSH$5.2M3.24%65,538

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Gladwyn Financial Advisors, Inc. hold as of Q2 2026?

Gladwyn Financial Advisors, Inc. reported 82 positions worth $159.9M in its Q2 2026 13F filing. Largest positions: VBK (8.2%), VBR (7.9%), VOT (7.6%), VOE (7.6%) and MGV (6.2%).

What did Gladwyn Financial Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Gladwyn Financial Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.