Gladwyn Financial Advisors, Inc.
CIK 0002078684 · CHANTILLY, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-02 · Open the SEC source ↗
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
Top Holdings
VBK
VANGUARD INDEX FDS
8.2%
VBR
VANGUARD INDEX FDS
7.9%
VOT
VANGUARD INDEX FDS
7.6%
VOE
VANGUARD INDEX FDS
7.6%
MGV
VANGUARD WORLD FD
6.2%
MGK
VANGUARD WORLD FD
5.9%
VSS
VANGUARD INTL EQUITY INDEX F
4.7%
VWO
VANGUARD INTL EQUITY INDEX F
4.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.