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Gladwyn Financial Advisors, Inc. Portfolio
$156.6M across 81 positions as of 2026-09-30, with 59% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.3%
-6.2% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 5
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +1.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.0% | +7.8% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VBKVanguard Small-Cap Growth ETF | $12.1M | 7.7% | 35,915 |
| VBRVanguard Small-Cap Value ETF | $11.9M | 7.6% | 51,362 |
| VOEVanguard Mid-Cap Value ETF | $11.8M | 7.5% | 60,385 |
| VOTVanguard Mid-Cap Growth ETF | $11.6M | 7.4% | 39,723 |
| MGKVanguard Mega Cap Growth ETF | $9.7M | 6.2% | 104,735 |
| MGVVanguard Mega Cap Value ETF | $9.6M | 6.1% | 59,508 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $7.7M | 4.9% | 49,674 |
| VWOVanguard FTSE Emerging Markets ETF | $7.3M | 4.7% | 123,240 |
| VEUVanguard FTSE All World Ex US ETF | $6M | 3.8% | 72,267 |
| VCSHVanguard Short-Term Corporate Bond ETF | $5.2M | 3.3% | 67,226 |
| DBCINVESCO DB COMMDY INDX TRCK | $5.2M | 3.3% | 160,298 |
| BSVVanguard Short-Term Bond ETF | $5M | 3.2% | 65,820 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $4.9M | 3.1% | 62,846 |
| VGLTVanguard Long-Term Treasury ETF | $4.9M | 3.1% | 97,104 |
| IEIiShares 3-7 Year Treasury Bond ETF | $4.8M | 3.0% | 41,993 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $3.6M | 2.3% | 186,021 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $3.6M | 2.3% | 46,436 |
| ISHARES INC | $3.6M | 2.3% | 80,863 |
| BNDXVanguard Total International Bond ETF | $2.6M | 1.6% | 55,118 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $2.6M | 1.6% | 28,099 |
| VWOBVanguard Emerging Markets Government Bond ETF | $2.5M | 1.6% | 40,148 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $2.5M | 1.6% | 24,659 |
| SPYState Street SPDR S&P 500 ETF Trust | $2.1M | 1.3% | 2,726 |
| GDGeneral Dynamics Corp | $2M | 1.3% | 6,011 |
| VTVVanguard Value ETF | $1.4M | 0.9% | 6,611 |
| VUGVanguard Growth ETF | $1.4M | 0.9% | 15,502 |
| EFAiShares MSCI EAFE ETF | $991.4K | 0.6% | 9,543 |
| CACICACI International Inc | $791.8K | 0.5% | 1,300 |
| NEENextera Energy Inc | $689.5K | 0.4% | 9,103 |
| KOCoca-Cola Co | $683.3K | 0.4% | 7,938 |
| SCZiShares MSCI EAFE Small-Cap ETF | $639.8K | 0.4% | 7,579 |
| AGGiShares Core U.S. Aggregate Bond ETF | $637.4K | 0.4% | 6,742 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $635K | 0.4% | 8,397 |
| IEMGiShares Core MSCI Emerging Markets ETF | $626.6K | 0.4% | 7,721 |
| JPMJPMorgan Chase & Co | $612.8K | 0.4% | 1,852 |
| GEGeneral Electric Co | $438.7K | 0.3% | 1,405 |
| GEVGE Vernova Inc | $389.6K | 0.2% | 410 |
| PGProcter & Gamble Co | $347.4K | 0.2% | 2,391 |
| EXXON MOBIL CORP | $344.7K | 0.2% | 2,118 |
| MDYSPDR MidCap Trust Series I | $319.2K | 0.2% | 486 |
| AMZNAmazon.com Inc | $298.8K | 0.2% | 1,199 |
| TRANE TECHNOLOGIES PLC | $229.9K | 0.1% | 509 |
| ALLAllstate Corp | $216.6K | 0.1% | 976 |
| WECWEC Energy Group Inc | $194.4K | 0.1% | 1,929 |
| JNJJohnson & Johnson | $190.4K | 0.1% | 719 |
| WMTWalmart Inc | $190.1K | 0.1% | 1,829 |
| MMM3M Co | $163.9K | 0.1% | 998 |
| VZVerizon Communications Inc | $156.6K | 0.1% | 3,413 |
| VBVanguard Small-Cap ETF | $117.1K | 0.1% | 412 |
| VTIVanguard Total Stock Market ETF | $102.6K | 0.1% | 274 |
| IWFiShares Russell 1000 Growth ETF | $97.9K | 0.1% | 781 |
| VANGUARD WORLD FD | $86.2K | 0.1% | 1,554 |
| UNPUnion Pacific Corp | $84.1K | 0.1% | 309 |
| QQnity Electronics Inc | $74.3K | 0.0% | 591 |
| VOVanguard Mid-Cap ETF | $72.4K | 0.0% | 924 |
| MCDMcDonald's Corp | $58.8K | 0.0% | 255 |
| EEMiShares MSCI Emerging Index Fund | $55.5K | 0.0% | 831 |
| EDConsolidated Edison Inc | $54.3K | 0.0% | 531 |
| ALLEGION PLC | $53.5K | 0.0% | 348 |
| VXFVanguard Extended Market ETF | $51.9K | 0.0% | 224 |
| WMWaste Management Inc | $51.7K | 0.0% | 254 |
| DDDupont De Nemours Inc | $51K | 0.0% | 393 |
| ESGVVanguard ESG U.S. Stock ETF | $44.8K | 0.0% | 330 |
| IRIngersoll Rand Inc | $37.6K | 0.0% | 500 |
| PPGPPG Industries Inc | $28.2K | 0.0% | 271 |
| TIPiShares TIPS Bond ETF | $26.9K | 0.0% | 258 |
| CTVACorteva Inc | $25.9K | 0.0% | 333 |
| DDominion Energy Inc | $25K | 0.0% | 412 |
| GEHCGE Healthcare Technologies Inc | $19.7K | 0.0% | 301 |
| ISHARES TR | $17.5K | 0.0% | 129 |
| SCHESchwab Emerging Markets Equity ETF | $16.9K | 0.0% | 465 |
| VTVanguard Total World Stock Index ETF | $16.7K | 0.0% | 106 |
| XLCThe Communication Services Select Sector SPDR Fund | $14.8K | 0.0% | 134 |
| VPLVanguard FTSE Pacific ETF | $9.4K | 0.0% | 81 |
| IMCViShares Morningstar Mid-Cap Value ETF | $6.9K | 0.0% | 76 |
| ISHARES TR | $4.6K | 0.0% | 44 |
| DOWDow Inc | $4K | 0.0% | 145 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $3.8K | 0.0% | 38 |
| MGCVanguard Mega Cap ETF | $1.7K | 0.0% | 6 |
| CARNIVAL CORP LTD | $620 | 0.0% | 25 |
| CCChemours Co | $591 | 0.0% | 44 |
Quarter ending 2026-09-30.
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