Holders — by stockHoldings — by fund
Gladwyn Financial Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002078684
$159.9M
disclosed book value
82
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 82 of 82 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VBKVANGUARD INDEX FDS | 35,730 | $13.1M | 8.2% |
| 2 | VBRVANGUARD INDEX FDS | 52,261 | $12.7M | 7.9% |
| 3 | VOTVANGUARD INDEX FDS | 39,761 | $12.2M | 7.6% |
| 4 | VOEVANGUARD INDEX FDS | 61,465 | $12.1M | 7.6% |
| 5 | MGVVANGUARD WORLD FD | 60,975 | $10.0M | 6.2% |
| 6 | MGKVANGUARD WORLD FD | 106,628 | $9.4M | 5.9% |
| 7 | VSSVANGUARD INTL EQUITY INDEX F | 48,568 | $7.5M | 4.7% |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 123,477 | $7.4M | 4.6% |
| 9 | VEUVANGUARD INTL EQUITY INDEX F | 74,389 | $6.2M | 3.9% |
| 10 | VCSHVANGUARD SCOTTSDALE FDS | 65,538 | $5.2M | 3.2% |
| 11 | VGLTVANGUARD SCOTTSDALE FDS | 92,597 | $5.1M | 3.2% |
| 12 | BSVVANGUARD BD INDEX FDS | 64,405 | $5.0M | 3.1% |
| 13 | VCITVANGUARD SCOTTSDALE FDS | 60,316 | $5.0M | 3.1% |
| 14 | IEIISHARES TR | 41,197 | $4.8M | 3% |
| 15 | DBCINVESCO DB COMMDY INDX TRCK | 176,058 | $4.7M | 2.9% |
| 16 | HYGISHARES TR | 45,546 | $3.6M | 2.3% |
| 17 | CEMBISHARES INC | 79,415 | $3.6M | 2.3% |
| 18 | PDBCINVESCO ACTVELY MNGD ETC FD | 218,434 | $3.5M | 2.2% |
| 19 | EMBISHARES TR | 27,612 | $2.7M | 1.7% |
| 20 | VWOBVANGUARD WHITEHALL FDS | 39,403 | $2.6M | 1.7% |
| 21 | BNDXVANGUARD CHARLOTTE FDS | 53,961 | $2.6M | 1.6% |
| 22 | LQDISHARES TR | 23,888 | $2.6M | 1.6% |
| 23 | GDGENERAL DYNAMICS CORP | 6,011 | $2.1M | 1.3% |
| 24 | SPYSTATE STR SPDR S&P 500 ETF T | 2,762 | $2.1M | 1.3% |
| 25 | VTVVANGUARD INDEX FDS | 6,600 | $1.4M | 0.9% |
| 26 | VUGVANGUARD INDEX FDS | 15,509 | $1.3M | 0.8% |
| 27 | EFAISHARES TR | 9,824 | $1.0M | 0.6% |
| 28 | NEENEXTERA ENERGY INC | 9,103 | $798,978 | 0.5% |
| 29 | AGGISHARES TR | 6,853 | $678,350 | 0.4% |
| 30 | KOCOCA COLA CO | 7,938 | $645,100 | 0.4% |
| 31 | IEMGISHARES INC | 7,721 | $639,586 | 0.4% |
| 32 | ACWXISHARES TR | 8,397 | $639,104 | 0.4% |
| 33 | SCZISHARES TR | 7,579 | $623,543 | 0.4% |
| 34 | JPMJPMORGAN CHASE & CO | 1,852 | $606,353 | 0.4% |
| 35 | CACICACI INTL INC | 1,300 | $602,238 | 0.4% |
| 36 | GEGE AEROSPACE | 1,405 | $525,044 | 0.3% |
| 37 | GEVGE VERNOVA INC | 410 | $481,555 | 0.3% |
| 38 | PGPROCTER & GAMBLE CO | 2,391 | $350,640 | 0.2% |
| 39 | MDYSTATE STR SPDR S&P MIDCAP 40 | 477 | $335,389 | 0.2% |
| 40 | XOMEXXON MOBIL CORP | 2,114 | $289,136 | 0.2% |
| 41 | AMZNAMAZON COM INC | 1,199 | $285,834 | 0.2% |
| 42 | TTTRANE TECHNOLOGIES PLC | 509 | $249,785 | 0.2% |
| 43 | ALLALLSTATE CORP | 976 | $232,319 | 0.1% |
| 44 | WECWEC ENERGY GROUP INC | 1,929 | $225,296 | 0.1% |
| 45 | WMTWALMART INC | 1,829 | $207,158 | 0.1% |
| 46 | JNJJOHNSON & JOHNSON | 719 | $182,633 | 0.1% |
| 47 | MMM3M CO | 998 | $161,661 | 0.1% |
| 48 | VZVERIZON COMMUNICATIONS INC | 3,362 | $142,350 | 0.1% |
| 49 | VBVANGUARD INDEX FDS | 411 | $124,435 | 0.1% |
| 50 | VTIVANGUARD INDEX FDS | 273 | $101,203 | 0.1% |
| 51 | IWFISHARES TR | 780 | $96,913 | 0.1% |
| 52 | QQNITY ELECTRONICS INC | 591 | $96,524 | 0.1% |
| 53 | EDVVANGUARD WORLD FD | 1,413 | $91,957 | 0.1% |
| 54 | UNPUNION PAC CORP | 309 | $84,093 | 0.1% |
| 55 | VOVANGUARD INDEX FDS | 920 | $74,147 | 0% |
| 56 | MCDMCDONALDS CORP | 255 | $68,806 | 0% |
| 57 | EEMISHARES TR | 868 | $59,360 | 0% |
| 58 | EDCONSOLIDATED EDISON INC | 531 | $58,737 | 0% |
| 59 | WMWASTE MGMT INC DEL | 254 | $56,534 | 0% |
| 60 | VXFVANGUARD INDEX FDS | 224 | $55,086 | 0% |
| 61 | DWDPEURDUPONT DE NEMOURS INC | 393 | $53,307 | 0% |
| 62 | ALLEALLEGION PLC | 348 | $48,895 | 0% |
| 63 | ESGVVANGUARD WORLD FD | 330 | $43,579 | 0% |
| 64 | IRINGERSOLL RAND INC | 500 | $41,026 | 0% |
| 65 | PPGPPG INDS INC | 271 | $32,839 | 0% |
| 66 | CTVACORTEVA INC | 333 | $28,213 | 0% |
| 67 | DDOMINION ENERGY INC | 408 | $27,874 | 0% |
| 68 | TIPISHARES TR | 254 | $27,808 | 0% |
| 69 | GEHCGE HEALTHCARE TECHNOLOGIES I | 301 | $19,290 | 0% |
| 70 | SUSLISHARES TR | 129 | $17,093 | 0% |
| 71 | SCHESCHWAB STRATEGIC TR | 465 | $16,857 | 0% |
| 72 | VTVANGUARD INTL EQUITY INDEX F | 106 | $16,586 | 0% |
| 73 | XLCSELECT SECTOR SPDR TR | 150 | $16,120 | 0% |
| 74 | VPLVANGUARD INTL EQUITY INDEX F | 118 | $13,621 | 0% |
| 75 | IMCVISHARES TR | 75 | $6,874 | 0% |
| 76 | ILCVISHARES TR | 44 | $4,437 | 0% |
| 77 | DOWDOW HLDGS INC | 145 | $3,968 | 0% |
| 78 | EMXCISHARES INC | 38 | $3,913 | 0% |
| 79 | CCL1EURCARNIVAL CORP | 101 | $2,887 | 0% |
| 80 | NCLHNORWEGIAN CRUISE LINE HLDGS | 100 | $2,111 | 0% |
| 81 | MGCVANGUARD WORLD FD | 6 | $1,683 | 0% |
| 82 | CCCHEMOURS CO | 44 | $893 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.