Gladwyn Financial Advisors, Inc.

Est. AUM

$87.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	MCAP VL IDXVIP	$10.2M	55465	11.75%	SOLE
2	VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.9M	38355	11.35%	SOLE
3	VANGUARD INDEX FDS	SML CP GRW ETF	$9.8M	32590	11.33%	SOLE
4	VANGUARD WORLD FD	MEGA CAP VAL ETF	$8.1M	55860	9.31%	SOLE
5	VANGUARD WORLD FD	MEGA GRWTH IND	$7.5M	20393	8.62%	SOLE
6	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$5.2M	69800	6.03%	SOLE
7	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.4M	56384	5.08%	SOLE
8	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$4.3M	78262	4.98%	SOLE
9	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.7M	157937	3.15%	SOLE
10	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.3M	46905	2.59%	SOLE
11	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.3M	34254	2.59%	SOLE
12	GENERAL DYNAMICS CORP	COM	$2.1M	6011	2.37%	OTR
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2739	2.05%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$1.1M	5442	1.23%	SOLE
15	VANGUARD INDEX FDS	SM CP VAL ETF	$1.0M	4791	1.20%	OTR
16	VANGUARD INDEX FDS	GROWTH ETF	$942K	2158	1.08%	SOLE
17	ISHARES TR	MSCI EAFE ETF	$923K	9506	1.06%	SOLE
18	NEXTERA ENERGY INC	COM	$845K	9103	0.97%	OTR
19	CACI INTL INC	CL A	$707K	1300	0.81%	SOLE
20	ISHARES TR	CORE US AGGBD ET	$642K	6469	0.74%	SOLE
21	COCA COLA CO	COM	$604K	7938	0.69%	OTR
22	ISHARES TR	EAFE SML CP ETF	$594K	7579	0.68%	OTR
23	ISHARES TR	MSCI ACWI EX US	$575K	8397	0.66%	OTR
24	JPMORGAN CHASE & CO	COM	$545K	1852	0.63%	OTR
25	ISHARES INC	CORE MSCI EMKT	$539K	7721	0.62%	OTR
26	GE AEROSPACE	COM NEW	$399K	1405	0.46%	OTR
27	GE VERNOVA INC	COM	$358K	410	0.41%	OTR
28	ISHARES TR	3 7 YR TREAS BD	$358K	3018	0.41%	OTR
29	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$357K	4500	0.41%	OTR
30	ISHARES TR	IBOXX HI YD ETF	$346K	4351	0.40%	OTR
31	PROCTER & GAMBLE CO	COM	$345K	2391	0.40%	OTR
32	ISHARES INC	JP MRG EM CRP BD	$342K	7554	0.39%	OTR
33	INVESCO DB COMMDY INDX TRCK	UNIT	$324K	11209	0.37%	OTR
34	AMAZON COM INC	COM	$298K	1430	0.34%	SOLE
35	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$286K	464	0.33%	SOLE
36	EXXON MOBIL CORP	COM	$269K	1583	0.31%	OTR
37	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$234K	4335	0.27%	OTR
38	WALMART INC	COM	$227K	1829	0.26%	OTR
39	WEC ENERGY GROUP INC	COM	$223K	1929	0.26%	OTR
40	TRANE TECHNOLOGIES PLC	SHS	$212K	509	0.24%	OTR
41	ALLSTATE CORP	COM	$202K	976	0.23%	OTR
42	ISHARES TR	IBOXX INV CP ETF	$187K	1718	0.22%	OTR
43	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$183K	1254	0.21%	OTR
44	JOHNSON & JOHNSON	COM	$176K	719	0.20%	OTR
45	ISHARES TR	JPMORGAN USD EMG	$169K	1801	0.19%	OTR
46	VERIZON COMMUNICATIONS INC	COM	$166K	3313	0.19%	SOLE
47	VANGUARD INDEX FDS	SMALL CP ETF	$146K	556	0.17%	SOLE
48	3M CO	COM	$145K	998	0.17%	OTR
49	VANGUARD INDEX FDS	TOTAL STK MKT	$90K	282	0.10%	SOLE
50	VANGUARD INDEX FDS	MID CAP ETF	$89K	309	0.10%	SOLE

1–50 of 86

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.