Q3 2026 13F · SEC CIK 2078684

Gladwyn Financial Advisors, Inc.

Wealth managerFiled 2026-10-05 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $156.6M
Reported positions: 81
Holdings vs S&P 500, 3 yrs: —
Assets under management: $169.0M

Gladwyn Financial Advisors, Inc. is a wealth manager that reported 81 positions worth $156.6M in its Q3 2026 13F, filed 2026-10-05. Its largest holdings were Vanguard Index Fds (VBK, 7.7%), Vanguard Index Fds (VBR, 7.6%), Vanguard Index Fds (VOE, 7.5%).

Gladwyn Financial Advisors, Inc. holdings largest 50 of 81 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Gladwyn Financial Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VBKVanguard Index Fds	7.7%	8.2%	35,915	+0.5%	$12.1M
VBRVanguard Index Fds	7.6%	7.9%	51,362	-1.7%	$11.9M
VOEVanguard Index Fds	7.5%	7.6%	60,385	-1.8%	$11.8M
VOTVanguard Index Fds	7.4%	7.6%	39,723	-0.1%	$11.6M
MGKVanguard World Fd	6.2%	5.9%	104,735	-1.8%	$9.7M
MGVVanguard World Fd	6.1%	6.2%	59,508	-2.4%	$9.6M
VSSVanguard Intl Equity Index F	4.9%	4.7%	49,674	+2.3%	$7.7M
VWOVanguard Intl Equity Index F	4.7%	4.6%	123,240	-0.2%	$7.3M
VEUVanguard Intl Equity Index F	3.8%	3.9%	72,267	-2.9%	$6.0M
VCSHVanguard Scottsdale Fds	3.3%	3.2%	67,226	+2.6%	$5.2M
DBCInvesco Db Commdy Indx Trck	3.3%	2.9%	160,298	-9.0%	$5.2M
BSVVanguard Bd Index Fds	3.2%	3.1%	65,820	+2.2%	$5.0M
VCITVanguard Scottsdale Fds	3.1%	3.1%	62,846	+4.2%	$4.9M
VGLTVanguard Scottsdale Fds	3.1%	3.2%	97,104	+4.9%	$4.9M
IEIIshares Tr	3.0%	3.0%	41,993	+1.9%	$4.8M
PDBCInvesco Actvely Mngd Etc Fd	2.3%	2.2%	186,021	-14.8%	$3.6M
HYGIshares Tr	2.3%	2.3%	46,436	+2.0%	$3.6M
CEMBIshares Inc	2.3%	2.3%	80,863	+1.8%	$3.6M
BNDXVanguard Charlotte Fds	1.6%	1.6%	55,118	+2.1%	$2.6M
EMBIshares Tr	1.6%	1.7%	28,099	+1.8%	$2.6M
VWOBVanguard Whitehall Fds	1.6%	1.7%	40,148	+1.9%	$2.5M
LQDIshares Tr	1.6%	1.6%	24,659	+3.2%	$2.5M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.3%	2,726	-1.3%	$2.1M
GDGeneral Dynamics Corp	1.3%	1.3%	6,011	+0.0%	$2.0M
VTVVanguard Index Fds	0.9%	0.9%	6,611	+0.2%	$1.4M
VUGVanguard Index Fds	0.9%	0.8%	15,502	-0.0%	$1.4M
EFAIshares Tr	0.6%	0.6%	9,543	-2.9%	$991K
CACICaci Intl Inc	0.5%	0.4%	1,300	+0.0%	$792K
NEENextera Energy Inc	0.4%	0.5%	9,103	+0.0%	$689K
KOCoca Cola Co	0.4%	0.4%	7,938	+0.0%	$683K
SCZIshares Tr	0.4%	0.4%	7,579	+0.0%	$640K
AGGIshares Tr	0.4%	0.4%	6,742	-1.6%	$637K
ACWXIshares Tr	0.4%	0.4%	8,397	+0.0%	$635K
IEMGIshares Inc	0.4%	0.4%	7,721	+0.0%	$627K
JPMJpmorgan Chase & Co	0.4%	0.4%	1,852	+0.0%	$613K
GEGe Aerospace	0.3%	0.3%	1,405	+0.0%	$439K
GEVGe Vernova Inc	0.2%	0.3%	410	+0.0%	$390K
PGProcter & Gamble Co	0.2%	0.2%	2,391	+0.0%	$347K
XOMExxon Mobil Corp	0.2%	0.2%	2,118	+0.2%	$345K
MDYState Str Spdr S&p Midcap 40	0.2%	0.2%	486	+1.9%	$319K
AMZNAmazon Com Inc	0.2%	0.2%	1,199	+0.0%	$299K
TTTrane Technologies PLC	0.1%	0.2%	509	+0.0%	$230K
ALLAllstate Corp	0.1%	0.1%	976	+0.0%	$217K
WECWec Energy Group Inc	0.1%	0.1%	1,929	+0.0%	$194K
JNJJohnson & Johnson	0.1%	0.1%	719	+0.0%	$190K
WMTWalmart Inc	0.1%	0.1%	1,829	+0.0%	$190K
MMM3m Co	0.1%	0.1%	998	+0.0%	$164K
VZVerizon Communications Inc	0.1%	0.1%	3,413	+1.5%	$157K
VBVanguard Index Fds	0.1%	0.1%	412	+0.2%	$117K
VTIVanguard Index Fds	0.1%	0.1%	274	+0.4%	$103K

What Gladwyn Financial Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

PDBC Invesco Actvely Mngd Etc Fd-14.8% shares
DBC Invesco Db Commdy Indx Trck-9.0% shares

Left the top 50

No position left the top 50.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$156.6M	81
Q2 2026	$159.9M	82
Q1 2026	$143.7M	86
Q4 2025	$142.3M	87
Q3 2025	$139.3M	85
Q2 2025	$129.3M	82

Questions about Gladwyn Financial Advisors, Inc.'s portfolio

What stocks does Gladwyn Financial Advisors, Inc. own?

Gladwyn Financial Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 5, 2026, lists 81 positions worth $156.6M. The largest are Vanguard Index Fds (VBK) at 7.7%, Vanguard Index Fds (VBR) at 7.6%, Vanguard Index Fds (VOE) at 7.5%, Vanguard Index Fds (VOT) at 7.4% and Vanguard World Fd (MGK) at 6.2%.

What did Gladwyn Financial Advisors, Inc. buy last quarter?

Gladwyn Financial Advisors, Inc. opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Gladwyn Financial Advisors, Inc. sell last quarter?

In Q3 2026, Gladwyn Financial Advisors, Inc. Invesco Actvely Mngd Etc Fd (PDBC) (-14.8% shares) and Invesco Db Commdy Indx Trck (DBC) (-9.0% shares), compared with its Q2 2026 filing.

When is Gladwyn Financial Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Gladwyn Financial Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Gladwyn Financial Advisors, Inc. manage?

Gladwyn Financial Advisors, Inc. reported $169.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $156.6M.