Gladwyn Financial Advisors, Inc.
CIK: 0002078684SEC EDGAR →
Portfolio Value
$142.3M
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 35,564 | $10.7M | 7.55% |
| 2 | VANGUARD INDEX FDS | 50,675 | $10.7M | 7.54% |
| 3 | VANGUARD INDEX FDS | 59,263 | $10.5M | 7.38% |
| 4 | VANGUARD INDEX FDS | 35,337 | $9.9M | 6.93% |
| 5 | VANGUARD WORLD FD | 58,427 | $8.2M | 5.79% |
| 6 | VANGUARD WORLD FD | 19,194 | $7.9M | 5.57% |
| 7 | VANGUARD INTL EQUITY INDEX F | 49,180 | $7.0M | 4.95% |
| 8 | VANGUARD INTL EQUITY INDEX F | 123,643 | $6.6M | 4.67% |
| 9 | VANGUARD INTL EQUITY INDEX F | 76,032 | $5.6M | 3.93% |
| 10 | VANGUARD SCOTTSDALE FDS | 59,250 | $4.7M | 3.32% |
Quarterly Changes
New Positions (87)
$10.7M · 36K shares
$10.7M · 51K shares
$10.5M · 59K shares
$9.9M · 35K shares
$8.2M · 58K shares
$7.9M · 19K shares
$7.0M · 49K shares
$6.6M · 124K shares
$5.6M · 76K shares
$4.7M · 59K shares
$4.7M · 59K shares
$4.6M · 83K shares
$4.5M · 38K shares
$4.5M · 201K shares
$4.4M · 52K shares
$3.3M · 40K shares
$3.2M · 70K shares
$3.2M · 242K shares
$2.5M · 4K shares
$2.5M · 37K shares
$2.5M · 26K shares
$2.4M · 22K shares
$2.4M · 49K shares
$2.0M · 6K shares
$1.3M · 3K shares
$1.3M · 7K shares
$1.2M · 12K shares
$884K · 9K shares
$730K · 9K shares
$692K · 1K shares
$596K · 2K shares
$586K · 8K shares
$563K · 8K shares
$554K · 8K shares
$518K · 8K shares
$432K · 1K shares
$342K · 2K shares
$331K · 1K shares
$267K · 410 shares
$267K · 444 shares
$253K · 2K shares
$203K · 2K shares
$203K · 2K shares
$203K · 976 shares
$197K · 509 shares
$159K · 998 shares
$148K · 719 shares
$144K · 4K shares
$143K · 554 shares
$94K · 281 shares
$92K · 195 shares
$88K · 304 shares
$84K · 1K shares
$76K · 251 shares
$71K · 309 shares
$69K · 334 shares
$55K · 348 shares
$55K · 254 shares
$54K · 686 shares
$52K · 531 shares
$48K · 591 shares
$47K · 1K shares
$44K · 804 shares
$44K · 380 shares
$41K · 759 shares
$39K · 328 shares
$39K · 500 shares
$38K · 465 shares
$29K · 1K shares
$29K · 251 shares
$27K · 271 shares
$25K · 235 shares
$23K · 400 shares
$22K · 333 shares
$21K · 235 shares
$15K · 464 shares
$15K · 129 shares
$14K · 105 shares
$12K · 512 shares
$9K · 223 shares
$5K · 73 shares
$4K · 45 shares
$3K · 100 shares
$2K · 100 shares
$2K · 38 shares
$1K · 6 shares
$0 · 44 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $134.9M | 94.8% |
| Industrials | 8 | $3.0M | 2.1% |
| Utilities | 5 | $1.3M | 0.9% |
| Consumer Defensive | 3 | $1.1M | 0.8% |
| Unknown | 2 | $895K | 0.6% |
| Consumer Cyclical | 4 | $412K | 0.3% |
| Energy | 1 | $253K | 0.2% |
| Healthcare | 4 | $252K | 0.2% |
| Basic Materials | 5 | $125K | 0.1% |
| Technology | 1 | $48K | 0.0% |