Institutions / Gladwyn Financial Advisors, Inc.

Gladwyn Financial Advisors, Inc.

CIK 2078684 · Institution · as of Dec 31, 2025

Portfolio value

$142.32M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 87 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$10.74M	35,564	7.5%
Vanguard Index Fds	—	$10.73M	50,675	7.5%
Vanguard Index Fds	—	$10.51M	59,263	7.4%
Vanguard Index Fds	—	$9.86M	35,337	6.9%
Vanguard World Fd	—	$8.25M	58,427	5.8%
Vanguard World Fd	—	$7.92M	19,194	5.6%
Vanguard Intl Equity Index F	—	$7.05M	49,180	5.0%
Vanguard Intl Equity Index F	—	$6.65M	123,643	4.7%
Vanguard Intl Equity Index F	—	$5.59M	76,032	3.9%
Vanguard Scottsdale Fds	—	$4.72M	59,250	3.3%
Vanguard Bd Index Fds	—	$4.66M	59,177	3.3%
Vanguard Scottsdale Fds	—	$4.61M	82,599	3.2%
iShares Tr	—	$4.52M	37,901	3.2%
Invesco Db Commdy Indx Trck	—	$4.50M	201,455	3.2%
Vanguard Scottsdale Fds	—	$4.38M	52,262	3.1%
iShares Tr	—	$3.26M	40,428	2.3%
iShares Inc	—	$3.22M	70,272	2.3%
Invesco Actvely Mngd Etc Fd	—	$3.20M	241,652	2.2%
SPDR S&P 500 ETF Tr	—	$2.50M	3,671	1.8%
Vanguard Whitehall Fds	—	$2.48M	36,847	1.7%
iShares Tr	—	$2.46M	25,550	1.7%
iShares MSCI UAE ETF	—	$2.40M	21,793	1.7%
Vanguard Charlotte Fds	—	$2.37M	48,954	1.7%
General Dynamics Corp	—	$2.02M	6,011	1.4%
Vanguard Index Fds	—	$1.34M	2,753	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.