Sponsored

The Analysis of Gladwyn Financial Advisors, Inc.'s Holdings & P&L

Currently, Gladwyn Financial Advisors, Inc. holds 86 types of securities in its portfolio with a total value $143.7M. In the most recent quarter, they have increased their positions in VOT (+4.4K shares, valued at $1.1M), MGK (+2.2K shares, valued at $817.2K), VBK (+650 shares, valued at $196.5K); decreased their positions in DBC (-35.7K shares, valued at $1.0M), PDBC (-43.9K shares, valued at $759.7K), SPY (-932 shares, valued at $606.1K).

1M P&L

+2.1M+1.48%

3M P&L

-37.1M-20.31%

HY P&L

-30.9M-17.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A135.1M

95.9%

2Utilities - Regulated Electric930.6K

0.7%

3Information Technology Services707.0K

0.5%

Top Industries by Stock Count

1N/A50 stocks

61.7%

2Utilities - Regulated Electric3 stocks

3.7%

3Specialty Chemicals2 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VBR VANGUARD INDEX FDS51.0K shares0.70%2026-03-312026-04-08

VBK VANGUARD INDEX FDS36.2K shares1.83%2026-03-312026-04-08

VOE VANGUARD INDEX FDS59.1K shares-0.29%2026-03-312026-04-08

VOT VANGUARD INDEX FDS39.8K shares12.58%2026-03-312026-04-08

MGV VANGUARD WORLD FD58.4K shares-0.02%2026-03-312026-04-08

MGK VANGUARD WORLD FD21.4K shares11.59%2026-03-312026-04-08

VSS VANGUARD INTL EQUITY INDEX F47.9K shares-2.65%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F123.5K shares-0.13%2026-03-312026-04-08

Sponsored

VEU VANGUARD INTL EQUITY INDEX F73.0K shares-3.94%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS61.1K shares3.13%2026-03-312026-04-08

DBC INVESCO DB COMMDY INDX TRCK165.8K shares-17.72%2026-03-312026-04-08

BSV VANGUARD BD INDEX FDS60.9K shares2.94%2026-03-312026-04-08

VGLT VANGUARD SCOTTSDALE FDS84.8K shares2.61%2026-03-312026-04-08

IEI ISHARES TR38.5K shares1.58%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS53.8K shares2.88%2026-03-312026-04-08

PDBC INVESCO ACTVELY MNGD ETC FD197.8K shares-18.15%2026-03-312026-04-08

Sponsored

HYG ISHARES TR41.7K shares3.16%2026-03-312026-04-08

CEMB ISHARES INC71.9K shares2.27%2026-03-312026-04-08

VWOB VANGUARD WHITEHALL FDS37.3K shares1.13%2026-03-312026-04-08

LQD ISHARES TR22.4K shares2.61%2026-03-312026-04-08

EMB ISHARES TR25.9K shares1.24%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS50.2K shares2.59%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.0K shares0.00%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-25.39%2026-03-312026-04-08

Sponsored

VTV VANGUARD INDEX FDS6.9K shares-1.21%2026-03-312026-04-08

VUG VANGUARD INDEX FDS2.7K shares-0.33%2026-03-312026-04-08

EFA ISHARES TR9.5K shares-22.55%2026-03-312026-04-08

NEE NEXTERA ENERGY INC9.1K shares0.00%2026-03-312026-04-08

CACI CACI INTL INC1.3K shares0.00%2026-03-312026-04-08

AGG ISHARES TR6.5K shares-26.96%2026-03-312026-04-08

KO COCA COLA CO7.9K shares0.00%2026-03-312026-04-08

SCZ ISHARES TR7.6K shares0.00%2026-03-312026-04-08

Sponsored

ACWX ISHARES TR8.4K shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO1.9K shares0.00%2026-03-312026-04-08

IEMG ISHARES INC7.7K shares0.00%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE1.4K shares0.07%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.1K shares0.19%2026-03-312026-04-08

GEV GE VERNOVA INC410 shares0.00%2026-03-312026-04-08

PG PROCTER & GAMBLE CO2.4K shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC1.4K shares0.00%2026-03-312026-04-08

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40464 shares4.50%2026-03-312026-04-08

WMT WALMART INC1.8K shares0.05%2026-03-312026-04-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.9K shares0.00%2026-03-312026-04-08

TT TRANE TECHNOLOGIES PLC509 shares0.00%2026-03-312026-04-08

ALL ALLSTATE CORP976 shares0.00%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC3.6K shares1.46%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON719 shares0.00%2026-03-312026-04-08

VB VANGUARD INDEX FDS556 shares0.36%2026-03-312026-04-08

Sponsored

MMM 3M CO998 shares0.00%2026-03-312026-04-08

VTI VANGUARD INDEX FDS282 shares0.36%2026-03-312026-04-08

VO VANGUARD INDEX FDS309 shares1.64%2026-03-312026-04-08

IWF ISHARES TR195 shares0.00%2026-03-312026-04-08

EDV VANGUARD WORLD FD1.3K shares-1.92%2026-03-312026-04-08

MCD MCDONALDS CORP253 shares0.80%2026-03-312026-04-08

UNP UNION PAC CORP309 shares0.00%2026-03-312026-04-08

QNITY ELECTRONICS INC QNITY ELECTRONICS INC591 shares0.00%2026-03-312026-04-08

Sponsored

ED CONSOLIDATED EDISON INC531 shares0.00%2026-03-312026-04-08

WM WASTE MGMT INC DEL254 shares0.00%2026-03-312026-04-08

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.2K shares0.00%2026-03-312026-04-08

DOW DOW HLDGS INC1.3K shares0.00%2026-03-312026-04-08

ALLE ALLEGION PLC348 shares0.00%2026-03-312026-04-08

EEM ISHARES TR812 shares6.98%2026-03-312026-04-08

VXF VANGUARD INDEX FDS223 shares-33.23%2026-03-312026-04-08

SOLV SOLVENTUM CORP686 shares0.00%2026-03-312026-04-08

Sponsored

IR INGERSOLL RAND INC500 shares0.00%2026-03-312026-04-08

ESGV VANGUARD WORLD FD329 shares0.30%2026-03-312026-04-08

GEHC GE HEALTHCARE TECHNOLOGIES I465 shares0.00%2026-03-312026-04-08

PPG PPG INDS INC271 shares0.00%2026-03-312026-04-08

CTVA CORTEVA INC333 shares0.00%2026-03-312026-04-08

TIP ISHARES TR250 shares6.38%2026-03-312026-04-08

D DOMINION ENERGY INC404 shares1.00%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR150 shares-60.53%2026-03-312026-04-08

Sponsored

SCHE SCHWAB STRATEGIC TR464 shares0.00%2026-03-312026-04-08

SUSL ISHARES TR129 shares0.00%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F105 shares0.00%2026-03-312026-04-08

PFE PFIZER INC512 shares0.00%2026-03-312026-04-08

VPL VANGUARD INTL EQUITY INDEX F118 shares-49.79%2026-03-312026-04-08

LNC LINCOLN NATL CORP IND223 shares0.00%2026-03-312026-04-08

IMCV ISHARES TR75 shares2.74%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR52 shares-79.28%2026-03-312026-04-08

Sponsored

ILCV ISHARES TR44 shares-2.22%2026-03-312026-04-08

EMXC ISHARES INC38 shares0.00%2026-03-312026-04-08

CCL CARNIVAL CORP101 shares1.00%2026-03-312026-04-08

NCLH NORWEGIAN CRUISE LINE HLDGS100 shares0.00%2026-03-312026-04-08

MGC VANGUARD WORLD FD6 shares0.00%2026-03-312026-04-08

CC CHEMOURS CO44 shares0.00%2026-03-312026-04-08

VBR

VANGUARD INDEX FDS

0.70%

Shares51.0K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

1.83%

Shares36.2K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

-0.29%

Shares59.1K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

12.58%

Shares39.8K

Event2026-03-31

Filed2026-04-08

MGV

VANGUARD WORLD FD

-0.02%

Shares58.4K

Event2026-03-31

Filed2026-04-08

MGK

VANGUARD WORLD FD

11.59%

Shares21.4K

Event2026-03-31

Filed2026-04-08

VSS

VANGUARD INTL EQUITY INDEX F

-2.65%

Shares47.9K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

-0.13%

Shares123.5K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

-3.94%

Shares73.0K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

3.13%

Shares61.1K

Event2026-03-31

Filed2026-04-08

DBC

INVESCO DB COMMDY INDX TRCK

-17.72%

Shares165.8K

Event2026-03-31

Filed2026-04-08

BSV

VANGUARD BD INDEX FDS

2.94%

Shares60.9K

Event2026-03-31

Filed2026-04-08

VGLT

VANGUARD SCOTTSDALE FDS

2.61%

Shares84.8K

Event2026-03-31

Filed2026-04-08

IEI

ISHARES TR

1.58%

Shares38.5K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

2.88%

Shares53.8K

Event2026-03-31

Filed2026-04-08

PDBC

INVESCO ACTVELY MNGD ETC FD

-18.15%

Shares197.8K

Event2026-03-31

Filed2026-04-08

HYG

ISHARES TR

3.16%

Shares41.7K

Event2026-03-31

Filed2026-04-08

CEMB

ISHARES INC

2.27%

Shares71.9K

Event2026-03-31

Filed2026-04-08

VWOB

VANGUARD WHITEHALL FDS

1.13%

Shares37.3K

Event2026-03-31

Filed2026-04-08

LQD

ISHARES TR

2.61%

Shares22.4K

Event2026-03-31

Filed2026-04-08

EMB

ISHARES TR

1.24%

Shares25.9K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

2.59%

Shares50.2K

Event2026-03-31

Filed2026-04-08

GENERAL DYNAMICS CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-25.39%

Shares2.7K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-1.21%

Shares6.9K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-0.33%

Shares2.7K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-22.55%

Shares9.5K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-08

CACI

CACI INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-26.96%

Shares6.5K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-08

SCZ

ISHARES TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-08

ACWX

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

0.00%

Shares410

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

4.50%

Shares464

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.05%

Shares1.8K

Event2026-03-31

Filed2026-04-08

WEC ENERGY GROUP INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

TRANE TECHNOLOGIES PLC

0.00%

Shares509

Event2026-03-31

Filed2026-04-08

ALL

ALLSTATE CORP

0.00%

Shares976

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

1.46%

Shares3.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.00%

Shares719

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.36%

Shares556

Event2026-03-31

Filed2026-04-08

MMM

3M CO

0.00%

Shares998

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.36%

Shares282

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.64%

Shares309

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.00%

Shares195

Event2026-03-31

Filed2026-04-08

EDV

VANGUARD WORLD FD

-1.92%

Shares1.3K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.80%

Shares253

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

0.00%

Shares309

Event2026-03-31

Filed2026-04-08

QNITY ELECTRONICS INC

0.00%

Shares591

Event2026-03-31

Filed2026-04-08

CONSOLIDATED EDISON INC

0.00%

Shares531

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

0.00%

Shares254

Event2026-03-31

Filed2026-04-08

DUPONT DE NEMOURS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

DOW

DOW HLDGS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

ALLE

ALLEGION PLC

0.00%

Shares348

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

6.98%

Shares812

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

-33.23%

Shares223

Event2026-03-31

Filed2026-04-08

SOLV

SOLVENTUM CORP

0.00%

Shares686

Event2026-03-31

Filed2026-04-08

INGERSOLL RAND INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-08

ESGV

VANGUARD WORLD FD

0.30%

Shares329

Event2026-03-31

Filed2026-04-08

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares465

Event2026-03-31

Filed2026-04-08

PPG

PPG INDS INC

0.00%

Shares271

Event2026-03-31

Filed2026-04-08

CTVA

CORTEVA INC

0.00%

Shares333

Event2026-03-31

Filed2026-04-08

TIP

ISHARES TR

6.38%

Shares250

Event2026-03-31

Filed2026-04-08

DOMINION ENERGY INC

1.00%

Shares404

Event2026-03-31

Filed2026-04-08

XLC

SELECT SECTOR SPDR TR

-60.53%

Shares150

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares464

Event2026-03-31

Filed2026-04-08

SUSL

ISHARES TR

0.00%

Shares129

Event2026-03-31

Filed2026-04-08

VANGUARD INTL EQUITY INDEX F

0.00%

Shares105

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

0.00%

Shares512

Event2026-03-31

Filed2026-04-08

VPL

VANGUARD INTL EQUITY INDEX F

-49.79%

Shares118

Event2026-03-31

Filed2026-04-08

LNC

LINCOLN NATL CORP IND

0.00%

Shares223

Event2026-03-31

Filed2026-04-08

IMCV

ISHARES TR

2.74%

Shares75

Event2026-03-31

Filed2026-04-08

XLY

SELECT SECTOR SPDR TR

-79.28%

Shares52

Event2026-03-31

Filed2026-04-08

ILCV

ISHARES TR

-2.22%

Shares44

Event2026-03-31

Filed2026-04-08

EMXC

ISHARES INC

0.00%

Shares38

Event2026-03-31

Filed2026-04-08

CCL

CARNIVAL CORP

1.00%

Shares101

Event2026-03-31

Filed2026-04-08

NCLH

NORWEGIAN CRUISE LINE HLDGS

0.00%

Shares100

Event2026-03-31

Filed2026-04-08

MGC

VANGUARD WORLD FD

0.00%

Shares6

Event2026-03-31

Filed2026-04-08

CHEMOURS CO

0.00%

Shares44

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available