Sponsored

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

Currently, Gladwyn Financial Advisors, Inc. holds 82 types of securities in its portfolio with a total value $159.9M. In the most recent quarter, they have increased their positions in MGK (+85.2K shares, valued at $7.5M), VUG (+12.8K shares, valued at $1.1M), VCIT (+6.6K shares, valued at $541.4K); decreased their positions in VBK (-484 shares, valued at $177.0K), DD (-794 shares, valued at $107.7K), VTV (-259 shares, valued at $56.4K).

1M P&L

-1.1M-0.73%

3M P&L

+2.1M+1.47%

HY P&L

-36.6M-19.76%

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/A148.3M

95.7%

2Aerospace & Defense2.7M

1.7%

3Beverages - Non-Alcoholic645.1K

0.4%

Top Industries by Stock Count

1N/A46 stocks

65.7%

2Specialty Chemicals3 stocks

4.3%

3Aerospace & Defense2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VBK VANGUARD INDEX FDS35.7K shares-1.34%2026-06-302026-07-02

VBR VANGUARD INDEX FDS52.3K shares2.41%2026-06-302026-07-02

VOT VANGUARD INDEX FDS39.8K shares-0.06%2026-06-302026-07-02

VOE VANGUARD INDEX FDS61.5K shares4.02%2026-06-302026-07-02

MGV VANGUARD WORLD FD61.0K shares4.39%2026-06-302026-07-02

MGK VANGUARD WORLD FD106.6K shares397.84%2026-06-302026-07-02

VSS VANGUARD INTL EQUITY INDEX F48.6K shares1.44%2026-06-302026-07-02

VWO VANGUARD INTL EQUITY INDEX F123.5K shares-0.00%2026-06-302026-07-02

Sponsored

VEU VANGUARD INTL EQUITY INDEX F74.4K shares1.85%2026-06-302026-07-02

VCSH VANGUARD SCOTTSDALE FDS65.5K shares7.26%2026-06-302026-07-02

VGLT VANGUARD SCOTTSDALE FDS92.6K shares9.25%2026-06-302026-07-02

BSV VANGUARD BD INDEX FDS64.4K shares5.72%2026-06-302026-07-02

VCIT VANGUARD SCOTTSDALE FDS60.3K shares12.18%2026-06-302026-07-02

IEI ISHARES TR41.2K shares7.00%2026-06-302026-07-02

DBC INVESCO DB COMMDY INDX TRCK176.1K shares6.21%2026-06-302026-07-02

HYG ISHARES TR45.5K shares9.21%2026-06-302026-07-02

Sponsored

CEMB ISHARES INC79.4K shares10.51%2026-06-302026-07-02

PDBC INVESCO ACTVELY MNGD ETC FD218.4K shares10.44%2026-06-302026-07-02

EMB ISHARES TR27.6K shares6.74%2026-06-302026-07-02

VWOB VANGUARD WHITEHALL FDS39.4K shares5.75%2026-06-302026-07-02

BNDX VANGUARD CHARLOTTE FDS54.0K shares7.44%2026-06-302026-07-02

LQD ISHARES TR23.9K shares6.82%2026-06-302026-07-02

GD GENERAL DYNAMICS CORP6.0K shares0.00%2026-06-302026-07-02

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.8K shares0.84%2026-06-302026-07-02

Sponsored

VTV VANGUARD INDEX FDS6.6K shares-3.78%2026-06-302026-07-02

VUG VANGUARD INDEX FDS15.5K shares465.20%2026-06-302026-07-02

EFA ISHARES TR9.8K shares3.35%2026-06-302026-07-02

NEXTERA ENERGY INC NEXTERA ENERGY INC9.1K shares0.00%2026-06-302026-07-02

ISHARES TR ISHARES TR6.9K shares5.94%2026-06-302026-07-02

KO COCA COLA CO7.9K shares0.00%2026-06-302026-07-02

IEMG ISHARES INC7.7K shares0.00%2026-06-302026-07-02

ACWX ISHARES TR8.4K shares0.00%2026-06-302026-07-02

Sponsored

SCZ ISHARES TR7.6K shares0.00%2026-06-302026-07-02

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.9K shares0.00%2026-06-302026-07-02

CACI CACI INTL INC1.3K shares0.00%2026-06-302026-07-02

GE GE AEROSPACE1.4K shares0.00%2026-06-302026-07-02

GEV GE VERNOVA INC410 shares0.00%2026-06-302026-07-02

PG PROCTER & GAMBLE CO2.4K shares0.00%2026-06-302026-07-02

MDY STATE STR SPDR S&P MIDCAP 40477 shares2.80%2026-06-302026-07-02

EXXON MOBIL CORP EXXON MOBIL CORP2.1K shares0.14%2026-06-302026-07-02

Sponsored

AMZN AMAZON COM INC1.2K shares-16.15%2026-06-302026-07-02

TT TRANE TECHNOLOGIES PLC509 shares0.00%2026-06-302026-07-02

ALL ALLSTATE CORP976 shares0.00%2026-06-302026-07-02

WEC WEC ENERGY GROUP INC1.9K shares0.00%2026-06-302026-07-02

WMT WALMART INC1.8K shares0.00%2026-06-302026-07-02

JNJ JOHNSON & JOHNSON719 shares0.00%2026-06-302026-07-02

3M CO 3M CO998 shares0.00%2026-06-302026-07-02

VZ VERIZON COMMUNICATIONS INC3.4K shares-7.08%2026-06-302026-07-02

Sponsored

VB VANGUARD INDEX FDS411 shares-26.08%2026-06-302026-07-02

VANGUARD INDEX FDS VANGUARD INDEX FDS273 shares-3.19%2026-06-302026-07-02

IWF ISHARES TR780 shares300.00%2026-06-302026-07-02

Q QNITY ELECTRONICS INC591 shares0.00%2026-06-302026-07-02

EDV VANGUARD WORLD FD1.4K shares10.82%2026-06-302026-07-02

UNP UNION PAC CORP309 shares0.00%2026-06-302026-07-02

VO VANGUARD INDEX FDS920 shares197.73%2026-06-302026-07-02

MCD MCDONALDS CORP255 shares0.79%2026-06-302026-07-02

Sponsored

EEM ISHARES TR868 shares6.90%2026-06-302026-07-02

ED CONSOLIDATED EDISON INC531 shares0.00%2026-06-302026-07-02

WASTE MGMT INC DEL WASTE MGMT INC DEL254 shares0.00%2026-06-302026-07-02

VXF VANGUARD INDEX FDS224 shares0.45%2026-06-302026-07-02

DD DUPONT DE NEMOURS INC393 shares-66.89%2026-06-302026-07-02

ALLEGION PLC ALLEGION PLC348 shares0.00%2026-06-302026-07-02

ESGV VANGUARD WORLD FD330 shares0.30%2026-06-302026-07-02

IR INGERSOLL RAND INC500 shares0.00%2026-06-302026-07-02

Sponsored

PPG PPG INDS INC271 shares0.00%2026-06-302026-07-02

CORTEVA INC CORTEVA INC333 shares0.00%2026-06-302026-07-02

DOMINION ENERGY INC DOMINION ENERGY INC408 shares0.99%2026-06-302026-07-02

TIP ISHARES TR254 shares1.60%2026-06-302026-07-02

GEHC GE HEALTHCARE TECHNOLOGIES I301 shares-35.27%2026-06-302026-07-02

SUSL ISHARES TR129 shares0.00%2026-06-302026-07-02

SCHE SCHWAB STRATEGIC TR465 shares0.22%2026-06-302026-07-02

VT VANGUARD INTL EQUITY INDEX F106 shares0.95%2026-06-302026-07-02

Sponsored

XLC SELECT SECTOR SPDR TR150 shares0.00%2026-06-302026-07-02

VPL VANGUARD INTL EQUITY INDEX F118 shares0.00%2026-06-302026-07-02

IMCV ISHARES TR75 shares0.00%2026-06-302026-07-02

ILCV ISHARES TR44 shares0.00%2026-06-302026-07-02

DOW DOW HLDGS INC145 shares-88.54%2026-06-302026-07-02

EMXC ISHARES INC38 shares0.00%2026-06-302026-07-02

CARNIVAL CORP CARNIVAL CORP101 shares0.00%2026-06-302026-07-02

NCLH NORWEGIAN CRUISE LINE HLDGS100 shares0.00%2026-06-302026-07-02

Sponsored

MGC VANGUARD WORLD FD6 shares0.00%2026-06-302026-07-02

CC CHEMOURS CO44 shares0.00%2026-06-302026-07-02

VBK

VANGUARD INDEX FDS

-1.34%

Shares35.7K

Event2026-06-30

Filed2026-07-02

VBR

VANGUARD INDEX FDS

2.41%

Shares52.3K

Event2026-06-30

Filed2026-07-02

VOT

VANGUARD INDEX FDS

-0.06%

Shares39.8K

Event2026-06-30

Filed2026-07-02

VOE

VANGUARD INDEX FDS

4.02%

Shares61.5K

Event2026-06-30

Filed2026-07-02

MGV

VANGUARD WORLD FD

4.39%

Shares61.0K

Event2026-06-30

Filed2026-07-02

MGK

VANGUARD WORLD FD

397.84%

Shares106.6K

Event2026-06-30

Filed2026-07-02

VSS

VANGUARD INTL EQUITY INDEX F

1.44%

Shares48.6K

Event2026-06-30

Filed2026-07-02

VWO

VANGUARD INTL EQUITY INDEX F

-0.00%

Shares123.5K

Event2026-06-30

Filed2026-07-02

VEU

VANGUARD INTL EQUITY INDEX F

1.85%

Shares74.4K

Event2026-06-30

Filed2026-07-02

VCSH

VANGUARD SCOTTSDALE FDS

7.26%

Shares65.5K

Event2026-06-30

Filed2026-07-02

VGLT

VANGUARD SCOTTSDALE FDS

9.25%

Shares92.6K

Event2026-06-30

Filed2026-07-02

BSV

VANGUARD BD INDEX FDS

5.72%

Shares64.4K

Event2026-06-30

Filed2026-07-02

VCIT

VANGUARD SCOTTSDALE FDS

12.18%

Shares60.3K

Event2026-06-30

Filed2026-07-02

IEI

ISHARES TR

7.00%

Shares41.2K

Event2026-06-30

Filed2026-07-02

DBC

INVESCO DB COMMDY INDX TRCK

6.21%

Shares176.1K

Event2026-06-30

Filed2026-07-02

HYG

ISHARES TR

9.21%

Shares45.5K

Event2026-06-30

Filed2026-07-02

CEMB

ISHARES INC

10.51%

Shares79.4K

Event2026-06-30

Filed2026-07-02

PDBC

INVESCO ACTVELY MNGD ETC FD

10.44%

Shares218.4K

Event2026-06-30

Filed2026-07-02

EMB

ISHARES TR

6.74%

Shares27.6K

Event2026-06-30

Filed2026-07-02

VWOB

VANGUARD WHITEHALL FDS

5.75%

Shares39.4K

Event2026-06-30

Filed2026-07-02

BNDX

VANGUARD CHARLOTTE FDS

7.44%

Shares54.0K

Event2026-06-30

Filed2026-07-02

LQD

ISHARES TR

6.82%

Shares23.9K

Event2026-06-30

Filed2026-07-02

GENERAL DYNAMICS CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-02

STATE STR SPDR S&P 500 ETF T

0.84%

Shares2.8K

Event2026-06-30

Filed2026-07-02

VTV

VANGUARD INDEX FDS

-3.78%

Shares6.6K

Event2026-06-30

Filed2026-07-02

VUG

VANGUARD INDEX FDS

465.20%

Shares15.5K

Event2026-06-30

Filed2026-07-02

EFA

ISHARES TR

3.35%

Shares9.8K

Event2026-06-30

Filed2026-07-02

NEXTERA ENERGY INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-02

ISHARES TR

5.94%

Shares6.9K

Event2026-06-30

Filed2026-07-02

COCA COLA CO

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-02

IEMG

ISHARES INC

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-02

ACWX

ISHARES TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-02

SCZ

ISHARES TR

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-02

JPMORGAN CHASE & CO

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-02

CACI

CACI INTL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-02

GE AEROSPACE

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-02

GEV

GE VERNOVA INC

0.00%

Shares410

Event2026-06-30

Filed2026-07-02

PROCTER & GAMBLE CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-02

MDY

STATE STR SPDR S&P MIDCAP 40

2.80%

Shares477

Event2026-06-30

Filed2026-07-02

EXXON MOBIL CORP

0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-02

AMZN

AMAZON COM INC

-16.15%

Shares1.2K

Event2026-06-30

Filed2026-07-02

TRANE TECHNOLOGIES PLC

0.00%

Shares509

Event2026-06-30

Filed2026-07-02

ALL

ALLSTATE CORP

0.00%

Shares976

Event2026-06-30

Filed2026-07-02

WEC

WEC ENERGY GROUP INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-02

WMT

WALMART INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-02

JNJ

JOHNSON & JOHNSON

0.00%

Shares719

Event2026-06-30

Filed2026-07-02

3M CO

0.00%

Shares998

Event2026-06-30

Filed2026-07-02

VERIZON COMMUNICATIONS INC

-7.08%

Shares3.4K

Event2026-06-30

Filed2026-07-02

VANGUARD INDEX FDS

-26.08%

Shares411

Event2026-06-30

Filed2026-07-02

VANGUARD INDEX FDS

-3.19%

Shares273

Event2026-06-30

Filed2026-07-02

IWF

ISHARES TR

300.00%

Shares780

Event2026-06-30

Filed2026-07-02

QNITY ELECTRONICS INC

0.00%

Shares591

Event2026-06-30

Filed2026-07-02

EDV

VANGUARD WORLD FD

10.82%

Shares1.4K

Event2026-06-30

Filed2026-07-02

UNP

UNION PAC CORP

0.00%

Shares309

Event2026-06-30

Filed2026-07-02

VANGUARD INDEX FDS

197.73%

Shares920

Event2026-06-30

Filed2026-07-02

MCD

MCDONALDS CORP

0.79%

Shares255

Event2026-06-30

Filed2026-07-02

EEM

ISHARES TR

6.90%

Shares868

Event2026-06-30

Filed2026-07-02

CONSOLIDATED EDISON INC

0.00%

Shares531

Event2026-06-30

Filed2026-07-02

WASTE MGMT INC DEL

0.00%

Shares254

Event2026-06-30

Filed2026-07-02

VXF

VANGUARD INDEX FDS

0.45%

Shares224

Event2026-06-30

Filed2026-07-02

DUPONT DE NEMOURS INC

-66.89%

Shares393

Event2026-06-30

Filed2026-07-02

ALLEGION PLC

0.00%

Shares348

Event2026-06-30

Filed2026-07-02

ESGV

VANGUARD WORLD FD

0.30%

Shares330

Event2026-06-30

Filed2026-07-02

INGERSOLL RAND INC

0.00%

Shares500

Event2026-06-30

Filed2026-07-02

PPG

PPG INDS INC

0.00%

Shares271

Event2026-06-30

Filed2026-07-02

CORTEVA INC

0.00%

Shares333

Event2026-06-30

Filed2026-07-02

DOMINION ENERGY INC

0.99%

Shares408

Event2026-06-30

Filed2026-07-02

TIP

ISHARES TR

1.60%

Shares254

Event2026-06-30

Filed2026-07-02

GEHC

GE HEALTHCARE TECHNOLOGIES I

-35.27%

Shares301

Event2026-06-30

Filed2026-07-02

SUSL

ISHARES TR

0.00%

Shares129

Event2026-06-30

Filed2026-07-02

SCHE

SCHWAB STRATEGIC TR

0.22%

Shares465

Event2026-06-30

Filed2026-07-02

VANGUARD INTL EQUITY INDEX F

0.95%

Shares106

Event2026-06-30

Filed2026-07-02

XLC

SELECT SECTOR SPDR TR

0.00%

Shares150

Event2026-06-30

Filed2026-07-02

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares118

Event2026-06-30

Filed2026-07-02

IMCV

ISHARES TR

0.00%

Shares75

Event2026-06-30

Filed2026-07-02

ILCV

ISHARES TR

0.00%

Shares44

Event2026-06-30

Filed2026-07-02

DOW

DOW HLDGS INC

-88.54%

Shares145

Event2026-06-30

Filed2026-07-02

EMXC

ISHARES INC

0.00%

Shares38

Event2026-06-30

Filed2026-07-02

CARNIVAL CORP

0.00%

Shares101

Event2026-06-30

Filed2026-07-02

NCLH

NORWEGIAN CRUISE LINE HLDGS

0.00%

Shares100

Event2026-06-30

Filed2026-07-02

MGC

VANGUARD WORLD FD

0.00%

Shares6

Event2026-06-30

Filed2026-07-02

CHEMOURS CO

0.00%

Shares44

Event2026-06-30

Filed2026-07-02

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available