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

Currently, Gladwyn Financial Advisors, Inc. holds 85 types of securities in its portfolio with a total value $139.3M. In the most recent quarter, they have increased their positions in MGV (+2.4K shares, valued at $327.0K), VOE (+1.8K shares, valued at $308.7K), VGLT (+5.1K shares, valued at $289.2K); decreased their positions in MGK (-44 shares, valued at $17.7K), VUG (-9 shares, valued at $4.3K); initiated new positions in XLC (+388 shares, valued at $46.0K), XLF (+802 shares, valued at $43.2K), XLY (+125 shares, valued at $30.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VBK VANGUARD INDEX FDS35.4K shares0.38%2025-09-302025-10-16

VBR VANGUARD INDEX FDS49.9K shares1.09%2025-09-302025-10-16

VOE VANGUARD INDEX FDS57.7K shares3.16%2025-09-302025-10-16

VOT VANGUARD INDEX FDS34.2K shares0.65%2025-09-302025-10-16

MGV VANGUARD WORLD FD55.8K shares4.45%2025-09-302025-10-16

MGK VANGUARD WORLD FD19.1K shares-0.23%2025-09-302025-10-16

VSS VANGUARD INTL EQUITY INDEX F48.4K shares1.93%2025-09-302025-10-16

VWO VANGUARD INTL EQUITY INDEX F124.1K shares1.58%2025-09-302025-10-16

Sponsored

VEU VANGUARD INTL EQUITY INDEX F74.2K shares3.11%2025-09-302025-10-16

VCSH VANGUARD SCOTTSDALE FDS57.3K shares4.82%2025-09-302025-10-16

VGLT VANGUARD SCOTTSDALE FDS80.4K shares6.75%2025-09-302025-10-16

DBC INVESCO DB COMMDY INDX TRCK200.5K shares0.95%2025-09-302025-10-16

BSV VANGUARD BD INDEX FDS57.0K shares4.82%2025-09-302025-10-16

IEI ISHARES TR36.4K shares5.32%2025-09-302025-10-16

VCIT VANGUARD SCOTTSDALE FDS50.5K shares5.15%2025-09-302025-10-16

SPY SPDR S&P 500 ETF TR4.8K shares0.48%2025-09-302025-10-16

Sponsored

HYG ISHARES TR38.7K shares8.18%2025-09-302025-10-16

CEMB ISHARES INC67.5K shares6.06%2025-09-302025-10-16

PDBC INVESCO ACTVELY MNGD ETC FD222.3K shares6.19%2025-09-302025-10-16

VWOB VANGUARD WHITEHALL FDS35.7K shares5.79%2025-09-302025-10-16

EMB ISHARES TR24.9K shares5.21%2025-09-302025-10-16

LQD ISHARES TR21.1K shares4.67%2025-09-302025-10-16

BNDX VANGUARD CHARLOTTE FDS46.0K shares4.97%2025-09-302025-10-16

GD GENERAL DYNAMICS CORP5.5K shares0.13%2025-09-302025-10-16

Sponsored

EFA ISHARES TR15.1K shares2.47%2025-09-302025-10-16

VUG VANGUARD INDEX FDS2.8K shares-0.32%2025-09-302025-10-16

VTV VANGUARD INDEX FDS6.9K shares0.44%2025-09-302025-10-16

AGG ISHARES TR11.1K shares3.10%2025-09-302025-10-16

NEE NEXTERA ENERGY INC9.1K shares0.79%2025-09-302025-10-16

CACI CACI INTL INC1.3K shares0.00%2025-09-302025-10-16

JPM JPMORGAN CHASE & CO.1.8K shares0.11%2025-09-302025-10-16

SCZ ISHARES TR7.6K shares0.00%2025-09-302025-10-16

Sponsored

ACWX ISHARES TR8.4K shares0.00%2025-09-302025-10-16

IEMG ISHARES INC7.7K shares0.00%2025-09-302025-10-16

KO COCA COLA CO7.6K shares0.18%2025-09-302025-10-16

GE GE AEROSPACE1.4K shares0.07%2025-09-302025-10-16

PG PROCTER AND GAMBLE CO2.1K shares0.00%2025-09-302025-10-16

AMZN AMAZON COM INC1.4K shares0.00%2025-09-302025-10-16

MDY SPDR S&P MIDCAP 400 ETF TR437 shares2.10%2025-09-302025-10-16

GEV GE VERNOVA INC410 shares0.00%2025-09-302025-10-16

Sponsored

TT TRANE TECHNOLOGIES PLC509 shares0.39%2025-09-302025-10-16

XOM EXXON MOBIL CORP1.9K shares0.93%2025-09-302025-10-16

WEC WEC ENERGY GROUP INC1.7K shares0.78%2025-09-302025-10-16

WMT WALMART INC1.8K shares0.27%2025-09-302025-10-16

ALL ALLSTATE CORP723 shares0.00%2025-09-302025-10-16

VZ VERIZON COMMUNICATIONS INC3.5K shares1.45%2025-09-302025-10-16

VB VANGUARD INDEX FDS576 shares0.17%2025-09-302025-10-16

MMM 3M CO748 shares0.40%2025-09-302025-10-16

Sponsored

VTI VANGUARD INDEX FDS316 shares0.32%2025-09-302025-10-16

DD DUPONT DE NEMOURS INC1.2K shares0.51%2025-09-302025-10-16

IWF ISHARES TR195 shares0.52%2025-09-302025-10-16

VO VANGUARD INDEX FDS301 shares0.33%2025-09-302025-10-16

JNJ JOHNSON & JOHNSON469 shares0.64%2025-09-302025-10-16

EDV VANGUARD WORLD FD1.2K shares4.36%2025-09-302025-10-16

UNP UNION PAC CORP309 shares0.65%2025-09-302025-10-16

VXF VANGUARD INDEX FDS332 shares0.00%2025-09-302025-10-16

Sponsored

ALLE ALLEGION PLC347 shares0.29%2025-09-302025-10-16

WM WASTE MGMT INC DEL254 shares0.40%2025-09-302025-10-16

ED CONSOLIDATED EDISON INC531 shares0.95%2025-09-302025-10-16

XLC SELECT SECTOR SPDR TR388 sharesnew addition2025-09-302025-10-16

XLF SELECT SECTOR SPDR TR802 sharesnew addition2025-09-302025-10-16

IR INGERSOLL RAND INC500 shares0.00%2025-09-302025-10-16

EEM ISHARES TR759 shares3.83%2025-09-302025-10-16

ESGV VANGUARD WORLD FD327 shares0.31%2025-09-302025-10-16

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I465 shares0.00%2025-09-302025-10-16

XLY SELECT SECTOR SPDR TR125 sharesnew addition2025-09-302025-10-16

DOW DOW INC1.3K shares1.45%2025-09-302025-10-16

PPG PPG INDS INC271 shares0.74%2025-09-302025-10-16

TIP ISHARES TR232 shares0.87%2025-09-302025-10-16

D DOMINION ENERGY INC396 shares1.28%2025-09-302025-10-16

CTVA CORTEVA INC333 shares0.30%2025-09-302025-10-16

VPL VANGUARD INTL EQUITY INDEX F229 sharesnew addition2025-09-302025-10-16

Sponsored

SCHE SCHWAB STRATEGIC TR452 shares0.00%2025-09-302025-10-16

SUSL ISHARES TR128 shares0.00%2025-09-302025-10-16

VT VANGUARD INTL EQUITY INDEX F104 shares0.00%2025-09-302025-10-16

SOLV SOLVENTUM CORP186 shares0.00%2025-09-302025-10-16

PFE PFIZER INC512 shares0.00%2025-09-302025-10-16

LNC LINCOLN NATL CORP IND220 shares0.92%2025-09-302025-10-16

IMCV ISHARES TR72 shares0.00%2025-09-302025-10-16

ILCV ISHARES TR45 shares0.00%2025-09-302025-10-16

Sponsored

CCL CARNIVAL CORP100 shares0.00%2025-09-302025-10-16

EMXC ISHARES INC37 shares0.00%2025-09-302025-10-16

NCLH NORWEGIAN CRUISE LINE HLDG L100 shares0.00%2025-09-302025-10-16

MGC VANGUARD WORLD FD6 shares0.00%2025-09-302025-10-16

CC CHEMOURS CO43 shares0.00%2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available