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CIK 0002078684 • 5 13F filings • Jul 29, 2025 – Jul 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $113K | 0.1%Prev: 0.1% | 745 SH | Decreased-253 SH |
| ALLEGION PLC | ORD SHS | $50K | 0.0%Prev: 0.0% | 346 SH | Decreased-2 SH |
| ALLSTATE CORP | COM | $146K | 0.1%Prev: 0.1% | 723 SH | Decreased-253 SH |
| AMAZON COM INC | COM | $314K | 0.2%Prev: 0.2% | 1,430 SH | Increased |
| CACI INTL INC | CL A | $620K | 0.5%Prev: 0.5% | 1,300 SH | Decreased |
| CARNIVAL CORP | UNIT 99/99/9999 | $3K | 0.0% | 100 SH | New |
| CHEMOURS CO | COM | $493 | 0.0%Prev: 0.0% | 43 SH | Decreased-1 SH |
| COCA COLA CO | COM | $538K | 0.4%Prev: 0.4% | 7,601 SH | Decreased-337 SH |
| CONSOLIDATED EDISON INC | COM | $53K | 0.0%Prev: 0.0% | 526 SH | Decreased-5 SH |
| CORTEVA INC | COM | $25K | 0.0%Prev: 0.0% | 332 SH | Decreased-1 SH |
| DOMINION ENERGY INC | COM | $22K | 0.0%Prev: 0.0% | 391 SH | Decreased-13 SH |
| DOW INC | COM | $33K | 0.0% | 1,245 SH | New |
| DUPONT DE NEMOURS INC | COM | $81K | 0.1%Prev: 0.0% | 1,180 SH | Increased-7 SH |
| EXXON MOBIL CORP | COM | $198K | 0.2%Prev: 0.2% | 1,834 SH | Decreased-277 SH |
| GE AEROSPACE | COM NEW | $361K | 0.3%Prev: 0.3% | 1,401 SH | Decreased-4 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $34K | 0.0%Prev: 0.0% | 465 SH | Increased |
| GE VERNOVA INC | COM | $217K | 0.2%Prev: 0.2% | 410 SH | Decreased |
| GENERAL DYNAMICS CORP | COM | $1.6M | 1.2%Prev: 1.4% | 5,480 SH | Decreased-531 SH |
| INGERSOLL RAND INC | COM | $42K | 0.0%Prev: 0.0% | 500 SH | Increased |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $2.7M | 2.1%Prev: 2.4% | 209,396 SH | Decreased+11,605 SH |
| INVESCO DB COMMDY INDX TRCK | UNIT | $4.3M | 3.4%Prev: 3.3% | 198,598 SH | Decreased+32,835 SH |
| ISHARES INC | CORE MSCI EMKT | $463K | 0.4%Prev: 0.4% | 7,721 SH | Decreased |
| ISHARES INC | JP MRG EM CRP BD | $2.9M | 2.2%Prev: 2.3% | 63,632 SH | Decreased-8,232 SH |
| ISHARES INC | MSCI EMRG CHN | $2K | 0.0%Prev: 0.0% | 37 SH | Decreased-1 SH |
| ISHARES TR | 3 7 YR TREAS BD | $4.1M | 3.2%Prev: 3.2% | 34,554 SH | Decreased-3,947 SH |
| ISHARES TR | CORE US AGGBD ET | $1.1M | 0.8%Prev: 0.4% | 10,773 SH | Increased+4,304 SH |
| ISHARES TR | EAFE SML CP ETF | $551K | 0.4%Prev: 0.4% | 7,579 SH | Decreased |
| ISHARES TR | ESG MSCI LEADR | $14K | 0.0%Prev: 0.0% | 128 SH | Decreased-1 SH |
| ISHARES TR | IBOXX HI YD ETF | $2.9M | 2.2%Prev: 2.3% | 35,809 SH | Decreased-5,897 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.2M | 1.7%Prev: 1.7% | 20,166 SH | Decreased-2,196 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.2M | 1.7%Prev: 1.7% | 23,661 SH | Decreased-2,207 SH |
| ISHARES TR | MORNINGSTAR VALU | $4K | 0.0%Prev: 0.0% | 45 SH | Decreased+1 SH |
| ISHARES TR | MRGSTR MD CP VAL | $5K | 0.0%Prev: 0.0% | 72 SH | Decreased-3 SH |
| ISHARES TR | MSCI ACWI EX US | $512K | 0.4%Prev: 0.4% | 8,397 SH | Decreased |
| ISHARES TR | MSCI EAFE ETF | $1.3M | 1.0%Prev: 0.6% | 14,697 SH | Increased+5,191 SH |
| ISHARES TR | MSCI EMG MKT ETF | $35K | 0.0%Prev: 0.0% | 731 SH | Decreased-81 SH |
| ISHARES TR | RUS 1000 GRW ETF | $83K | 0.1%Prev: 0.1% | 194 SH | Decreased-1 SH |
| ISHARES TR | TIPS BD ETF | $25K | 0.0%Prev: 0.0% | 230 SH | Decreased-20 SH |
| JOHNSON & JOHNSON | COM | $71K | 0.1%Prev: 0.1% | 466 SH | Decreased-253 SH |
| JPMORGAN CHASE & CO. | COM | $534K | 0.4% | 1,842 SH | New |
| LINCOLN NATL CORP IND | COM | $8K | 0.0%Prev: 0.0% | 218 SH | Decreased-5 SH |
| NEXTERA ENERGY INC | COM | $627K | 0.5%Prev: 0.6% | 9,032 SH | Decreased-71 SH |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $2K | 0.0% | 100 SH | New |
| NVIDIA CORPORATION | COM | $3K | 0.0% | 22 SH | New |
| PFIZER INC | COM | $12K | 0.0%Prev: 0.0% | 512 SH | Decreased |
| PPG INDS INC | COM | $31K | 0.0%Prev: 0.0% | 269 SH | Increased-2 SH |
| PROCTER AND GAMBLE CO | COM | $339K | 0.3% | 2,126 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $14K | 0.0%Prev: 0.0% | 452 SH | Decreased-12 SH |
| SOLVENTUM CORP | COM SHS | $14K | 0.0%Prev: 0.0% | 186 SH | Decreased-500 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $2.9M | 2.3% | 4,768 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $242K | 0.2% | 428 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $222K | 0.2%Prev: 0.1% | 507 SH | Increased-2 SH |
| UNION PAC CORP | COM | $71K | 0.1%Prev: 0.1% | 307 SH | Decreased-2 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.3M | 3.3%Prev: 3.3% | 54,423 SH | Decreased-6,496 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.2M | 1.7%Prev: 1.7% | 43,844 SH | Decreased-6,380 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $64K | 0.0%Prev: 0.0% | 332 SH | Increased+109 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.9%Prev: 0.8% | 2,783 SH | Increased+39 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $9.7M | 7.5%Prev: 7.1% | 33,967 SH | Decreased-5,816 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $9.2M | 7.1%Prev: 7.6% | 55,960 SH | Decreased-3,132 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $84K | 0.1%Prev: 0.1% | 300 SH | Decreased-9 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $9.6M | 7.4%Prev: 7.7% | 49,372 SH | Decreased-1,658 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $136K | 0.1%Prev: 0.1% | 575 SH | Decreased+19 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.8M | 7.6%Prev: 7.6% | 35,266 SH | Decreased-948 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $96K | 0.1%Prev: 0.1% | 315 SH | Increased+33 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.2M | 0.9%Prev: 0.9% | 6,850 SH | Decreased-9 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $4.8M | 3.7%Prev: 3.8% | 71,911 SH | Decreased-1,125 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.0M | 4.7%Prev: 4.6% | 122,187 SH | Decreased-1,296 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.4M | 4.9%Prev: 4.9% | 47,455 SH | Decreased-424 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $13K | 0.0%Prev: 0.0% | 104 SH | Decreased-1 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.0M | 3.1%Prev: 3.1% | 48,007 SH | Decreased-5,758 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $4.2M | 3.3%Prev: 3.3% | 75,314 SH | Decreased-9,440 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.3M | 3.4%Prev: 3.4% | 54,697 SH | Decreased-6,407 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.2M | 1.7%Prev: 1.7% | 33,778 SH | Decreased-3,484 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $36K | 0.0%Prev: 0.0% | 326 SH | Decreased-3 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $79K | 0.1%Prev: 0.1% | 1,169 SH | Decreased-106 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1K | 0.0%Prev: 0.0% | 6 SH | Decreased |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $7.0M | 5.4%Prev: 5.9% | 53,401 SH | Decreased-5,012 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $7.0M | 5.4%Prev: 5.5% | 19,126 SH | Decreased-2,292 SH |
| VERIZON COMMUNICATIONS INC | COM | $150K | 0.1%Prev: 0.1% | 3,455 SH | Decreased-163 SH |
| WALMART INC | COM | $178K | 0.1%Prev: 0.2% | 1,823 SH | Decreased-6 SH |
| WASTE MGMT INC DEL | COM | $58K | 0.0%Prev: 0.0% | 253 SH | Decreased-1 SH |
| WEC ENERGY GROUP INC | COM | $174K | 0.1%Prev: 0.2% | 1,666 SH | Decreased-263 SH |
| Q3 2025 |
| 13F-HR |
| 0002078684-25-000003 |
| $139.3M |
| View |
| Jul 2, 2026 | Q2 2026 | 13F-HR | 0002078684-26-000003 | $159.9M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0002078684-25-000001 | $129.3M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002078684-26-000002 | $143.7M | View |