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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 | $116K | 0.1%Prev: 0.1% | 748 SH | Decreased-250 SH |
| ALLEGION PLC | ORD SHS | $62K | 0.0%Prev: 0.0% | 347 SH | Increased-1 SH |
| ALLSTATE CORP | COM | $155K | 0.1%Prev: 0.1% | 723 SH | Decreased-253 SH |
| AMAZON COM INC | COM | $314K | 0.2%Prev: 0.2% | 1,430 SH | Increased+231 SH |
| CACI INTL INC | CL A | $648K | 0.5%Prev: 0.4% | 1,300 SH | Increased |
| CARNIVAL CORP | UNIT 99/99/9999 | $3K | 0.0% | 100 SH | New |
| CHEMOURS CO | COM | $685 | 0.0%Prev: 0.0% | 43 SH | Decreased-1 SH |
| COCA COLA CO | COM | $505K | 0.4%Prev: 0.4% | 7,615 SH | Decreased-323 SH |
| CONSOLIDATED EDISON INC | COM | $53K | 0.0%Prev: 0.0% | 531 SH | Decreased |
| CORTEVA INC | COM | $23K | 0.0%Prev: 0.0% | 333 SH | Decreased |
| DOMINION ENERGY INC | COM | $24K | 0.0%Prev: 0.0% | 396 SH | Decreased-12 SH |
| DOW INC | COM | $29K | 0.0% | 1,263 SH | New |
| DUPONT DE NEMOURS INC | COM | $92K | 0.1%Prev: 0.0% | 1,186 SH | Increased+793 SH |
| EXXON MOBIL CORP | COM | $209K | 0.1%Prev: 0.2% | 1,851 SH | Decreased-263 SH |
| GE AEROSPACE | COM NEW | $422K | 0.3%Prev: 0.3% | 1,402 SH | Decreased-3 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $35K | 0.0%Prev: 0.0% | 465 SH | Increased+164 SH |
| GE VERNOVA INC | COM | $252K | 0.2%Prev: 0.3% | 410 SH | Decreased |
| GENERAL DYNAMICS CORP | COM | $1.9M | 1.3%Prev: 1.3% | 5,487 SH | Decreased-524 SH |
| INGERSOLL RAND INC | COM | $41K | 0.0%Prev: 0.0% | 500 SH | Increased |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $3.0M | 2.1%Prev: 2.2% | 222,348 SH | Decreased+3,914 SH |
| INVESCO DB COMMDY INDX TRCK | UNIT | $4.5M | 3.2%Prev: 2.9% | 200,487 SH | Decreased+24,429 SH |
| ISHARES INC | CORE MSCI EMKT | $509K | 0.4%Prev: 0.4% | 7,721 SH | Decreased |
| ISHARES INC | JP MRG EM CRP BD | $3.1M | 2.2%Prev: 2.3% | 67,487 SH | Decreased-11,928 SH |
| ISHARES INC | MSCI EMRG CHN | $3K | 0.0%Prev: 0.0% | 37 SH | Decreased-1 SH |
| ISHARES TR | 3 7 YR TREAS BD | $4.3M | 3.1%Prev: 3.0% | 36,393 SH | Decreased-4,804 SH |
| ISHARES TR | CORE US AGGBD ET | $1.1M | 0.8%Prev: 0.4% | 11,107 SH | Increased+4,254 SH |
| ISHARES TR | EAFE SML CP ETF | $581K | 0.4%Prev: 0.4% | 7,579 SH | Decreased |
| ISHARES TR | ESG MSCI LEADR | $15K | 0.0%Prev: 0.0% | 128 SH | Decreased-1 SH |
| ISHARES TR | IBOXX HI YD ETF | $3.1M | 2.3%Prev: 2.3% | 38,737 SH | Decreased-6,809 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.4M | 1.7%Prev: 1.6% | 21,107 SH | Decreased-2,781 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.4M | 1.7%Prev: 1.7% | 24,894 SH | Decreased-2,718 SH |
| ISHARES TR | MORNINGSTAR VALU | $4K | 0.0%Prev: 0.0% | 45 SH | Decreased+1 SH |
| ISHARES TR | MRGSTR MD CP VAL | $6K | 0.0%Prev: 0.0% | 72 SH | Decreased-3 SH |
| ISHARES TR | MSCI ACWI EX US | $546K | 0.4%Prev: 0.4% | 8,397 SH | Decreased |
| ISHARES TR | MSCI EAFE ETF | $1.4M | 1.0%Prev: 0.6% | 15,060 SH | Increased+5,236 SH |
| ISHARES TR | MSCI EMG MKT ETF | $41K | 0.0%Prev: 0.0% | 759 SH | Decreased-109 SH |
| ISHARES TR | RUS 1000 GRW ETF | $91K | 0.1%Prev: 0.1% | 195 SH | Decreased-585 SH |
| ISHARES TR | TIPS BD ETF | $26K | 0.0%Prev: 0.0% | 232 SH | Decreased-22 SH |
| JOHNSON & JOHNSON | COM | $87K | 0.1%Prev: 0.1% | 469 SH | Decreased-250 SH |
| JPMORGAN CHASE & CO. | COM | $582K | 0.4% | 1,844 SH | New |
| LINCOLN NATL CORP IND | COM | $9K | 0.0% | 220 SH | New |
| NEXTERA ENERGY INC | COM | $687K | 0.5%Prev: 0.5% | 9,103 SH | Decreased |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $2K | 0.0% | 100 SH | New |
| PFIZER INC | COM | $13K | 0.0% | 512 SH | New |
| PPG INDS INC | COM | $28K | 0.0%Prev: 0.0% | 271 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $327K | 0.2% | 2,126 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $15K | 0.0%Prev: 0.0% | 452 SH | Decreased-13 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $46K | 0.0% | 388 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $43K | 0.0% | 802 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $30K | 0.0% | 125 SH | New |
| SOLVENTUM CORP | COM SHS | $14K | 0.0% | 186 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $3.2M | 2.3% | 4,791 SH | New |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $261K | 0.2% | 437 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $215K | 0.2%Prev: 0.2% | 509 SH | Decreased |
| UNION PAC CORP | COM | $73K | 0.1%Prev: 0.1% | 309 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.5M | 3.2%Prev: 3.1% | 57,047 SH | Decreased-7,358 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.3M | 1.6%Prev: 1.6% | 46,025 SH | Decreased-7,936 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $70K | 0.0%Prev: 0.0% | 332 SH | Increased+108 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.3M | 1.0%Prev: 0.8% | 2,774 SH | Decreased-12,735 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $10.0M | 7.2%Prev: 7.6% | 34,188 SH | Decreased-5,573 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $10.1M | 7.2%Prev: 7.6% | 57,728 SH | Decreased-3,737 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $89K | 0.1%Prev: 0.0% | 301 SH | Increased-619 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $10.4M | 7.5%Prev: 7.9% | 49,910 SH | Decreased-2,351 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $147K | 0.1%Prev: 0.1% | 576 SH | Increased+165 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $10.5M | 7.6%Prev: 8.2% | 35,400 SH | Decreased-330 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $104K | 0.1%Prev: 0.1% | 316 SH | Increased+43 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.3M | 0.9%Prev: 0.9% | 6,880 SH | Decreased+280 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $5.3M | 3.8%Prev: 3.9% | 74,151 SH | Decreased-238 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.7M | 4.8%Prev: 4.6% | 124,112 SH | Decreased+635 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $20K | 0.0%Prev: 0.0% | 229 SH | Increased+111 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.9M | 4.9%Prev: 4.7% | 48,373 SH | Decreased-195 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $14K | 0.0%Prev: 0.0% | 104 SH | Decreased-2 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.2M | 3.0%Prev: 3.1% | 50,479 SH | Decreased-9,837 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $4.6M | 3.3%Prev: 3.2% | 80,401 SH | Decreased-12,196 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.6M | 3.3%Prev: 3.2% | 57,335 SH | Decreased-8,203 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.4M | 1.7%Prev: 1.7% | 35,735 SH | Decreased-3,668 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $39K | 0.0%Prev: 0.0% | 327 SH | Decreased-3 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $84K | 0.1%Prev: 0.1% | 1,220 SH | Decreased-193 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1K | 0.0%Prev: 0.0% | 6 SH | Decreased |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $7.7M | 5.5%Prev: 6.2% | 55,775 SH | Decreased-5,200 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $7.7M | 5.5%Prev: 5.9% | 19,082 SH | Decreased-87,546 SH |
| VERIZON COMMUNICATIONS INC | COM | $154K | 0.1%Prev: 0.1% | 3,505 SH | Increased+143 SH |
| WALMART INC | COM | $188K | 0.1%Prev: 0.1% | 1,828 SH | Decreased-1 SH |
| WASTE MGMT INC DEL | COM | $56K | 0.0%Prev: 0.0% | 254 SH | Decreased |
| WEC ENERGY GROUP INC | COM | $192K | 0.1%Prev: 0.1% | 1,679 SH | Decreased-250 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 |