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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 | $145K | 0.1% | 998 SH | |
| ALLEGION PLC | ORD SHS | $51K | 0.0% | 348 SH | |
| ALLSTATE CORP | COM | $202K | 0.1% | 976 SH | |
| AMAZON COM INC | COM | $298K | 0.2% | 1,430 SH | |
| CACI INTL INC | CL A | $707K | 0.5% | 1,300 SH | |
| CARNIVAL CORP | COMMON STOCK | $3K | 0.0% | 101 SH | |
| CHEMOURS CO | COM | $959 | 0.0% | 44 SH | |
| COCA COLA CO | COM | $604K | 0.4% | 7,938 SH | |
| CONSOLIDATED EDISON INC | COM | $60K | 0.0% | 531 SH | |
| CORTEVA INC | COM | $28K | 0.0% | 333 SH | |
| DOMINION ENERGY INC | COM | $25K | 0.0% | 404 SH | |
| DOW HLDGS INC | COM | $53K | 0.0% | 1,265 SH | |
| DUPONT DE NEMOURS INC | COM | $54K | 0.0% | 1,187 SH | |
| EXXON MOBIL CORP | COM | $358K | 0.2% | 2,111 SH | |
| GE AEROSPACE | COM NEW | $399K | 0.3% | 1,405 SH | |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $33K | 0.0% | 465 SH | |
| GE VERNOVA INC | COM | $358K | 0.2% | 410 SH | |
| GENERAL DYNAMICS CORP | COM | $2.1M | 1.4% | 6,011 SH | |
| INGERSOLL RAND INC | COM | $40K | 0.0% | 500 SH | |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $3.4M | 2.4% | 197,791 SH | |
| INVESCO DB COMMDY INDX TRCK | UNIT | $4.8M | 3.3% | 165,763 SH | |
| ISHARES INC | CORE MSCI EMKT | $539K | 0.4% | 7,721 SH | |
| ISHARES INC | JP MRG EM CRP BD | $3.3M | 2.3% | 71,864 SH | |
| ISHARES INC | MSCI EMRG CHN | $3K | 0.0% | 38 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $4.6M | 3.2% | 38,501 SH | |
| ISHARES TR | CORE US AGGBD ET | $642K | 0.4% | 6,469 SH | |
| ISHARES TR | EAFE SML CP ETF | $594K | 0.4% | 7,579 SH | |
| ISHARES TR | ESG MSCI LEADR | $15K | 0.0% | 129 SH | |
| ISHARES TR | IBOXX HI YD ETF | $3.3M | 2.3% | 41,706 SH | |
| ISHARES TR | IBOXX INV CP ETF | $2.4M | 1.7% | 22,362 SH | |
| ISHARES TR | JPMORGAN USD EMG | $2.4M | 1.7% | 25,868 SH | |
| ISHARES TR | MORNINGSTAR VALU | $4K | 0.0% | 44 SH | |
| ISHARES TR | MRGSTR MD CP VAL | $6K | 0.0% | 75 SH | |
| ISHARES TR | MSCI ACWI EX US | $575K | 0.4% | 8,397 SH | |
| ISHARES TR | MSCI EAFE ETF | $923K | 0.6% | 9,506 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $46K | 0.0% | 812 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $83K | 0.1% | 195 SH | |
| ISHARES TR | TIPS BD ETF | $28K | 0.0% | 250 SH | |
| JOHNSON & JOHNSON | COM | $176K | 0.1% | 719 SH | |
| JPMORGAN CHASE & CO | COM | $545K | 0.4% | 1,852 SH | |
| LINCOLN NATL CORP IND | COM | $8K | 0.0% | 223 SH | |
| MCDONALDS CORP | COM | $79K | 0.1% | 253 SH | |
| NEXTERA ENERGY INC | COM | $845K | 0.6% | 9,103 SH | |
| NORWEGIAN CRUISE LINE HLDGS | SHS | $2K | 0.0% | 100 SH | |
| PFIZER INC | COM | $14K | 0.0% | 512 SH | |
| PPG INDS INC | COM | $29K | 0.0% | 271 SH | |
| PROCTER & GAMBLE CO | COM | $345K | 0.2% | 2,391 SH | |
| QNITY ELECTRONICS INC | COMMON STOCK | $68K | 0.0% | 591 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $15K | 0.0% | 464 SH | |
| SELECT SECTOR SPDR TR | STATE STREET COM | $17K | 0.0% | 150 SH | |
| SELECT SECTOR SPDR TR | STATE STREET CON | $6K | 0.0% | 52 SH | |
| SOLVENTUM CORP | COM SHS | $45K | 0.0% | 686 SH | |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.8M | 1.2% | 2,739 SH | |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $286K | 0.2% | 464 SH | |
| TRANE TECHNOLOGIES PLC | SHS | $212K | 0.1% | 509 SH | |
| UNION PAC CORP | COM | $75K | 0.1% | 309 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.8M | 3.3% | 60,919 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.4M | 1.7% | 50,224 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $46K | 0.0% | 223 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $1.2M | 0.8% | 2,744 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $10.2M | 7.1% | 39,783 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $10.9M | 7.6% | 59,092 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $89K | 0.1% | 309 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $11.1M | 7.7% | 51,030 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $146K | 0.1% | 556 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $10.9M | 7.6% | 36,214 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $90K | 0.1% | 282 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $1.3M | 0.9% | 6,859 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $5.5M | 3.8% | 73,036 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $6.7M | 4.6% | 123,483 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $12K | 0.0% | 118 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.0M | 4.9% | 47,879 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $15K | 0.0% | 105 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $4.4M | 3.1% | 53,765 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $4.7M | 3.3% | 84,754 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $4.8M | 3.4% | 61,104 SH | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.4M | 1.7% | 37,262 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $37K | 0.0% | 329 SH | |
| VANGUARD WORLD FD | EXTENDED DUR | $83K | 0.1% | 1,275 SH | |
| VANGUARD WORLD FD | MEGA CAP INDEX | $1K | 0.0% | 6 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $8.5M | 5.9% | 58,413 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $7.9M | 5.5% | 21,418 SH | |
| VERIZON COMMUNICATIONS INC | COM | $182K | 0.1% | 3,618 SH | |
| WALMART INC | COM | $227K | 0.2% | 1,829 SH | |
| WASTE MGMT INC DEL | COM | $58K | 0.0% | 254 SH | |
| WEC ENERGY GROUP INC | COM | $223K | 0.2% | 1,929 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 |