Gladwyn Financial Advisors, Inc.

CIK 0002078684 • 5 13F filings • Jul 29, 2025 – Jul 2, 2026

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Filer information

Filed by: Gladwyn Financial Advisors, Inc., President
Address: 13603 GLADWYN COURT, CHANTILLY, VA, 20151
Phone: 703-810-8424
AUM: $142.3M

AUM over time

$156.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $159.9M82 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$162K	0.1%Prev: 0.1%	998 SH	Increased+253 SH
ALLEGION PLC	ORD SHS	$49K	0.0%Prev: 0.0%	348 SH	Decreased+2 SH
ALLSTATE CORP	COM	$232K	0.1%Prev: 0.1%	976 SH	Increased+253 SH
AMAZON COM INC	COM	$286K	0.2%Prev: 0.2%	1,199 SH	Decreased-231 SH
CACI INTL INC	CL A	$602K	0.4%Prev: 0.5%	1,300 SH	Decreased
CARNIVAL CORP	COMMON STOCK	$3K	0.0%	101 SH	New
CHEMOURS CO	COM	$893	0.0%Prev: 0.0%	44 SH	Increased+1 SH
COCA COLA CO	COM	$645K	0.4%Prev: 0.4%	7,938 SH	Increased+337 SH
CONSOLIDATED EDISON INC	COM	$59K	0.0%Prev: 0.0%	531 SH	Increased+5 SH
CORTEVA INC	COM	$28K	0.0%Prev: 0.0%	333 SH	Increased+1 SH
DOMINION ENERGY INC	COM	$28K	0.0%Prev: 0.0%	408 SH	Increased+17 SH
DOW HLDGS INC	COM	$4K	0.0%	145 SH	New
DUPONT DE NEMOURS INC	COM	$53K	0.0%Prev: 0.1%	393 SH	Decreased-787 SH
EXXON MOBIL CORP	COM	$289K	0.2%Prev: 0.2%	2,114 SH	Increased+280 SH
GE AEROSPACE	COM NEW	$525K	0.3%Prev: 0.3%	1,405 SH	Increased+4 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$19K	0.0%Prev: 0.0%	301 SH	Decreased-164 SH
GE VERNOVA INC	COM	$482K	0.3%Prev: 0.2%	410 SH	Increased
GENERAL DYNAMICS CORP	COM	$2.1M	1.3%Prev: 1.2%	6,011 SH	Increased+531 SH
INGERSOLL RAND INC	COM	$41K	0.0%Prev: 0.0%	500 SH	Decreased
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$3.5M	2.2%Prev: 2.1%	218,434 SH	Increased+9,038 SH
INVESCO DB COMMDY INDX TRCK	UNIT	$4.7M	2.9%Prev: 3.4%	176,058 SH	Increased-22,540 SH
ISHARES INC	CORE MSCI EMKT	$640K	0.4%Prev: 0.4%	7,721 SH	Increased
ISHARES INC	JP MRG EM CRP BD	$3.6M	2.3%Prev: 2.2%	79,415 SH	Increased+15,783 SH
ISHARES INC	MSCI EMRG CHN	$4K	0.0%Prev: 0.0%	38 SH	Increased+1 SH
ISHARES TR	3 7 YR TREAS BD	$4.8M	3.0%Prev: 3.2%	41,197 SH	Increased+6,643 SH
ISHARES TR	CORE US AGGBD ET	$678K	0.4%Prev: 0.8%	6,853 SH	Decreased-3,920 SH
ISHARES TR	EAFE SML CP ETF	$624K	0.4%Prev: 0.4%	7,579 SH	Increased
ISHARES TR	ESG MSCI LEADR	$17K	0.0%Prev: 0.0%	129 SH	Increased+1 SH
ISHARES TR	IBOXX HI YD ETF	$3.6M	2.3%Prev: 2.2%	45,546 SH	Increased+9,737 SH
ISHARES TR	IBOXX INV CP ETF	$2.6M	1.6%Prev: 1.7%	23,888 SH	Increased+3,722 SH
ISHARES TR	JPMORGAN USD EMG	$2.7M	1.7%Prev: 1.7%	27,612 SH	Increased+3,951 SH
ISHARES TR	MORNINGSTAR VALU	$4K	0.0%Prev: 0.0%	44 SH	Increased-1 SH
ISHARES TR	MRGSTR MD CP VAL	$7K	0.0%Prev: 0.0%	75 SH	Increased+3 SH
ISHARES TR	MSCI ACWI EX US	$639K	0.4%Prev: 0.4%	8,397 SH	Increased
ISHARES TR	MSCI EAFE ETF	$1.0M	0.6%Prev: 1.0%	9,824 SH	Decreased-4,873 SH
ISHARES TR	MSCI EMG MKT ETF	$59K	0.0%Prev: 0.0%	868 SH	Increased+137 SH
ISHARES TR	RUS 1000 GRW ETF	$97K	0.1%Prev: 0.1%	780 SH	Increased+586 SH
ISHARES TR	TIPS BD ETF	$28K	0.0%Prev: 0.0%	254 SH	Increased+24 SH
JOHNSON & JOHNSON	COM	$183K	0.1%Prev: 0.1%	719 SH	Increased+253 SH
JPMORGAN CHASE & CO	COM	$606K	0.4%	1,852 SH	New
MCDONALDS CORP	COM	$69K	0.0%	255 SH	New
NEXTERA ENERGY INC	COM	$799K	0.5%Prev: 0.5%	9,103 SH	Increased+71 SH
NORWEGIAN CRUISE LINE HLDGS	SHS	$2K	0.0%	100 SH	New
PPG INDS INC	COM	$33K	0.0%Prev: 0.0%	271 SH	Increased+2 SH
PROCTER & GAMBLE CO	COM	$351K	0.2%	2,391 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$97K	0.1%	591 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$17K	0.0%Prev: 0.0%	465 SH	Increased+13 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$16K	0.0%	150 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.1M	1.3%	2,762 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$335K	0.2%	477 SH	New
TRANE TECHNOLOGIES PLC	SHS	$250K	0.2%Prev: 0.2%	509 SH	Increased+2 SH
UNION PAC CORP	COM	$84K	0.1%Prev: 0.1%	309 SH	Increased+2 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.0M	3.1%Prev: 3.3%	64,405 SH	Increased+9,982 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.6M	1.6%Prev: 1.7%	53,961 SH	Increased+10,117 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$55K	0.0%Prev: 0.0%	224 SH	Decreased-108 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.3M	0.8%Prev: 0.9%	15,509 SH	Increased+12,726 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$12.2M	7.6%Prev: 7.5%	39,761 SH	Increased+5,794 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$12.1M	7.6%Prev: 7.1%	61,465 SH	Increased+5,505 SH
VANGUARD INDEX FDS	MID CAP ETF	$74K	0.0%Prev: 0.1%	920 SH	Decreased+620 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$12.7M	7.9%Prev: 7.4%	52,261 SH	Increased+2,889 SH
VANGUARD INDEX FDS	SMALL CP ETF	$124K	0.1%Prev: 0.1%	411 SH	Decreased-164 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$13.1M	8.2%Prev: 7.6%	35,730 SH	Increased+464 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$101K	0.1%Prev: 0.1%	273 SH	Increased-42 SH
VANGUARD INDEX FDS	VALUE ETF	$1.4M	0.9%Prev: 0.9%	6,600 SH	Increased-250 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$6.2M	3.9%Prev: 3.7%	74,389 SH	Increased+2,478 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.4M	4.6%Prev: 4.7%	123,477 SH	Increased+1,290 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$14K	0.0%	118 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$7.5M	4.7%Prev: 4.9%	48,568 SH	Increased+1,113 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$17K	0.0%Prev: 0.0%	106 SH	Increased+2 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.0M	3.1%Prev: 3.1%	60,316 SH	Increased+12,309 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$5.1M	3.2%Prev: 3.3%	92,597 SH	Increased+17,283 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.2M	3.2%Prev: 3.4%	65,538 SH	Increased+10,841 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.6M	1.7%Prev: 1.7%	39,403 SH	Increased+5,625 SH
VANGUARD WORLD FD	ESG US STK ETF	$44K	0.0%Prev: 0.0%	330 SH	Increased+4 SH
VANGUARD WORLD FD	EXTENDED DUR	$92K	0.1%Prev: 0.1%	1,413 SH	Increased+244 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$2K	0.0%Prev: 0.0%	6 SH	Increased
VANGUARD WORLD FD	MEGA CAP VAL ETF	$10.0M	6.2%Prev: 5.4%	60,975 SH	Increased+7,574 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$9.4M	5.9%Prev: 5.4%	106,628 SH	Increased+87,502 SH
VERIZON COMMUNICATIONS INC	COM	$142K	0.1%Prev: 0.1%	3,362 SH	Decreased-93 SH
WALMART INC	COM	$207K	0.1%Prev: 0.1%	1,829 SH	Increased+6 SH
WASTE MGMT INC DEL	COM	$57K	0.0%Prev: 0.0%	254 SH	Decreased+1 SH
WEC ENERGY GROUP INC	COM	$225K	0.1%Prev: 0.1%	1,929 SH	Increased+263 SH

Sold (vs prior filing)

CARNIVAL CORP — $3K
DOW INC — $33K
JPMORGAN CHASE & CO. — $534K
LINCOLN NATL CORP IND — $8K
NORWEGIAN CRUISE LINE HLDG L — $2K
NVIDIA CORPORATION — $3K
PFIZER INC — $12K
PROCTER AND GAMBLE CO — $339K
SOLVENTUM CORP — $14K
SPDR S&P 500 ETF TR — $2.9M
SPDR S&P MIDCAP 400 ETF TR — $242K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 8, 2026	Q4 2025	13F-HR	0002078684-26-000001	$142.3M	View
Oct 5, 2026	Q3 2026	13F-HR	0002078684-26-000004	$156.6M	View
Oct 16, 2025