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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 | $164K | 0.1%Prev: 0.1% | 998 SH | Increased+250 SH |
| ALLEGION PLC | ORD SHS | $54K | 0.0%Prev: 0.0% | 348 SH | Decreased+1 SH |
| ALLSTATE CORP | COM | $217K | 0.1%Prev: 0.1% | 976 SH | Increased+253 SH |
| AMAZON COM INC | COM | $299K | 0.2%Prev: 0.2% | 1,199 SH | Decreased-231 SH |
| CACI INTL INC | CL A | $792K | 0.5%Prev: 0.5% | 1,300 SH | Increased |
| CARNIVAL CORP LTD | COMMON SHARES | $620 | 0.0% | 25 SH | New |
| CHEMOURS CO | COM | $591 | 0.0%Prev: 0.0% | 44 SH | Decreased+1 SH |
| COCA COLA CO | COM | $683K | 0.4%Prev: 0.4% | 7,938 SH | Increased+323 SH |
| CONSOLIDATED EDISON INC | COM | $54K | 0.0%Prev: 0.0% | 531 SH | Increased |
| CORTEVA INC | COM | $26K | 0.0%Prev: 0.0% | 333 SH | Increased |
| DOMINION ENERGY INC | COM | $25K | 0.0%Prev: 0.0% | 412 SH | Increased+16 SH |
| DOW HLDGS INC | COM | $4K | 0.0% | 145 SH | New |
| DUPONT DE NEMOURS INC | COMMON STOCK | $51K | 0.0% | 393 SH | New |
| EXXON MOBIL CORP | COM | $345K | 0.2%Prev: 0.1% | 2,118 SH | Increased+267 SH |
| GE AEROSPACE | COM NEW | $439K | 0.3%Prev: 0.3% | 1,405 SH | Increased+3 SH |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $20K | 0.0%Prev: 0.0% | 301 SH | Decreased-164 SH |
| GE VERNOVA INC | COM | $390K | 0.2%Prev: 0.2% | 410 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $2.0M | 1.3%Prev: 1.3% | 6,011 SH | Increased+524 SH |
| INGERSOLL RAND INC | COM | $38K | 0.0%Prev: 0.0% | 500 SH | Decreased |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $3.6M | 2.3%Prev: 2.1% | 186,021 SH | Increased-36,327 SH |
| INVESCO DB COMMDY INDX TRCK | UNIT | $5.2M | 3.3%Prev: 3.2% | 160,298 SH | Increased-40,189 SH |
| ISHARES INC | CORE MSCI EMKT | $627K | 0.4%Prev: 0.4% | 7,721 SH | Increased |
| ISHARES INC | JP MRG EM CRP BD | $3.6M | 2.3%Prev: 2.2% | 80,863 SH | Increased+13,376 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: 3.1% | 41,993 SH | Increased+5,600 SH |
| ISHARES TR | CORE US AGGBD ET | $637K | 0.4%Prev: 0.8% | 6,742 SH | Decreased-4,365 SH |
| ISHARES TR | EAFE SML CP ETF | $640K | 0.4%Prev: 0.4% | 7,579 SH | Increased |
| ISHARES TR | ESG MSCI LEADR | $18K | 0.0%Prev: 0.0% | 129 SH | Increased+1 SH |
| ISHARES TR | IBOXX HI YD ETF | $3.6M | 2.3%Prev: 2.3% | 46,436 SH | Increased+7,699 SH |
| ISHARES TR | IBOXX INV CP ETF | $2.5M | 1.6%Prev: 1.7% | 24,659 SH | Increased+3,552 SH |
| ISHARES TR | JPMORGAN USD EMG | $2.6M | 1.6%Prev: 1.7% | 28,099 SH | Increased+3,205 SH |
| ISHARES TR | MORNINGSTAR VALU | $5K | 0.0%Prev: 0.0% | 44 SH | Increased-1 SH |
| ISHARES TR | MRGSTR MD CP VAL | $7K | 0.0%Prev: 0.0% | 76 SH | Increased+4 SH |
| ISHARES TR | MSCI ACWI EX US | $635K | 0.4%Prev: 0.4% | 8,397 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $991K | 0.6%Prev: 1.0% | 9,543 SH | Decreased-5,517 SH |
| ISHARES TR | MSCI EMG MKT ETF | $55K | 0.0%Prev: 0.0% | 831 SH | Increased+72 SH |
| ISHARES TR | RUS 1000 GRW ETF | $98K | 0.1%Prev: 0.1% | 781 SH | Increased+586 SH |
| ISHARES TR | TIPS BD ETF | $27K | 0.0%Prev: 0.0% | 258 SH | Increased+26 SH |
| JOHNSON & JOHNSON | COM | $190K | 0.1%Prev: 0.1% | 719 SH | Increased+250 SH |
| JPMORGAN CHASE & CO | COM | $613K | 0.4% | 1,852 SH | New |
| MCDONALDS CORP | COM | $59K | 0.0% | 255 SH | New |
| NEXTERA ENERGY INC | COM | $689K | 0.4%Prev: 0.5% | 9,103 SH | Increased |
| PPG INDS INC | COM | $28K | 0.0%Prev: 0.0% | 271 SH | Decreased |
| PROCTER & GAMBLE CO | COM | $347K | 0.2% | 2,391 SH | New |
| QNITY ELECTRONICS INC | COMMON STOCK | $74K | 0.0% | 591 SH | New |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $17K | 0.0%Prev: 0.0% | 465 SH | Increased+13 SH |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $15K | 0.0% | 134 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $2.1M | 1.3% | 2,726 SH | New |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $319K | 0.2% | 486 SH | New |
| TRANE TECHNOLOGIES PLC | SHS | $230K | 0.1%Prev: 0.2% | 509 SH | Increased |
| UNION PAC CORP | COM | $84K | 0.1%Prev: 0.1% | 309 SH | Increased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $5.0M | 3.2%Prev: 3.2% | 65,820 SH | Increased+8,773 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $2.6M | 1.6%Prev: 1.6% | 55,118 SH | Increased+9,093 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $52K | 0.0%Prev: 0.0% | 224 SH | Decreased-108 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $1.4M | 0.9%Prev: 1.0% | 15,502 SH | Increased+12,728 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $11.6M | 7.4%Prev: 7.2% | 39,723 SH | Increased+5,535 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $11.8M | 7.5%Prev: 7.2% | 60,385 SH | Increased+2,657 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $72K | 0.0%Prev: 0.1% | 924 SH | Decreased+623 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $11.9M | 7.6%Prev: 7.5% | 51,362 SH | Increased+1,452 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $117K | 0.1%Prev: 0.1% | 412 SH | Decreased-164 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $12.1M | 7.7%Prev: 7.6% | 35,915 SH | Increased+515 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $103K | 0.1%Prev: 0.1% | 274 SH | Decreased-42 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.4M | 0.9%Prev: 0.9% | 6,611 SH | Increased-269 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.0M | 3.8%Prev: 3.8% | 72,267 SH | Increased-1,884 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.3M | 4.7%Prev: 4.8% | 123,240 SH | Increased-872 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | $9K | 0.0%Prev: 0.0% | 81 SH | Decreased-148 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $7.7M | 4.9%Prev: 4.9% | 49,674 SH | Increased+1,301 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 | $4.9M | 3.1%Prev: 3.0% | 62,846 SH | Increased+12,367 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $4.9M | 3.1%Prev: 3.3% | 97,104 SH | Increased+16,703 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $5.2M | 3.3%Prev: 3.3% | 67,226 SH | Increased+9,891 SH |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | $2.5M | 1.6%Prev: 1.7% | 40,148 SH | Increased+4,413 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $45K | 0.0%Prev: 0.0% | 330 SH | Increased+3 SH |
| VANGUARD WORLD FD | EXTENDED DUR | $86K | 0.1%Prev: 0.1% | 1,554 SH | Increased+334 SH |
| VANGUARD WORLD FD | MEGA CAP INDEX | $2K | 0.0%Prev: 0.0% | 6 SH | Increased |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $9.6M | 6.1%Prev: 5.5% | 59,508 SH | Increased+3,733 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $9.7M | 6.2%Prev: 5.5% | 104,735 SH | Increased+85,653 SH |
| VERIZON COMMUNICATIONS INC | COM | $157K | 0.1%Prev: 0.1% | 3,413 SH | Increased-92 SH |
| WALMART INC | COM | $190K | 0.1%Prev: 0.1% | 1,829 SH | Increased+1 SH |
| WASTE MGMT INC DEL | COM | $52K | 0.0%Prev: 0.0% | 254 SH | Decreased |
| WEC ENERGY GROUP INC | COM | $194K | 0.1%Prev: 0.1% | 1,929 SH | Increased+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 |