Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gladwyn Financial Advisors, Inc. (CIK 2078684) reported $159.9M across 82 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VBK ($13.1M, 8.17%), VBR ($12.7M, 7.94%), VOT ($12.2M, 7.62%), VOE ($12.1M, 7.60%), MGV ($10.0M, 6.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBK | VANGUARD INDEX FDS | $13.1M | 8.17% | 35,730 | Trimmed |
| 2 | VBR | VANGUARD INDEX FDS | $12.7M | 7.94% | 52,261 | Added |
| 3 | VOT | VANGUARD INDEX FDS | $12.2M | 7.62% | 39,761 | Trimmed |
| 4 | VOE | VANGUARD INDEX FDS | $12.1M | 7.60% | 61,465 | Added |
| 5 | MGV | VANGUARD WORLD FD | $10.0M | 6.23% | 60,975 | Added |
| 6 | MGK | VANGUARD WORLD FD | $9.4M | 5.86% | 106,628 | Added |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $7.5M | 4.69% | 48,568 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $7.4M | 4.61% | 123,477 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $6.2M | 3.90% | 74,389 | Added |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $5.2M | 3.24% | 65,538 | Added |
| 11 | VGLT | VANGUARD SCOTTSDALE FDS | $5.1M | 3.20% | 92,597 | Added |
| 12 | BSV | VANGUARD BD INDEX FDS | $5.0M | 3.14% | 64,405 | Added |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $5.0M | 3.12% | 60,316 | Added |
| 14 | IEI | ISHARES TR | $4.8M | 3.03% | 41,197 | Added |
| 15 | DBC | INVESCO DB COMMDY INDX TRCK | $4.7M | 2.94% | 176,058 | Added |
| 16 | HYG | ISHARES TR | $3.6M | 2.28% | 45,546 | Added |
| 17 | CEMB | ISHARES INC | $3.6M | 2.27% | 79,415 | Added |
| 18 | PDBC | INVESCO ACTVELY MNGD ETC FD | $3.5M | 2.17% | 218,434 | Added |
| 19 | EMB | ISHARES TR | $2.7M | 1.67% | 27,612 | Added |
| 20 | VWOB | VANGUARD WHITEHALL FDS | $2.6M | 1.66% | 39,403 | Added |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $2.6M | 1.63% | 53,961 | Added |
| 22 | LQD | ISHARES TR | $2.6M | 1.63% | 23,888 | Added |
| 23 | GD | GENERAL DYNAMICS CORP | $2.1M | 1.33% | 6,011 | Hold |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 1.29% | 2,762 | Added |
| 25 | VTV | VANGUARD INDEX FDS | $1.4M | 0.90% | 6,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30