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 $143.7M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VBR ($11.1M, 7.71%), VBK ($10.9M, 7.62%), VOE ($10.9M, 7.58%), VOT ($10.2M, 7.12%), MGV ($8.5M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBR | VANGUARD INDEX FDS | $11.1M | 7.71% | 51,030 | Added |
| 2 | VBK | VANGUARD INDEX FDS | $10.9M | 7.62% | 36,214 | Added |
| 3 | VOE | VANGUARD INDEX FDS | $10.9M | 7.58% | 59,092 | Trimmed |
| 4 | VOT | VANGUARD INDEX FDS | $10.2M | 7.12% | 39,783 | Added |
| 5 | MGV | VANGUARD WORLD FD | $8.5M | 5.89% | 58,413 | Trimmed |
| 6 | MGK | VANGUARD WORLD FD | $7.9M | 5.48% | 21,418 | Added |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $7.0M | 4.86% | 47,879 | Trimmed |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $6.7M | 4.64% | 123,483 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $5.5M | 3.82% | 73,036 | Trimmed |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $4.8M | 3.37% | 61,104 | Added |
| 11 | DBC | INVESCO DB COMMDY INDX TRCK | $4.8M | 3.34% | 165,763 | Trimmed |
| 12 | BSV | VANGUARD BD INDEX FDS | $4.8M | 3.32% | 60,919 | Added |
| 13 | VGLT | VANGUARD SCOTTSDALE FDS | $4.7M | 3.26% | 84,754 | Added |
| 14 | IEI | ISHARES TR | $4.6M | 3.18% | 38,501 | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $4.4M | 3.10% | 53,765 | Added |
| 16 | PDBC | INVESCO ACTVELY MNGD ETC FD | $3.4M | 2.38% | 197,791 | Trimmed |
| 17 | HYG | ISHARES TR | $3.3M | 2.31% | 41,706 | Added |
| 18 | CEMB | ISHARES INC | $3.3M | 2.26% | 71,864 | Added |
| 19 | VWOB | VANGUARD WHITEHALL FDS | $2.4M | 1.70% | 37,262 | Added |
| 20 | LQD | ISHARES TR | $2.4M | 1.70% | 22,362 | Added |
| 21 | EMB | ISHARES TR | $2.4M | 1.69% | 25,868 | Added |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $2.4M | 1.68% | 50,224 | Added |
| 23 | GD | GENERAL DYNAMICS CORP | $2.1M | 1.44% | 6,011 | Hold |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 1.24% | 2,739 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $1.3M | 0.94% | 6,859 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31