Gladwyn Financial Advisors, Inc.
CIK: 0002078684SEC EDGAR →
Portfolio Value
$142.3B
Holdings
87
As of
Q4 2025
New Positions
87
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 35,564 | $10.7B | 7.55% |
| 2 | VANGUARD INDEX FDS | 50,675 | $10.7B | 7.54% |
| 3 | VANGUARD INDEX FDS | 59,263 | $10.5B | 7.38% |
| 4 | VANGUARD INDEX FDS | 35,337 | $9.9B | 6.93% |
| 5 | VANGUARD WORLD FD | 58,427 | $8.2B | 5.79% |
| 6 | VANGUARD WORLD FD | 19,194 | $7.9B | 5.57% |
| 7 | VANGUARD INTL EQUITY INDEX F | 49,180 | $7.0B | 4.95% |
| 8 | VANGUARD INTL EQUITY INDEX F | 123,643 | $6.6B | 4.67% |
| 9 | VANGUARD INTL EQUITY INDEX F | 76,032 | $5.6B | 3.93% |
| 10 | VANGUARD SCOTTSDALE FDS | 59,250 | $4.7B | 3.32% |
Quarterly Changes
New Positions (87)
$10.7B · 36K shares
$10.7B · 51K shares
$10.5B · 59K shares
$9.9B · 35K shares
$8.2B · 58K shares
$7.9B · 19K shares
$7.0B · 49K shares
$6.6B · 124K shares
$5.6B · 76K shares
$4.7B · 59K shares
$4.7B · 59K shares
$4.6B · 83K shares
$4.5B · 38K shares
$4.5B · 201K shares
$4.4B · 52K shares
$3.3B · 40K shares
$3.2B · 70K shares
$3.2B · 242K shares
$2.5B · 4K shares
$2.5B · 37K shares
$2.5B · 26K shares
$2.4B · 22K shares
$2.4B · 49K shares
$2.0B · 6K shares
$1.3B · 3K shares
$1.3B · 7K shares
$1.2B · 12K shares
$884.0M · 9K shares
$730.0M · 9K shares
$692.0M · 1K shares
$596.0M · 2K shares
$586.0M · 8K shares
$563.0M · 8K shares
$554.0M · 8K shares
$518.0M · 8K shares
$432.0M · 1K shares
$342.0M · 2K shares
$331.0M · 1K shares
$267.0M · 410 shares
$267.0M · 444 shares
$253.0M · 2K shares
$203.0M · 2K shares
$203.0M · 2K shares
$203.0M · 976 shares
$197.0M · 509 shares
$159.0M · 998 shares
$148.0M · 719 shares
$144.0M · 4K shares
$143.0M · 554 shares
$94.0M · 281 shares
$92.0M · 195 shares
$88.0M · 304 shares
$84.0M · 1K shares
$76.0M · 251 shares
$71.0M · 309 shares
$69.0M · 334 shares
$55.0M · 348 shares
$55.0M · 254 shares
$54.0M · 686 shares
$52.0M · 531 shares
$48.0M · 591 shares
$47.0M · 1K shares
$44.0M · 804 shares
$44.0M · 380 shares
$41.0M · 759 shares
$39.0M · 328 shares
$39.0M · 500 shares
$38.0M · 465 shares
$29.0M · 1K shares
$29.0M · 251 shares
$27.0M · 271 shares
$25.0M · 235 shares
$23.0M · 400 shares
$22.0M · 333 shares
$21.0M · 235 shares
$15.0M · 464 shares
$15.0M · 129 shares
$14.0M · 105 shares
$12.0M · 512 shares
$9.0M · 223 shares
$5.0M · 73 shares
$4.0M · 45 shares
$3.0M · 100 shares
$2.0M · 100 shares
$2.0M · 38 shares
$1.0M · 6 shares
$0 · 44 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $134.9B | 94.8% |
| Industrials | 8 | $3.0B | 2.1% |
| Utilities | 5 | $1.3B | 0.9% |
| Consumer Defensive | 3 | $1.1B | 0.8% |
| Unknown | 2 | $895.0M | 0.6% |
| Consumer Cyclical | 4 | $412.0M | 0.3% |
| Energy | 1 | $253.0M | 0.2% |
| Healthcare | 4 | $252.0M | 0.2% |
| Basic Materials | 5 | $125.0M | 0.1% |
| Technology | 1 | $48.0M | 0.0% |