Gladwyn Financial Advisors, Inc.
CIK: 2078684SEC EDGAR →
Portfolio Value
$72.6B
Holdings
82
As of
Q2 2026
New Positions
82
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 106,628 | $9.4B | 12.91% |
| 2 | VANGUARD INTL EQUITY INDEX F | 123,477 | $7.4B | 10.15% |
| 3 | VANGUARD INTL EQUITY INDEX F | 74,389 | $6.2B | 8.58% |
| 4 | VANGUARD SCOTTSDALE FDS | 65,538 | $5.2B | 7.14% |
| 5 | VANGUARD SCOTTSDALE FDS | 92,597 | $5.1B | 7.04% |
| 6 | VANGUARD BD INDEX FDS | 64,405 | $5.0B | 6.91% |
| 7 | VANGUARD SCOTTSDALE FDS | 60,316 | $5.0B | 6.87% |
| 8 | INVESCO DB COMMDY INDX TRCK | 176,058 | $4.7B | 6.47% |
| 9 | ISHARES TR | 45,546 | $3.6B | 5.02% |
| 10 | ISHARES INC | 79,415 | $3.6B | 4.99% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $71.0B | 97.8% |
| Utilities | 5 | $827.6M | 1.1% |
| Consumer Defensive | 3 | $645.7M | 0.9% |
| Industrials | 8 | $44.3M | 0.1% |
| Basic Materials | 5 | $33.2M | 0.0% |
| Healthcare | 2 | $19.5M | 0.0% |
| Consumer Cyclical | 4 | $5.4M | 0.0% |
| Unknown | 2 | $835K | 0.0% |
| Energy | 1 | $289K | 0.0% |
| Technology | 1 | $97K | 0.0% |