Gladwyn Financial Advisors, Inc.
CIK: 2078684SEC EDGAR →
Portfolio Value
$72.5B
Holdings
81
As of
Q3 2026
New Positions
0
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 104,735 | $9.7B | 13.38% |
| 2 | VANGUARD INTL EQUITY INDEX F | 123,240 | $7.3B | 10.08% |
| 3 | VANGUARD INTL EQUITY INDEX F | 72,267 | $6.0B | 8.27% |
| 4 | VANGUARD SCOTTSDALE FDS | 67,226 | $5.2B | 7.16% |
| 5 | INVESCO DB COMMDY INDX TRCK | 160,298 | $5.2B | 7.14% |
| 6 | VANGUARD BD INDEX FDS | 65,820 | $5.0B | 6.94% |
| 7 | VANGUARD SCOTTSDALE FDS | 62,846 | $4.9B | 6.79% |
| 8 | VANGUARD SCOTTSDALE FDS | 97,104 | $4.9B | 6.71% |
| 9 | INVESCO ACTVELY MNGD ETC FD | 186,021 | $3.6B | 4.95% |
| 10 | ISHARES TR | 46,436 | $3.6B | 4.94% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $71.0B | 97.9% |
| Utilities | 4 | $714.7M | 1.0% |
| Consumer Defensive | 3 | $683.8M | 0.9% |
| Industrials | 9 | $41.0M | 0.1% |
| Basic Materials | 4 | $30.5M | 0.0% |
| Healthcare | 2 | $19.9M | 0.0% |
| Unknown | 4 | $1.7M | 0.0% |
| Consumer Cyclical | 2 | $358K | 0.0% |
| Energy | 1 | $345K | 0.0% |
| Technology | 1 | $74K | 0.0% |