Gladwyn Financial Advisors, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Growth ETF with a value of $10.5B, Vanguard Small Cap Value ETF with a value of $10.4B, Vanguard Mid Cap Value Index F with a value of $10.1B, Vanguard Mid Cap Growth Index with a value of $10B, and Vanguard Mega Cap Growth ETF with a value of $7.68B.

Examining the 13F form we can see an increase of $10.1B in the current position value, from $129B to 139B.

Gladwyn Financial Advisors, Inc. is based out at Chantilly, VA

Below you can find more details about Gladwyn Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $132 Billion
Industrials: $2.86 Billion
Consumer Defensive: $1.02 Billion
Utilities: $957 Million
Financial Services: $746 Million
Technology: $648 Million
Consumer Cyclical: $319 Million
Energy: $209 Million
Other: $427 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $139 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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