Gladwyn Financial Advisors, Inc. Portfolio Holdings

Gladwyn Financial Advisors, Inc.

  • $129 Billion
  • Q2 2025

Gladwyn Financial Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 108 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 $9.77B, Vanguard Mid Cap Growth Index with a value of $9.66B, Vanguard Small Cap Value ETF with a value of $9.63B, Vanguard Mid Cap Value Index F with a value of $9.2B, and Vanguard Mega Cap Value with a value of $7.01B.

Examining the 13F form we can see an increase of $129B in the current position value.

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 $129 Billion
ETFs: $122 Billion
Industrials: $2.51 Billion
Consumer Defensive: $1.05 Billion
Utilities: $875 Million
Financial Services: $687 Million
Technology: $623 Million
Consumer Cyclical: $319 Million
Energy: $198 Million
Other: $403 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.77 Billion 7.56% of portfolio
35,266
Q2 2025 New
$0
$9.66 Billion 7.47% of portfolio
33,967
Q2 2025 New
$0
$9.63 Billion 7.45% of portfolio
49,372
Q2 2025 New
$0
$9.2 Billion 7.12% of portfolio
55,960
Q2 2025 New
$0
$7.01 Billion 5.42% of portfolio
53,401
Q2 2025 New
$0
$7 Billion 5.42% of portfolio
19,126
Q2 2025 New
$0
$6.38 Billion 4.93% of portfolio
47,455
Q2 2025 New
$0
$6.04 Billion 4.68% of portfolio
122,187
Q2 2025 New
$0
$4.83 Billion 3.74% of portfolio
71,911
Q2 2025 New
$0
$4.35 Billion 3.36% of portfolio
54,697
Q2 2025 New
$3.43B
$4.33 Billion 3.35% of portfolio
198,598
Q2 2025 New
$0
$4.28 Billion 3.31% of portfolio
54,423
Q2 2025 New
$0
$4.23 Billion 3.27% of portfolio
75,314
Q2 2025 New
$0
$4.11 Billion 3.18% of portfolio
34,554
Q2 2025 New
$0
$3.98 Billion 3.08% of portfolio
48,007
Q2 2025 New
$0
$2.95 Billion 2.28% of portfolio
4,768
Q2 2025 New
$0
$2.89 Billion 2.23% of portfolio
35,809
Q2 2025 New
$0
$2.73 Billion 2.11% of portfolio
209,396
Q2 2025 New
$0
$2.21 Billion 1.71% of portfolio
20,166
Q2 2025 New
$0
$2.21 Billion 1.71% of portfolio
33,778
Q2 2025 New
$0
$2.19 Billion 1.7% of portfolio
23,661
Q2 2025 New
$0
$2.17 Billion 1.68% of portfolio
43,844
Q2 2025 New
$86.5B
$1.6 Billion 1.24% of portfolio
5,480
Q2 2025 New
$0
$1.31 Billion 1.02% of portfolio
14,697
Q2 2025 New
$0
$1.21 Billion 0.94% of portfolio
6,850
Q2 2025 New
$0
$1.22 Billion 0.94% of portfolio
2,783
Q2 2025 New
$0
$1.07 Billion 0.83% of portfolio
10,773
Q2 2025 New
$139B
$627 Million 0.49% of portfolio
9,032
Q2 2025 New
$10.1B
$620 Million 0.48% of portfolio
1,300
Q2 2025 New
$0
$551 Million 0.43% of portfolio
7,579
Q2 2025 New
$301B
$538 Million 0.42% of portfolio
7,601
Q2 2025 New
$855B
$534 Million 0.41% of portfolio
1,842
Q2 2025 New
$0
$512 Million 0.4% of portfolio
8,397
Q2 2025 New
$0
$463 Million 0.36% of portfolio
7,721
Q2 2025 New
$298B
$361 Million 0.28% of portfolio
1,401
Q2 2025 New
$362B
$339 Million 0.26% of portfolio
2,126
Q2 2025 New
$2.26T
$314 Million 0.24% of portfolio
1,430
Q2 2025 New
$0
$242 Million 0.19% of portfolio
428
Q2 2025 New
Ge Vernova Inc
-
$217 Million 0.17% of portfolio
-
Q2 2025 New
$99B
$222 Million 0.17% of portfolio
507
Q2 2025 New
$444B
$198 Million 0.15% of portfolio
1,834
Q2 2025 New
$281B
$178 Million 0.14% of portfolio
1,823
Q2 2025 New
$34.6B
$174 Million 0.13% of portfolio
1,666
Q2 2025 New
$178B
$150 Million 0.12% of portfolio
3,455
Q2 2025 New
$56.5B
$146 Million 0.11% of portfolio
723
Q2 2025 New
$0
$136 Million 0.11% of portfolio
575
Q2 2025 New
$83.4B
$113 Million 0.09% of portfolio
745
Q2 2025 New
$0
$84 Million 0.07% of portfolio
300
Q2 2025 New
$0
$95.7 Million 0.07% of portfolio
315
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $129 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 82 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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