Gladwyn Financial Advisors, Inc. Portfolio Holdings

Gladwyn Financial Advisors, Inc.

  • $139 Billion
  • Q3 2025

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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$919B
$582 Million 0.42% of portfolio
1,844
Q3 2025 Added 0.11%
$299B
$505 Million 0.36% of portfolio
7,615
Q3 2025 Added 0.18%
$334B
$422 Million 0.3% of portfolio
1,402
Q3 2025 Added 0.07%
$346B
$327 Million 0.23% of portfolio
2,126
Q2 2025 New
$2.48T
$314 Million 0.23% of portfolio
1,430
Q2 2025 New
$477B
$209 Million 0.15% of portfolio
1,851
Q3 2025 Added 0.93%
$276B
$188 Million 0.14% of portfolio
1,828
Q3 2025 Added 0.27%
$489B
$87 Million 0.06% of portfolio
469
Q3 2025 Added 0.64%

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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