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 Market Cap. of $50 Millions to $300 Millions

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

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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