Gladwyn Financial Advisors, Inc.
CIK 2078684 · Holdings on Dec 31, 2025 · First reported Jan 8, 2026
Top ten holdings
Q4 2025- VBK7.55%
- VBR7.54%
- VOE7.39%
- VOT6.93%
- MGV5.79%
- MGK5.57%
- VSS4.95%
- VWO4.67%
- VEU3.93%
- VCSH3.32%
Share classes counted separately57.64%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight decreased · -0.53 pp2.29% → 1.76%Shares -1.12K (-23.38%)
- VOTWeight decreased · -0.28 pp7.21% → 6.93%Shares +1.15K (+3.36%)
- MGVWeight increased · +0.28 pp5.51% → 5.79%Shares +2.65K (+4.75%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $10.74M | 7.55% | 35.56K shares | 7.56% → 7.55%-0.01 pp +164 (+0.46%) | Added | ↗▾ |
| 02 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $10.73M | 7.54% | 50.67K shares | 7.48% → 7.54%+0.06 pp +765 (+1.53%) | Added | ↗▾ |
| 03 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $10.51M | 7.39% | 59.26K shares | 7.23% → 7.39%+0.16 pp +1.53K (+2.66%) | Added | ↗▾ |
| 04 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $9.86M | 6.93% | 35.34K shares | 7.21% → 6.93%-0.28 pp +1.15K (+3.36%) | Added | ↗▾ |
| 05 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $8.25M | 5.79% | 58.43K shares | 5.51% → 5.79%+0.28 pp +2.65K (+4.75%) | Added | ↗▾ |
| 06 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $7.92M | 5.57% | 19.19K shares | 5.51% → 5.57%+0.06 pp +112 (+0.59%) | Added | ↗▾ |
| 07 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $7.05M | 4.95% | 49.18K shares | 4.95% → 4.95%+0.00 pp +807 (+1.67%) | Added | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $6.65M | 4.67% | 123.64K shares | 4.83% → 4.67%-0.16 pp -469 (-0.38%) | Reduced | ↗▾ |
| 09 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $5.59M | 3.93% | 76.03K shares | 3.80% → 3.93%+0.13 pp +1.88K (+2.54%) | Added | ↗▾ |
| 10 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $4.72M | 3.32% | 59.25K shares | 3.29% → 3.32%+0.03 pp +1.92K (+3.34%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2078684 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 142323246
}Research all 87 reported holdings.
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