Gladwyn Financial Advisors, Inc.
CIK 2078684 · Holdings on Mar 31, 2026 · First reported Apr 8, 2026
Top ten holdings
Q1 2026- VBR7.71%
- VBK7.62%
- VOE7.58%
- VOT7.12%
- MGV5.89%
- MGK5.48%
- VSS4.86%
- VWO4.64%
- VEU3.82%
- VCSH3.37%
Share classes counted separately58.09%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight decreased · -0.52 pp1.76% → 1.24%Shares -932 (-25.39%)
- VOEWeight increased · +0.19 pp7.39% → 7.58%Shares -171 (-0.29%)
- VOTWeight increased · +0.19 pp6.93% → 7.12%Shares +4.45K (+12.58%)
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 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $11.09M | 7.71% | 51.03K shares | 7.54% → 7.71%+0.17 pp +355 (+0.70%) | Added | ↗▾ |
| 02 | VBKVAN MORST SML-CAP GRO-USD INSML CP GRW ETF View history and evidence | $10.95M | 7.62% | 36.21K shares | 7.55% → 7.62%+0.07 pp +650 (+1.83%) | Added | ↗▾ |
| 03 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $10.89M | 7.58% | 59.09K shares | 7.39% → 7.58%+0.19 pp -171 (-0.29%) | Reduced | ↗▾ |
| 04 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $10.24M | 7.12% | 39.78K shares | 6.93% → 7.12%+0.19 pp +4.45K (+12.58%) | Added | ↗▾ |
| 05 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $8.47M | 5.89% | 58.41K shares | 5.79% → 5.89%+0.10 pp -14 (-0.02%) | Reduced | ↗▾ |
| 06 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $7.87M | 5.48% | 21.42K shares | 5.57% → 5.48%-0.09 pp +2.22K (+11.59%) | Added | ↗▾ |
| 07 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $6.98M | 4.86% | 47.88K shares | 4.95% → 4.86%-0.09 pp -1.30K (-2.65%) | Reduced | ↗▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $6.67M | 4.64% | 123.48K shares | 4.67% → 4.64%-0.03 pp -160 (-0.13%) | Reduced | ↗▾ |
| 09 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $5.48M | 3.82% | 73.04K shares | 3.93% → 3.82%-0.11 pp -3.00K (-3.94%) | Reduced | ↗▾ |
| 10 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $4.84M | 3.37% | 61.10K shares | 3.32% → 3.37%+0.05 pp +1.85K (+3.13%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLF SS FINANCIAL SELECT SECTOR | Non-derivative | -804 | -$44.06K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2078684 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 143728420
}Research all 86 reported holdings.
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