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Gladwyn Financial Advisors - Q2 2026 13F Filings

GL

Gladwyn Financial Advisors, Inc.

CIK: 0002078684
Address: Virginia Chantilly 13603 Gladwyn Court
$159.9 M
Portfolio Value
82
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/02/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. MGK Vanguard Mega Cap Growth Etf
+$7.49 M
2. VUG Vanguard Growth Etf
+$1.1 M
3. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$541,440.43
4. VOE Vanguard Mid-Cap Value Etf
+$468,906.88
5. VGLT Vanguard Long-Term Treasury Etf
+$432,775.43

Top Sells

Q2 2026
1. VBK Vanguard Small-Cap Growth Etf
−$176,995.85
2. VTV Vanguard Value Etf
−$56,448.54
3. AMZN Amazoncom
−$55,068.94
4. SOLV Solventum Corporation
−$44,796
5. VB Vanguard Small-Cap Etf
−$43,900.43

Asset Allocation

Stocks/ETFs
+11.25%
$159.9 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Gladwyn Financial Advisors Q2 2026 Filing Summary

Gladwyn Financial Advisors, Inc. filed its 13F report for Q2 2026 on July 02, 2026. The portfolio totaled 159.9 M reflecting a +11.25% change from the prior quarter, spanning 82 assets. The top 10 holdings comprised 59.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Gladwyn Financial Advisors’s Q2 2026 Filing

Gladwyn Financial Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/02/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Gladwyn Financial Advisors reported a managed portfolio value of 159.9 M, consisting of 107 individual positions.

This page displays the raw filing documents. To see which stocks Gladwyn Financial Advisors bought or sold during Q2 2026, please visit Gladwyn Financial Advisors's Portfolio Analysis page.