13F-HR filed by Gladwyn Financial Advisors, Inc.
Gladwyn Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-08, with 86 holding rows worth $143,728,420.
- Accession
- 0002078684-26-000002
- Filer
- CIK 2078684
- Filed
- 2026-04-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 112 entries on the cover page, a total value of $143,728,420 stated on the cover page (in dollars after the unit check, H1), rows summing to $143,728,420 with VALUE read as dollars as filed, 13F file number 028-25671. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 51,030 | $11,086,238 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 36,214 | $10,945,801 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 59,092 | $10,889,407 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 39,783 | $10,238,173 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 58,413 | $8,466,994 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 21,418 | $7,869,899 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 47,879 | $6,980,287 | dollars as filed | |
| VWO | 922042858 | SHS | 123,483 | $6,674,239 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 73,036 | $5,484,969 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 61,104 | $4,843,716 | dollars as filed | |
| DB COMMODITY INDEX TRACKING | 46138B103 | ETF | 165,763 | $4,798,827 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 60,919 | $4,776,696 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 84,754 | $4,691,561 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 38,501 | $4,566,277 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 53,765 | $4,449,074 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 197,791 | $3,425,738 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 41,706 | $3,318,205 | dollars as filed | |
| ISHARES INC | 464286251 | JP MRG EM CRP BD | 71,864 | $3,253,992 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 37,262 | $2,447,738 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 22,362 | $2,437,322 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 25,868 | $2,429,832 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 50,224 | $2,413,219 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 6,011 | $2,063,105 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,739 | $1,781,237 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 6,859 | $1,345,929 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,744 | $1,198,538 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 9,506 | $923,293 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 9,103 | $845,495 | dollars as filed | |
| CACI INTL INC CL A | 127190304 | Stock | 1,300 | $707,031 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 6,469 | $642,156 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 7,938 | $603,665 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 7,579 | $594,287 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 8,397 | $574,950 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,852 | $544,908 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 7,721 | $538,522 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,405 | $398,662 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,111 | $358,179 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 410 | $357,787 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,391 | $345,379 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,430 | $297,890 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 464 | $286,209 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 1,829 | $227,314 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 1,929 | $223,366 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 509 | $211,938 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 976 | $202,442 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 3,618 | $181,630 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 719 | $175,780 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 556 | $145,505 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 998 | $145,006 | dollars as filed | |
| VTI | 922908769 | COM | 282 | $90,382 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 309 | $88,661 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 195 | $83,128 | dollars as filed | |
| VANGUARD WORLD FD | 921910709 | EXTENDED DUR | 1,275 | $82,813 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 253 | $78,600 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 309 | $75,010 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 591 | $68,195 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 531 | $60,091 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 254 | $58,287 | dollars as filed | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 1,187 | $54,344 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 1,265 | $52,673 | dollars as filed | |
| ALLEGION PLC | G0176J109 | ORD SHS | 348 | $50,566 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 812 | $46,132 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 223 | $45,938 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 686 | $44,796 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 500 | $40,090 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 329 | $36,920 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 465 | $33,105 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 271 | $28,938 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 333 | $27,887 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 250 | $27,594 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 404 | $24,990 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 150 | $16,637 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 464 | $15,299 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 129 | $14,627 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 105 | $14,565 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 512 | $14,377 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 118 | $11,507 | dollars as filed | |
| LINCOLN NATL CORP IND COM | 534187109 | Stock | 223 | $7,902 | dollars as filed | |
| iShares Morningstar Mid-Cap Value ETF | 464288406 | SHS | 75 | $6,349 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 52 | $5,672 | dollars as filed | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 44 | $4,066 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 38 | $2,992 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 101 | $2,601 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $1,870 | dollars as filed | |
| MGC | 921910873 | COM | 6 | $1,450 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 44 | $959 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002078684-26-000002 | this filing | 2026-04-08 | acceptance time not in the bulk data set |