Data as of Q4 2025 (Dec 31, 2025)

Gladwyn Financial Advisors, Inc.

•CIK: 2078684•Filing: Q4 2025

**Gladwyn Financial Advisors, Inc.** manages $142M across a diversified portfolio of 87 positions. The firm exhibits a notable allocation to global equity exposure, highlighted by top holdings such as VBK and VBR, each representing $10.7M. Further concentration is visible in VOE ($10.5M) and VOT ($9.9M), suggesting a strategic focus on international and thematic market segments. This positioning indicates a systematic approach to capturing value across varied global indices.

Total AUM
$142.3M
QoQ Performance
+2.1%
Positions
51
Top 10 Concentration
57.6%
Latest Filing
Q4 2025

Top Holdings Allocation

VBK
VBR
VOE
VOT
MGV
MGK
VBK7.5%
VBR7.5%
VOE7.4%
VOT6.9%
MGV5.8%
MGK5.6%
VSS5.0%
VWO4.7%

📈 Biggest Buys

MGV
VANGUARD WORLD FD
+4.8%
5.8% of portfolio
VOT
VANGUARD INDEX FDS
+3.4%
6.9% of portfolio
VOE
VANGUARD INDEX FDS
+2.7%
7.4% of portfolio
PDBC
INVESCO ACTVELY MNGD ETC FD
+8.7%
2.2% of portfolio
IEI
ISHARES TR
+4.1%
3.2% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-23.4%
1.8% of portfolio
EFA
ISHARES TR
-18.5%
0.8% of portfolio
AGG
ISHARES TR
-20.3%
0.6% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-0.4%
4.7% of portfolio
VTI
VANGUARD INDEX FDS
-11.1%
0.1% of portfolio

Sector Breakdown

Other95.6%
ETF1.8%
Utilities0.6%
Financial0.5%
Industrial0.5%
Consumer0.4%
Consumer Staples0.4%
Energy0.2%

Changes from Q3 2025

NEW2 new positions
↑54 increased
↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

VBK7.5%
VANGUARD INDEX FDS
$10.7M
VBR7.5%
VANGUARD INDEX FDS
$10.7M
VOE7.4%
VANGUARD INDEX FDS
$10.5M
VOT6.9%
VANGUARD INDEX FDS
$9.9M
MGV5.8%
VANGUARD WORLD FD
$8.2M

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