Gladwyn Financial Advisors, Inc. holds a focused book of 82 stocks worth $159.9M as of Q2 2026 (disclosed Jul 2, 2026, a ~45-day 13F lag). This quarter they trimmed Vanguard Small-Cap GRWTH ETF. Their largest long position is Vanguard Small-Cap GRWTH ETF at 8% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2078684/holdings"
Use Arkolith to show Gladwyn Financial Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS SML CP GRW ETF | $13.1M | 35.7K | 8.2% | ▼−1.3% Reduced · −484 sh | |
| 2 | Vanguard Index FDS SM CP VAL ETF | $12.7M | 52.3K | 7.9% | ▲+2.4% Added · +1K sh | |
| 3 | Vanguard Index FDS MCAP GR IDXVIP | $12.2M | 39.8K | 7.6% | ▼−0.1% Reduced · −22 sh | |
| 4 | Vanguard Index FDS MCAP VL IDXVIP | $12.1M | 61.5K | 7.6% | ▲+4.0% Added · +2K sh | |
| 5 | Vanguard World FD MEGA CAP VAL ETF | $10.0M | 61.0K | 6.2% | ▲+4.4% Added · +3K sh | |
| 6 | Vanguard World FD MEGA GRWTH IND | $9.4M | 106.6K | 5.9% | ▲+398% Added · +85K sh | |
| 7 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $7.5M | 48.6K | 4.7% | ▲+1.4% Added · +689 sh | |
| 8 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.4M | 123.5K | 4.6% | ▼~0% Reduced · −6 sh | |
| 9 | Vanguard Intl Equity Index F ALLWRLD EX US | $6.2M | 74.4K | 3.9% | ▲+1.9% Added · +1K sh | |
| 10 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $5.2M | 65.5K | 3.2% | ▲+7.3% Added · +4K sh | |
| 11 | Vanguard Scottsdale FDS LONG TERM TREAS | $5.1M | 92.6K | 3.2% | ▲+9.3% Added · +8K sh | |
| 12 | Vanguard BD Index FDS SHORT TRM BOND | $5.0M | 64.4K | 3.1% | ▲+5.7% Added · +3K sh | |
| 13 | Vanguard Scottsdale FDS INT-TERM CORP | $5.0M | 60.3K | 3.1% | ▲+12% Added · +7K sh | |
| 14 | Ishares TR 3 7 YR TREAS BD | $4.8M | 41.2K | 3.0% | ▲+7.0% Added · +3K sh | |
| 15 | Invesco DB Commdy Indx TRCK UNIT | $4.7M | 176.1K | 2.9% | ▲+6.2% Added · +10K sh | |
| 16 | Ishares TR IBOXX HI YD ETF | $3.6M | 45.5K | 2.3% | ▲+9.2% Added · +4K sh | |
| 17 | Ishares Inc JP MRG EM CRP BD | $3.6M | 79.4K | 2.3% | ▲+11% Added · +8K sh | |
| 18 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $3.5M | 218.4K | 2.2% | ▲+10% Added · +21K sh | |
| 19 | Ishares TR JPMORGAN USD EMG | $2.7M | 27.6K | 1.7% | ▲+6.7% Added · +2K sh | |
| 20 | Vanguard Whitehall FDS EM MK GOV BD ETF | $2.6M | 39.4K | 1.7% | ▲+5.7% Added · +2K sh | |
| 21 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.6M | 54.0K | 1.6% | ▲+7.4% Added · +4K sh | |
| 22 | Ishares TR IBOXX INV CP ETF | $2.6M | 23.9K | 1.6% | ▲+6.8% Added · +2K sh | |
| 23 | General Dynamics Corp COM | $2.1M | 6.0K | 1.3% | —Held | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $2.1M | 2.8K | 1.3% | ▲+0.8% Added · +23 sh | |
| 25 | Vanguard Index FDS VALUE ETF | $1.4M | 6.6K | 0.9% | ▼−3.8% Reduced · −259 sh | |
| 26 | Vanguard Index FDS GROWTH ETF | $1.3M | 15.5K | 0.8% | ▲+465% Added · +13K sh | |
| 27 | Ishares TR MSCI EAFE ETF | $1.0M | 9.8K | 0.6% | ▲+3.3% Added · +318 sh | |
| 28 | NextEra Energy Inc COM | $799K | 9.1K | 0.5% | —Held | |
| 29 | Ishares TR CORE US AGGBD ET | $678K | 6.9K | 0.4% | ▲+5.9% Added · +384 sh | |
| 30 | Coca Cola Co COM | $645K | 7.9K | 0.4% | —Held | |
| 31 | Ishares Inc CORE MSCI EMKT | $640K | 7.7K | 0.4% | —Held | |
| 32 | Ishares TR MSCI ACWI EX US | $639K | 8.4K | 0.4% | —Held | |
| 33 | Ishares TR EAFE SML CP ETF | $624K | 7.6K | 0.4% | —Held | |
| 34 | JPMorgan Chase & Co COM | $606K | 1.9K | 0.4% | —Held | |
| 35 | Caci Intl Inc CL A | $602K | 1.3K | 0.4% | —Held | |
| 36 | Ge Aerospace COM NEW | $525K | 1.4K | 0.3% | —Held | |
| 37 | Ge Vernova Inc COM | $482K | 410 | 0.3% | —Held | |
| 38 | Procter & Gamble Co COM | $351K | 2.4K | 0.2% | —Held | |
| 39 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $335K | 477 | 0.2% | ▲+2.8% Added · +13 sh | |
| 40 | Exxon Mobil Corp COM | $289K | 2.1K | 0.2% | ▲+0.1% Added · +3 sh | |
| 41 | Amazon Com Inc COM | $286K | 1.2K | 0.2% | ▼−16% Reduced · −231 sh | |
| 42 | Trane Technologies PLC SHS | $250K | 509 | 0.2% | —Held | |
| 43 | Allstate Corp COM | $232K | 976 | 0.1% | —Held | |
| 44 | Wec Energy Group Inc COM | $225K | 1.9K | 0.1% | —Held | |
| 45 | Walmart Inc COM | $207K | 1.8K | 0.1% | —Held | |
| 46 | Johnson & Johnson COM | $183K | 719 | 0.1% | —Held | |
| 47 | 3M Co COM | $162K | 998 | 0.1% | —Held | |
| 48 | Verizon Communications Inc COM | $142K | 3.4K | 0.1% | ▼−7.1% Reduced · −256 sh | |
| 49 | Vanguard Index FDS SMALL CP ETF | $124K | 411 | 0.1% | ▼−26% Reduced · −145 sh | |
| 50 | Vanguard Index FDS TOTAL STK MKT | $101K | 273 | 0.1% | ▼−3.2% Reduced · −9 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.