Gladwyn Financial Advisors, Inc. holds a focused book of 82 reported positions worth $159.9M as of Q2 2026 (disclosed Jul 2, 2026, a ~2-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 reported non-option book.
Gladwyn Financial Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
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
+6 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Gladwyn Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Wit, LLC | 9 / 80 | $4.0B |
| Zeit Capital LLC | 16 / 80 | $116.8M |
| Golden Road Advisors LLC | 18 / 80 | $142.9M |
| Cerity Partners Retirement Plan Advisors LLC | 8 / 80 | $165.6M |
| Vista Capital Partners, Inc. | 24 / 80 | $787.9M |
| Compass Planning Associates Inc | 12 / 80 | $124.2M |
| Clayton Financial Group LLC | 11 / 80 | $120.5M |
| Retirement Investment Advisors, Inc. | 16 / 80 | $917.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Gladwyn Financial Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform 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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.