§ 13F · FUND PROFILE
Gladwyn Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $129M (13F)Positions · 108Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOE | VANGUARD INDEX FDS | 55K | $10M | 7.1% | ±0% |
| 2 | VBR | VANGUARD INDEX FDS | 46K | $10M | 7.0% | +1% |
| 3 | VOT | VANGUARD INDEX FDS | 38K | $10M | 6.9% | +13% |
| 4 | VBK | VANGUARD INDEX FDS | 33K | $10M | 6.9% | +2% |
| 5 | MGV | VANGUARD WORLD FD | 56K | $8M | 5.6% | ±0% |
| 6 | MGK | VANGUARD WORLD FD | 20K | $7M | 5.2% | +12% |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | 47K | $7M | 4.7% | −3% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 119K | $6M | 4.5% | ±0% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 70K | $5M | 3.6% | −4% |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | 57K | $4M | 3.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GLADWYN SIGNAL
AC read
Gladwyn Financial Advisors, Inc. is a Other fund managing $129 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed