Gladwyn Financial Advisors, Inc.

Registered adviser

CIK

2078684

Location

CHANTILLY, VA

Portfolio Value

Small $139,443,493

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,101 / 8,811 ▲ 61 · as of Jun 2026

Top Industry

Aerospace & Defense 28.6%

Period ended 21 days ago

Filed Oct 5, 2026 · 16d

6 quarters · since Jun 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 135544

Roster of Oct 1, 2026

Regulatory AUM

$169,000,000

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$169,000,000	Individuals and high net worth (100%)
Mar 2025 to Jan 2026	$146,000,000	Individuals and high net worth (100%)
Jan 2025 to Feb 2025	$141,874,080	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.3% of the book (60%+)

Turnover

Low turnover

3.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.7%; sector active share 85.2% against the combined 13F book's sector weights.

Over time 5 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

81 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

36.2%

+3.0 pts

Top 5

79.7%

+0.6 pts

Top 10

92.2%

+0.8 pts

HHI

1,903

Moderately concentrated+225

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.9%	$130,941,094	49
Industrials	2.5%	$3,443,924	9
Consumer Defensive	0.9%	$1,220,736	3
Utilities	0.7%	$963,072	4
Technology	0.6%	$866,155	2
Financial Services	0.6%	$829,232	2
Consumer Cyclical	0.3%	$358,232	3
Energy	0.2%	$344,704	1
Healthcare	0.2%	$210,024	2
Communication Services	0.1%	$156,554	1
Basic Materials	0.1%	$109,766	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	+4,507	97,104	$4,868,793
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+2,530	62,846	$4,921,469
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+1,688	67,226	$5,193,208
CEMB	iShares J.P. Morgan EM Corporate Bond ETF	+1,448	80,863	$3,557,972
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+1,415	65,820	$5,028,647
BNDX	Vanguard Total International Bond ETF	+1,157	55,118	$2,583,380
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+1,106	49,674	$7,711,888
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+890	46,436	$0
IEI	iShares 3-7 Year Treasury Bond ETF	+796	41,993	$0
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+771	24,659	$0
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+745	40,148	$2,534,542
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	+487	28,099	$0
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+185	35,915	$12,133,164
EDV	Vanguard World Fund	+141	1,554	$86,169
VZ	Verizon Communications Inc	+51	3,413	$156,554
VTV	VANGUARD VALUE INDEX FUND	+11	6,611	$1,428,504
MDY	Spdr S&P Midcap 400 ETF Trust	+9	486	$319,161
XOM	ExxonMobil Holdings Corp	+4	2,118	$344,704
D	Dominion Energy, Inc	+4	412	$24,934
TIP	iShares TIPS Bond ETF	+4	258	$0
VO	VANGUARD MID-CAP INDEX FUND	+4	924	$72,460
IWF	iShares Russell 1000 Growth ETF	+1	781	$0
IMCV	iShares Morningstar Mid-Cap Value ETF	+1	76	$0
VB	Vanguard Index Funds	+1	412	$117,209
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1	274	$102,541
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−32,413	186,021	$3,590,205
DBC	Invesco DB Commodity Index Tracking Fund	−15,760	160,298	$5,180,830
VEU	Vanguard International Equity Index Funds	−2,122	72,267	$5,995,992
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−1,893	104,735	$9,703,697
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	−1,467	59,508	$9,586,143
VOE	VANGUARD MID-CAP VALUE INDEX FUND	−1,080	60,385	$11,807,078
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−899	51,362	$11,866,162
EFA	iShares MSCI EAFE ETF	−281	9,543	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−237	123,240	$7,309,364
AGG	iShares Core U.S. Aggregate Bond ETF	−111	6,742	$0
CCL	Carnival Corp Ltd.	−76	25	$613
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−38	39,723	$11,603,088
VPL	VANGUARD PACIFIC STOCK INDEX FUND	−37	81	$9,380
EEM	iShares MSCI Emerging Markets ETF	−37	831	$55,502
SPY	Spdr S&P 500 ETF Trust	−36	2,726	$2,078,929
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−16	134	$14,869
VUG	VANGUARD GROWTH INDEX FUND	−7	15,502	$1,396,885
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NCLH	Norwegian Cruise Line Holdings Ltd.	100	$2,111
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $139,443,493 total · filing declares 106 positions · $156,601,180 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	35,915	+185	$12,133,164	−7.1%	8.70%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	51,362	-899	$11,866,162	−6.6%	8.51%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	60,385	-1,080	$11,807,078	−2.8%	8.47%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	39,723	-38	$11,603,088	−4.7%	8.32%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Reduced	104,735	-1,893	$9,703,697	+3.5%	6.96%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Reduced	59,508	-1,467	$9,586,143	−3.8%	6.87%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	49,674	+1,106	$7,711,888	+2.9%	5.53%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	123,240	-237	$7,309,364	−0.8%	5.24%
VEU	Vanguard International Equity Index Funds	Reduced	72,267	-2,122	$5,995,992	−3.8%	4.30%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	67,226	+1,688	$5,193,208	+0.3%	3.72%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	160,298	-15,760	$5,180,830	+10.4%	3.72%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	65,820	+1,415	$5,028,647	+0.2%	3.61%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	62,846	+2,530	$4,921,469	−1.3%	3.53%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	Added	97,104	+4,507	$4,868,793	−4.7%	3.49%
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	Reduced	186,021	-32,413	$3,590,205	+3.5%	2.57%
CEMB	iShares J.P. Morgan EM Corporate Bond ETF	Added	80,863	+1,448	$3,557,972	−1.9%	2.55%
BNDX	Vanguard Total International Bond ETF	Added	55,118	+1,157	$2,583,380	−1.1%	1.85%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	40,148	+745	$2,534,542	−4.3%	1.82%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,726	-36	$2,078,929	+0.8%	1.49%
GD	General Dynamics Corp Industrials	Held	6,011	0	$1,994,630	−6.3%	1.43%
VTV	VANGUARD VALUE INDEX FUND	Added	6,611	+11	$1,428,504	−0.7%	1.02%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	15,502	-7	$1,396,885	+4.6%	1.00%
CACI	Caci International Inc Technology	Held	1,300	0	$791,843	+31.5%	0.57%
NEE	Nextera Energy Inc Utilities	Held	9,103	0	$689,461	−13.7%	0.49%
KO	Coca Cola Co Consumer Defensive	Held	7,938	0	$683,303	+5.9%	0.49%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,852	0	$612,697	+1.1%	0.44%
GE	General Electric Co Industrials	Held	1,405	0	$438,767	−16.4%	0.31%
GEV	GE Vernova Inc. Industrials	Held	410	0	$389,700	−19.1%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,391	0	$347,364	−0.9%	0.25%
XOM	ExxonMobil Holdings Corp Energy	Added	2,118	+4	$344,704	+19.3%	0.25%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	486	+9	$319,161	−4.9%	0.23%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,199	0	$298,730	+4.5%	0.21%
TT	Trane Technologies plc Industrials	Held	509	0	$230,057	−8.0%	0.16%
ALL	Allstate Corp Financial Services	Held	976	0	$216,535	−6.8%	0.16%
WEC	Wec Energy Group, Inc. Utilities	Held	1,929	0	$194,404	−13.7%	0.14%
JNJ	Johnson & Johnson Healthcare	Held	719	0	$190,348	+4.2%	0.14%
WMT	Walmart Inc. Consumer Defensive	Held	1,829	0	$190,069	−8.2%	0.14%
MMM	3M Co Industrials	Held	998	0	$163,821	+1.4%	0.12%
VZ	Verizon Communications Inc Communication Services	Added	3,413	+51	$156,554	+10.0%	0.11%
VB	Vanguard Index Funds	Added	412	+1	$117,209	−5.9%	0.08%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	274	+1	$102,541	+1.5%	0.07%
EDV	Vanguard World Fund	Added	1,554	+141	$86,169	−6.3%	0.06%
UNP	Union Pacific Corp Industrials	Held	309	0	$84,088	+0.0%	0.06%
Q	Qnity Electronics, Inc. Technology	Held	591	0	$74,312	−23.0%	0.05%
VO	VANGUARD MID-CAP INDEX FUND	Added	924	+4	$72,460	−2.2%	0.05%
MCD	Mcdonalds Corp Consumer Cyclical	Held	255	0	$58,889	−14.6%	0.04%
EEM	iShares MSCI Emerging Markets ETF	Reduced	831	-37	$55,502	−6.5%	0.04%
ED	Consolidated Edison Inc Utilities	Held	531	0	$54,273	−7.6%	0.04%
ALLE	Allegion plc Industrials	Held	348	0	$53,511	+9.5%	0.04%
WM	Waste Management Inc Industrials	Held	254	0	$51,795	−8.5%	0.04%

Showing the top 50 of 81 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.