13F Insight
DOSSIER · 13F-HR · Q1 2026

Gladwyn Financial Advisors, Inc.

Gladwyn Financial's asset manager based in New York, NY — $144M in tracked AUM across 112 positions as of Q1 2026.

GF
Gladwyn Financial·New York, NY·Asset Manager
CIK 0002078684 · last filed Mar 31, 2026
Total AUM
$144M
▲ 8.0%
vs prior
Holdings
112
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Gladwyn Financial Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VBR
VANGUARD INDEX FDS
$11M51K7.7%
02
VBK
VANGUARD INDEX FDS
$11M36K7.6%
03
VOE
VANGUARD INDEX FDS
$11M59K7.6%
04
VOT
VANGUARD INDEX FDS
$10M40K7.1%
05
MGV
VANGUARD WORLD FD
$8M58K5.9%
06
MGK
VANGUARD WORLD FD
$8M21K5.5%
07
VSS
VANGUARD INTL EQUITY INDEX F
$7M48K4.9%
08
VWO
VANGUARD INTL EQUITY INDEX F
$7M123K4.6%
09
VEU
VANGUARD INTL EQUITY INDEX F
$5M73K3.8%
10
VCSH
VANGUARD SCOTTSDALE FDS
$5M61K3.4%

Filing history

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