StockDriftsStockDriftsTop 50 Gladwyn Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | 8.17% | 35.7K | $13.1M | -1.34%(-484) | $265.86(+35.78%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 7.94% | 52.3K | $12.7M | +2.41%(+1.23K) | $191.75(+30.45%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 7.62% | 39.8K | $12.2M | -0.06%(-22) | $265.48(+15.17%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 7.6% | 61.5K | $12.1M | +4.02%(+2.37K) | $163.41(+27.71%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 6.23% | 61.0K | $10.0M | +4.39%(+2.56K) | $130.89(+28.27%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 5.86% | 106.6K | $9.4M | -0.43%(-462) | $68.64(+31.74%) | 2026-06-30 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 4.69% | 48.6K | $7.5M | +1.44%(+689) | $126.29(+25.86%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 4.61% | 123.5K | $7.4M | -0.00%(-6) | $47.45(+27.29%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.9% | 74.4K | $6.2M | +1.85%(+1.35K) | $64.73(+31.78%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.24% | 65.5K | $5.2M | +7.26%(+4.43K) | $79.25(-0.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.09% |
Gladwyn Financial Advisors, Inc. reports $159.90M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are VBK (8.2%), VBR (7.9%) and VOT (7.6%). The top 20 holdings account for 85.34% of reported assets. Its disclosed equity book has returned +15.27% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gladwyn Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2078684). View Gladwyn Financial Advisors, Inc.’s 13F filings on SEC