account_balance
Investment manager · 13F filer · SEC CIK 2078684
Gladwyn Financial Advisors, Inc.
Reported value$157Mas of Sep 30, 2026
Positions81 0 new, 1 sold out
Top 10 weight59.3%VBK alone is 8%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VBKVanguard Index FDS
7.7%
VBRVanguard Index FDS
7.6%
VOEVanguard Index FDS
7.5%
VOTVanguard Index FDS
7.4%
MGKVanguard World Fd
6.2%
MGVVanguard World Fd
6.1%Trimmed −2%
VSSVanguard Intl Equity Index F
4.9%Added +2%
VWOVanguard Intl Equity Index F
4.7%
VEUVanguard Intl Equity Index F
3.8%Trimmed −3%
VCSHVanguard Scottsdale FDS
3.3%Added +3%
DBCInvesco DB Commodity Index Tracking Fund
3.3%Trimmed −9%
BSVVanguard Bd Index FDS
3.2%Added +2%
VBKVanguard Index FDS
7.7%
VBRVanguard Index FDS
7.6%
VOEVanguard Index FDS
7.5%
VOTVanguard Index FDS
7.4%
MGKVanguard World Fd
6.2%
MGVVanguard World Fd
6.1%−2%
VSSVanguard Intl Equity Index F
4.9%
VWOVanguard Intl Equity Index F
4.7%
VEUVanguard Intl Equity Index F
3.8%
VCSH
DBC3.3%BSV3.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VBK Vanguard Index FDS 7.7% Held
VBR Vanguard Index FDS 7.6% Held
VOE Vanguard Index FDS 7.5% Held
VOT Vanguard Index FDS 7.4% Held
MGK Vanguard World Fd 6.2% Held
MGV Vanguard World Fd 6.1% Trimmed −2%
VSS Vanguard Intl Equity Index F 4.9% Added +2%
VWO Vanguard Intl Equity Index F 4.7% Held
VEU Vanguard Intl Equity Index F 3.8% Trimmed −3%
VCSH Vanguard Scottsdale FDS 3.3% Added +3%
DBC Invesco DB Commodity Index Tracking Fund 3.3% Trimmed −9%BSV Vanguard Bd Index FDS 3.2% Added +2%
What changed
Biggest moves since Jun 30, 2026
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