Gladwyn Financial Advisors, Inc. - Portfolio overview

Gladwyn Financial Advisors, Inc. has 87 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VOE - VANGUARD INDEX FDS, 20.07%
2. VGLT - VANGUARD SCOTTSDALE FDS, 8.51%
3. IEI - ISHARES TR, 8.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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