Gladwyn Financial Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Chantilly, VA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
85
Total value ($000)
$139,346
Net value change ($000)
+10,091 (7.8%)
New positions
4
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOE 875 9.5%
VBR 789 8.2%
VBK 769 7.9%
VWO 681 11.3%
MGK 676 9.7%
MGV 676 9.6%
VSS 518 8.1%
VEU 458 9.5%
VOT 384 4.0%
VGLT 345 8.2%
Top Reduces (Value $000, Stocks/ETFs)
KO -33 -6.1%
PG -12 -3.5%
TT -7 -3.2%
DOW -4 -12.1%
PPG -3 -9.7%
NVDA -3 -100.0%
WM -2 -3.4%
CTVA -2 -8.0%
IR -1 -2.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type