Gladwyn Financial Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Chantilly, VA
Holdings as of
12/31/2025
Date filed
1/8/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$142,323
Net value change ($000)
+2,977 (2.1%)
New positions
2
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MGV 566 7.4%
VOE 433 4.3%
VBR 316 3.0%
VEU 301 5.7%
MGK 244 3.2%
PDBC 216 7.2%
VBK 208 2.0%
IEI 174 4.0%
GD 153 8.2%
VSS 153 2.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -687 -21.5%
AGG -228 -20.5%
EFA -227 -16.1%
VOT -180 -1.8%
VWO -77 -1.1%
DD -44 -47.8%
TT -17 -7.9%
DBC -12 -0.3%
VTI -10 -9.6%
VZ -9 -5.8%
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