Gladwyn Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Chantilly, VA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$143,728
Net value change ($000)
+1,405 (1.0%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 378 3.6%
VOT 374 3.8%
VBR 353 3.3%
DBC 294 6.5%
PDBC 224 7.0%
MGV 219 2.7%
VBK 202 1.9%
VCSH 120 2.5%
NEE 114 15.6%
XOM 104 40.9%
Top Reduces (Value $000, Stocks/ETFs)
SPY -723 -28.9%
EFA -256 -21.7%
AGG -243 -27.5%
VUG -144 -10.7%
VEU -108 -1.9%
VSS -69 -1.0%
MGK -53 -0.7%
JPM -52 -8.7%
XLF -44 -100.0%
VWOB -37 -1.5%
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