Gladwyn Financial Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Chantilly, VA
Holdings as of
6/30/2026
Date filed
7/2/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$159,902
Net value change ($000)
+16,174 (11.3%)
New positions
0
Sold out positions
4
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VBK 2,120 19.4%
VOT 1,941 19.0%
VBR 1,613 14.5%
MGK 1,504 19.1%
MGV 1,499 17.7%
VOE 1,257 11.5%
VEU 745 13.6%
VWO 696 10.4%
VCIT 536 12.0%
VSS 514 7.4%
Top Reduces (Value $000, Stocks/ETFs)
DBC -105 -2.2%
CACI -105 -14.9%
XOM -69 -19.3%
DOW -49 -92.5%
NEE -46 -5.4%
SOLV -45 -100.0%
VZ -40 -22.0%
VB -22 -15.1%
WMT -20 -8.8%
VO -15 -16.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type