Gladwyn Financial Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Chantilly, VA
Holdings as of
9/30/2026
Date filed
10/5/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$156,601
Net value change ($000)
-3,301 (-2.1%)
New positions
2
Sold out positions
3
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DBC 487 10.4%
MGK 330 3.5%
VSS 218 2.9%
CACI 190 31.6%
PDBC 121 3.5%
VUG 61 4.6%
XOM 56 19.4%
DUPONT DE NEMOURS INC 51 NEW
KO 38 5.9%
SPY 16 0.8%
Top Reduces (Value $000, Stocks/ETFs)
VBK -933 -7.1%
VBR -833 -6.6%
VOT -576 -4.7%
MGV -380 -3.8%
VOE -339 -2.8%
VGLT -240 -4.7%
VEU -234 -3.8%
GD -134 -6.3%
VWOB -114 -4.3%
EMB -110 -4.1%
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