Gladwyn Financial Advisors, Inc.
All 13F Filings
- Location
- Chantilly, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 156,601
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 81 | 156,601 | 13F-HR | Gladwyn Financial Advisors, Inc. |
| Q2 2026 | 7/2/2026 | 82 | 159,902 | 13F-HR | Gladwyn Financial Advisors, Inc. |
| Q1 2026 | 4/8/2026 | 86 | 143,728 | 13F-HR | Gladwyn Financial Advisors, Inc. |
| Q4 2025 | 1/8/2026 | 87 | 142,323 | 13F-HR | Gladwyn Financial Advisors, Inc. |
| Q3 2025 | 10/16/2025 | 85 | 139,346 | 13F-HR | Gladwyn Financial Advisors, Inc. |
| Q2 2025 | 7/29/2025 | 82 | 129,255 | 13F-HR | Gladwyn Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.505 K | 5.4% | 0 | 237 | -237 |
| ETFs | 143.1 K | 91.4% | 0 | 3.07 K | -3.07 K |
| Debt | 5.029 K | 3.2% | 11 | 0 | 11 |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
156,601
Holdings
81
QoQ value change ($000)
-3,301
(-2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.