Gladwyn Financial Advisors, Inc. Portfolio Holdings

Gladwyn Financial Advisors, Inc.

  • $142 Billion
  • Q4 2025

Gladwyn Financial Advisors, Inc. has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $142 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Growth ETF with a value of $10.7B, Vanguard Small Cap Value ETF with a value of $10.7B, Vanguard Mid Cap Value Index F with a value of $10.5B, Vanguard Mid Cap Growth Index with a value of $9.86B, and Vanguard Mega Cap Value with a value of $8.25B.

Examining the 13F form we can see an increase of $2.98B in the current position value, from $139B to 142B.

Gladwyn Financial Advisors, Inc. is based out at Chantilly, VA

Below you can find more details about Gladwyn Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $134 Billion
Industrials: $3.04 Billion
Consumer Defensive: $1.1 Billion
Utilities: $1.01 Billion
Financial Services: $810 Million
Technology: $693 Million
Consumer Cyclical: $414 Million
Energy: $254 Million
Other: $435 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.7 Billion 7.55% of portfolio
35,564
Q4 2025 Added 0.46%
$0
$10.7 Billion 7.54% of portfolio
50,675
Q4 2025 Added 1.53%
$0
$10.5 Billion 7.39% of portfolio
59,263
Q4 2025 Added 2.66%
$0
$9.86 Billion 6.93% of portfolio
35,337
Q4 2025 Added 3.36%
$0
$8.25 Billion 5.79% of portfolio
58,427
Q4 2025 Added 4.75%
$0
$7.92 Billion 5.57% of portfolio
19,194
Q4 2025 Added 0.59%
$0
$7.05 Billion 4.95% of portfolio
49,180
Q4 2025 Added 1.67%
$0
$6.65 Billion 4.67% of portfolio
123,643
Q4 2025 Reduced 0.38%
$0
$5.59 Billion 3.93% of portfolio
76,032
Q4 2025 Added 2.54%
$0
$4.72 Billion 3.32% of portfolio
59,250
Q4 2025 Added 3.34%
$0
$4.66 Billion 3.28% of portfolio
59,177
Q4 2025 Added 3.73%
$0
$4.61 Billion 3.24% of portfolio
82,599
Q4 2025 Added 2.73%
$0
$4.52 Billion 3.18% of portfolio
37,901
Q4 2025 Added 4.14%
$3.62B
$4.5 Billion 3.16% of portfolio
201,455
Q4 2025 Added 0.48%
$0
$4.38 Billion 3.08% of portfolio
52,262
Q4 2025 Added 3.53%
$0
$3.26 Billion 2.29% of portfolio
40,428
Q4 2025 Added 4.37%
$0
$3.2 Billion 2.25% of portfolio
241,652
Q4 2025 Added 8.68%
$0
$2.5 Billion 1.76% of portfolio
3,671
Q4 2025 Reduced 23.38%
$0
$2.48 Billion 1.75% of portfolio
36,847
Q4 2025 Added 3.11%
$0
$2.46 Billion 1.73% of portfolio
25,550
Q4 2025 Added 2.64%
$0
$2.4 Billion 1.69% of portfolio
21,793
Q4 2025 Added 3.25%
$0
$2.37 Billion 1.66% of portfolio
48,954
Q4 2025 Added 6.36%
$94.5B
$2.02 Billion 1.42% of portfolio
6,011
Q4 2025 Added 9.55%
$0
$1.34 Billion 0.94% of portfolio
2,753
Q4 2025 Reduced 0.76%
$0
$1.33 Billion 0.93% of portfolio
6,943
Q4 2025 Added 0.92%
$0
$1.18 Billion 0.83% of portfolio
12,273
Q4 2025 Reduced 18.51%
$0
$885 Million 0.62% of portfolio
8,857
Q4 2025 Reduced 20.26%
$168B
$731 Million 0.51% of portfolio
9,103
Q3 2025 Added 0.79%
$10.1B
$693 Million 0.49% of portfolio
1,300
Q2 2025 New
$881B
$597 Million 0.42% of portfolio
1,852
Q4 2025 Added 0.43%
$0
$588 Million 0.41% of portfolio
7,579
Q2 2025 New
$0
$564 Million 0.4% of portfolio
8,397
Q2 2025 New
$306B
$555 Million 0.39% of portfolio
7,938
Q4 2025 Added 4.24%
$0
$519 Million 0.36% of portfolio
7,721
Q2 2025 New
$328B
$432 Million 0.3% of portfolio
1,404
Q4 2025 Added 0.14%
$346B
$343 Million 0.24% of portfolio
2,391
Q4 2025 Added 12.46%
$2.39T
$332 Million 0.23% of portfolio
1,430
Q2 2025 New
$0
$268 Million 0.19% of portfolio
444
Q4 2025 Added 1.6%
Ge Vernova Inc
-
$268 Million 0.19% of portfolio
-
Q2 2025 New
$490B
$254 Million 0.18% of portfolio
2,107
Q4 2025 Added 13.83%
$35B
$203 Million 0.14% of portfolio
1,929
Q4 2025 Added 14.89%
$57.9B
$203 Million 0.14% of portfolio
976
Q4 2025 Added 34.99%
$279B
$204 Million 0.14% of portfolio
1,828
Q3 2025 Added 0.27%
$96.9B
$198 Million 0.14% of portfolio
509
Q3 2025 Added 0.39%
$91.4B
$160 Million 0.11% of portfolio
998
Q4 2025 Added 33.42%
$0
$143 Million 0.1% of portfolio
554
Q4 2025 Reduced 3.82%
$522B
$149 Million 0.1% of portfolio
719
Q4 2025 Added 53.3%
$172B
$145 Million 0.1% of portfolio
3,566
Q4 2025 Added 1.74%
$0
$94.2 Million 0.07% of portfolio
281
Q4 2025 Reduced 11.08%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $142 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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