Gladwyn Financial Advisors, Inc. - Portfolio Stock Holdings
Gladwyn Financial Advisors, Inc. disclosed 81 stock positions in a recent SEC 13F filing. $156,255,995 of stock holdings were filed, with the largest holdings including VBK, VBR, and VOE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $169,000,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
81Est. Stock Holding Value:
$156,255,995Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gladwyn Financial Advisors, Inc.
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