Gladwyn Financial Advisors, Inc. - Portfolio Stock Holdings
Gladwyn Financial Advisors, Inc. disclosed 86 stock positions in a recent SEC 13F filing. $159,901,769 of stock holdings were filed, with the largest holdings including VBK, VBR, and VOT. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
86Est. Stock Holding Value:
$159,901,769Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gladwyn Financial Advisors, Inc.
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% of Portfolio
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