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Gladwyn Financial Advisors, Inc. — 13F Holdings & Portfolio

CIK 2078684 · latest 13F-HR filed 2026-10-05

Backtest portfolio

Gladwyn Financial Advisors, Inc. manages $156.6M in 13F-reported U.S. long-equity assets across 106 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VOT (7.13%), VOE (7.06%), VBK (6.93%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 2 new positions and exited 3; 6 existing positions rose in reported value and 26 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$156.6M

Long-equity book

Holdings
106

Distinct positions

Period
2026-09-30

Filed 2026-10-05

Q/Q Activity
+2 / −3 / ↑6 / ↓26

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VBK7.7% · +0%VBR7.6% · -2%VOE7.5% · -2%VOT7.4% · -0%MGK6.2% · -2%MGV6.1% · -2%VSS4.9% · +2%VWO4.7% · -0%VEU3.8% · -3%VCSH3.3% · +3%DBC3.3% · -9%BSV3.2% · +2%VCIT3.1% · +4%VGLT3.1% · +5%IEI3.0% · +2%PDBC2.3% · -15%HYG2.3% · +2%CEMB2.3% · +2%BNDX1.6% · +2%EMB1.6% · +2%VWOB1.6% · +2%LQD1.6% · +3%SPY1.3% · -1%GD1.3% · 0%VTV0.9% · +0%VUG0.9% · -0%EFA0.6% · -3%CACI0.5% · 0%NEE0.4% · 0%KO0.4% · 0%SCZ0.4% · 0%AGG0.4% · -2%ACWX0.4% · 0%IEMG0.4% · 0%JPM0.4% · 0%GE0.3% · 0%GEV0.2% · 0%PG0.2% · 0%XOM0.2% · +0%MDY0.2% · +2%AMZN0.2% · 0%TT0.1% · 0%ALL0.1% · 0%WEC0.1% · 0%JNJ0.1% · 0%WMT0.1% · 0%MMM0.1% · 0%VZ0.1% · +2%VB0.1% · +0%VTI0.1% · +0%IWF0.1% · +0%EDV0.1% · +10%UNP0.1% · 0%Q0.0% · 0%VO0.0% · +0%MCD0.0% · 0%EEM0.0% · -4%ED0.0% · 0%ALLE0.0% · 0%VXF0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 59.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jan 22, 2026.

Assets Under Management
$169.0M
Discretionary
$149.1M
Employees
3
Accounts
360
Phone
(703) 810-8424
Website
Name Title / Status Ownership Type
MURRAY, POLLY, ANN ControlVICE PRESIDENT
since Jan 2004
50–75%Individual
MURRAY, TIMOTHY, TERRENCE ControlPRESIDENT, CCO
since Jan 2004
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 6 →

Top Trims

Show all 26 →

New Positions

Show all 2 →

Exited Positions

Show all 3 →

Gladwyn Financial Advisors, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOT 922908538 $11.2M 7.13% 38,220 SH
2 VANGUARD INDEX FDS VOE 922908512 $11.1M 7.06% 56,567 SH
3 VANGUARD INDEX FDS VBK 922908595 $10.9M 6.93% 32,122 SH
4 VANGUARD INDEX FDS VBR 922908611 $10.7M 6.83% 46,271 SH
5 VANGUARD WORLD FD MGK 921910816 $9.2M 5.89% 99,607 SH
6 VANGUARD WORLD FD MGV 921910840 $9.2M 5.85% 56,873 SH
7 VANGUARD INTL EQUITY INDEX F VSS 922042718 $7.5M 4.80% 48,418 SH
8 VANGUARD INTL EQUITY INDEX F VWO 922042858 $7.1M 4.53% 119,627 SH
9 VANGUARD INTL EQUITY INDEX F VEU 922042775 $5.8M 3.69% 69,624 SH
10 INVESCO DB COMMDY INDX TRCK DBC 46138B103 $4.9M 3.10% 150,080 SH
11 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $4.8M 3.08% 62,405 SH
12 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $4.7M 3.01% 60,174 SH
13 VANGUARD BD INDEX FDS BSV 921937827 $4.7M 2.97% 60,957 SH
14 VANGUARD SCOTTSDALE FDS VGLT 92206C847 $4.5M 2.90% 90,599 SH
15 ISHARES TR IEI 464288661 $4.4M 2.80% 38,674 SH
16 ISHARES TR HYG 464288513 $3.2M 2.06% 41,717 SH
17 ISHARES INC CEMB 464286251 $3.2M 2.04% 72,602 SH
18 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $2.8M 1.77% 143,750 SH
19 VANGUARD CHARLOTTE FDS BNDX 92203J407 $2.4M 1.53% 51,275 SH
20 ISHARES TR EMB 464288281 $2.4M 1.51% 26,034 SH
21 VANGUARD WHITEHALL FDS VWOB 921946885 $2.3M 1.49% 37,043 SH
22 ISHARES TR LQD 464287242 $2.3M 1.49% 22,865 SH
23 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 1.33% 2,726 SH
24 GENERAL DYNAMICS CORP GD 369550108 $2.0M 1.27% 6,011 SH
25 VANGUARD INDEX FDS VBK 922908595 $1.3M 0.82% 3,793 SH
26 VANGUARD INDEX FDS VBR 922908611 $1.2M 0.75% 5,091 SH
27 VANGUARD INDEX FDS VTV 922908744 $1.1M 0.72% 5,192 SH
28 VANGUARD INDEX FDS VUG 922908736 $1.1M 0.69% 11,983 SH
29 ISHARES TR EFA 464287465 $991.4K 0.63% 9,543 SH
30 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $815.8K 0.52% 42,271 SH
31 CACI INTL INC CACI 127190304 $791.8K 0.51% 1,300 SH
32 VANGUARD INDEX FDS VOE 922908512 $746.6K 0.48% 3,818 SH
33 NEXTERA ENERGY INC NEE 65339F101 $689.5K 0.44% 9,103 SH
34 COCA COLA CO KO 191216100 $683.3K 0.44% 7,938 SH
35 ISHARES TR SCZ 464288273 $639.8K 0.41% 7,579 SH
36 ISHARES TR AGG 464287226 $637.4K 0.41% 6,742 SH
37 ISHARES TR ACWX 464288240 $635.0K 0.41% 8,397 SH
38 ISHARES INC IEMG 46434G103 $626.6K 0.40% 7,721 SH
39 JPMORGAN CHASE & CO JPM 46625H100 $612.8K 0.39% 1,852 SH
40 VANGUARD WORLD FD MGK 921910816 $475.1K 0.30% 5,128 SH
41 VANGUARD INDEX FDS VOT 922908538 $439.1K 0.28% 1,503 SH
42 GE AEROSPACE GE 369604301 $438.7K 0.28% 1,405 SH
43 VANGUARD WORLD FD MGV 921910840 $424.5K 0.27% 2,635 SH
44 GE VERNOVA INC GEV 36828A101 $389.6K 0.25% 410 SH
45 ISHARES TR IEI 464288661 $376.6K 0.24% 3,319 SH
46 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $372.5K 0.24% 4,821 SH
47 VANGUARD BD INDEX FDS BSV 921937827 $371.5K 0.24% 4,863 SH
48 ISHARES TR HYG 464288513 $364.3K 0.23% 4,719 SH
49 ISHARES INC CEMB 464286251 $363.5K 0.23% 8,261 SH
50 PROCTER & GAMBLE CO PG 742718109 $347.4K 0.22% 2,391 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-05 $156.6M 106 0002078684-26-000004
2026-06-30 2026-07-02 $159.9M 107 0002078684-26-000003
2026-03-31 2026-04-08 $143.7M 112 0002078684-26-000002
2025-12-31 2026-01-08 $142.3M 117 0002078684-26-000001
Filer Information
Address
13603 GLADWYN COURT
CHANTILLY, VA 20151
Phone
(703) 810-8424
Filing Manager
Gladwyn Financial Advisors, Inc.
CHANTILLY, VA
Signatory
Timothy T. Murray
President