Institutional Fund
Gladwyn Financial Advisors, Inc.
Chantilly, VACIK 20786844 filings on record
Portfolio Value
$143.73M
Q1 2026
Holdings
86
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+1.0%
from $142.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.7%
- Vanguard Index Fds7.6%
- Vanguard Index Fds7.6%
- Vanguard Index Fds7.1%
- Vanguard World Fd5.9%
- Vanguard World Fd5.5%
- Other58.6%
Portfolio Holdings
86 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 51.0K | $11.09M | 7.7% | +355 | Added |
| 2 | Vanguard Index Fds | 36.2K | $10.95M | 7.6% | +650 | Added |
| 3 | Vanguard Index Fds | 59.1K | $10.89M | 7.6% | −171 | Reduced |
| 4 | Vanguard Index Fds | 39.8K | $10.24M | 7.1% | +4.4K | Added |
| 5 | Vanguard World Fd | 58.4K | $8.47M | 5.9% | −14 | Reduced |
| 6 | Vanguard World Fd | 21.4K | $7.87M | 5.5% | +2.2K | Added |
| 7 | Vanguard Intl Equity Index F | 47.9K | $6.98M | 4.9% | −1.3K | Reduced |
| 8 | Vanguard Intl Equity Index F | 123.5K | $6.67M | 4.6% | −160 | Reduced |
| 9 | Vanguard Intl Equity Index F | 73.0K | $5.48M | 3.8% | −3.0K | Reduced |
| 10 | Vanguard Scottsdale Fds | 61.1K | $4.84M | 3.4% | +1.9K | Added |
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