Gladwyn Financial Advisors, Inc.: 13F holdings

CIK 20786842026Q2

Positions82
Reported value$159.9m
Filed2026-07-02

Top 10 holdings

SecuritySharesValueWeight
VBK VANGUARD INDEX FDS35,730$13.1m8.2%
VBR VANGUARD INDEX FDS52,261$12.7m7.9%
VOT VANGUARD INDEX FDS39,761$12.2m7.6%
VOE VANGUARD INDEX FDS61,465$12.1m7.6%
MGV VANGUARD WORLD FD60,975$10.0m6.2%
MGK VANGUARD WORLD FD106,628$9.4m5.9%
VSS VANGUARD INTL EQUITY INDEX F48,568$7.5m4.7%
VWO VANGUARD INTL EQUITY INDEX F123,477$7.4m4.6%
VEU VANGUARD INTL EQUITY INDEX F74,389$6.2m3.9%
VCSH VANGUARD SCOTTSDALE FDS65,538$5.2m3.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2078684")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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