Gladwyn Financial Advisors
Gladwyn Financial Advisors reported 81 stocks worth $157M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are VBK (7.8%), VBR (7.6%) and VOE (7.5%). Compared with Q2 2026, the fund opened new positions in DD and CCL, added to VBK, VSS and VCSH, trimmed VBR, VOE and MGK and sold out of DD and NCLH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VBK Vanguard Small Cap | $12.1M | 7.8% | 36K | +185 (+1%) | 6 of 6 | |
| 2 |  VBR Vanguard Index Fds | $11.9M | 7.6% | 51K | −899 (−2%) | 6 of 6 | |
| 3 |  VOE Vanguard Index Fds | $11.8M | 7.5% | 60K | −1,080 (−2%) | 6 of 6 | |
| 4 |  VOT Vanguard Index Fds | $11.6M | 7.4% | 40K | No change | 6 of 6 | |
| 5 |  MGK Vanguard Mega Cap Growth | $9.7M | 6.2% | 105K | −1,893 (−2%) | 6 of 6 | |
| 6 |  MGV Vanguard Mega Cap Value | $9.6M | 6.1% | 60K | −1,467 (−2%) | 6 of 6 | |
| 7 |  VSS Vanguard Intl Equity Index F | $7.7M | 4.9% | 50K | +1,106 (+2%) | 6 of 6 | |
| 8 |  VWO Vanguard Intl Equity Index F | $7.3M | 4.7% | 123K | −237 (−0%) | 6 of 6 | |
| 9 |  VEU Vanguard Intl Equity Index F | $6M | 3.8% | 72K | −2,122 (−3%) | 6 of 6 | |
| 10 |  VCSH Vanguard Scottsdale Fds | $5.2M | 3.3% | 67K | +1,688 (+3%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 5, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Gladwyn Financial Advisors 13F FAQ
What does Gladwyn Financial Advisors own?
Gladwyn Financial Advisors reported 81 stocks worth $157M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are VBK (7.8%), VBR (7.6%) and VOE (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Gladwyn Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 25 added to, 14 trimmed and 3 sold out. New positions include DD and CCL. It sold all of DD and NCLH.
When will Gladwyn Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Gladwyn Financial Advisors's portfolio worth?
The Q3 2026 filing reports $157M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.