Gladwyn Financial Advisors, Inc.
Gladwyn Financial Advisors, Inc. is a registered investment adviser headquartered in Chantilly, Virginia. Founded in 2006, the firm operates with a small team of 2 employees and provides financial advisory and investment management services primarily to individual investors, including both high net worth and retail clients. As of February 2025, the firm manages approximately $146 million in assets. Gladwyn offers discretionary and non-discretionary portfolio management focused on client-specific needs.
Investment Strategy
Gladwyn Financial Advisors, Inc. employs a client-focused investment strategy, constructing customized portfolios based on the individual goals, risk tolerance, and financial circumstances of each client. The firm primarily serves high net worth and retail individuals, allocating assets across ETFs, individual equities, and fixed income securities. Their approach blends long-term strategic asset allocation with ongoing monitoring and periodic rebalancing, emphasizing diversification and risk-adjusted returns.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VBK | VANGUARD INDEX FDS | 7.56% | $10.54B | 35,400 | $277.02 | $297.62 | +$769.1M |
V VBR | VANGUARD INDEX FDS | 7.48% | $10.42B | 49,910 | $195.16 | $208.71 | +$788.5M |
V VOE | VANGUARD INDEX FDS | 7.23% | $10.08B | 57,728 | $164.77 | $174.58 | +$875.1M |
V VOT | VANGUARD INDEX FDS | 7.21% | $10.04B | 34,188 | $284.45 | $293.79 | +$384.1M |
M MGV | VANGUARD WORLD FD | 5.51% | $7.68B | 55,775 | $131.48 | $137.74 | +$676.2M |