Gladwyn Financial Advisors, Inc.
RIA/Wealth
Gladwyn Financial Advisors, Inc. is a RIA/Wealth led by Timothy Terrence Murray, reporting $141.9M in AUM as of Q3 2025 with 84% ETF concentration and 57% concentrated in top 10 holdings.
PresidentTimothy Terrence Murray
- Portfolio Value
- $139.3M
- Positions
- 85
- Top Holding
- VBK at 7.56%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gladwyn Financial Advisors, Inc.'s portfolio (57.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.5M | 7.56% | +$39.9K Bought | — 35.4K shares | |
ETF ETF | $10.4M | 7.48% | +$112.3K Bought | — 49.9K shares | |
ETF ETF | $10.1M | 7.23% | +$308.7K Bought | — 57.7K shares | |
Unknown Unknown | $10.0M | 7.21% | +$64.9K Bought | — 34.2K shares | |
ETF ETF | $7.7M | 5.51% | +$327.0K Bought | — 55.8K shares | |
ETF ETF | $7.7M | 5.51% | -$17.7K Sold | — 19.1K shares | |
ETF ETF | $6.9M | 4.95% | +$130.9K Bought | — 48.4K shares | |
ETF ETF | $6.7M | 4.83% | +$104.3K Bought | — 124.1K shares | |
ETF ETF | $5.3M | 3.80% | +$159.9K Bought | — 74.2K shares | |
ETF ETF | $4.6M | 3.29% | +$210.9K Bought | — 57.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gladwyn Financial Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+8.18% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-0.32% | |
-0.23% |
Analytics
Portfolio insights and performance metrics for Gladwyn Financial Advisors, Inc.
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