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Timothy T. Murray

Gladwyn Financial Advisors, Inc.

Assets Managed
$159.902M
Holdings
82
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.26%(2Q avg: 6.13%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Gladwyn Financial Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Gladwyn Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 159.902M in assets, with a quarterly growth rate of 11.26% and a 2-quarter average growth rate of 6.13%. The portfolio is managed by Timothy T. Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Decreased -1.33%
8.18%
$13.066M
35,730 shares@ $365.7 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 2.42%
7.95%
$12.699M
52,261 shares@ $242.99 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Decreased -0.05%
7.62%
$12.179M
39,761 shares@ $306.31 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 4.02%
7.6%
$12.146M
61,465 shares@ $197.61 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 4.39%
6.24%
$9.966M
60,975 shares@ $163.46 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 397.85%
5.87%
$9.374M
106,628 shares@ $87.91 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Increased 1.44%
4.69%
$7.494M
48,568 shares@ $154.3 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased 0%
4.61%
$7.37M
123,477 shares@ $59.69 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.86%
3.9%
$6.23M
74,389 shares@ $83.76 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 7.26%
3.24%
$5.179M
65,538 shares@ $79.04 avg price

1-10 of 82