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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002078684

Gladwyn Financial Advisors, Inc.

CHANTILLY, VA · File #028-25671

Latest AUM
$142.3M
Positions
117
Top-10 Concentration
58.3%
Filings
3

Sector Allocation

Financials
5.4%$7.7M
Industrials
2.0%$2.8M
Consumer Staples
0.5%$758,560
Utilities
0.2%$279,636
Energy
0.2%$253,630
Healthcare
0.2%$254,074
Materials
0.1%$100,110
Technology
0.0%$48,259

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290859534,619$10.5M7.60%
2VANGUARD INDEX FDS92290861149,355$10.5M7.60%
3VANGUARD INDEX FDS92290851258,109$10.3M7.49%
4VANGUARD INDEX FDS92290853834,841$9.7M7.07%
5VANGUARD WORLD FD92191084057,731$8.1M5.92%
6VANGUARD WORLD FD92191081619,120$7.9M5.74%
7VANGUARD INTL EQUITY INDEX F92204271847,912$6.9M4.99%
8VANGUARD INTL EQUITY INDEX F922042858119,466$6.4M4.67%
9VANGUARD INTL EQUITY INDEX F92204277572,763$5.4M3.89%
10VANGUARD SCOTTSDALE FDS92206C40958,278$4.6M3.38%
11VANGUARD BD INDEX FDS92193782757,495$4.5M3.29%
12VANGUARD SCOTTSDALE FDS92206C84779,146$4.4M3.21%
13VANGUARD SCOTTSDALE FDS92206C87051,956$4.4M3.16%
14ISHARES TR46428866135,906$4.3M3.11%
15INVESCO DB COMMDY INDX TRCKIVZ190,195$4.3M3.09%
16INVESCO ACTVELY MNGD ETC FDIVZ232,063$3.1M2.23%
17ISHARES INC46428625165,414$3.0M2.18%
18ISHARES TR46428851336,710$3.0M2.15%
19SPDR S&P 500 ETF TRSPY3,671$2.5M1.82%
20VANGUARD WHITEHALL FDS92194688535,623$2.4M1.75%