Portfolio (Quarterly) Guide ↗

Gladwyn Financial Advisors, Inc.

· CIK 0002078684

13F Portfolio $160M AUM 107 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 32 Added 9 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SOLV	SOLVENTUM CORP	Healthcare	686	$45K	0.03%	SOLD
2	PFE	PFIZER INC	Healthcare	512	$14K	0.01%	SOLD
3	LNC	LINCOLN NATL CORP IND	Financial Services	223	$8K	0.01%	SOLD
4	XLY	SELECT SECTOR SPDR TR	—	52	$6K	0.00%	SOLD

Sector Allocation

Financial Services 50.2%

Industrials 20.6%

Utilities 10.1%

Consumer Defensive 7.6%

Technology 4.4%

Consumer Cyclical 2.3%

Energy 1.8%

Healthcare 1.3%

Communication Services 0.9%

Basic Materials 0.8%