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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
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BNDX VANGUARD CHARLOTTE FDS 53,961.0 $2.6M 1.63% +4K +7.4% $48.43 -1.7%
22 LQD ISHARES TR 23,888.0 $2.6M 1.63% +2K +6.8% $109.07 -2.5%
23 GD GENERAL DYNAMICS CORP Industrials 6,011.0 $2.1M 1.33% $354.24 +7.1%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,762.0 $2.1M 1.29% +23.0 +0.8% $746.83 +3.0%
25 VTV VANGUARD INDEX FDS 6,600.0 $1.4M 0.90% -259.0 -3.8% $217.95 +3.4%
26 VUG VANGUARD INDEX FDS 15,509.0 $1.3M 0.84% +13K +465.2% $86.14 +2.8%
27 EFA ISHARES TR 9,824.0 $1.0M 0.64% +318.0 +3.4% $103.88 +3.7%
28 NEE NEXTERA ENERGY INC Utilities 9,103.0 $799K 0.50% $87.77 -6.8%
29 AGG ISHARES TR 6,853.0 $678K 0.42% +384.0 +5.9% $98.99 -1.5%
30 KO COCA COLA CO Consumer Defensive 7,938.0 $645K 0.40% $81.27 +10.3%
31 IEMG ISHARES INC 7,721.0 $640K 0.40% $82.84 -1.2%
32 ACWX ISHARES TR 8,397.0 $639K 0.40% $76.11 +2.0%
33 SCZ ISHARES TR 7,579.0 $624K 0.39% $82.27 +5.7%
34 JPM JPMORGAN CHASE & CO Financial Services 1,852.0 $606K 0.38% $327.40 +9.2%
35 CACI CACI INTL INC Technology 1,300.0 $602K 0.38% $463.26 +35.6%
36 GE GE AEROSPACE Industrials 1,405.0 $525K 0.33% $373.70 -8.3%
37 GEV GE VERNOVA INC Utilities 410.0 $482K 0.30% $1174.52 -22.4%
38 PG PROCTER & GAMBLE CO Consumer Defensive 2,391.0 $351K 0.22% $146.65 -2.0%
39 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 477.0 $335K 0.21% +13.0 +2.8% $703.12 -1.8%
40 XOM EXXON MOBIL CORP Energy 2,114.0 $289K 0.18% $136.77 +14.6%
Page 2 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%