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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 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC Consumer Cyclical 1,199.0 $286K 0.18% -231.0 -16.1% $238.39 +11.8%
42 TT TRANE TECHNOLOGIES PLC Industrials 509.0 $250K 0.16% $490.74 -8.5%
43 ALL ALLSTATE CORP Financial Services 976.0 $232K 0.14% $238.03 +9.5%
44 WEC WEC ENERGY GROUP INC Utilities 1,929.0 $225K 0.14% $116.79 -9.1%
45 WMT WALMART INC Consumer Defensive 1,829.0 $207K 0.13% $113.26 -9.0%
46 JNJ JOHNSON & JOHNSON Healthcare 719.0 $183K 0.11% $254.01 +5.5%
47 MMM 3M CO Industrials 998.0 $162K 0.10% $161.99 +7.6%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 3,362.0 $142K 0.09% -256.0 -7.1% $42.34 +18.3%
49 VB VANGUARD INDEX FDS 411.0 $124K 0.08% -145.0 -26.1% $302.76 -0.7%
50 VTI VANGUARD INDEX FDS 273.0 $101K 0.06% -9.0 -3.2% $370.71 +2.3%
51 IWF ISHARES TR 780.0 $97K 0.06% +585.0 +300.0% $124.25 -1.2%
52 Q QNITY ELECTRONICS INC Technology 591.0 $97K 0.06% $163.32 -26.4%
53 EDV VANGUARD WORLD FD 1,413.0 $92K 0.06% +138.0 +10.8% $65.08 -6.8%
54 UNP UNION PAC CORP Industrials 309.0 $84K 0.05% $272.15 +13.0%
55 VO VANGUARD INDEX FDS 920.0 $74K 0.05% +611.0 +197.7% $80.59 +2.4%
56 MCD MCDONALDS CORP Consumer Cyclical 255.0 $69K 0.04% +2.0 +0.8% $269.83 -1.8%
57 EEM ISHARES TR 868.0 $59K 0.04% +56.0 +6.9% $68.39 -1.8%
58 ED CONSOLIDATED EDISON INC Utilities 531.0 $59K 0.04% $110.62 -2.8%
59 WM WASTE MGMT INC DEL Industrials 254.0 $57K 0.04% $222.57 -1.3%
60 VXF VANGUARD INDEX FDS 224.0 $55K 0.03% $245.92 -1.4%
Page 3 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%