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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 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DD DUPONT DE NEMOURS INC Basic Materials 393.0 $53K 0.03% -794.0 -66.9% $135.64 +1.0%
62 ALLE ALLEGION PLC Industrials 348.0 $49K 0.03% $140.50 +12.1%
63 ESGV VANGUARD WORLD FD 330.0 $44K 0.03% $132.06 +3.4%
64 INGERSOLL RAND INC 500.0 $41K 0.03% $82.05
65 PPG PPG INDS INC Basic Materials 271.0 $33K 0.02% $121.18 -5.7%
66 CTVA CORTEVA INC Basic Materials 333.0 $28K 0.02% $84.72 -1.0%
67 D DOMINION ENERGY INC Utilities 408.0 $28K 0.02% +4.0 +1.0% $68.32 -4.1%
68 TIP ISHARES TR 254.0 $28K 0.02% +4.0 +1.6% $109.48 -2.3%
69 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 301.0 $19K 0.01% -164.0 -35.3% $64.09 +11.9%
70 SUSL ISHARES TR 129.0 $17K 0.01% $132.50 +4.1%
71 SCHE SCHWAB STRATEGIC TR 465.0 $17K 0.01% $36.25 +2.5%
72 VT VANGUARD INTL EQUITY INDEX F 106.0 $17K 0.01% +1.0 +0.9% $156.47 +2.9%
73 XLC SELECT SECTOR SPDR TR 150.0 $16K 0.01% $107.47 +5.1%
74 VPL VANGUARD INTL EQUITY INDEX F 118.0 $14K 0.01% $115.43 -0.1%
75 IMCV ISHARES TR 75.0 $7K 0.00% $91.65 +6.6%
76 ILCV ISHARES TR 44.0 $4K 0.00% $100.84 +7.8%
77 DOW DOW HLDGS INC Basic Materials 145.0 $4K 0.00% -1K -88.5% $27.37 +11.5%
78 EMXC ISHARES INC 38.0 $4K 0.00% $102.97 -4.7%
79 CCL CARNIVAL CORP Consumer Cyclical 101.0 $3K 0.00% $28.58 -13.4%
80 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 100.0 $2K 0.00% $21.11 -21.1%
Page 4 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%