Gladwyn Financial Advisors, Inc.

CIK

2078684

Location

CHANTILLY, VA

Portfolio Value

Micro $15,481,091

Diversification

Diversified

Filing Date

Global Rank

#7,527 / 8,232 ▲ 219

Top Industry

Aerospace & Defense 28.6%

3Y Alpha vs SPY

+6.5%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.0%

SPY

+16.0%

Annualised alpha

+7.5%

Max drawdown

−3.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.0%

+1.8 pts

Top 5

65.9%

−1.9 pts

Top 10

80.5%

−1.9 pts

HHI

1,392

Diversified−3

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.4%	$6,866,295	3
Industrials	22.0%	$3,400,694	9
Consumer Defensive	7.6%	$1,176,348	3
Utilities	7.5%	$1,153,879	4
Technology	5.0%	$775,220	2
Financial Services	4.9%	$755,063	3
Consumer Cyclical	2.5%	$380,938	4
Energy	2.3%	$358,151	1
Healthcare	1.7%	$268,021	4
Communication Services	1.2%	$181,623	1
Basic Materials	1.1%	$164,859	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	+52	3,618	$181,623
MDY	Spdr S&P Midcap 400 ETF Trust	+20	464	$286,176
D	Dominion Energy, Inc	+4	404	$24,975
XOM	Exxon Mobil Corp	+4	2,111	$358,151
MCD	Mcdonalds Corp	+2	253	$78,629
CCL	Carnival Corp Ltd.	+1	101	$2,613
GE	General Electric Co	+1	1,405	$398,696
WMT	Walmart Inc.	+1	1,829	$227,308
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
DBC	Invesco DB Commodity Index Tracking Fund	−35,692	165,763	$4,798,838
SPY	Spdr S&P 500 ETF Trust	−932	2,739	$1,781,281
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $15,481,091 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	165,763	-35,692	$4,798,838	+6.5%	31.00%
GD	General Dynamics Corp Industrials	Held	6,011	0	$2,063,095	+1.9%	13.33%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,739	-932	$1,781,281	−28.8%	11.51%
NEE	Nextera Energy Inc Utilities	Held	9,103	0	$845,486	+15.7%	5.46%
CACI	Caci International Inc /De/ Technology	Held	1,300	0	$707,031	+2.1%	4.57%
KO	Coca Cola Co Consumer Defensive	Held	7,938	0	$603,684	+8.8%	3.90%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,852	0	$544,784	−8.7%	3.52%
GE	General Electric Co Industrials	Added	1,405	+1	$398,696	−7.8%	2.58%
XOM	Exxon Mobil Corp Energy	Added	2,111	+4	$358,151	+41.3%	2.31%
GEV	GE Vernova Inc. Industrials	Held	410	0	$357,889	+33.6%	2.31%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,391	0	$345,356	+0.8%	2.23%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,430	0	$297,826	−9.8%	1.92%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	464	+20	$286,176	+6.8%	1.85%
WMT	Walmart Inc. Consumer Defensive	Added	1,829	+1	$227,308	+11.6%	1.47%
WEC	Wec Energy Group, Inc. Utilities	Held	1,929	0	$223,320	+9.8%	1.44%
TT	Trane Technologies plc Industrials	Held	509	0	$212,120	+7.1%	1.37%
ALL	Allstate Corp Financial Services	Held	976	0	$202,363	−0.4%	1.31%
VZ	Verizon Communications Inc Communication Services	Added	3,618	+52	$181,623	+25.0%	1.17%
JNJ	Johnson & Johnson Healthcare	Held	719	0	$175,752	+18.1%	1.14%
MMM	3M Co Industrials	Held	998	0	$144,939	−9.3%	0.94%
MCD	Mcdonalds Corp Consumer Cyclical	Added	253	+2	$78,629	+2.5%	0.51%
UNP	Union Pacific Corp Industrials	Held	309	0	$74,969	+4.9%	0.48%
Q	Qnity Electronics, Inc. Technology	Held	591	0	$68,189	+41.3%	0.44%
ED	Consolidated Edison Inc Utilities	Held	531	0	$60,098	+14.0%	0.39%
WM	Waste Management Inc Industrials	Held	254	0	$58,366	+4.6%	0.38%
DD	DuPont de Nemours, Inc. Basic Materials	Held	1,187	0	$54,364	+13.9%	0.35%
DOW	Dow Inc. Basic Materials	Held	1,265	0	$52,687	+78.1%	0.34%
ALLE	Allegion plc Industrials	Held	348	0	$50,560	−8.7%	0.33%
SOLV	Solventum Corp Healthcare	Held	686	0	$44,795	−17.6%	0.29%
IR	Ingersoll Rand Inc. Industrials	Held	500	0	$40,060	+1.1%	0.26%
GEHC	GE HealthCare Technologies Inc. Healthcare	Held	465	0	$33,098	−13.2%	0.21%
PPG	Ppg Industries Inc Basic Materials	Held	271	0	$28,964	+4.3%	0.19%
CTVA	Corteva, Inc. Basic Materials	Held	333	0	$27,875	+24.9%	0.18%
D	Dominion Energy, Inc Utilities	Added	404	+4	$24,975	+6.6%	0.16%
PFE	Pfizer Inc Healthcare	Held	512	0	$14,376	+12.8%	0.09%
LNC	Lincoln National Corp Financial Services	Held	223	0	$7,916	−20.3%	0.05%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	101	+1	$2,613	−14.4%	0.02%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	Held	100	0	$1,870	−16.2%	0.01%
CC	Chemours Co Basic Materials	Held	44	0	$969	+87.1%	0.01%