Gladwyn Financial Advisors, Inc.
Filing Date
Global Rank
#7,881
/ 8,588
▲ 96
Top Industry
Aerospace & Defense
28.6%
3Y Alpha vs SPY
+4.9%
Period ended 3 months ago
Filed Apr 8, 2026 · 2mo
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.8%
SPY
+17.3%
Annualised alpha
+5.5%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 44.4% | $6,866,295 |
| Industrials | 22.0% | $3,400,694 |
| Consumer Defensive | 7.6% | $1,176,348 |
| Utilities | 7.5% | $1,153,879 |
| Technology | 5.0% | $775,220 |
| Financial Services | 4.9% | $755,063 |
| Consumer Cyclical | 2.5% | $380,938 |
| Energy | 2.3% | $358,151 |
| Healthcare | 1.7% | $268,021 |
| Communication Services | 1.2% | $181,623 |
| Basic Materials | 1.1% | $164,859 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| WMT | Walmart Inc. | +1 | 1,829 | $227,308 | |
| GE | General Electric Co | +1 | 1,405 | $398,696 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$1,176,348 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 7,938 | $603,684 | 51.32% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 2,391 | $345,356 | 29.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 1,829 | $227,308 | 19.32% |