Gladwyn Financial Advisors, Inc.
Top Portfolio Positions
39 positions ·
$15,481,091 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| DBC |
Invesco DB Commodity Index Tracking Fund
|
165,763 | $4,798,838 | 31.00% |
| GD |
General Dynamics Corp
Industrials
|
6,011 | $2,063,095 | 13.33% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,739 | $1,781,281 | 11.51% |
| NEE |
Nextera Energy Inc
Utilities
|
9,103 | $845,486 | 5.46% |
| CACI |
Caci International Inc /De/
Technology
|
1,300 | $707,031 | 4.57% |
| KO |
Coca Cola Co
Consumer Defensive
|
7,938 | $603,684 | 3.90% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,852 | $544,784 | 3.52% |
| GE |
General Electric Co
Industrials
|
1,405 | $398,696 | 2.58% |
| XOM |
Exxon Mobil Corp
Energy
|
2,111 | $358,151 | 2.31% |
| GEV |
GE Vernova Inc.
Industrials
|
410 | $357,889 | 2.31% |
Portfolio Trend
Holdings in DBC
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,798,838 | 165,763 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,504,533 | 201,455 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,516,971 | 200,487 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,331,421 | 198,598 | Shares | Sole | 2025-07-29 | |
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