Gladwyn Financial Advisors, Inc.
Gladwyn Financial Advisors, Inc. reported 107 holdings worth US$160M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 2, 2026
Gladwyn Financial Advisors, Inc. reported 107 holdings worth US$160M as of Jun 30, 2026. Largest: General Dynamics Corporation, Nextera Energy, Inc. and Coca-cola Company (the). Filed Jul 2, 2026 (Form 13F).
- Holdings
- 107
- Value as reported
- US$160M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| General Dynamics Corporation | 6,011 | US$2.13M | 1.3% |
| Nextera Energy, Inc. | 9,103 | US$799K | 0.50% |
| Coca-cola Company (the) | 7,938 | US$645K | 0.40% |
| Jp Morgan Chase & Co. | 1,852 | US$606K | 0.38% |
| Caci International, Inc. | 1,300 | US$602K | 0.38% |
| Ge Aerospace | 1,405 | US$525K | 0.33% |
| Ge Vernova Inc. | 410 | US$482K | 0.30% |
| Procter & Gamble Company (the) | 2,391 | US$351K | 0.22% |
| Exxon Mobil Corporation | 2,114 | US$289K | 0.18% |
| Amazon.com, Inc. | 1,199 | US$286K | 0.18% |
| Allstate Corporation (the) | 976 | US$232K | 0.15% |
| Wec Energy Group, Inc. | 1,929 | US$225K | 0.14% |
| Walmart Inc. | 1,829 | US$207K | 0.13% |
| Johnson & Johnson | 719 | US$183K | 0.11% |
| 3m Company | 998 | US$162K | 0.10% |
| Verizon Communications Inc. | 3,362 | US$142K | 0.09% |
| Qnity Electronics, Inc. | 591 | US$96,524 | 0.06% |
| Union Pacific Corporation | 309 | US$84,093 | 0.05% |
| Mcdonald's Corporation | 255 | US$68,806 | 0.04% |
| Consolidated Edison, Inc. | 531 | US$58,737 | 0.04% |
| Waste Management, Inc. | 254 | US$56,534 | 0.04% |
| Dupont De Nemours, Inc. | 393 | US$53,307 | 0.03% |
| Ingersoll Rand Inc. | 500 | US$41,026 | 0.03% |
| Ppg Industries, Inc. | 271 | US$32,839 | 0.02% |
| Corteva, Inc. | 333 | US$28,213 | 0.02% |
| Dominion Energy, Inc. | 408 | US$27,874 | 0.02% |
| Ge Healthcare Technologies Inc. | 301 | US$19,290 | 0.01% |
| Dow Inc. | 145 | US$3,968 | <0.01% |
| Norwegian Cruise Line Holdings Ltd. | 100 | US$2,111 | <0.01% |
| Chemours Company (the) | 44 | US$893 | <0.01% |
| Lincoln National Corporation | 0 | US$0 | 0.00% |
| Solventum Corporation | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related