Gladwyn Financial Advisors, Inc.

Gladwyn Financial Advisors, Inc. reported 106 holdings worth US$157M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 5, 2026

Gladwyn Financial Advisors, Inc. reported 106 holdings worth US$157M as of Sep 30, 2026. Largest: General Dynamics Corporation, Caci International, Inc. and Nextera Energy, Inc. Filed Oct 5, 2026 (Form 13F).

Holdings
106
Value as reported
US$157M

The filing in full

CompanySharesValue as reported% of portfolio
General Dynamics Corporation6,011US$1.99M1.3%
Caci International, Inc.1,300US$792K0.51%
Nextera Energy, Inc.9,103US$689K0.44%
Coca-cola Company (the)7,938US$683K0.44%
Jp Morgan Chase & Co.1,852US$613K0.39%
Ge Aerospace1,405US$439K0.28%
Ge Vernova Inc.410US$390K0.25%
Procter & Gamble Company (the)2,391US$347K0.22%
Exxon Mobil Corporation2,118US$345K0.22%
Amazon.com, Inc.1,199US$299K0.19%
Allstate Corporation (the)976US$217K0.14%
Wec Energy Group, Inc.1,929US$194K0.12%
Johnson & Johnson719US$190K0.12%
Walmart Inc.1,829US$190K0.12%
3m Company998US$164K0.10%
Verizon Communications Inc.3,413US$157K0.10%
Union Pacific Corporation309US$84,1330.05%
Qnity Electronics, Inc.591US$74,3180.05%
Mcdonald's Corporation255US$58,7850.04%
Consolidated Edison, Inc.531US$54,2660.03%
Waste Management, Inc.254US$51,7250.03%
Ingersoll Rand Inc.500US$37,5830.02%
Ppg Industries, Inc.271US$28,2470.02%
Corteva, Inc.333US$25,8680.02%
Dominion Energy, Inc.412US$24,9610.02%
Ge Healthcare Technologies Inc.301US$19,6990.01%
Dow Inc.145US$3,995<0.01%
Carnival Corporation Ltd.25US$620<0.01%
Chemours Company (the)44US$591<0.01%
Norwegian Cruise Line Holdings Ltd.0US$00.00%
Dupont De Nemours, Inc.0US$00.00%

Source

View original at SEC

Related