Gladwyn Financial Advisors, Inc.

13F filer · CIK 0002078684

Reported Jul 2, 2026

Net buyer this quarter

13F portfolio value$160MU.S. long equity reported on 13F

Positions410 new · 3 closed

Net flow last quarter+$285KBuys minus sells

Top 10 positions weight18.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 2, 202641 positions
VOTVan Kampen Municipal Opportunity Trust II	$12.2M	7.62%	Not reported	-0.1%	Q2 2025
BSVNBank7 Corp.	$5.02M	3.14%	0.68%	+5.7%	Q2 2025
DBCInvesco DB Commodity Index Tracking Fund	$4.69M	2.94%	0.30%	+6.2%	Q2 2025
GDGeneral Dynamics Corp	$2.13M	1.33%	0.00%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$2.06M	1.29%	Not reported	+0.8%	Q2 2025
NEENextera Energy Inc	$799K	0.50%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$645K	0.40%	0.00%	Not reported	Q2 2025
SCZNXG NextGen Infrastructure Income Fund	$624K	0.39%	Not reported	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$606K	0.38%	0.00%	Not reported	Q2 2025
CACICaci International Inc	$602K	0.38%	0.01%	Not reported	Q2 2025
GEGeneral Electric Co	$525K	0.33%	0.00%	Not reported	Q2 2025
GEVGE Vernova Inc.	$482K	0.30%	0.00%	Not reported	Q2 2025
PGPROCTER & GAMBLE Co	$351K	0.22%	0.00%	Not reported	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$335K	0.21%	Not reported	+2.8%	Q2 2025
XOMExxonMobil Holdings Corp	$289K	0.18%	0.00%	+0.1%	Q2 2025
AMZNAmazon Com Inc	$286K	0.18%	0.00%	-16.2%	Q2 2025
TTTrane Technologies plc	$250K	0.16%	0.00%	Not reported	Q2 2025
ALLAllstate Corp	$232K	0.15%	0.00%	Not reported	Q2 2025
WECWec Energy Group, Inc.	$225K	0.14%	0.00%	Not reported	Q2 2025
WMTWalmart Inc.	$207K	0.13%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$183K	0.11%	0.00%	Not reported	Q2 2025
MMM3m Co	$162K	0.10%	0.00%	Not reported	Q2 2025
VZVerizon Communications Inc	$142K	0.09%	0.00%	-7.1%	Q2 2025
QQnity Electronics, Inc.	$96.5K	0.06%	0.00%	Not reported	Q4 2025
UNPUnion Pacific Corp	$84.1K	0.05%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$68.8K	0.04%	0.00%	+0.8%	Q4 2025
EDConsolidated Edison Inc	$58.7K	0.04%	0.00%	Not reported	Q2 2025
WMWaste Management Inc	$56.5K	0.04%	0.00%	Not reported	Q2 2025
DDDuPont de Nemours, Inc.	$53.3K	0.03%	0.00%	-0.7%	Q2 2025
ALLEAllegion plc	$48.9K	0.03%	0.00%	Not reported	Q2 2025
IRIngersoll Rand Inc.	$41K	0.03%	0.00%	Not reported	Q2 2025
PPGPPG Industries Inc	$32.8K	0.02%	0.00%	Not reported	Q2 2025
CTVACorteva, Inc.	$28.2K	0.02%	0.00%	Not reported	Q2 2025
DDominion Energy, Inc	$27.9K	0.02%	0.00%	+1.0%	Q2 2025
GEHCGE HealthCare Technologies Inc.	$19.3K	0.01%	0.00%	-35.3%	Q2 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$13.6K	0.01%	Not reported	Not reported	Q3 2025
DOWDow Inc.	$3.97K	0.00%	0.00%	-88.5%	Q2 2025
EMXCEmax Holdings Corp	$3.91K	0.00%	Not reported	Not reported	Q2 2025
CCLCarnival Corp Ltd.	$2.89K	0.00%	0.00%	Not reported	Q2 2025
NCLHNorwegian Cruise Line Holdings Ltd.	$2.11K	0.00%	0.00%	Not reported	Q2 2025
CCChemours Co	$893	0.00%	0.00%	Not reported	Q2 2025
Q1 2026Reported Apr 8, 202644 positions
VOTVan Kampen Municipal Opportunity Trust II	$10.2M	7.12%	Not reported	+12.6%	Q2 2025
DBCInvesco DB Commodity Index Tracking Fund	$4.8M	3.34%	0.28%	-17.7%	Q2 2025
BSVNBank7 Corp.	$4.78M	3.32%	0.64%	+2.9%	Q2 2025
GDGeneral Dynamics Corp	$2.06M	1.44%	0.00%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$1.78M	1.24%	Not reported	-25.4%	Q2 2025
NEENextera Energy Inc	$845K	0.59%	0.00%	Not reported	Q2 2025
CACICaci International Inc	$707K	0.49%	0.01%	Not reported	Q2 2025
KOCoca Cola Co	$604K	0.42%	0.00%	Not reported	Q2 2025
SCZNXG NextGen Infrastructure Income Fund	$594K	0.41%	Not reported	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$545K	0.38%	0.00%	Not reported	Q2 2025
GEGeneral Electric Co	$399K	0.28%	0.00%	+0.1%	Q2 2025
XOMExxonMobil Holdings Corp	$358K	0.25%	0.00%	+0.2%	Q2 2025
GEVGE Vernova Inc.	$358K	0.25%	0.00%	Not reported	Q2 2025
PGPROCTER & GAMBLE Co	$345K	0.24%	0.00%	Not reported	Q2 2025
AMZNAmazon Com Inc	$298K	0.21%	0.00%	Not reported	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$286K	0.20%	Not reported	+4.5%	Q2 2025
WMTWalmart Inc.	$227K	0.16%	0.00%	+0.1%	Q2 2025
WECWec Energy Group, Inc.	$223K	0.16%	0.00%	Not reported	Q2 2025
TTTrane Technologies plc	$212K	0.15%	0.00%	Not reported	Q2 2025
ALLAllstate Corp	$202K	0.14%	0.00%	Not reported	Q2 2025
VZVerizon Communications Inc	$182K	0.13%	0.00%	+1.5%	Q2 2025
JNJJohnson & Johnson	$176K	0.12%	0.00%	Not reported	Q2 2025
MMM3m Co	$145K	0.10%	0.00%	Not reported	Q2 2025
MCDMcdonalds Corp	$78.6K	0.05%	0.00%	+0.8%	Q4 2025
UNPUnion Pacific Corp	$75K	0.05%	0.00%	Not reported	Q2 2025
QQnity Electronics, Inc.	$68.2K	0.05%	0.00%	Not reported	Q4 2025
EDConsolidated Edison Inc	$60.1K	0.04%	0.00%	Not reported	Q2 2025
WMWaste Management Inc	$58.3K	0.04%	0.00%	Not reported	Q2 2025
DDDuPont de Nemours, Inc.	$54.3K	0.04%	0.00%	Not reported	Q2 2025
DOWDow Inc.	$52.7K	0.04%	0.00%	Not reported	Q2 2025
ALLEAllegion plc	$50.6K	0.04%	0.00%	Not reported	Q2 2025
SOLVSolventum Corp	$44.8K	0.03%	0.00%	Not reported	Q2 2025
IRIngersoll Rand Inc.	$40.1K	0.03%	0.00%	Not reported	Q2 2025
GEHCGE HealthCare Technologies Inc.	$33.1K	0.02%	0.00%	Not reported	Q2 2025
PPGPPG Industries Inc	$28.9K	0.02%	0.00%	Not reported	Q2 2025
CTVACorteva, Inc.	$27.9K	0.02%	0.00%	Not reported	Q2 2025
DDominion Energy, Inc	$25K	0.02%	0.00%	+1.0%	Q2 2025
PFEPfizer Inc	$14.4K	0.01%	0.00%	Not reported	Q2 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$11.5K	0.01%	Not reported	-49.8%	Q3 2025
LNCLincoln National Corp	$7.9K	0.01%	0.00%	Not reported	Q2 2025
EMXCEmax Holdings Corp	$2.99K	0.00%	Not reported	Not reported	Q2 2025
CCLCarnival Corp Ltd.	$2.6K	0.00%	0.00%	+1.0%	Q2 2025
NCLHNorwegian Cruise Line Holdings Ltd.	$1.87K	0.00%	0.00%	Not reported	Q2 2025
CCChemours Co	$959	0.00%	0.00%	Not reported	Q2 2025
Q4 2025Reported Jan 8, 202644 positions
VOTVan Kampen Municipal Opportunity Trust II	$9.86M	6.93%	Not reported	+3.4%	Q2 2025
BSVNBank7 Corp.	$4.66M	3.28%	0.63%	+3.7%	Q2 2025
DBCInvesco DB Commodity Index Tracking Fund	$4.5M	3.16%	0.35%	+0.5%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$2.5M	1.76%	Not reported	-23.4%	Q2 2025
GDGeneral Dynamics Corp	$2.02M	1.42%	0.00%	+9.6%	Q2 2025
NEENextera Energy Inc	$731K	0.51%	0.00%	Not reported	Q2 2025
CACICaci International Inc	$693K	0.49%	0.01%	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$597K	0.42%	0.00%	+0.4%	Q2 2025
SCZNXG NextGen Infrastructure Income Fund	$588K	0.41%	Not reported	Not reported	Q2 2025
KOCoca Cola Co	$555K	0.39%	0.00%	+4.2%	Q2 2025
GEGeneral Electric Co	$432K	0.30%	0.00%	+0.1%	Q2 2025
PGPROCTER & GAMBLE Co	$343K	0.24%	0.00%	+12.5%	Q2 2025
AMZNAmazon Com Inc	$332K	0.23%	0.00%	Not reported	Q2 2025
GEVGE Vernova Inc.	$268K	0.19%	0.00%	Not reported	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$268K	0.19%	Not reported	+1.6%	Q2 2025
XOMExxonMobil Holdings Corp	$254K	0.18%	0.00%	+13.8%	Q2 2025
WMTWalmart Inc.	$204K	0.14%	0.00%	Not reported	Q2 2025
WECWec Energy Group, Inc.	$203K	0.14%	0.00%	+14.9%	Q2 2025
ALLAllstate Corp	$203K	0.14%	0.00%	+35.0%	Q2 2025
TTTrane Technologies plc	$198K	0.14%	0.00%	Not reported	Q2 2025
MMM3m Co	$160K	0.11%	0.00%	+33.4%	Q2 2025
JNJJohnson & Johnson	$149K	0.10%	0.00%	+53.3%	Q2 2025
VZVerizon Communications Inc	$145K	0.10%	0.00%	+1.7%	Q2 2025
MCDMcdonalds Corp	$76.9K	0.05%	0.00%	New	Q4 2025
UNPUnion Pacific Corp	$71.5K	0.05%	0.00%	Not reported	Q2 2025
WMWaste Management Inc	$55.7K	0.04%	0.00%	Not reported	Q2 2025
ALLEAllegion plc	$55.4K	0.04%	0.00%	+0.3%	Q2 2025
SOLVSolventum Corp	$54.4K	0.04%	0.00%	+268.8%	Q2 2025
EDConsolidated Edison Inc	$52.7K	0.04%	0.00%	Not reported	Q2 2025
QQnity Electronics, Inc.	$48.3K	0.03%	0.00%	-0.3%	Q4 2025
DDDuPont de Nemours, Inc.	$47.7K	0.03%	0.00%	+0.1%	Q2 2025
IRIngersoll Rand Inc.	$39.6K	0.03%	0.00%	Not reported	Q2 2025
GEHCGE HealthCare Technologies Inc.	$38.1K	0.03%	0.00%	Not reported	Q2 2025
DOWDow Inc.	$29.6K	0.02%	0.00%	+0.2%	Q2 2025
PPGPPG Industries Inc	$27.7K	0.02%	0.00%	Not reported	Q2 2025
DDominion Energy, Inc	$23.4K	0.02%	0.00%	+1.0%	Q2 2025
CTVACorteva, Inc.	$22.3K	0.02%	0.00%	Not reported	Q2 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$21.2K	0.01%	Not reported	+2.6%	Q3 2025
PFEPfizer Inc	$12.7K	0.01%	0.00%	Not reported	Q2 2025
LNCLincoln National Corp	$9.91K	0.01%	0.00%	+1.4%	Q2 2025
CCLCarnival Corp Ltd.	$3.05K	0.00%	0.00%	Not reported	Q2 2025
EMXCEmax Holdings Corp	$2.77K	0.00%	Not reported	+2.7%	Q2 2025
NCLHNorwegian Cruise Line Holdings Ltd.	$2.23K	0.00%	0.00%	Not reported	Q2 2025
CCChemours Co	$513	0.00%	0.00%	+2.3%	Q2 2025
Q3 2025Reported Oct 16, 202542 positions
VOTVan Kampen Municipal Opportunity Trust II	$10M	7.21%	Not reported	+0.7%	Q2 2025
DBCInvesco DB Commodity Index Tracking Fund	$4.52M	3.24%	0.35%	+1.0%	Q2 2025
BSVNBank7 Corp.	$4.5M	3.23%	0.60%	+4.8%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$3.19M	2.29%	Not reported	+0.5%	Q2 2025
GDGeneral Dynamics Corp	$1.87M	1.34%	0.00%	+0.1%	Q2 2025
NEENextera Energy Inc	$687K	0.49%	0.00%	+0.8%	Q2 2025
CACICaci International Inc	$648K	0.47%	0.01%	Not reported	Q2 2025
JPMJPMorgan Chase & Co	$582K	0.42%	0.00%	+0.1%	Q2 2025
SCZNXG NextGen Infrastructure Income Fund	$581K	0.42%	Not reported	Not reported	Q2 2025
KOCoca Cola Co	$505K	0.36%	0.00%	+0.2%	Q2 2025
GEGeneral Electric Co	$422K	0.30%	0.00%	+0.1%	Q2 2025
PGPROCTER & GAMBLE Co	$327K	0.23%	0.00%	Not reported	Q2 2025
AMZNAmazon Com Inc	$314K	0.23%	0.00%	Not reported	Q2 2025
MDYSPDR S&P Midcap 400 ETF Trust	$261K	0.19%	Not reported	+2.1%	Q2 2025
GEVGE Vernova Inc.	$252K	0.18%	0.00%	Not reported	Q2 2025
TTTrane Technologies plc	$215K	0.15%	0.00%	+0.4%	Q2 2025
XOMExxonMobil Holdings Corp	$209K	0.15%	0.00%	+0.9%	Q2 2025
WECWec Energy Group, Inc.	$192K	0.14%	0.00%	+0.8%	Q2 2025
WMTWalmart Inc.	$188K	0.14%	0.00%	+0.3%	Q2 2025
ALLAllstate Corp	$155K	0.11%	0.00%	Not reported	Q2 2025
VZVerizon Communications Inc	$154K	0.11%	0.00%	+1.5%	Q2 2025
MMM3m Co	$116K	0.08%	0.00%	+0.4%	Q2 2025
DDDuPont de Nemours, Inc.	$92.4K	0.07%	0.00%	+0.5%	Q2 2025
JNJJohnson & Johnson	$87K	0.06%	0.00%	+0.6%	Q2 2025
UNPUnion Pacific Corp	$73.1K	0.05%	0.00%	+0.7%	Q2 2025
ALLEAllegion plc	$61.5K	0.04%	0.00%	+0.3%	Q2 2025
WMWaste Management Inc	$56K	0.04%	0.00%	+0.4%	Q2 2025
EDConsolidated Edison Inc	$53.4K	0.04%	0.00%	+1.0%	Q2 2025
IRIngersoll Rand Inc.	$41.3K	0.03%	0.00%	Not reported	Q2 2025
GEHCGE HealthCare Technologies Inc.	$34.9K	0.03%	0.00%	Not reported	Q2 2025
DOWDow Inc.	$29K	0.02%	0.00%	+1.5%	Q2 2025
PPGPPG Industries Inc	$28.5K	0.02%	0.00%	+0.7%	Q2 2025
DDominion Energy, Inc	$24.2K	0.02%	0.00%	+1.3%	Q2 2025
CTVACorteva, Inc.	$22.5K	0.02%	0.00%	+0.3%	Q2 2025
VPLInvesco Pennsylvania Value Municipal Income Trust	$20.1K	0.01%	Not reported	New	Q3 2025
SOLVSolventum Corp	$13.6K	0.01%	0.00%	Not reported	Q2 2025
PFEPfizer Inc	$13K	0.01%	0.00%	Not reported	Q2 2025
LNCLincoln National Corp	$8.88K	0.01%	0.00%	+0.9%	Q2 2025
CCLCarnival Corp Ltd.	$2.89K	0.00%	0.00%	Not reported	Q2 2025
EMXCEmax Holdings Corp	$2.52K	0.00%	Not reported	Not reported	Q2 2025
NCLHNorwegian Cruise Line Holdings Ltd.	$2.46K	0.00%	0.00%	Not reported	Q2 2025
CCChemours Co	$685	0.00%	0.00%	Not reported	Q2 2025

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