Portfolio (Quarterly) Guide ↗

Gladwyn Financial Advisors, Inc.

· CIK 0002078684

13F Portfolio $144M AUM 112 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 24 Added 14 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLF	SELECT SECTOR SPDR TR	—	804	$44K	0.03%	SOLD

Sector Allocation

Financial Services 49.4%

Industrials 19.4%

Utilities 9.8%

Consumer Defensive 7.6%

Technology 5.0%

Consumer Cyclical 2.5%

Energy 2.3%

Healthcare 1.7%

Communication Services 1.2%

Basic Materials 1.1%