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Brandywine Financial Group

Latest statistics and disclosures from Brandywine Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are TILL, SILJ, QQQ, GOOGL, DHR, and represent 50.80% of Brandywine Financial Group's stock portfolio.
Added to shares of these 10 stocks: TILL (+$16M), SILJ (+$14M), QQQ (+$12M), GOOGL (+$9.9M), DHR (+$8.7M), URNM (+$7.1M), TSLA (+$7.0M), XME (+$6.9M), COPX (+$6.8M), MOS (+$6.8M).
Started 19 new stock positions in COPX, XLE, TSLA, RSP, URNM, MPB, GME, GDXJ, QQQ, SILJ. MOO, TILL, MAGS, URNJ, DHR, GOOGL, TECK, MOS, META.
Reduced shares in these 10 stocks: XRP (-$6.9M), PG (-$6.2M), NVO (-$5.6M), FISV (-$5.0M), PM, GIS, , LITP, , Alerian Mlp Etf.
Sold out of its positions in DEMZ, MO, LNG, CLX, DUK, XRPR, FISV, GIS, GTY, GSK.
Brandywine Financial Group was a net buyer of stock by $74M.
Brandywine Financial Group has $118M in assets under management (AUM), dropping by 155.72%.
Central Index Key (CIK): 0001779506

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Portfolio Holdings for Brandywine Financial Group

Brandywine Financial Group holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Listed Fds Tr Etf Teucrium Agric Strategy No K-1 Etf Etf (TILL)	13.4	$16M	NEW	854k	18.52	View chart
Amplify Junior Silvr Etf Etf (SILJ)	11.5	$14M	NEW	457k	29.72	View chart
Invesco Qqq Tr Etf Unit Ser 1 Etf (QQQ)	10.1	$12M	NEW	21k	577.18	View chart
Alphabet Inc Voting Cap Stk Cl A Stock (GOOGL)	8.4	$9.9M	NEW	34k	287.56	View chart
Danaher Corp Stock (DHR)	7.4	$8.7M	NEW	46k	189.60	View chart
Sprott Fds Tr Etf Uranium Miners Etf (URNM)	6.0	$7.1M	NEW	112k	63.15	View chart
Tesla Stock (TSLA)	5.9	$7.0M	NEW	19k	371.75	View chart
State Street Spdr Etf S&p Metals & Mining Etf (XME)	5.9	$6.9M	+55984%	64k	108.01	View chart
Global X Copper Etf Miners Etf (COPX)	5.8	$6.8M	NEW	90k	76.35	View chart
Mosaic Company Stock (MOS)	5.7	$6.8M	NEW	265k	25.50	View chart
Colgate-palmolive Stock (CL)	5.3	$6.2M	+35612%	73k	85.23	View chart
Vaneck Junior Gold Etf Miners Etf Etf (GDXJ)	4.5	$5.3M	NEW	44k	120.04	View chart
Teck Resources Ltd Class B Stock (TECK)	4.5	$5.3M	NEW	102k	51.75	View chart
Meta Platforms Inc Class A Stock (META)	4.4	$5.2M	NEW	9.0k	572.13	View chart
Costco Whsl Corp Stock (COST)	0.5	$598k	-7%	600.00	996.43	View chart
Bitwise Xrp Etf Beneficial Int Etf (XRP)	0.4	$420k	-94%	28k	15.03	View chart
Lowes Companies Stock (LOW)	0.2	$189k	-11%	800.00	236.28	View chart
Listed Fds Tr Etf Roundhill Magnificent Seven Et Etf (MAGS)	0.0	$54k	NEW	923.00	57.94	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$53k		311.00	169.66	View chart
Ge Aerospace Stock (GE)	0.0	$50k		177.00	283.77	View chart
Chevron Corporation Stock (CVX)	0.0	$50k		242.00	206.90	View chart
Ge Vernova Stock (GEV)	0.0	$38k		44.00	872.91	View chart
Alps Tr Etf Alerian M Etf	0.0	$19k	-97%	369.00	52.64	View chart
Pfizer Incorporated Stock (PFE)	0.0	$14k		500.00	28.08	View chart
Hinge Health Inc Cl A Stock (HNGE)	0.0	$7.7k	+100%	200.00	38.56	View chart
Gamestop Corp Class A Stock (GME)	0.0	$5.8k	NEW	250.00	23.04	View chart
Ge Healthcare Techs Stock (GEHC)	0.0	$4.2k		59.00	71.19	View chart
Invesco Tr Etf S&p 500 Equal Weight Etf (RSP)	0.0	$3.6k	NEW	19.00	191.89	View chart
Vaneck Agribusiness Etf Etf (MOO)	0.0	$3.4k	NEW	40.00	84.50	View chart
Mid Penn Bancorp Stock (MPB)	0.0	$3.2k	NEW	100.00	32.16	View chart
Aberdeen Std Etf Platinum Tr Physical Etf (PPLT)	0.0	$1.8k		10.00	178.20	View chart
Wabtec Stock (WAB)	0.0	$1.7k		7.00	249.86	View chart
Sprott Junior Etf Uranium Miners Etf (URNJ)	0.0	$1.5k	NEW	51.00	29.29	View chart
Wsfs Financial Corp Stock (WSFS)	0.0	$1.4k		21.00	65.48	View chart
Viatris Stock	0.0	$1.1k		78.00	13.51	View chart
Select Sector Spdr Etf State Street Energy Spdr Etf (XLE)	0.0	$919.000500	NEW	15.00	61.27	View chart

Past Filings by Brandywine Financial Group

SEC 13F filings are viewable for Brandywine Financial Group going back to 2026

Brandywine Financial Group 2025 Q4 filed June 10, 2026
Brandywine Financial Group 2026 Q1 filed June 10, 2026

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