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Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Brandywine Financial Group 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Brandywine Financial Group (CIK 1779506) reported $8.4M across 19 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ($6.5M, 78.05%), XLE ($689,000, 8.22%), COST ($561,000, 6.69%), LOW ($176,000, 2.10%), RSP ($103,000, 1.23%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPROTT PHYSICAL GOLD TR UNIT$6.5M78.05%216,924New
2XLESELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLES$689,0008.22%8,289Added
3COSTCOSTCO WHSL CORP NEW COM$561,0006.69%600Hold
4LOWLOWES COMPANIES INC$176,0002.10%800Hold
5RSPINVESCO QQQ TR ETF UNIT SER 1$103,0001.23%140Added
6GEGE AEROSPACE NEW$66,0000.79%177Hold
7GEVGE VERNOVA LLC$52,0000.62%44Hold
8HUBGHUNTINGTON INGALLS INDUSTRIES INC$43,0000.51%155New
9XOMXXXXEXXON MOBIL CORP$43,0000.51%311Hold
10CVXCHEVRON CORPORATION$40,0000.48%242Hold
11TSLATESLA INC$23,0000.27%55Trimmed
12PFEPFIZER INCORPORATED$12,0000.14%500Hold
13XRPBITWISE XRP ETF BENEFICIAL INT$9,0000.11%744Trimmed
14GMEGAMESTOP CORP CLASS A$6,0000.07%250Hold
15TILLEXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX$6,0000.07%154Trimmed
16GEHCGE HEALTHCARE TECHS INC$4,0000.05%59Hold
17MPBMID PENN BANCORP INC$3,0000.04%100Hold
18WABWABTEC$2,0000.02%7Hold
19WSFSWSFS FINANCIAL CORP$2,0000.02%21Hold
20VTRSVIATRIS INC COM$1,0000.01%78Hold
21AMLPALPS TR ETF ALERIAN MLP NEW$00.00%0Exited
22CLCOLGATE-PALMOLIVE CO$00.00%0Exited
23COPXGLOBAL X COPPER ETF MINERS$00.00%0Exited
24DHRDANAHER CORP$00.00%0Exited
25GDXJVANECK JUNIOR GOLD ETF MINERS ETF$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30