Brandywine Financial Group

Holdings as of 2026-06-30, filed 2026-07-06

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 6 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
20
Value reported by manager
$8.4M
Sum of our stored positions
$8.4K
should match the line above
Disclosure lag
6 d
quarter end to filing
Top 5 concentration
96.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

20 largest shown
IssuerClassValueSharesTypeCUSIP
SPROTT PHYSICAL GOLD TR UNITETF$6.5K216,92485207T106
SELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLESETF$6898,28981369Y506
COSTCO WHSL CORP NEW COMStock$56160022160K105
LOWES COMPANIES INCStock$176800548661107
INVESCO QQQ TR ETF UNIT SER 1ETF$10314046137V357
GE AEROSPACE NEWStock$66177369604301
GE VERNOVA LLCStock$524436828A101
HUNTINGTON INGALLS INDUSTRIES INCStock$43155443320106
EXXON MOBIL CORPStock$4331130231G102
CHEVRON CORPORATIONStock$40242166764100
TESLA INCStock$235588160R101
PFIZER INCORPORATEDStock$12500717081103
BITWISE XRP ETF BENEFICIAL INTETF$974409174F107
EXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEXETF$615453656F144
GAMESTOP CORP CLASS AStock$625036467W109
GE HEALTHCARE TECHS INCStock$45936266G107
MID PENN BANCORP INCStock$310059540G107
WSFS FINANCIAL CORPStock$221929328102
WABTECStock$27929740108
VIATRIS INC COMStock$17892556V906
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-06

Brandywine Financial Group — 20 positions reported for 2026Q2 — Tapewire