Brandywine Financial Group Top Holdings and 13F Report (2026) About Brandywine Financial GroupInvestment ActivityBrandywine Financial Group has $117.81 million in total holdings as of June 30, 2026.Brandywine Financial Group owns shares of 69 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 93.38% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Brandywine Financial Group has purchased 20 new stocks and bought additional shares in 3 stocks.Brandywine Financial Group sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings SPROTT PHYSICAL GOLD TR UNIT $21,523,923iShares Gold Trust $15,438,808L3Harris Technologies $10,259,914SPROTT PHYSICAL SILVER TRUST UNIT $7,615,335iShares U.S. Aerospace & Defense ETF $7,461,588 Largest New Holdings this Quarter 464285204 - iShares Gold Trust $15,438,808 Holding502431109 - L3Harris Technologies $10,259,914 Holding85207K107 - SPROTT PHYSICAL SILVER TRUST UNIT $7,615,335 Holding464288760 - iShares U.S. Aerospace & Defense ETF $7,461,588 HoldingN53745100 - LyondellBasell Industries $6,741,346 Holding Largest Purchases this Quarter iShares Gold Trust 197,680 shares (about $15.44M)SPROTT PHYSICAL GOLD TR UNIT 471,401 shares (about $14.74M)L3Harris Technologies 43,331 shares (about $10.26M)SPROTT PHYSICAL SILVER TRUST UNIT 393,151 shares (about $7.62M)iShares U.S. Aerospace & Defense ETF 36,015 shares (about $7.46M) Largest Sales this Quarter Invesco QQQ 40 shares (about $29.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrandywine Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPROTT PHYSICAL GOLD TR UNIT$21,523,923$14,740,709 ▲217.3%688,32518.3%TRUST UNITIAUiShares Gold Trust$15,438,808$15,438,808 ▲New Holding197,68013.1%ETFLHXL3Harris Technologies$10,259,914$10,259,914 ▲New Holding43,3318.7%IndustrialsSPROTT PHYSICAL SILVER TRUST UNIT$7,615,335$7,615,335 ▲New Holding393,1516.5%TRUST UNITITAiShares U.S. Aerospace & Defense ETF$7,461,588$7,461,588 ▲New Holding36,0156.3%ETFLYBLyondellBasell Industries$6,741,346$6,741,346 ▲New Holding117,3025.7%MaterialsURAGlobal X Uranium ETF$6,127,854$6,127,854 ▲New Holding153,7735.2%ETFRWMProShares Short Russell2000$5,969,058$5,969,058 ▲New Holding414,8065.1%ETFSLViShares Silver Trust$5,624,778$5,624,778 ▲New Holding103,1884.8%ETFAMLPAlerian MLP ETF$4,952,911$4,952,911 ▲New Holding95,4874.2%ETFBTIBritish American Tobacco$4,885,501$4,885,501 ▲New Holding89,8074.1%Consumer StaplesIAKiShares U.S. Insurance ETF$3,841,512$3,841,512 ▲New Holding28,3363.3%ETFVIPER ENERGY INC NEW CL A$3,791,385$3,791,385 ▲New Holding95,0463.2%CL AMTDRMatador Resources$3,789,583$3,789,583 ▲New Holding73,4703.2%EnergyAAPLApple$3,484,055$3,484,055 ▲New Holding10,4623.0%TechnologyBITWISE XRP ETF BENEFICIAL INT$1,868,164$1,855,791 ▲14,999.1%112,3371.6%ETFKRKroger$1,128,728$1,128,728 ▲New Holding19,2551.0%Consumer StaplesCOSTCostco Wholesale$546,2040.0%6000.5%Consumer StaplesPPLTabrdn Physical Platinum Shares ETF$421,710$421,710 ▲New Holding27,3660.4%ETFRSPInvesco S&P 500 Equal Weight ETF$282,491$282,491 ▲New Holding1,3580.2%ETFGRAYSCALE ETHEREUM ETF STAKING MINI$267,416$267,416 ▲New Holding10,4910.2%ETFIBMInternational Business Machines$256,878$256,878 ▲New Holding1,1680.2%TechnologyCANARY HBAR ETF$181,847$181,847 ▲New Holding12,3370.2%ETFETF OPPORTUNITIES TRUST REX-OSPREY SOL PLUS STAKING$171,831$171,831 ▲New Holding10,8760.1%ETFLOWLowe's Companies$147,4320.0%8000.1%Consumer DiscretionaryGLOBAL X FDS ETF GLOBAL X 1-3 MONTH T-BILL ETF NEW$100,139$100,139 ▲New Holding9980.1%ETFHIIHuntington Ingalls Industries$74,513$33,117 ▲80.0%2790.1%IndustrialsQQQInvesco QQQ$73,977$29,591 ▼-28.6%1000.1%ETFPALLabrdn Physical Palladium Shares ETF$60,261$60,261 ▲New Holding2,7630.1%ETFGEGE Aerospace$55,2750.0%1770.0%IndustrialsISHARES BITCOIN TR ETF$54,725$54,725 ▲New Holding1,1560.0%ETFEXXONMOBIL HLDGS CORP$50,615$50,615 ▲New Holding3110.0%COMCVXChevron$49,4190.0%2420.0%EnergyVZVerizon Communications$45,870$45,870 ▲New Holding1,0000.0%Communication ServicesGE VERNOVA LLC$41,8220.0%440.0%COMDBMFiMGP DBi Managed Futures Strategy ETF$41,476$41,476 ▲New Holding1,2750.0%ETFVOOVanguard S&P 500 ETF$39,248$39,248 ▲New Holding560.0%ETFMOAltria Group$34,007$34,007 ▲New Holding5050.0%Consumer StaplesSPACE EXPLORATION TECHNOLOGIES CORP CL A$30,172$30,172 ▲New Holding2000.0%CL AGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$27,425$27,425 ▲New Holding5200.0%ETFONonsemi$26,905$26,905 ▲New Holding3500.0%TechnologySTANDARDAERO COM INC$26,218$26,218 ▲New Holding1,2280.0%COMBTUPeabody Energy$24,390$24,390 ▲New Holding1,0000.0%EnergyEXCHANGE TRADED ETF CONCEPTS TR RANGE GLOBAL COAL INDEX$24,370$24,370 ▲New Holding1,0000.0%ETFXLKTechnology Select Sector SPDR Fund$21,533$21,533 ▲New Holding1100.0%ETFIRENIREN$20,440$20,440 ▲New Holding5000.0%TechnologyTSLATesla$19,5150.0%550.0%Consumer DiscretionaryPFEPfizer$14,2600.0%5000.0%HealthcareHINGE HEALTH INC CL A$9,724$9,724 ▲New Holding1000.0%CL AGDXVanEck Gold Miners ETF$9,395$9,395 ▲New Holding1070.0%ETFGMEGameStop$6,1630.0%2500.0%Consumer DiscretionaryGNRSPDR S&P Global Natural Resources ETF$5,992$5,992 ▲New Holding810.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,146$5,146 ▲New Holding840.0%ETFVIGVanguard Dividend Appreciation ETF$4,666$4,666 ▲New Holding200.0%ETFSPYSPDR S&P 500 ETF Trust$4,576$4,576 ▲New Holding60.0%ETFGEHCGE HealthCare Technologies$3,8570.0%590.0%HealthcareMPBMid Penn Bancorp$3,5400.0%1000.0%FinanceAMPLIFY JUNIOR SILVR ETF$3,519$3,519 ▲New Holding1290.0%ETFXLIIndustrial Select Sector SPDR Fund$3,340$3,340 ▲New Holding200.0%ETFEWZiShares MSCI Brazil ETF$3,166$3,166 ▲New Holding850.0%ETFNOCNorthrop Grumman$2,417$2,417 ▲New Holding50.0%IndustrialsFNGSMicroSectors FANG+ ETN$2,146$2,146 ▲New Holding260.0%ETFWABWabtec$2,0100.0%70.0%IndustrialsWSFSWSFS Financial$1,5870.0%210.0%FinanceVTRSViatris$1,3820.0%780.0%HealthcareIWMiShares Russell 2000 ETF$834$834 ▲New Holding30.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$795$795 ▲New Holding130.0%ETFGDXJVanEck Junior Gold Miners ETF$456$456 ▲New Holding40.0%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$321$321 ▲New Holding30.0%ETFXLPConsumer Staples Select Sector SPDR Fund$0$688,567 ▼-100.0%00.0%ETFXOMExxonMobil$0$42,520 ▼-100.0%00.0%EnergyEXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX$0$6,237 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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