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Brandywine Financial Group Top Holdings and 13F Report (2026)

About Brandywine Financial Group

Investment Activity

  • Brandywine Financial Group has $117.79 million in total holdings as of March 31, 2026.
  • Brandywine Financial Group owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 98.75% of the portfolio was purchased this quarter.
  • About 35.76% of the portfolio was sold this quarter.
  • This quarter, Brandywine Financial Group has purchased 45 new stocks and bought additional shares in 3 stocks.
  • Brandywine Financial Group sold shares of 4 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

AMPLIFY JUNIOR SILVR ETF
$13,594,404
Invesco QQQ
$11,872,015
Alphabet
$9,854,969
Danaher
$8,697,710

Largest New Holdings this Quarter

53656F144 - Teucrium Agricultural Strategy No K-1 ETF
$15,814,506 Holding
032108649 - AMPLIFY JUNIOR SILVR ETF
$13,594,404 Holding
46090E103 - Invesco QQQ
$11,872,015 Holding
02079K305 - Alphabet
$9,854,969 Holding
235851102 - Danaher
$8,697,710 Holding

Largest Purchases this Quarter

Teucrium Agricultural Strategy No K-1 ETF
853,915 shares (about $15.81M)
AMPLIFY JUNIOR SILVR ETF
457,416 shares (about $13.59M)
Invesco QQQ
20,569 shares (about $11.87M)
Alphabet
34,271 shares (about $9.85M)
Danaher
45,874 shares (about $8.70M)

Largest Sales this Quarter

BITWISE XRP ETF BENEFICIAL INT
459,462 shares (about $6.91M)
ALPS TR ETF ALERIAN MLP NEW
15,411 shares (about $811.23K)
Costco Wholesale
50 shares (about $49.82K)
Lowe's Companies
100 shares (about $23.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrandywine Financial Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
TILL
Teucrium Agricultural Strategy No K-1 ETF
$15,814,506$15,814,506 â–²New Holding853,91513.4%ETF
AMPLIFY JUNIOR SILVR ETF
$13,594,404$13,594,404 â–²New Holding457,41611.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$11,872,015$11,872,015 â–²New Holding20,56910.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,854,969$9,854,969 â–²New Holding34,2718.4%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$8,697,710$8,697,710 â–²New Holding45,8747.4%Medical
Sprott Uranium Miners ETF stock logo
URNM
Sprott Uranium Miners ETF
$7,052,908$7,052,908 â–²New Holding111,6856.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$6,993,361$6,993,361 â–²New Holding18,8125.9%Auto/Tires/Trucks
SPDR S&P Metals & Mining ETF stock logo
XME
SPDR S&P Metals & Mining ETF
$6,905,727$6,893,414 â–²55,984.2%63,9365.9%ETF
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$6,832,332$6,832,332 â–²New Holding89,4875.8%ETF
The Mosaic Company stock logo
MOS
Mosaic
$6,756,914$6,756,914 â–²New Holding264,9775.7%Basic Materials
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$6,209,261$6,191,874 â–²35,612.3%72,8535.3%Consumer Staples
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$5,252,350$5,252,350 â–²New Holding43,7554.5%ETF
Teck Resources Ltd stock logo
TECK
Teck Resources
$5,251,331$5,251,331 â–²New Holding101,4754.5%Basic Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,177,204$5,177,204 â–²New Holding9,0494.4%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$597,858$49,822 â–¼-7.7%6000.5%Retail/Wholesale
BITWISE XRP ETF BENEFICIAL INT
$420,254$6,905,717 â–¼-94.3%27,9610.4%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$189,024$23,628 â–¼-11.1%8000.2%Retail/Wholesale
LISTED FDS TR ETF ROUNDHILL MAGNIFICENT SEVEN ET
$53,479$53,479 â–²New Holding9230.0%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$52,7640.0%3110.0%Energy
GE Aerospace stock logo
GE
GE Aerospace
$50,2270.0%1770.0%Aerospace
Chevron Corporation stock logo
CVX
Chevron
$50,0700.0%2420.0%Energy
GE VERNOVA LLC
$38,4080.0%440.0%Stock
ALPS TR ETF ALERIAN MLP NEW
$19,424$811,228 â–¼-97.7%3690.0%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$14,0400.0%5000.0%Medical
HINGE HEALTH INC CL A
$7,712$3,856 â–²100.0%2000.0%Stock
GameStop Corp. stock logo
GME
GameStop
$5,760$5,760 â–²New Holding2500.0%Consumer Discretionary
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$4,2000.0%590.0%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,646$3,646 â–²New Holding190.0%ETF
VanEck Agribusiness ETF stock logo
MOO
VanEck Agribusiness ETF
$3,380$3,380 â–²New Holding400.0%ETF
Mid Penn Bancorp stock logo
MPB
Mid Penn Bancorp
$3,216$3,216 â–²New Holding1000.0%Finance
abrdn Physical Platinum Shares ETF stock logo
PPLT
abrdn Physical Platinum Shares ETF
$1,7820.0%100.0%ETF
Wabtec stock logo
WAB
Wabtec
$1,7490.0%70.0%Transportation
Sprott Junior Uranium Miners ETF stock logo
URNJ
Sprott Junior Uranium Miners ETF
$1,494$1,494 â–²New Holding510.0%ETF
WSFS Financial Corporation stock logo
WSFS
WSFS Financial
$1,3750.0%210.0%Finance
VIATRIS INC COM
$1,0540.0%780.0%Stock
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$919$919 â–²New Holding150.0%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$6,231,405 â–¼-100.0%00.0%Consumer Staples
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$5,605,602 â–¼-100.0%00.0%Medical
FISERV INC
$0$5,044,870 â–¼-100.0%00.0%Stock
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$4,893,162 â–¼-100.0%00.0%Consumer Staples
General Mills, Inc. stock logo
GIS
General Mills
$0$3,370,506 â–¼-100.0%00.0%Consumer Staples
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$0$2,741,877 â–¼-100.0%00.0%Energy
Sprott Lithium Miners ETF stock logo
LITP
Sprott Lithium Miners ETF
$0$2,691,646 â–¼-100.0%00.0%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$0$2,154,906 â–¼-100.0%00.0%Utilities
The Clorox Company stock logo
CLX
Clorox
$0$679,998 â–¼-100.0%00.0%Consumer Staples
Democratic Large Cap Core ETF stock logo
DEMZ
Democratic Large Cap Core ETF
$0$241,406 â–¼-100.0%00.0%ETF
Global X Lithium & Battery Tech ETF stock logo
LIT
Global X Lithium & Battery Tech ETF
$0$121,677 â–¼-100.0%00.0%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$0$110,015 â–¼-100.0%00.0%Consumer Staples
KIMBERLY-CLARK CORP
$0$90,498 â–¼-100.0%00.0%Stock
Mplx Lp stock logo
MPLX
Mplx
$0$53,370 â–¼-100.0%00.0%Energy
CHENIERE ENERGY INC NEW
$0$48,598 â–¼-100.0%00.0%Stock
Getty Realty Corporation stock logo
GTY
Getty Realty
$0$41,055 â–¼-100.0%00.0%Finance
Sunoco LP stock logo
SUN
Sunoco
$0$39,308 â–¼-100.0%00.0%Energy
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$0$37,793 â–¼-100.0%00.0%Finance
Global X SuperDividend U.S. ETF stock logo
DIV
Global X SuperDividend U.S. ETF
$0$34,640 â–¼-100.0%00.0%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$0$24,990 â–¼-100.0%00.0%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$20,365 â–¼-100.0%00.0%Computer and Technology
IREN Limited stock logo
IREN
IREN
$0$18,885 â–¼-100.0%00.0%Finance
OPPORTUNITIES TR ETF REX-OSPREY XRP
$0$12,224 â–¼-100.0%00.0%ETF
ProShares K-1 Free Crude Oil ETF stock logo
OILK
ProShares K-1 Free Crude Oil ETF
$0$4,958 â–¼-100.0%00.0%ETF
GSK PLC Sponsored ADR stock logo
GSK
GSK
$0$3,923 â–¼-100.0%00.0%Medical
Kratos Defense & Security Solutions, Inc. stock logo
KTOS
Kratos Defense & Security Solutions
$0$3,796 â–¼-100.0%00.0%Aerospace
Sprott Physical Uranium Trust Fund stock logo
SRUUF
Sprott Physical Uranium Trust Fund
$0$2,979 â–¼-100.0%00.0%Energy
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$0$2,839 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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