Holders — by stockHoldings — by fund
Brandywine Financial Group
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001779506
$8,386
disclosed book value
20
positions
78%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPROTT PHYSICAL GOLD TR UNIT | 216,924 | $6,545 | 78% |
| 2 | XLESELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLES | 8,289 | $689 | 8.2% |
| 3 | COSTCOSTCO WHSL CORP NEW COM | 600 | $561 | 6.7% |
| 4 | LOWLOWES COMPANIES INC | 800 | $176 | 2.1% |
| 5 | RSPINVESCO QQQ TR ETF UNIT SER 1 | 140 | $103 | 1.2% |
| 6 | GEGE AEROSPACE NEW | 177 | $66 | 0.8% |
| 7 | GEVGE VERNOVA LLC | 44 | $52 | 0.6% |
| 8 | XOMEXXON MOBIL CORP | 311 | $43 | 0.5% |
| 9 | HUBGHUNTINGTON INGALLS INDUSTRIES INC | 155 | $43 | 0.5% |
| 10 | CVXCHEVRON CORPORATION | 242 | $40 | 0.5% |
| 11 | TSLATESLA INC | 55 | $23 | 0.3% |
| 12 | PFEPFIZER INCORPORATED | 500 | $12 | 0.1% |
| 13 | XRPBITWISE XRP ETF BENEFICIAL INT | 744 | $9 | 0.1% |
| 14 | TILLEXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX | 154 | $6 | 0.1% |
| 15 | GMEGAMESTOP CORP CLASS A | 250 | $6 | 0.1% |
| 16 | GEHCGE HEALTHCARE TECHS INC | 59 | $4 | 0% |
| 17 | MPBMID PENN BANCORP INC | 100 | $3 | 0% |
| 18 | WSFSWSFS FINANCIAL CORP | 21 | $2 | 0% |
| 19 | WABWABTEC | 7 | $2 | 0% |
| 20 | VIATRIS INC COM | 78 | $1 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.