Brandywine Financial Group

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed June 10, 2026), Brandywine Financial Group reported 45 stock positions worth $46.1 million. Its top holding was Bitwise XRP ETF (XRP) at 21.7% of the portfolio, followed by Procter & Gamble (PG, 13.5%) and Novo-Nordisk A/S-Spons ADR (NVO, 12.2%).

Most Recent 13F
Q2 2026
Location
THOMPSONS STATION, TN
CIK
0001779506
Portfolio Value
$46.1M (Q4 2025)
SEC Filing
0001779506-26-000002 ↗ filed Jun 10, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $46.1M $46.1M Q4 2025 Q1 2026: $117.8M Q1 2026 Q2 2026: $8.4M Q2 2026

Holdings 45 stocks · $46.1M

XRP Bitwise XRP ETF 21.71% 487,423 $10.0M —
PG The Procter & Gamble Co. 13.53% 43,482 $6.2M —
NVO Novo-Nordisk A/S-Spons ADR 12.17% 110,173 $5.6M —
FISV Fiserv Inc. 10.95% 75,106 $5.0M —
PM Philip Morris International 10.62% 30,506 $4.9M —
GIS General Mills Inc. 7.32% 72,484 $3.4M —
PBR Petroleo Brasileiro-Spon ADR 5.95% 231,382 $2.7M —
LITP Sprott Lithium Miners ETF 5.84% 223,375 $2.7M —
DUK Duke Energy Corp. 4.68% 18,385 $2.2M —
ALERIAN MLP ETF filed as ALPS 1.61% 15,780 $742K —
CLX Clorox Company 1.48% 6,744 $680K —
COST Costco Wholesale Corp. 1.22% 650 $561K —
DEMZ Democratic Large Cap Core 0.52% 5,659 $241K —
LOW Lowe's Cos Inc. 0.47% 900 $217K —
LIT Global X Lithium & Battery T 0.26% 1,876 $122K —
MO Altria Group Inc. 0.24% 1,908 $110K —
KMB Kimberly-Clark Corp. 0.20% 897 $90K —
GE General Electric filed as GE AEROSPACE 0.12% 177 $55K —
MPLX MPLX LP 0.12% 1,000 $53K —
LNG Cheniere Energy Inc. 0.11% 250 $49K —
GTY Getty Realty Corp. 0.09% 1,500 $41K —
SUN Sunoco LP 0.09% 750 $39K —
OSCR Oscar Health Inc. Class A 0.08% 2,630 $38K —
XOM Exxon Mobil Corp. 0.08% 311 $37K —
CVX Chevron Corp. 0.08% 242 $37K —
DIV Global X Superdividend Use 0.08% 2,000 $35K —
GEV GE Vernova Inc. 0.06% 44 $29K —
OKE Oneok Inc. 0.05% 340 $25K —
VZ Verizon Communications Inc. 0.04% 500 $20K —
IREN Iren Ltd. filed as IREN LIMITED 0.04% 500 $19K —
CL Colgate-Palmolive Co. 0.04% 204 $16K —
PFE Pfizer Inc. 0.03% 500 $12K —
XRPR Rex-Osprey XRP ETF 0.03% 816 $12K —
XME SS SPDR S&P Metals Mining 0.03% 114 $12K —
OILK Pros K-1 Free CR Oil ETF-Usd 0.01% 133 $5K —
GEHC GE Healthcare Technology 0.01% 59 $5K —
HNGE Hinge Health Inc. Class A 0.01% 100 $5K —
GSK GSK PLC-Spon ADR 0.01% 80 $4K —
KTOS Kratos Defense & Security 0.01% 50 $4K —
SRUUF Sprott Physical Uranium TR 0.01% 153 $3K —
IWC iShares Micro-Cap ETF 0.01% 18 $3K —
PPLT Abrdn Physical Platinum SHRS 0.00% 10 $2K —
WAB Wabtec Corp. 0.00% 7 $1K —
WSFS WSFS Financial Corp. 0.00% 21 $1K —
VIATRIS INC 0.00% 78 $971 —

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 20$8.4MSPROTT PHYSICAL GOLD TR UNIT, XLE, COST, LOW, RSP
Q1 2026 36$117.8MTILL, SILJ, QQQ, GOOGL, DHR
Q4 2025 45$46.1MXRP, PG, NVO, FISV, PM