Brandywine Financial Group
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed June 10, 2026), Brandywine Financial Group reported 36 stock positions worth $117.8 million. Its top holding was Teucrium AG No K-1 Strategy (TILL) at 13.4% of the portfolio, followed by Amplify Junior Silver Miners (SILJ, 11.5%) and Invesco QQQ Trust Series 1 (QQQ, 10.1%). Compared with Q4 2025, it opened 19 new positions, sold out of 28, added to 3 and reduced 4. The biggest buy was a new position in Teucrium AG No K-1 Strategy (TILL) and the biggest sale Bitwise XRP ETF (XRP, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- THOMPSONS STATION, TN
- CIK
- 0001779506
- Portfolio Value
- $117.8M (Q1 2026)
- SEC Filing
- 0001779506-26-000003 ↗ filed Jun 10, 2026
Holdings Value
Holdings 36 stocks · $117.8M
| TILL Teucrium AG No K-1 Strategy | 13.43% | 853,915 | $15.8M | New |
| SILJ Amplify Junior Silver Miners | 11.54% | 457,416 | $13.6M | New |
| QQQ Invesco QQQ Trust Series 1 | 10.08% | 20,569 | $11.9M | New |
| GOOGL Alphabet Inc. Class A | 8.37% | 34,271 | $9.9M | New |
| DHR Danaher Corp. | 7.38% | 45,874 | $8.7M | New |
| URNM Sprott Uranium Miners ETF | 5.99% | 111,685 | $7.1M | New |
| TSLA Tesla Inc. | 5.94% | 18,812 | $7.0M | New |
| XME SS SPDR S&P Metals Mining | 5.86% | 63,936 | $6.9M | Add +55984.2% |
| COPX Global X Copper Miners ETF | 5.80% | 89,487 | $6.8M | New |
| MOS The Mosaic Co. | 5.74% | 264,977 | $6.8M | New |
| CL Colgate-Palmolive Co. | 5.27% | 72,853 | $6.2M | Add +35612.3% |
| GDXJ Vaneck Junior Gold Miners | 4.46% | 43,755 | $5.3M | New |
| TECK Teck Resources Ltd.-CLS B | 4.46% | 101,475 | $5.3M | New |
| META Meta Platforms Inc. Class A | 4.40% | 9,049 | $5.2M | New |
| COST Costco Wholesale Corp. | 0.51% | 600 | $598K | Reduce -7.7% |
| XRP Bitwise XRP ETF | 0.36% | 27,961 | $420K | Reduce -94.3% |
| LOW Lowe's Cos Inc. | 0.16% | 800 | $189K | Reduce -11.1% |
| MAGS Roundhill Magnificent Seven | 0.05% | 923 | $53K | New |
| XOM Exxon Mobil Corp. | 0.04% | 311 | $53K | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 177 | $50K | No change |
| CVX Chevron Corp. | 0.04% | 242 | $50K | No change |
| GEV GE Vernova Inc. | 0.03% | 44 | $38K | No change |
| ALERIAN MLP ETF filed as ALPS | 0.02% | 369 | $19K | Reduce -97.7% |
| PFE Pfizer Inc. | 0.01% | 500 | $14K | No change |
| HNGE Hinge Health Inc. Class A | 0.01% | 200 | $8K | Add +100.0% |
| GME Gamestop Corp. Class A | 0.00% | 250 | $6K | New |
| GEHC GE Healthcare Technology | 0.00% | 59 | $4K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 19 | $4K | New |
| MOO Vaneck Agribusiness ETF | 0.00% | 40 | $3K | New |
| MPB Mid Penn Bancorp Inc. | 0.00% | 100 | $3K | New |
| PPLT Abrdn Physical Platinum SHRS | 0.00% | 10 | $2K | No change |
| WAB Wabtec Corp. | 0.00% | 7 | $2K | No change |
| URNJ Sprott Jr Uranium Miners ETF | 0.00% | 51 | $1K | New |
| WSFS WSFS Financial Corp. | 0.00% | 21 | $1K | No change |
| VIATRIS INC | 0.00% | 78 | $1K | No change |
| XLE SS Energy Select Sector | 0.00% | 15 | $919 | New |
Portfolio Sells Q4 2025 → Q1 2026
| XRP Bitwise XRP ETF | Reduce -94.3% | 0.36% | −21.36 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −13.53 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −12.17 |
| FISV Fiserv Inc. | Sold out | 0.00% | −10.95 |
| PM Philip Morris International | Sold out | 0.00% | −10.62 |
| GIS General Mills Inc. | Sold out | 0.00% | −7.32 |
| PBR Petroleo Brasileiro-Spon ADR | Sold out | 0.00% | −5.95 |
| LITP Sprott Lithium Miners ETF | Sold out | 0.00% | −5.84 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −4.68 |
| ALERIAN MLP ETF | Reduce -97.7% | 0.02% | −1.59 |
| CLX Clorox Company | Sold out | 0.00% | −1.48 |
| COST Costco Wholesale Corp. | Reduce -7.7% | 0.51% | −0.71 |
| DEMZ Democratic Large Cap Core | Sold out | 0.00% | −0.52 |
| LOW Lowe's Cos Inc. | Reduce -11.1% | 0.16% | −0.31 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.26 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.24 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.20 |
| MPLX MPLX LP | Sold out | 0.00% | −0.12 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.11 |
| GTY Getty Realty Corp. | Sold out | 0.00% | −0.09 |
| SUN Sunoco LP | Sold out | 0.00% | −0.09 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.08 |
| DIV Global X Superdividend Use | Sold out | 0.00% | −0.08 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.04 |
| IREN Iren Ltd. | Sold out | 0.00% | −0.04 |
| XRPR Rex-Osprey XRP ETF | Sold out | 0.00% | −0.03 |
| OILK Pros K-1 Free CR Oil ETF-Usd | Sold out | 0.00% | −0.01 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.01 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.01 |
| SRUUF Sprott Physical Uranium TR | Sold out | 0.00% | −0.01 |
| IWC iShares Micro-Cap ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TILL Teucrium AG No K-1 Strategy | New | 13.43% | +13.43 |
| SILJ Amplify Junior Silver Miners | New | 11.54% | +11.54 |
| QQQ Invesco QQQ Trust Series 1 | New | 10.08% | +10.08 |
| GOOGL Alphabet Inc. Class A | New | 8.37% | +8.37 |
| DHR Danaher Corp. | New | 7.38% | +7.38 |
| URNM Sprott Uranium Miners ETF | New | 5.99% | +5.99 |
| TSLA Tesla Inc. | New | 5.94% | +5.94 |
| XME SS SPDR S&P Metals Mining | Add +55984.2% | 5.86% | +5.84 |
| COPX Global X Copper Miners ETF | New | 5.80% | +5.80 |
| MOS The Mosaic Co. | New | 5.74% | +5.74 |
| CL Colgate-Palmolive Co. | Add +35612.3% | 5.27% | +5.24 |
| GDXJ Vaneck Junior Gold Miners | New | 4.46% | +4.46 |
| TECK Teck Resources Ltd.-CLS B | New | 4.46% | +4.46 |
| META Meta Platforms Inc. Class A | New | 4.40% | +4.40 |
| MAGS Roundhill Magnificent Seven | New | 0.05% | +0.05 |
| GME Gamestop Corp. Class A | New | 0.00% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | New | 0.00% | +0.00 |
| MOO Vaneck Agribusiness ETF | New | 0.00% | +0.00 |
| MPB Mid Penn Bancorp Inc. | New | 0.00% | +0.00 |
| URNJ Sprott Jr Uranium Miners ETF | New | 0.00% | +0.00 |
| XLE SS Energy Select Sector | New | 0.00% | +0.00 |
| HNGE Hinge Health Inc. Class A | Add +100.0% | 0.01% | −0.00 |