Brandywine Financial Group

Q1 2026 13F-HR Holdings

Location
Thompsons Station, TN
Holdings as of
3/31/2026
Date filed
6/10/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$117,787
Net value change ($000)
+71,725 (155.7%)
New positions
19
Sold out positions
28
Turnover %
116.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TILL 15,815 NEW
SILJ 13,594 NEW
QQQ 11,872 NEW
GOOGL 9,855 NEW
DHR 8,698 NEW
URNM 7,053 NEW
TSLA 6,993 NEW
XME 6,894 57450.0%
COPX 6,832 NEW
MOS 6,757 NEW
Top Reduces (Value $000, Stocks/ETFs)
XRP -9,582 -95.8%
PG -6,231 -100.0%
NVO -5,606 -100.0%
FISV -5,045 -100.0%
PM -4,893 -100.0%
GIS -3,371 -100.0%
PBR -2,742 -100.0%
LITP -2,692 -100.0%
DUK -2,155 -100.0%
AMLP -723 -97.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type