Brandywine Financial Group
All 13F Filings
- Location
- Thompsons Station, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 117,787
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 6/10/2026 | 36 | 117,787 | 13F-HR | Brandywine Financial Group |
| Q4 2025 | 6/10/2026 | 45 | 46,062 | 13F-HR | Brandywine Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 49.96 K | 42.4% | 17.76 K | 0 | 17.76 K |
| ETFs | 67.83 K | 57.6% | 53.96 K | 0 | 53.96 K |
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Fund Snapshot
Q1 2026
Latest filed
6/10/2026
Total value ($000)
117,787
Holdings
36
QoQ value change ($000)
71,725
(155.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.