Brandywine Financial Group (CIK: 0001779506) is a financial institution headquartered at 223 Asterwood Circle, , Thompsons Station, Tennessee 37179. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $117.79 M, comprising 36 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
Q1 2026 — Top-10 concentration: 80.1%. Quarterly turnover: 51.4%. ▲ 19 new, +3 added, −4 reduced, ×27 exited.
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 853,915 | $15.81 M | 13.43% | ▲ 853,915 | New Buy | |
| 457,416 | $13.59 M | 11.54% | ▲ 457,416 | New Buy | |
| 20,569 | $11.87 M | 10.08% | ▲ 20,569 | New Buy | |
| 34,271 | $9.85 M | 8.37% | ▲ 34,271 | New Buy | |
| 45,874 | $8.7 M | 7.38% | ▲ 45,874 | New Buy | |
| 111,685 | $7.05 M | 5.99% | ▲ 111,685 | New Buy | |
| 18,812 | $6.99 M | 5.94% | ▲ 18,812 | New Buy | |
| 63,936 | $6.91 M | 5.86% | ▲ 63,822 | Add 55984.2% | |
| 89,487 | $6.83 M | 5.80% | ▲ 89,487 | New Buy | |
| 264,977 | $6.76 M | 5.74% | ▲ 264,977 | New Buy |