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Brandywine Financial Group 13F Filings, Portfolio & Analysis

CIK: 0001779506
Thompsons Station 223 Asterwood Circle
Zip Code: 37179
Latest Portfolio Value
$117.79 M
+155.72%
Total Holdings
36
-9
Latest Report Date
Q1 2026
Top 10 Concentration
80.12%

Brandywine Financial Group — Portfolio Overview & Company Profile

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.

Portfolio Summary (Q1 2026)

Top Sells

Q1 2026
1. Bitwise Xrp Etf
−$6.91 M
−$5.04 M

Asset Allocation

Stocks/ETFs
+155.74%
$117.79 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
-73.32%
$1,054 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

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

Historical Portfolio Charts