Brandywine Financial Group — 13F holdings

Brandywine Financial Group reported 20 holdings worth $8.39M in its 13F filing for Q2 2026, filed July 6, 2026.

Largest positions

1. SPROTT PHYSICAL GOLD TR UNIT — $6.55M (78.0%)
2. XLE SELECT SECTOR SPDR TR — $689K (8.2%)
3. COST COSTCO WHSL CORP NEW — $561K (6.7%)
4. LOW LOWES COS INC — $176K (2.1%)
5. RSP INVESCO EXCHANGE TRADED FD T — $103K (1.2%)
6. GE GE AEROSPACE — $66.0K (0.8%)
7. GEV GE VERNOVA INC — $52.0K (0.6%)
8. HUBG HUB GROUP INC — $43.0K (0.5%)
9. XOM EXXON MOBIL CORP — $43.0K (0.5%)
10. CVX CHEVRON CORP NEW — $40.0K (0.5%)