Brandywine Financial Group: 13F holdings
CIK 17795062026Q2
| Positions | 20 |
|---|
| Reported value | $8.4m |
|---|
| Filed | 2026-07-06 |
|---|
Change since last quarter
| Positions | 20 (-16 vs prior quarter) |
|---|
| Reported value | $8.4m (-92.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPROTT PHYSICAL GOLD TR UNIT | 216,924 | $6.5m | 78.0% |
| XLE SELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLES | 8,289 | $689,000 | 8.2% |
| COST COSTCO WHSL CORP NEW COM | 600 | $561,000 | 6.7% |
| LOW LOWES COMPANIES INC | 800 | $176,000 | 2.1% |
| RSP INVESCO QQQ TR ETF UNIT SER 1 | 140 | $103,000 | 1.2% |
| GE GE AEROSPACE NEW | 177 | $66,000 | 0.8% |
| GEV GE VERNOVA LLC | 44 | $52,000 | 0.6% |
| EXXON MOBIL CORP | 311 | $43,000 | 0.5% |
| HUBG HUNTINGTON INGALLS INDUSTRIES INC | 155 | $43,000 | 0.5% |
| CVX CHEVRON CORPORATION | 242 | $40,000 | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1779506")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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