The Analysis of Brandywine Financial Group's Holdings & P&L


Currently, Brandywine Financial Group holds 20 types of securities in its portfolio with a total value $8.4K. In the most recent quarter, they have increased their positions in N/A (+216.9K shares, valued at $6.5K), XLE (+8.3K shares, valued at $687.7531668476294), RSP (+121 shares, valued at $89.02142857142857); decreased their positions in N/A (-853.8K shares, valued at $33.3K), TSLA (-18.8K shares, valued at $7.8K), XRP (-27.2K shares, valued at $329.23790322580646); initiated new positions in N/A (+216.9K shares, valued at $6.5K), HUBG (+155 shares, valued at $43).


1M P&L
+32.7K+3.78%
3M P&L
-0.0K-0.00%
HY P&L
+57.6K+6.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A0.8K
65.1%
2Home Improvement Retail0.2K
14.3%
3Aerospace & Defense0.1K
5.4%

Top Industries by Stock Count

1N/A3 stocks
20.0%
2Banks - Regional2 stocks
13.3%
3Oil & Gas Integrated1 stocks
6.7%
Stock Holdings
SPROTT PHYSICAL GOLD TR UNIT
SPROTT PHYSICAL GOLD TR UNIT
New
Shares216.9K
Event2026-06-30
Filed2026-07-06
XLE
SELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLES
55160.00%
Shares8.3K
Event2026-06-30
Filed2026-07-06
COSTCO WHSL CORP NEW COM
COSTCO WHSL CORP NEW COM
0.00%
Shares600
Event2026-06-30
Filed2026-07-06
LOW
LOWES COMPANIES INC
0.00%
Shares800
Event2026-06-30
Filed2026-07-06
RSP
INVESCO QQQ TR ETF UNIT SER 1
636.84%
Shares140
Event2026-06-30
Filed2026-07-06
GE
GE AEROSPACE NEW
0.00%
Shares177
Event2026-06-30
Filed2026-07-06
GEV
GE VERNOVA LLC
0.00%
Shares44
Event2026-06-30
Filed2026-07-06
EXXON MOBIL CORP
EXXON MOBIL CORP
0.00%
Shares311
Event2026-06-30
Filed2026-07-06
HUBG
HUNTINGTON INGALLS INDUSTRIES INC
New
Shares155
Event2026-06-30
Filed2026-07-06
CVX
CHEVRON CORPORATION
0.00%
Shares242
Event2026-06-30
Filed2026-07-06
TSLA
TESLA INC
-99.71%
Shares55
Event2026-06-30
Filed2026-07-06
PFE
PFIZER INCORPORATED
0.00%
Shares500
Event2026-06-30
Filed2026-07-06
XRP
BITWISE XRP ETF BENEFICIAL INT
-97.34%
Shares744
Event2026-06-30
Filed2026-07-06
GME
GAMESTOP CORP CLASS A
0.00%
Shares250
Event2026-06-30
Filed2026-07-06
EXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX
EXCHANGE LISTED FDS ETF TR PLUS KOREA DEFENSE IND INDEX
-99.98%
Shares154
Event2026-06-30
Filed2026-07-06
GEHC
GE HEALTHCARE TECHS INC
0.00%
Shares59
Event2026-06-30
Filed2026-07-06
MPB
MID PENN BANCORP INC
0.00%
Shares100
Event2026-06-30
Filed2026-07-06
WSFS
WSFS FINANCIAL CORP
0.00%
Shares21
Event2026-06-30
Filed2026-07-06
WAB
WABTEC
0.00%
Shares7
Event2026-06-30
Filed2026-07-06
VIATRIS INC COM
VIATRIS INC COM
0.00%
Shares78
Event2026-06-30
Filed2026-07-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Brandywine Financial Group Institutional Holdings, Portfolio & P&L β€” TradeFomo