Brandywine Financial Group holds a focused book of 34 stocks worth $117.8M as of Q1 2026 (disclosed Jun 10, 2026, a ~45-day 13F lag). This quarter they opened TEUCRIUM AG NO K-1 STRATEGY and trimmed SPROTT FDS TR ETF URANIUM MINERS. Their largest long position is TEUCRIUM AG NO K-1 STRATEGY at 13% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1779506/holdings"
Use Arkolith to show Brandywine Financial Group's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Listed FDS TR ETF Teucrium Agric Strategy No K-1 ETF ETF | $15.8M | 853.9K | 13.4% | ▲New New position | |
| 2 | Amplify Junior Silvr ETF ETF | $13.6M | 457.4K | 11.5% | ▲New New position | |
| 3 | Invesco QQQ TR ETF Unit Ser 1 ETF | $11.9M | 20.6K | 10.1% | ▲New New position | |
| 4 | Alphabet Inc Voting Cap STK CL A Stock | $9.9M | 34.3K | 8.4% | ▲New New position | |
| 5 | Danaher Corp Stock | $8.7M | 45.9K | 7.4% | ▲New New position | |
| 6 | Sprott FDS TR ETF Uranium Miners ETF | $7.1M | 111.7K | 6.0% | ▲New New position | |
| 7 | Tesla Inc Stock | $7.0M | 18.8K | 5.9% | ▲New New position | |
| 8 | State Street SPDR ETF S&P Metals & Mining ETF | $6.9M | 63.9K | 5.9% | ▲561× Added · +64K sh | |
| 9 | Global X Copper ETF Miners ETF | $6.8M | 89.5K | 5.8% | ▲New New position | |
| 10 | Mosaic Company Stock | $6.8M | 265.0K | 5.7% | ▲New New position | |
| 11 | Colgate-Palmolive Co Stock | $6.2M | 72.9K | 5.3% | ▲357× Added · +73K sh | |
| 12 | Vaneck Junior Gold ETF Miners ETF ETF | $5.3M | 43.8K | 4.5% | ▲New New position | |
| 13 | Teck Resources Ltd Class B Stock | $5.3M | 101.5K | 4.5% | ▲New New position | |
| 14 | Meta Platforms Inc Class A Stock | $5.2M | 9.0K | 4.4% | ▲New New position | |
| 15 | Costco WHSL Corp New Com Stock | $598K | 600 | 0.5% | ▼−7.7% Reduced · −50 sh | |
| 16 | Bitwise XRP ETF Beneficial Int ETF | $420K | 28.0K | 0.4% | ▼−94% Reduced · −459K sh | |
| 17 | Lowes Companies Inc Stock | $189K | 800 | 0.2% | ▼−11% Reduced · −100 sh | |
| 18 | Listed FDS TR ETF Roundhill Magnificent Seven Et ETF | $53K | 923 | 0.0% | ▲New New position | |
| 19 | Exxon Mobil Corp Stock | $53K | 311 | 0.0% | —Held | |
| 20 | Ge Aerospace New Stock | $50K | 177 | 0.0% | —Held | |
| 21 | Chevron Corporation Stock | $50K | 242 | 0.0% | —Held | |
| 22 | Ge Vernova LLC Stock | $38K | 44 | 0.0% | —Held | |
| 23 | ALPS TR ETF Alerian MLP New ETF | $19K | 369 | 0.0% | ▼−98% Reduced · −15K sh | |
| 24 | Pfizer Incorporated Stock | $14K | 500 | 0.0% | —Held | |
| 25 | Hinge Health Inc CL A Stock | $8K | 200 | 0.0% | ▲+100% Added · +100 sh | |
| 26 | Gamestop Corp Class A Stock | $6K | 250 | 0.0% | ▲New New position | |
| 27 | Ge Healthcare Techs Inc Stock | $4K | 59 | 0.0% | —Held | |
| 28 | Invesco TR ETF S&P 500 Equal Weight ETF | $4K | 19 | 0.0% | ▲New New position | |
| 29 | Vaneck Agribusiness ETF ETF | $3K | 40 | 0.0% | ▲New New position | |
| 30 | Mid Penn Bancorp Inc Stock | $3K | 100 | 0.0% | ▲New New position | |
| 31 | Aberdeen STD ETF Platinum TR Physical SHS ETF | $2K | 10 | 0.0% | —Held | |
| 32 | Wabtec Stock | $2K | 7 | 0.0% | —Held | |
| 33 | Sprott Junior ETF Uranium Miners ETF | $1K | 51 | 0.0% | ▲New New position | |
| 34 | WSFS Financial Corp Stock | $1K | 21 | 0.0% | —Held | |
| 35 | Viatris Inc Com Stock | $1K | 78 | 0.0% | —Held | |
| 36 | Select Sector SPDR ETF State Street Energy SPDR ETF | $919 | 15 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.