Institutions / Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC
CIK 1764694 · Institution · as of Dec 31, 2025
Portfolio value
$1.19B
Positions
234
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 234 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $142.33M | 11.9% |
| Vanguard Index Fds | $134.39M | 11.3% |
| Vanguard Index Fds | $109.29M | 9.2% |
| Vanguard Scottsdale Fds | $105.84M | 8.9% |
| Vanguard Scottsdale Fds | $54.39M | 4.6% |
| Vanguard Intl Equity Index F | $36.82M | 3.1% |
| Apple Inc. | $33.25M | 2.8% |
| iShares Tr | $31.47M | 2.6% |
| SPDR Series Trust | $30.77M | 2.6% |
| SPDR Series Trust | $28.94M | 2.4% |
| SPDR Series Trust | $26.19M | 2.2% |
| Vanguard World Fd | $20.02M | 1.7% |
| World Gold Tr | $19.63M | 1.6% |
| Schwab Strategic Tr | $18.37M | 1.5% |
| Graniteshares Gold Tr | $18.18M | 1.5% |
| iShares Tr | $17.23M | 1.4% |
| iShares MSCI UAE ETF | $14.60M | 1.2% |
| NVIDIA Corp | $14.41M | 1.2% |
| Microsoft Corp | $12.43M | 1.0% |
| Alphabet Inc. | $10.07M | 0.8% |
| Vanguard Mun Bd Fds | $9.33M | 0.8% |
| iShares Inc | $8.62M | 0.7% |
| JPMorgan Chase & Co | $8.14M | 0.7% |
| iShares Tr | $8.02M | 0.7% |
| Vanguard Tax-Managed Fds | $7.73M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.