Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Brandywine Oak Private Wealth

Latest statistics and disclosures from Brandywine Oak Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHF, VTV, VUG, VCIT, VGIT, and represent 45.84% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: BITW (+$5.2M), VTV, SCHF, XLY, VCIT, Q, IEFA, SPYV, REET, VUG.
Started 9 new stock positions in ISRG, XLU, BITW, CMI, FDX, BITQ, IJS, IYG, Q.
Reduced shares in these 10 stocks: GLDM, AAPL, LLY, Bitwise Crypto Industry Innovators Etf, BRK.B, BAR, IJR, AstraZeneca, PFE, SUB.
Sold out of its positions in CARR, Bitwise Crypto Industry Innovators Etf, KWEB, LWLG, PFE, TGT, VVV, ZTS.
Brandywine Oak Private Wealth was a net buyer of stock by $18M.
Brandywine Oak Private Wealth has $1.2B in assets under management (AUM), dropping by 3.48%.
Central Index Key (CIK): 0001764694

Tip: Access up to 7 years of quarterly data

Positions held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Brandywine Oak Private Wealth

Brandywine Oak Private Wealth holds 234 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.9	$142M		5.9M	24.04	View chart
Vanguard Index Fds Value Etf (VTV)	11.3	$134M	+2%	704k	190.99	View chart
Vanguard Index Fds Growth Etf (VUG)	9.2	$109M		224k	487.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.9	$106M		1.3M	83.75	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.6	$54M		908k	59.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$37M	+2%	685k	53.76	View chart
Apple (AAPL)	2.8	$33M	-6%	122k	271.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$32M	+4%	352k	89.46	View chart
Spdr Series Trust State Street Spd (SPYV)	2.6	$31M	+3%	542k	56.81	View chart
Spdr Series Trust State Street Spd (SPYG)	2.4	$29M	+2%	271k	106.70	View chart
Spdr Series Trust State Street Spd (SLYV)	2.2	$26M		288k	90.97	View chart
Vanguard World Inf Tech Etf (VGT)	1.7	$20M		27k	753.73	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.6	$20M	-10%	230k	85.37	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$18M		754k	24.37	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.5	$18M	-2%	428k	42.49	View chart
Ishares Tr Global Reit Etf (REET)	1.4	$17M	+5%	691k	24.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.2	$15M	-2%	137k	106.70	View chart
NVIDIA Corporation (NVDA)	1.2	$14M		77k	186.50	View chart
Microsoft Corporation (MSFT)	1.0	$12M		26k	483.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$10M		32k	313.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$9.3M		186k	50.29	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$8.6M	+2%	128k	67.22	View chart
JPMorgan Chase & Co. (JPM)	0.7	$8.1M	+5%	25k	322.21	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$8.0M	+9%	75k	107.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$7.7M		124k	62.47	View chart
Amazon (AMZN)	0.6	$7.4M		32k	230.83	View chart
Broadcom (AVGO)	0.6	$7.1M		20k	346.10	View chart
Eli Lilly & Co. (LLY)	0.6	$6.8M	-14%	6.3k	1074.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$6.3M	+8%	30k	211.78	View chart
Stifel Financial (SF)	0.5	$6.0M		48k	125.22	View chart
Astrazeneca Sponsored Adr	0.5	$5.6M	-5%	61k	91.93	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$5.5M		45k	120.96	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.4	$5.2M	NEW	89k	58.76	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$4.6M		37k	121.61	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$4.4M		135k	32.62	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$4.4M	+8%	92k	47.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$4.1M	-2%	81k	50.94	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$4.1M	+99%	34k	119.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$4.0M		26k	154.79	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$3.9M		74k	52.41	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$3.9M		71k	54.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.8M		6.2k	614.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$3.8M		127k	29.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$3.6M		111k	32.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.5M	-13%	7.0k	502.63	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.5M		37k	94.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$3.4M		5.0k	681.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.3M	-2%	11k	313.80	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.3M		34k	97.76	View chart
Corteva (CTVA)	0.3	$3.2M		48k	67.03	View chart
United Rentals (URI)	0.3	$3.0M		3.7k	809.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.9M		8.6k	335.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.9M	+4%	38k	75.44	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.9M		24k	120.34	View chart
Vanguard World Industrial Etf (VIS)	0.2	$2.8M	-3%	9.5k	298.36	View chart
Procter & Gamble Company (PG)	0.2	$2.6M		18k	143.31	View chart
Abbvie (ABBV)	0.2	$2.6M		11k	228.48	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.6M	+5%	27k	95.09	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.2	$2.5M		35k	73.30	View chart
Merck & Co (MRK)	0.2	$2.5M	+2%	24k	105.26	View chart
Johnson & Johnson (JNJ)	0.2	$2.3M	-2%	11k	206.93	View chart
McDonald's Corporation (MCD)	0.2	$2.2M		7.4k	305.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.2M		5.7k	396.39	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$2.2M		11k	193.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.1M		8.5k	252.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.0M		24k	84.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.0M	-2%	13k	154.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.0M		2.9k	684.95	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$1.9M		40k	47.99	View chart
Tesla Motors (TSLA)	0.2	$1.8M		4.0k	449.63	View chart
Meta Platforms Cl A (META)	0.2	$1.8M	+5%	2.7k	660.21	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.8M		49k	36.54	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.7M		11k	155.12	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.7M		3.5k	483.72	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.6M		2.8k	570.88	View chart
Union Pacific Corporation (UNP)	0.1	$1.6M		6.9k	231.33	View chart
Wal-Mart Stores (WMT)	0.1	$1.6M		14k	111.41	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.6M		15k	105.00	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.5M		69k	22.00	View chart
International Business Machines (IBM)	0.1	$1.5M		5.1k	296.21	View chart
Coca-Cola Company (KO)	0.1	$1.5M		22k	69.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.5M		4.8k	314.80	View chart
Qnity Electronics Common Stock (Q)	0.1	$1.5M	NEW	18k	81.65	View chart
American Electric Power Company (AEP)	0.1	$1.5M		13k	115.31	View chart
Dupont De Nemours (DD)	0.1	$1.4M		36k	40.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.4M		7.2k	198.62	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.4M		17k	82.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M	-9%	18k	79.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M		9.5k	143.53	View chart
PNC Financial Services (PNC)	0.1	$1.3M		6.3k	208.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.3M	+103%	9.2k	143.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.3M	+87%	9.1k	141.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M	-2%	3.3k	373.44	View chart
Blackrock (BLK)	0.1	$1.2M		1.1k	1070.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M		13k	96.03	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M		3.9k	308.07	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.2M		13k	90.40	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.2M		17k	70.98	View chart
Pepsi (PEP)	0.1	$1.1M	-3%	8.0k	143.53	View chart
Amgen (AMGN)	0.1	$1.1M		3.5k	327.26	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.1M		24k	47.56	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.1M		29k	39.45	View chart
Chevron Corporation (CVX)	0.1	$1.1M		7.4k	152.40	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.1M		15k	69.42	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M		5.7k	183.41	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$1.0M		23k	43.94	View chart
Cisco Systems (CSCO)	0.1	$1.0M	+2%	13k	77.03	View chart
Goldman Sachs (GS)	0.1	$999k		1.1k	878.97	View chart
Costco Wholesale Corporation (COST)	0.1	$982k		1.1k	862.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$940k		6.3k	148.68	View chart
Visa Com Cl A (V)	0.1	$932k		2.7k	350.65	View chart
Home Depot (HD)	0.1	$929k	-3%	2.7k	344.10	View chart
Advanced Micro Devices (AMD)	0.1	$927k		4.3k	214.16	View chart
Dow (DOW)	0.1	$927k	+8%	40k	23.38	View chart
Abbott Laboratories (ABT)	0.1	$921k		7.3k	125.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$891k		1.4k	626.84	View chart
Vanguard World Health Car Etf (VHT)	0.1	$835k		2.9k	287.85	View chart
Cme (CME)	0.1	$829k		3.0k	273.05	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$815k		8.4k	96.88	View chart
Vanguard World Financials Etf (VFH)	0.1	$814k		6.1k	133.49	View chart
Netflix (NFLX)	0.1	$804k	+872%	8.6k	93.76	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$790k		17k	46.71	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$769k		8.4k	91.45	View chart
General Dynamics Corporation (GD)	0.1	$760k		2.3k	336.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$755k		1.00	754800.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$749k		10k	73.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$748k	+20%	3.4k	219.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$737k		9.1k	81.17	View chart
Lowe's Companies (LOW)	0.1	$719k		3.0k	241.16	View chart
Emerson Electric (EMR)	0.1	$716k		5.4k	132.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$689k	-4%	10k	66.00	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$688k		9.4k	73.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$681k		2.2k	303.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$675k		3.5k	191.57	View chart
Ge Vernova (GEV)	0.1	$670k	-2%	1.0k	653.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$664k	-2%	5.4k	123.26	View chart
ConocoPhillips (COP)	0.1	$659k	-9%	7.0k	93.61	View chart
Nextera Energy (NEE)	0.1	$655k		8.2k	80.28	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$650k		5.3k	121.75	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$637k	+3%	14k	44.17	View chart
Paccar (PCAR)	0.1	$627k	-4%	5.7k	109.51	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$598k	+13%	13k	45.98	View chart
Bank of America Corporation (BAC)	0.0	$589k	-6%	11k	55.00	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$579k	-4%	27k	21.27	View chart
Stryker Corporation (SYK)	0.0	$516k	-28%	1.5k	351.47	View chart
Darden Restaurants (DRI)	0.0	$516k		2.8k	184.02	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$513k	+99%	11k	45.35	View chart
salesforce (CRM)	0.0	$504k		1.9k	264.91	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$496k	+63%	11k	45.45	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$494k		2.0k	250.31	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$493k		2.7k	181.21	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$490k	-2%	2.9k	168.82	View chart
Morgan Stanley Com New (MS)	0.0	$487k		2.7k	177.54	View chart
Air Products & Chemicals (APD)	0.0	$483k	-4%	2.0k	246.99	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$462k		9.2k	50.47	View chart
American Express Company (AXP)	0.0	$460k		1.2k	369.95	View chart
Public Service Enterprise (PEG)	0.0	$458k	-5%	5.7k	80.30	View chart
CSX Corporation (CSX)	0.0	$435k		12k	36.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$433k		1.4k	302.11	View chart
Thermo Fisher Scientific (TMO)	0.0	$429k		740.00	579.45	View chart
Duke Energy Corp Com New (DUK)	0.0	$423k		3.6k	117.22	View chart
Phillips 66 (PSX)	0.0	$414k		3.2k	129.04	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$408k		1.9k	211.24	View chart
Starbucks Corporation (SBUX)	0.0	$405k		4.8k	84.21	View chart
Wec Energy Group (WEC)	0.0	$400k		3.8k	105.46	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.0	$399k	NEW	20k	19.93	View chart
Bristol Myers Squibb (BMY)	0.0	$396k	-11%	7.4k	53.94	View chart
Cadence Design Systems (CDNS)	0.0	$393k		1.3k	312.58	View chart
Verizon Communications (VZ)	0.0	$388k		9.5k	40.73	View chart
Adobe Systems Incorporated (ADBE)	0.0	$384k	-5%	1.1k	349.99	View chart
Constellation Energy (CEG)	0.0	$381k		1.1k	353.23	View chart
Automatic Data Processing (ADP)	0.0	$372k		1.4k	257.23	View chart
Honeywell International (HON)	0.0	$369k	+2%	1.9k	195.09	View chart
UnitedHealth (UNH)	0.0	$368k	-18%	1.1k	330.18	View chart
Palantir Technologies Cl A (PLTR)	0.0	$362k	+2%	2.0k	177.75	View chart
Wells Fargo & Company (WFC)	0.0	$359k		3.9k	93.21	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$358k	+9%	7.5k	47.79	View chart
Southern Company (SO)	0.0	$357k		4.1k	87.20	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$346k	+99%	4.9k	70.41	View chart
Vanguard World Materials Etf (VAW)	0.0	$344k		1.7k	207.55	View chart
Kinder Morgan (KMI)	0.0	$343k	-5%	13k	27.49	View chart
Blackrock Muniyield Fund (MYD)	0.0	$335k		32k	10.49	View chart
Oracle Corporation (ORCL)	0.0	$332k	+4%	1.7k	194.87	View chart
Altria (MO)	0.0	$331k	+2%	5.7k	57.66	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$322k		2.0k	160.97	View chart
Danaher Corporation (DHR)	0.0	$316k		1.4k	228.95	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$311k		3.0k	104.07	View chart
Boeing Company (BA)	0.0	$309k		1.4k	217.12	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$307k	+2%	13k	22.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$305k	+50%	644.00	473.30	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$304k		284.00	1069.86	View chart
International Flavors & Fragrances (IFF)	0.0	$298k		4.4k	67.39	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$297k		20k	14.87	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$297k	NEW	3.2k	92.25	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$294k		18k	16.32	View chart
Norfolk Southern (NSC)	0.0	$288k		999.00	288.72	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$286k	+99%	4.9k	57.92	View chart
Illinois Tool Works (ITW)	0.0	$284k		1.2k	246.30	View chart
General Mills (GIS)	0.0	$284k		6.1k	46.50	View chart
Capital One Financial (COF)	0.0	$284k		1.2k	242.36	View chart
Caterpillar (CAT)	0.0	$282k		493.00	572.87	View chart
Chemours (CC)	0.0	$278k		24k	11.79	View chart
Applied Materials (AMAT)	0.0	$278k	-3%	1.1k	257.03	View chart
Applovin Corp Com Cl A (APP)	0.0	$271k		403.00	673.32	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$269k		3.1k	86.25	View chart
L3harris Technologies (LHX)	0.0	$266k		905.00	293.57	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$265k		674.00	393.81	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$264k	+15%	2.2k	117.70	View chart
Digital Realty Trust (DLR)	0.0	$264k		1.7k	154.71	View chart
Qualcomm (QCOM)	0.0	$263k	+2%	1.5k	171.07	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$262k		5.6k	47.02	View chart
NetApp (NTAP)	0.0	$256k		2.4k	107.09	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$256k		2.4k	108.64	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$256k		5.6k	45.53	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$256k	-10%	1.8k	139.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$252k	-60%	2.1k	120.18	View chart
Intuitive Surgical Com New (ISRG)	0.0	$251k	NEW	443.00	566.36	View chart
Cigna Corp (CI)	0.0	$250k		910.00	275.22	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$250k		1.1k	224.67	View chart
At&t (T)	0.0	$248k		10k	24.84	View chart
FedEx Corporation (FDX)	0.0	$242k	NEW	837.00	288.86	View chart
AmerisourceBergen (COR)	0.0	$241k		712.00	337.75	View chart
TJX Companies (TJX)	0.0	$239k		1.6k	153.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$232k		2.3k	99.88	View chart
Nxp Semiconductors N V (NXPI)	0.0	$228k		1.1k	217.06	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$226k		3.1k	73.30	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$224k	+2%	2.7k	83.61	View chart
Cummins (CMI)	0.0	$221k	NEW	433.00	510.31	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$220k		2.4k	93.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$216k		460.00	468.76	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$213k	NEW	5.0k	42.69	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$202k	NEW	1.8k	113.72	View chart
Coinbase Global Com Cl A (COIN)	0.0	$202k		891.00	226.10	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$194k	-9%	19k	10.46	View chart

Past Filings by Brandywine Oak Private Wealth

SEC 13F filings are viewable for Brandywine Oak Private Wealth going back to 2018

Brandywine Oak Private Wealth 2025 Q4 filed Feb. 3, 2026
Brandywine Oak Private Wealth 2025 Q3 filed Oct. 30, 2025
Brandywine Oak Private Wealth 2025 Q2 filed July 24, 2025
Brandywine Oak Private Wealth 2025 Q1 filed May 7, 2025
Brandywine Oak Private Wealth 2024 Q4 filed Jan. 27, 2025
Brandywine Oak Private Wealth 2024 Q3 filed Nov. 7, 2024
Brandywine Oak Private Wealth 2024 Q2 filed July 30, 2024
Brandywine Oak Private Wealth 2024 Q1 filed May 7, 2024
Brandywine Oak Private Wealth 2023 Q4 filed Feb. 5, 2024
Brandywine Oak Private Wealth 2023 Q3 filed Nov. 14, 2023
Brandywine Oak Private Wealth 2023 Q2 filed Aug. 11, 2023
Brandywine Oak Private Wealth 2023 Q1 filed May 10, 2023
Brandywine Oak Private Wealth 2022 Q4 filed Feb. 6, 2023
Brandywine Oak Private Wealth 2022 Q3 filed Nov. 14, 2022
Brandywine Oak Private Wealth 2022 Q2 filed July 22, 2022
Brandywine Oak Private Wealth 2022 Q1 filed May 2, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z