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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, VGIT, VCIT, and represent 39.36% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$61M), SCHO (+$16M), AAPL (+$8.6M), SCHG, SCHV, MUB, VTV, BLK, SPYG, IEFA.
Started 9 new stock positions in BLK, AGG, COIN, CEG, SHOP, FTEC, ETHW, COF, IEI.
Reduced shares in these 10 stocks: LLY (-$5.5M), VUG, VGIT, GLDM, VCIT, VCSH, , Ishares Tr ibonds dec, SLYV, JMST.
Sold out of its positions in AMAT, BlackRock, CMCSA, DEO, DIS, INTC, ISTB, EMXC, IBMN, Ishares Tr ibonds dec. MCHP, MDLZ, REGN, SCHC, TXN.
Brandywine Oak Private Wealth was a net buyer of stock by $82M.
Brandywine Oak Private Wealth has $1.0B in assets under management (AUM), dropping by 1.48%.
Central Index Key (CIK): 0001764694

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Portfolio Holdings for Brandywine Oak Private Wealth

Brandywine Oak Private Wealth holds 230 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	10.8	$113M	+115%	6.1M	18.50	View chart
Vanguard Index Fds Value Etf (VTV)	10.5	$110M		650k	169.30	View chart
Vanguard Index Fds Growth Etf (VUG)	8.6	$90M	-3%	220k	410.43	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.5	$58M	-2%	991k	58.00	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.0	$42M	-2%	518k	80.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.3	$34M	-2%	438k	78.01	View chart
Apple (AAPL)	3.2	$34M	+33%	136k	250.42	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.2	$34M	+94%	1.4M	24.06	View chart
Eli Lilly & Co. Put Option (LLY)	3.0	$31M	-15%	6.4k	4868.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$30M		671k	44.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.6	$27M	+2%	527k	51.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.3	$24M	+4%	271k	87.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$24M	+3%	336k	70.28	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.1	$22M		251k	87.25	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.7	$17M	-5%	334k	51.99	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$17M		27k	621.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.4	$15M	+3%	144k	105.48	View chart
Ishares Tr Global Reit Etf (REET)	1.4	$14M	+2%	597k	23.97	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.2	$13M		483k	25.89	View chart
Microsoft Corporation (MSFT)	1.1	$12M		28k	421.50	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$11M	+16%	103k	106.55	View chart
NVIDIA Corporation (NVDA)	1.0	$10M		76k	134.29	View chart
Amazon (AMZN)	0.7	$7.2M		33k	219.39	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.7	$7.1M	+10%	154k	46.10	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$7.0M		135k	52.22	View chart
JPMorgan Chase & Co. (JPM)	0.6	$6.6M	+3%	28k	239.71	View chart
Stifel Financial (SF)	0.6	$6.3M		59k	106.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.2M		33k	189.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$5.8M	+2%	30k	198.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$5.6M	+9%	118k	47.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$5.6M	-4%	113k	50.13	View chart
Broadcom (AVGO)	0.5	$4.8M		21k	231.84	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$4.7M	-2%	45k	104.89	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$4.4M	-7%	88k	50.71	View chart
Astrazeneca Sponsored Adr (AZN)	0.4	$4.4M		68k	65.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.3M	-2%	9.4k	453.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$4.2M		38k	112.26	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$4.0M		18k	224.34	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$4.0M		29k	137.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.7M	+300%	131k	27.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.5M	-2%	40k	88.79	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$3.5M		73k	48.33	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.2M		35k	93.33	View chart
Procter & Gamble Company (PG)	0.3	$3.2M		19k	167.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$3.2M	+200%	122k	26.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.1M	-2%	6.1k	511.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.9M		4.9k	585.91	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.9M		107k	26.63	View chart
Dupont De Nemours (DD)	0.3	$2.8M		36k	76.25	View chart
Corteva (CTVA)	0.3	$2.8M		49k	56.96	View chart
Merck & Co (MRK)	0.3	$2.7M	-2%	27k	99.48	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.6M	-3%	24k	107.57	View chart
Vanguard World Industrial Etf (VIS)	0.2	$2.6M		10k	254.37	View chart
McDonald's Corporation (MCD)	0.2	$2.4M		8.2k	289.86	View chart
Expeditors International of Washington (EXPD)	0.2	$2.4M		21k	110.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.3M		12k	190.44	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$2.3M		49k	47.39	View chart
United Rentals (URI)	0.2	$2.2M		3.2k	704.40	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.2M	+8%	29k	76.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.2M		13k	172.42	View chart
Abbvie (ABBV)	0.2	$2.1M	-10%	12k	177.70	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.2	$2.0M		36k	55.42	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.0M		30k	66.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.9M	+2%	33k	58.93	View chart
Johnson & Johnson (JNJ)	0.2	$1.8M		12k	144.61	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.7M		11k	154.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.7M	+3%	8.1k	210.44	View chart
Pepsi (PEP)	0.2	$1.7M	-2%	11k	152.07	View chart
Dow (DOW)	0.2	$1.7M	-5%	42k	40.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	-6%	2.8k	588.72	View chart
Tesla Motors (TSLA)	0.2	$1.6M		4.1k	403.81	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.6M		3.3k	485.94	View chart
Union Pacific Corporation (UNP)	0.2	$1.6M		7.0k	228.04	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.6M		3.0k	526.61	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.6M		12k	131.76	View chart
Coca-Cola Company (KO)	0.1	$1.5M	-5%	24k	62.26	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.4M		76k	18.31	View chart
Meta Platforms Cl A (META)	0.1	$1.4M		2.4k	585.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M		11k	127.60	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	680920.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.4M	-2%	4.7k	289.79	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.4M		49k	27.72	View chart
PNC Financial Services (PNC)	0.1	$1.3M		6.9k	192.85	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.3M		25k	51.73	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M		14k	90.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.3M		4.8k	269.70	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.3M		15k	84.75	View chart
American Electric Power Company (AEP)	0.1	$1.3M	-2%	14k	92.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M	-7%	5.2k	242.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.2M	-4%	6.8k	178.08	View chart
International Business Machines (IBM)	0.1	$1.2M	-8%	5.5k	219.84	View chart
Blackrock (BLK)	0.1	$1.2M	NEW	1.2k	1025.01	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.2M		17k	67.96	View chart
Home Depot (HD)	0.1	$1.2M	-2%	3.0k	388.99	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M		1.3k	916.27	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.1M	-2%	16k	71.04	View chart
Chevron Corporation (CVX)	0.1	$1.1M	+3%	7.6k	144.85	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M		3.4k	322.16	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.1M		4.6k	232.50	View chart
UnitedHealth (UNH)	0.1	$980k	-16%	1.9k	505.73	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$964k		13k	75.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$962k		16k	61.34	View chart
Abbott Laboratories (ABT)	0.1	$947k		8.4k	113.11	View chart
General Dynamics Corporation (GD)	0.1	$927k		3.5k	263.49	View chart
Amgen (AMGN)	0.1	$918k		3.5k	260.65	View chart
Public Service Enterprise (PEG)	0.1	$911k		11k	84.49	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$892k		17k	53.98	View chart
Visa Com Cl A (V)	0.1	$871k		2.8k	315.99	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$869k		25k	34.96	View chart
Raytheon Technologies Corp (RTX)	0.1	$838k		7.2k	115.72	View chart
Stryker Corporation (SYK)	0.1	$828k		2.3k	360.05	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$812k	-2%	8.9k	90.93	View chart
Netflix (NFLX)	0.1	$789k	+2%	885.00	891.15	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$788k		29k	27.38	View chart
ConocoPhillips (COP)	0.1	$776k	+2%	7.8k	99.17	View chart
Cisco Systems (CSCO)	0.1	$773k	+3%	13k	59.20	View chart
Vanguard World Health Car Etf (VHT)	0.1	$750k		3.0k	253.69	View chart
Vanguard World Financials Etf (VFH)	0.1	$748k		6.3k	118.07	View chart
Lowe's Companies (LOW)	0.1	$742k		3.0k	246.81	View chart
Cme (CME)	0.1	$737k	-5%	3.2k	232.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$728k		6.2k	117.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$727k		12k	62.31	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$716k	-2%	5.6k	128.61	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$715k		18k	40.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$701k	+32%	1.3k	538.62	View chart
Nextera Energy (NEE)	0.1	$693k		9.7k	71.69	View chart
Emerson Electric (EMR)	0.1	$680k	-8%	5.5k	123.93	View chart
Air Products & Chemicals (APD)	0.1	$655k		2.3k	290.01	View chart
Ge Aerospace Com New (GE)	0.1	$655k		3.9k	166.81	View chart
Goldman Sachs (GS)	0.1	$655k	+9%	1.1k	572.62	View chart
Paccar (PCAR)	0.1	$646k		6.2k	104.02	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$635k		7.9k	79.99	View chart
salesforce (CRM)	0.1	$628k		1.9k	334.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$617k		3.5k	175.24	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$615k		5.3k	115.22	View chart
Thermo Fisher Scientific (TMO)	0.1	$596k		1.1k	520.23	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$594k	+40%	12k	50.85	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$577k		9.4k	61.10	View chart
Bank of America Corporation (BAC)	0.1	$567k	+30%	13k	43.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$561k		5.5k	101.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$554k		2.8k	195.85	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$552k		5.3k	103.30	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$547k		8.6k	63.47	View chart
General Mills (GIS)	0.1	$534k		8.4k	63.77	View chart
Advanced Micro Devices (AMD)	0.0	$523k		4.3k	120.79	View chart
Darden Restaurants (DRI)	0.0	$518k		2.8k	186.69	View chart
Adobe Systems Incorporated (ADBE)	0.0	$517k		1.2k	444.68	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$511k	+2%	15k	33.39	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$487k		5.8k	84.14	View chart
Bristol Myers Squibb (BMY)	0.0	$477k	+11%	8.4k	56.56	View chart
Honeywell International (HON)	0.0	$476k	-8%	2.1k	225.89	View chart
Pfizer (PFE)	0.0	$456k	-8%	17k	26.53	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$453k	-4%	3.4k	132.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$452k		2.3k	197.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$446k		9.0k	49.51	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$444k		11k	42.05	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.0	$441k		26k	16.89	View chart
Starbucks Corporation (SBUX)	0.0	$438k		4.8k	91.25	View chart
Automatic Data Processing (ADP)	0.0	$427k		1.5k	292.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$422k		2.0k	211.38	View chart
CSX Corporation (CSX)	0.0	$420k		13k	32.27	View chart
Phillips 66 (PSX)	0.0	$411k	-9%	3.6k	113.91	View chart
Verizon Communications (VZ)	0.0	$410k	-13%	10k	39.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$409k		2.0k	206.92	View chart
Duke Energy Corp Com New (DUK)	0.0	$408k	+4%	3.8k	107.73	View chart
Illinois Tool Works (ITW)	0.0	$403k	-2%	1.6k	253.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$401k	-2%	1.4k	280.06	View chart
Chemours (CC)	0.0	$401k	-4%	24k	16.90	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$401k		9.2k	43.81	View chart
Ingevity (NGVT)	0.0	$398k		9.8k	40.75	View chart
Kinder Morgan (KMI)	0.0	$398k		15k	27.40	View chart
International Flavors & Fragrances (IFF)	0.0	$397k		4.7k	84.55	View chart
Cadence Design Systems (CDNS)	0.0	$379k	+5%	1.3k	300.37	View chart
American Express Company (AXP)	0.0	$379k		1.3k	296.79	View chart
Altria (MO)	0.0	$375k	+73%	7.2k	52.29	View chart
Wec Energy Group (WEC)	0.0	$361k		3.8k	94.04	View chart
Southern Company (SO)	0.0	$344k		4.2k	82.32	View chart
Morgan Stanley Com New (MS)	0.0	$340k	+3%	2.7k	125.72	View chart
Digital Realty Trust (DLR)	0.0	$331k	-2%	1.9k	177.33	View chart
Oracle Corporation (ORCL)	0.0	$326k		2.0k	166.64	View chart
Ge Vernova (GEV)	0.0	$321k		977.00	328.80	View chart
Vanguard World Materials Etf (VAW)	0.0	$320k		1.7k	187.84	View chart
Target Corporation (TGT)	0.0	$315k	-28%	2.3k	135.19	View chart
Blackrock Muniyield Fund (MYD)	0.0	$312k		30k	10.39	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$312k	-16%	14k	22.48	View chart
Ares Capital Corporation (ARCC)	0.0	$310k	-25%	14k	21.89	View chart
Coinbase Global Com Cl A (COIN)	0.0	$305k	NEW	1.2k	248.34	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$299k		20k	14.93	View chart
Zoetis Cl A (ZTS)	0.0	$298k		1.8k	162.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$297k		3.0k	99.55	View chart
Danaher Corporation (DHR)	0.0	$297k	-9%	1.3k	229.64	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$290k		18k	16.12	View chart
FedEx Corporation (FDX)	0.0	$279k		990.00	281.33	View chart
Boeing Company (BA)	0.0	$277k	-20%	1.6k	176.97	View chart
Caterpillar (CAT)	0.0	$276k		761.00	362.80	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$275k		6.8k	40.41	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$261k		5.4k	48.16	View chart
Colgate-Palmolive Company (CL)	0.0	$256k	-3%	2.8k	90.91	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$254k	-42%	677.00	375.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$254k	+30%	4.4k	57.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$253k		720.00	351.91	View chart
Cigna Corp (CI)	0.0	$252k		913.00	275.88	View chart
Carrier Global Corporation (CARR)	0.0	$251k		3.7k	68.26	View chart
Qualcomm (QCOM)	0.0	$250k	-2%	1.6k	153.62	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$247k		1.9k	132.10	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$241k		2.4k	102.05	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$241k	NEW	2.1k	115.55	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$236k	NEW	9.8k	23.97	View chart
Norfolk Southern (NSC)	0.0	$235k		1.0k	234.70	View chart
Intuitive Surgical Com New (ISRG)	0.0	$232k		444.00	521.96	View chart
At&t (T)	0.0	$232k	-7%	10k	22.77	View chart
Constellation Energy (CEG)	0.0	$229k	NEW	1.0k	223.61	View chart
Kimberly-Clark Corporation (KMB)	0.0	$226k		1.7k	131.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$225k	NEW	2.3k	96.90	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$221k		3.1k	70.71	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$218k		2.0k	108.64	View chart
Nxp Semiconductors N V (NXPI)	0.0	$218k		1.1k	207.85	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$218k	-27%	4.2k	51.91	View chart
American Tower Reit (AMT)	0.0	$216k		1.2k	183.42	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$216k		3.1k	70.59	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$214k	+8%	308.00	693.06	View chart
Anthem (ELV)	0.0	$213k	-14%	578.00	368.90	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$213k	NEW	1.2k	184.88	View chart
Shopify Cl A (SHOP)	0.0	$213k	NEW	2.0k	106.33	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$211k	-13%	21k	10.29	View chart
Valvoline Inc Common (VVV)	0.0	$210k	+3%	5.8k	36.18	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$210k	+7%	4.8k	43.44	View chart
Capital One Financial (COF)	0.0	$209k	NEW	1.2k	178.32	View chart
L3harris Technologies (LHX)	0.0	$206k		979.00	210.28	View chart
Poet Technologies Com New (POET)	0.0	$83k	+9%	14k	5.95	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 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
Brandywine Oak Private Wealth 2021 Q4 filed Feb. 7, 2022
Brandywine Oak Private Wealth 2021 Q3 filed Oct. 18, 2021
Brandywine Oak Private Wealth 2021 Q2 filed Aug. 9, 2021
Brandywine Oak Private Wealth 2021 Q1 filed May 6, 2021

View all past filings

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