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, VCIT, VUG, VGIT, and represent 45.98% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: AZN (+$5.7M), VUG (+$5.7M), VCIT, IEFA, MUB, SF, SPYG, SPYV, SUB, BITW.
Started 8 new stock positions in AZN, ARCC, TGT, VOT, PGX, IDEV, LWLG, ISTB.
Reduced shares in these 10 stocks: AstraZeneca (-$5.6M), SCHF, GLDM, VTV, IQLT, AAPL, MRK, , IWF, .
Sold out of its positions in APP, AstraZeneca, MYD, COIN, CRWD, FTEC, IWF, IYG, IQLT, MMD. QCOM, XLC, XLU.
Brandywine Oak Private Wealth was a net buyer of stock by $14M.
Brandywine Oak Private Wealth has $1.2B in assets under management (AUM), dropping by -0.17%.
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 229 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	12.2	$145M		5.8M	24.75	View chart
Vanguard Index Fds Value Etf (VTV)	11.5	$137M		700k	196.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	9.0	$107M	+2%	1.3M	82.75	View chart
Vanguard Index Fds Growth Etf (VUG)	8.7	$104M	+5%	237k	436.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.6	$54M		910k	59.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$37M		687k	54.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.9	$34M	+6%	375k	90.53	View chart
Spdr Series Trust State Street Spd (SPYV)	2.7	$32M	+3%	560k	56.58	View chart
Apple (AAPL)	2.6	$31M		121k	253.79	View chart
Spdr Series Trust State Street Spd (SPYG)	2.4	$28M	+5%	286k	97.91	View chart
Spdr Series Trust State Street Spd (SLYV)	2.3	$27M		285k	94.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.7	$21M	-3%	222k	92.69	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.7	$20M		431k	46.13	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$18M		26k	697.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$18M		754k	24.27	View chart
Ishares Tr Global Reit Etf (REET)	1.5	$18M		697k	25.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$16M	+6%	145k	106.50	View chart
NVIDIA Corporation (NVDA)	1.1	$13M		77k	174.40	View chart
Microsoft Corporation (MSFT)	0.8	$9.8M	+2%	26k	370.17	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$9.7M	+21%	91k	106.15	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$9.5M	+5%	136k	69.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$9.4M		33k	287.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$9.3M		186k	49.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$7.9M		123k	64.08	View chart
JPMorgan Chase & Co. (JPM)	0.6	$7.4M		25k	294.15	View chart
Amazon (AMZN)	0.6	$6.8M		33k	208.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$6.7M	+3%	31k	217.25	View chart
Broadcom (AVGO)	0.5	$6.4M		21k	309.51	View chart
Eli Lilly & Co. (LLY)	0.5	$5.9M		6.4k	919.79	View chart
Astrazeneca Ord (AZN)	0.5	$5.7M	NEW	29k	197.22	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$5.2M	+2%	47k	112.27	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$5.0M	-2%	37k	135.72	View chart
Stifel Financial (SF)	0.4	$4.9M	+40%	67k	73.92	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$4.8M	+11%	103k	46.43	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.4	$4.5M	+14%	102k	44.61	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$4.1M	-2%	80k	50.98	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.0M		24k	169.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.9M		134k	29.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$3.9M		128k	30.50	View chart
Corteva (CTVA)	0.3	$3.9M	-3%	46k	83.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.8M	+14%	8.0k	479.18	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$3.8M		73k	52.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.8M	+6%	6.6k	577.13	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.3	$3.7M		34k	108.98	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$3.6M		109k	32.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$3.6M	-5%	24k	146.61	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.4M		34k	101.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$3.4M	-2%	68k	49.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$3.3M	+3%	5.1k	650.37	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$3.3M	-4%	35k	92.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.2M	+3%	11k	286.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.1M	+11%	9.7k	320.78	View chart
Vanguard World Industrial Etf (VIS)	0.2	$2.9M		9.4k	312.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.8M	-5%	36k	77.11	View chart
Johnson & Johnson (JNJ)	0.2	$2.7M		11k	244.42	View chart
Procter & Gamble Company (PG)	0.2	$2.7M	+2%	19k	144.44	View chart
United Rentals (URI)	0.2	$2.7M		3.7k	728.56	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.6M		27k	95.62	View chart
Merck & Co (MRK)	0.2	$2.5M	-11%	21k	120.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.5M		5.8k	430.38	View chart
Abbvie (ABBV)	0.2	$2.4M		11k	217.49	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.2	$2.3M	-7%	32k	72.41	View chart
McDonald's Corporation (MCD)	0.2	$2.3M		7.2k	310.78	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.1M		24k	86.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.0M		8.5k	237.63	View chart
Qnity Electronics Common Stock (Q)	0.2	$2.0M	-3%	17k	115.39	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$2.0M		11k	179.83	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.9M	-8%	3.2k	604.39	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$1.9M		39k	47.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.9M		2.9k	653.16	View chart
Tesla Motors (TSLA)	0.2	$1.9M	+23%	5.0k	371.70	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M		14k	124.28	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.8M		49k	36.36	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.7M		11k	161.73	View chart
Meta Platforms Cl A (META)	0.1	$1.7M	+8%	3.0k	572.23	View chart
American Electric Power Company (AEP)	0.1	$1.7M		13k	131.08	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M		6.9k	242.63	View chart
Dupont De Nemours (DD)	0.1	$1.6M		36k	45.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.6M	+17%	8.5k	191.81	View chart
Coca-Cola Company (KO)	0.1	$1.6M	-2%	21k	76.05	View chart
Chevron Corporation (CVX)	0.1	$1.5M		7.4k	206.90	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.5M		69k	22.25	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.5M		15k	99.97	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.5M		13k	114.99	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.4M		17k	83.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.4M		4.8k	298.85	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M		2.8k	499.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M		9.4k	148.11	View chart
Dow (DOW)	0.1	$1.4M	-15%	34k	41.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M		17k	79.27	View chart
PNC Financial Services (PNC)	0.1	$1.3M		6.3k	208.09	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.3M		9.1k	138.32	View chart
International Business Machines (IBM)	0.1	$1.2M		5.2k	242.39	View chart
Pepsi (PEP)	0.1	$1.2M		7.9k	155.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M		13k	97.13	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.2M		29k	42.56	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.2M	-5%	13k	97.73	View chart
Amgen (AMGN)	0.1	$1.2M		3.5k	351.84	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.2M		9.2k	132.89	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.2M	+33%	32k	36.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M		3.3k	356.56	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	+2%	1.2k	996.60	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.2M		17k	70.27	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M		4.0k	283.81	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	+2%	5.8k	192.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.1M		15k	70.18	View chart
Blackrock (BLK)	0.1	$1.0M	-6%	1.1k	961.71	View chart
Cisco Systems (CSCO)	0.1	$1.0M		13k	77.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.0M	+12%	7.1k	142.42	View chart
Goldman Sachs (GS)	0.1	$969k		1.1k	846.04	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.1	$968k	-8%	21k	45.60	View chart
ConocoPhillips (COP)	0.1	$944k		7.2k	132.00	View chart
Advanced Micro Devices (AMD)	0.1	$921k	+4%	4.5k	203.43	View chart
Ge Vernova (GEV)	0.1	$910k		1.0k	872.87	View chart
Netflix (NFLX)	0.1	$885k	+7%	9.2k	96.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$856k		1.4k	597.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$847k		8.4k	100.62	View chart
Cme (CME)	0.1	$832k	-7%	2.8k	295.32	View chart
Visa Com Cl A (V)	0.1	$821k	+2%	2.7k	302.19	View chart
Home Depot (HD)	0.1	$801k	-9%	2.4k	328.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$796k	+3%	11k	75.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$793k		9.0k	88.16	View chart
Vanguard World Health Car Etf (VHT)	0.1	$790k		2.9k	272.33	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$789k	-6%	16k	49.69	View chart
General Dynamics Corporation (GD)	0.1	$777k		2.3k	343.22	View chart
Nextera Energy (NEE)	0.1	$768k		8.3k	92.88	View chart
Lowe's Companies (LOW)	0.1	$745k	+5%	3.2k	236.28	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$744k		8.4k	88.46	View chart
Abbott Laboratories (ABT)	0.1	$743k		7.2k	102.67	View chart
Vanguard World Financials Etf (VFH)	0.1	$737k		6.1k	120.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$720k	+2%	11k	67.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$718k	-5%	2.1k	337.95	View chart
Emerson Electric (EMR)	0.1	$707k		5.4k	131.02	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$691k	-3%	9.0k	76.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$682k		3.6k	191.93	View chart
Paccar (PCAR)	0.1	$655k		5.7k	115.50	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$629k	-4%	14k	45.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$616k	-15%	2.9k	215.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$609k		5.4k	113.11	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$602k		13k	47.02	View chart
Phillips 66 (PSX)	0.1	$595k		3.3k	182.18	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$586k		5.3k	109.69	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$559k		11k	49.97	View chart
Darden Restaurants (DRI)	0.0	$544k		2.8k	196.04	View chart
Chemours (CC)	0.0	$514k		23k	22.03	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$511k		2.7k	189.62	View chart
Bank of America Corporation (BAC)	0.0	$502k	-3%	10k	48.75	View chart
CSX Corporation (CSX)	0.0	$493k		12k	41.05	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$490k	+20%	33k	15.00	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$487k		9.2k	53.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$481k	+10%	1.6k	302.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$478k	+107%	4.8k	99.27	View chart
Duke Energy Corp Com New (DUK)	0.0	$478k		3.7k	130.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$474k		2.0k	239.99	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$469k	-4%	2.8k	168.90	View chart
Verizon Communications (VZ)	0.0	$465k	-2%	9.3k	50.20	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$456k	+5%	2.0k	224.59	View chart
Wec Energy Group (WEC)	0.0	$443k		3.8k	115.77	View chart
Bristol Myers Squibb (BMY)	0.0	$442k		7.3k	60.64	View chart
Starbucks Corporation (SBUX)	0.0	$440k		4.9k	89.59	View chart
Morgan Stanley Com New (MS)	0.0	$436k	-3%	2.6k	164.57	View chart
Air Products & Chemicals (APD)	0.0	$422k	-25%	1.5k	290.41	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$420k	NEW	5.0k	83.57	View chart
Palantir Technologies Cl A (PLTR)	0.0	$412k	+38%	2.8k	146.28	View chart
Kinder Morgan (KMI)	0.0	$412k		12k	33.53	View chart
Southern Company (SO)	0.0	$395k		4.1k	96.52	View chart
Honeywell International (HON)	0.0	$393k	-7%	1.7k	226.03	View chart
Altria (MO)	0.0	$384k		5.8k	65.99	View chart
Stryker Corporation (SYK)	0.0	$381k	-21%	1.2k	328.59	View chart
Public Service Enterprise (PEG)	0.0	$381k	-17%	4.7k	80.95	View chart
Applied Materials (AMAT)	0.0	$376k		1.1k	341.84	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$375k		284.00	1320.83	View chart
American Express Company (AXP)	0.0	$374k		1.2k	302.48	View chart
Vanguard World Materials Etf (VAW)	0.0	$370k		1.6k	225.34	View chart
salesforce (CRM)	0.0	$366k	+3%	2.0k	186.67	View chart
Thermo Fisher Scientific (TMO)	0.0	$365k		743.00	491.53	View chart
Caterpillar (CAT)	0.0	$359k	+2%	506.00	708.46	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.0	$350k	-7%	19k	18.86	View chart
Cadence Design Systems (CDNS)	0.0	$349k		1.3k	277.87	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$346k	-9%	6.8k	50.81	View chart
International Flavors & Fragrances (IFF)	0.0	$320k		4.4k	72.56	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$317k		3.0k	106.01	View chart
Digital Realty Trust (DLR)	0.0	$316k	+2%	1.8k	180.21	View chart
L3harris Technologies (LHX)	0.0	$312k		905.00	345.15	View chart
Wells Fargo & Company (WFC)	0.0	$307k		3.9k	79.62	View chart
General Mills (GIS)	0.0	$304k	+33%	8.2k	37.22	View chart
Illinois Tool Works (ITW)	0.0	$303k		1.2k	260.29	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$303k		13k	22.66	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$301k	+2%	5.7k	52.64	View chart
At&t (T)	0.0	$300k	+3%	10k	28.99	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$300k		4.9k	61.00	View chart
FedEx Corporation (FDX)	0.0	$298k		837.00	356.18	View chart
Constellation Energy (CEG)	0.0	$296k		1.1k	279.32	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$291k		18k	16.17	View chart
Norfolk Southern (NSC)	0.0	$287k		999.00	287.00	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$285k		3.1k	91.37	View chart
Boeing Company (BA)	0.0	$283k		1.4k	199.03	View chart
UnitedHealth (UNH)	0.0	$282k	-6%	1.0k	270.59	View chart
Automatic Data Processing (ADP)	0.0	$271k	-7%	1.3k	203.18	View chart
Adobe Systems Incorporated (ADBE)	0.0	$266k		1.1k	243.08	View chart
Oracle Corporation (ORCL)	0.0	$263k	+4%	1.8k	147.11	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$263k		5.6k	46.74	View chart
Danaher Corporation (DHR)	0.0	$262k		1.4k	189.62	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$261k	-2%	1.8k	145.91	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$257k		4.9k	51.88	View chart
NetApp (NTAP)	0.0	$253k	+3%	2.5k	102.39	View chart
TJX Companies (TJX)	0.0	$250k		1.6k	159.72	View chart
Cigna Corp (CI)	0.0	$245k		920.00	266.78	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$243k		2.4k	103.13	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$237k		2.0k	118.62	View chart
Cummins (CMI)	0.0	$233k		433.00	537.93	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$224k	-7%	625.00	358.92	View chart
AmerisourceBergen (COR)	0.0	$224k		712.00	314.14	View chart
Intuitive Surgical Com New (ISRG)	0.0	$223k	+9%	484.00	460.99	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$223k		2.4k	94.06	View chart
Target Corporation (TGT)	0.0	$218k	NEW	1.8k	121.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$214k	-2%	2.6k	82.43	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$214k	NEW	832.00	257.35	View chart
Capital One Financial (COF)	0.0	$213k		1.2k	182.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$211k		1.8k	118.45	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$211k		3.1k	68.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$208k	-20%	1.7k	124.31	View chart
Nxp Semiconductors N V (NXPI)	0.0	$207k		1.1k	196.86	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$203k	NEW	4.2k	48.45	View chart
Ares Capital Corporation (ARCC)	0.0	$192k	NEW	11k	18.02	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$172k	-12%	16k	10.57	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$116k	NEW	11k	10.88	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$76k	NEW	11k	7.03	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 2026 Q1 filed April 20, 2026
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

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