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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 41.12% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG, SLYV, VTV, SPYV, LLY, WFC, VTI, IEFA, VEA, MUB.
Started 4 new stock positions in LWLG, DIS, SCHC, WFC.
Reduced shares in these 10 stocks: GLDM, SCHF, SCHO, AAPL, PEG, VGT, VTEB, , COIN, MRK.
Sold out of its positions in ARCC, CAT, COIN, FTEC, IJS, IEI, BBCA, KMB, SHOP, HYD. NXPI.
Brandywine Oak Private Wealth was a net buyer of stock by $231k.
Brandywine Oak Private Wealth has $1.0B in assets under management (AUM), dropping by -2.77%.
Central Index Key (CIK): 0001764694

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Portfolio Holdings for Brandywine Oak Private Wealth

Brandywine Oak Private Wealth holds 223 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.7	$119M		6.0M	19.78	View chart
Vanguard Index Fds Value Etf (VTV)	11.1	$113M		656k	172.74	View chart
Vanguard Index Fds Growth Etf (VUG)	8.4	$86M	+5%	232k	370.82	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.8	$59M		990k	59.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.1	$42M		517k	81.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.4	$35M		437k	78.94	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.3	$34M		1.4M	24.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$31M		680k	45.26	View chart
Apple (AAPL)	2.9	$30M		134k	222.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.7	$28M	+3%	547k	51.07	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$26M	+2%	345k	75.65	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.2	$22M	+2%	278k	80.37	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.1	$21M	+7%	269k	78.40	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.7	$18M	-14%	286k	61.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.5	$16M		146k	105.60	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.5	$15M		486k	30.84	View chart
Ishares Tr Global Reit Etf (REET)	1.5	$15M	+2%	612k	24.26	View chart
Vanguard World Inf Tech Etf (VGT)	1.4	$15M	-2%	27k	542.33	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$12M	+5%	109k	105.44	View chart
Microsoft Corporation (MSFT)	1.0	$10M	-2%	27k	375.39	View chart
NVIDIA Corporation (NVDA)	0.8	$8.1M		75k	108.38	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.7	$7.4M	+4%	162k	45.51	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$7.2M		134k	53.97	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.6M	-2%	27k	245.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$6.6M	+9%	130k	50.83	View chart
Amazon (AMZN)	0.6	$6.2M		33k	190.26	View chart
Eli Lilly & Co. Put Option (LLY)	0.6	$6.1M	+16%	7.4k	825.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$5.7M	+3%	31k	186.29	View chart
Stifel Financial (SF)	0.5	$5.6M		59k	94.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$5.3M	-5%	106k	49.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.1M		33k	154.64	View chart
Astrazeneca Sponsored Adr (AZN)	0.5	$4.8M	-3%	66k	73.50	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$4.8M	+9%	49k	97.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.7M	-5%	8.9k	532.58	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$4.5M	-2%	37k	121.12	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$4.4M		86k	50.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$4.1M	-4%	28k	146.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$3.6M		39k	93.66	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$3.6M		73k	49.81	View chart
Broadcom (AVGO)	0.3	$3.5M		21k	167.43	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$3.4M	-4%	17k	197.44	View chart
Procter & Gamble Company (PG)	0.3	$3.2M		19k	170.42	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$3.2M		122k	26.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.2M	-2%	128k	25.04	View chart
Corteva (CTVA)	0.3	$3.1M		49k	62.93	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.9M		106k	27.57	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$2.9M		35k	83.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.9M		6.1k	468.98	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.8M		24k	118.93	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.8M	+2%	5.0k	559.31	View chart
Dupont De Nemours (DD)	0.3	$2.7M	-2%	36k	74.68	View chart
Expeditors International of Washington (EXPD)	0.3	$2.6M		21k	120.25	View chart
Abbvie (ABBV)	0.2	$2.5M		12k	209.52	View chart
Vanguard World Industrial Etf (VIS)	0.2	$2.4M	-2%	9.9k	247.56	View chart
McDonald's Corporation (MCD)	0.2	$2.4M	-6%	7.6k	312.37	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$2.3M		48k	47.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.3M	+12%	37k	62.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.3M	-5%	28k	81.69	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.2	$2.1M	-3%	35k	61.83	View chart
Merck & Co (MRK)	0.2	$2.1M	-12%	24k	89.76	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.1M		30k	69.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M	+56%	7.3k	274.86	View chart
United Rentals (URI)	0.2	$2.0M		3.2k	626.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.0M	+4%	13k	156.24	View chart
Johnson & Johnson (JNJ)	0.2	$1.9M	-5%	12k	165.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.8M		13k	139.78	View chart
Union Pacific Corporation (UNP)	0.2	$1.7M		7.0k	236.24	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.6M		11k	148.38	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M		3.0k	548.16	View chart
Coca-Cola Company (KO)	0.2	$1.6M	-4%	23k	71.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.6M	+3%	8.4k	193.02	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.6M		2.00	798442.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.6M		2.8k	562.01	View chart
Pepsi (PEP)	0.2	$1.6M	-5%	10k	149.95	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.5M		49k	30.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.5M		5.1k	288.17	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.5M	-2%	3.3k	446.71	View chart
American Electric Power Company (AEP)	0.1	$1.4M	-6%	13k	109.27	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$1.4M	-10%	11k	131.07	View chart
Dow (DOW)	0.1	$1.4M	-4%	40k	34.92	View chart
Meta Platforms Cl A (META)	0.1	$1.4M		2.4k	576.36	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.3M	-7%	70k	19.07	View chart
International Business Machines (IBM)	0.1	$1.3M	-4%	5.3k	248.68	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.3M		25k	51.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	+10%	7.6k	170.89	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.3M		17k	72.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M		4.8k	257.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.2M	-11%	9.5k	128.97	View chart
Chevron Corporation (CVX)	0.1	$1.2M	-5%	7.2k	167.29	View chart
PNC Financial Services (PNC)	0.1	$1.2M		6.9k	175.77	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	-7%	13k	87.79	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		15k	75.74	View chart
Abbott Laboratories (ABT)	0.1	$1.1M		8.4k	132.65	View chart
Blackrock (BLK)	0.1	$1.1M		1.2k	946.80	View chart
Home Depot (HD)	0.1	$1.1M		3.0k	366.49	View chart
Amgen (AMGN)	0.1	$1.1M		3.5k	311.54	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	-11%	1.1k	945.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.0M		13k	81.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.0M		3.4k	306.74	View chart
Tesla Motors (TSLA)	0.1	$1.0M	-2%	4.0k	259.14	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$994k		17k	60.15	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$975k	-14%	14k	72.46	View chart
Visa Com Cl A (V)	0.1	$965k		2.8k	350.40	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$954k		4.6k	206.50	View chart
General Dynamics Corporation (GD)	0.1	$952k		3.5k	272.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$951k		15k	61.78	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$893k		29k	31.02	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$890k	-6%	23k	38.36	View chart
Stryker Corporation (SYK)	0.1	$856k		2.3k	372.25	View chart
Netflix (NFLX)	0.1	$837k		898.00	932.36	View chart
Cme (CME)	0.1	$823k	-2%	3.1k	265.26	View chart
ConocoPhillips (COP)	0.1	$804k	-2%	7.7k	105.01	View chart
UnitedHealth (UNH)	0.1	$794k	-21%	1.5k	523.58	View chart
Ge Aerospace Com New (GE)	0.1	$786k		3.9k	200.18	View chart
Wells Fargo & Company (WFC)	0.1	$785k	NEW	11k	71.79	View chart
Vanguard World Health Car Etf (VHT)	0.1	$783k		3.0k	264.73	View chart
Cisco Systems (CSCO)	0.1	$769k	-4%	13k	61.71	View chart
Vanguard World Financials Etf (VFH)	0.1	$757k		6.3k	119.47	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$744k		8.9k	83.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$736k	+8%	6.0k	122.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$732k	-23%	5.5k	132.46	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$728k	-2%	17k	42.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$722k		6.2k	115.95	View chart
Lowe's Companies (LOW)	0.1	$699k		3.0k	233.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$680k		12k	58.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$668k		1.3k	513.73	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$659k		7.9k	82.94	View chart
Air Products & Chemicals (APD)	0.1	$656k		2.2k	294.95	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$653k	+24%	15k	44.88	View chart
Goldman Sachs (GS)	0.1	$620k		1.1k	546.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$610k		3.5k	173.24	View chart
Paccar (PCAR)	0.1	$605k		6.2k	97.37	View chart
Emerson Electric (EMR)	0.1	$597k		5.4k	109.64	View chart
Nextera Energy (NEE)	0.1	$589k	-14%	8.3k	70.89	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$588k		9.4k	62.24	View chart
Darden Restaurants (DRI)	0.1	$576k		2.8k	207.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$551k		5.3k	104.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$549k		2.8k	193.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$531k		9.0k	58.96	View chart
Bank of America Corporation (BAC)	0.1	$531k		13k	41.73	View chart
Public Service Enterprise (PEG)	0.1	$527k	-40%	6.4k	82.30	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$521k	-2%	15k	34.95	View chart
Bristol Myers Squibb (BMY)	0.1	$514k		8.4k	60.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$513k		5.5k	92.83	View chart
salesforce (CRM)	0.0	$505k		1.9k	268.33	View chart
General Mills (GIS)	0.0	$500k		8.4k	59.79	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$496k		5.3k	92.79	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$489k		5.7k	85.98	View chart
Starbucks Corporation (SBUX)	0.0	$471k		4.8k	98.09	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$466k	+14%	12k	38.41	View chart
Advanced Micro Devices (AMD)	0.0	$460k	+3%	4.5k	102.74	View chart
Duke Energy Corp Com New (DUK)	0.0	$455k		3.7k	121.96	View chart
Adobe Systems Incorporated (ADBE)	0.0	$445k		1.2k	383.53	View chart
Automatic Data Processing (ADP)	0.0	$442k		1.4k	305.51	View chart
Verizon Communications (VZ)	0.0	$430k	-7%	9.5k	45.36	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$429k	-2%	3.4k	127.92	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$423k	-3%	1.9k	218.82	View chart
Phillips 66 (PSX)	0.0	$422k	-5%	3.4k	123.49	View chart
Wec Energy Group (WEC)	0.0	$418k		3.8k	108.98	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$404k		9.2k	44.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$399k		2.0k	202.13	View chart
Pfizer (PFE)	0.0	$395k	-9%	16k	25.34	View chart
Illinois Tool Works (ITW)	0.0	$395k		1.6k	248.01	View chart
Honeywell International (HON)	0.0	$390k	-12%	1.8k	211.75	View chart
Ingevity (NGVT)	0.0	$387k		9.8k	39.59	View chart
Southern Company (SO)	0.0	$384k		4.2k	91.95	View chart
CSX Corporation (CSX)	0.0	$383k		13k	29.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$380k		2.3k	166.00	View chart
Kinder Morgan (KMI)	0.0	$378k	-8%	13k	28.53	View chart
Thermo Fisher Scientific (TMO)	0.0	$368k	-35%	740.00	497.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$367k	+59%	3.7k	98.92	View chart
International Flavors & Fragrances (IFF)	0.0	$364k		4.7k	77.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$363k	-40%	5.2k	70.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$361k		1.4k	251.77	View chart
American Express Company (AXP)	0.0	$343k		1.3k	269.05	View chart
Chemours (CC)	0.0	$321k		24k	13.53	View chart
Cadence Design Systems (CDNS)	0.0	$320k		1.3k	254.33	View chart
Vanguard World Materials Etf (VAW)	0.0	$317k		1.7k	188.81	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.0	$317k		26k	12.14	View chart
Blackrock Muniyield Fund (MYD)	0.0	$317k		30k	10.55	View chart
Morgan Stanley Com New (MS)	0.0	$316k		2.7k	116.67	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$312k		14k	22.49	View chart
Altria (MO)	0.0	$311k	-27%	5.2k	60.02	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$305k		3.0k	102.18	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$302k		20k	15.08	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$300k		18k	16.68	View chart
Cigna Corp (CI)	0.0	$299k		910.00	328.86	View chart
Ge Vernova (GEV)	0.0	$298k		977.00	305.16	View chart
At&t (T)	0.0	$285k		10k	28.28	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$284k		5.5k	51.94	View chart
Oracle Corporation (ORCL)	0.0	$274k		2.0k	139.81	View chart
Zoetis Cl A (ZTS)	0.0	$271k	-9%	1.6k	164.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$268k		4.4k	60.66	View chart
Danaher Corporation (DHR)	0.0	$264k		1.3k	205.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$257k		6.8k	37.73	View chart
Digital Realty Trust (DLR)	0.0	$255k	-4%	1.8k	143.29	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$253k		1.9k	135.68	View chart
Anthem (ELV)	0.0	$251k		577.00	434.96	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$243k		3.1k	77.92	View chart
Target Corporation (TGT)	0.0	$242k		2.3k	104.36	View chart
FedEx Corporation (FDX)	0.0	$241k		987.00	243.78	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$238k		2.4k	100.71	View chart
Norfolk Southern (NSC)	0.0	$237k		1.0k	236.85	View chart
Boeing Company (BA)	0.0	$234k	-12%	1.4k	170.55	View chart
Carrier Global Corporation (CARR)	0.0	$233k		3.7k	63.40	View chart
Qualcomm (QCOM)	0.0	$232k	-7%	1.5k	153.61	View chart
American Tower Reit (AMT)	0.0	$230k	-10%	1.1k	217.62	View chart
Colgate-Palmolive Company (CL)	0.0	$226k	-14%	2.4k	93.70	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$224k		719.00	312.14	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$220k		677.00	325.42	View chart
Intuitive Surgical Com New (ISRG)	0.0	$220k		444.00	495.27	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$214k		4.9k	43.88	View chart
Capital One Financial (COF)	0.0	$210k		1.2k	179.30	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$209k		21k	10.19	View chart
Constellation Energy (CEG)	0.0	$207k		1.0k	201.55	View chart
L3harris Technologies (LHX)	0.0	$204k		973.00	209.31	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$203k		306.00	662.63	View chart
Walt Disney Company (DIS)	0.0	$203k	NEW	2.1k	98.69	View chart
Valvoline Inc Common (VVV)	0.0	$203k		5.8k	34.81	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$202k	NEW	5.6k	35.88	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$168k	+30%	13k	13.12	View chart
Poet Technologies Com New (POET)	0.0	$53k		14k	3.78	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$11k	NEW	11k	1.02	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 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
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

View all past filings

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