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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, VCIT, VGIT, and represent 46.11% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VUG (+$103M), VGT (+$22M), VCIT (+$11M), HDV, VGIT, DD, SCHX, SCHO, GLDM, IEFA.
Started 21 new stock positions in SCHX, SNDK, DD, QQQJ, KLAC, MQY, INTC, WDC, CARR, SPG. EMXC, MRVL, RPG, LRCX, VVV, MCHP, CRWD, C, GLW, APP, XLU.
Reduced shares in these 10 stocks: SCHF, VTV, Dupont De Nemours, SLYV, NVDA, AAPL, Honeywell International, SUB, , VTEB.
Sold out of its positions in ARCC, Dupont De Nemours, Honeywell International, ISRG, VOT.
Brandywine Oak Private Wealth was a net buyer of stock by $149M.
Brandywine Oak Private Wealth has $1.3B in assets under management (AUM), dropping by 10.79%.
Central Index Key (CIK): 0001764694

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Portfolio Holdings for Brandywine Oak Private Wealth

Brandywine Oak Private Wealth holds 245 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	12.0	$159M	-2%	5.7M	27.70	View chart
Vanguard Index Fds Value Etf (VTV)	11.4	$151M		692k	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	9.3	$123M	+503%	1.4M	86.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	8.9	$118M	+10%	1.4M	82.65	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.4	$58M	+7%	974k	58.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$41M		693k	59.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$37M	+2%	385k	96.58	View chart
Spdr Series Trust St Str P500val (SPYV)	2.6	$34M		566k	60.79	View chart
Apple (AAPL)	2.6	$34M		119k	289.36	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	2.6	$34M		287k	118.99	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	2.3	$30M	-2%	278k	109.11	View chart
Vanguard World Inf Tech Etf (VGT)	1.9	$25M	+698%	211k	119.52	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$20M	+7%	810k	24.14	View chart
Ishares Tr Global Reit Etf (REET)	1.5	$20M		707k	27.62	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$19M	+7%	239k	79.42	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.4	$18M	+5%	453k	39.53	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.1	$15M	-2%	142k	106.47	View chart
NVIDIA Corporation (NVDA)	1.1	$15M	-4%	74k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$12M		33k	357.37	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$11M		136k	82.84	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$9.9M		92k	107.62	View chart
Microsoft Corporation (MSFT)	0.7	$9.8M		26k	373.01	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$9.2M	-2%	181k	50.58	View chart
JPMorgan Chase & Co. (JPM)	0.7	$9.0M	+9%	28k	327.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$8.7M		123k	71.25	View chart
Broadcom (AVGO)	0.6	$7.8M		21k	377.75	View chart
Amazon (AMZN)	0.6	$7.7M		32k	238.35	View chart
Eli Lilly & Co. (LLY)	0.6	$7.7M		6.4k	1199.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$7.5M		31k	242.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$6.0M	-2%	46k	132.24	View chart
Astrazeneca Ord (AZN)	0.4	$5.3M	-2%	28k	189.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$5.0M	+400%	184k	27.41	View chart
United Rentals (URI)	0.4	$4.8M	+14%	4.2k	1132.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$4.8M		6.5k	736.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$4.7M	+2%	138k	33.84	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$4.6M	-4%	99k	46.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$4.6M	+3%	132k	34.81	View chart
Stifel Financial (SF)	0.3	$4.6M		66k	69.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$4.2M	+8%	5.6k	746.74	View chart
Corteva (CTVA)	0.3	$4.0M	+2%	47k	84.69	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.3	$3.9M	+3%	105k	37.58	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.9M		34k	117.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.9M		11k	353.33	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$3.9M	-3%	77k	51.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$3.9M		108k	36.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.9M	-3%	7.8k	500.37	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.3	$3.8M	-2%	33k	117.28	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$3.7M	-3%	71k	52.60	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$3.7M	-4%	23k	158.66	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$3.7M		68k	53.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.5M	-2%	9.4k	370.07	View chart
Vanguard World Industrial Etf (VIS)	0.3	$3.4M		9.4k	360.36	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$3.3M		35k	96.46	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.3M		24k	136.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.1M		36k	85.49	View chart
Abbvie (ABBV)	0.2	$2.8M		11k	251.64	View chart
Johnson & Johnson (JNJ)	0.2	$2.8M		11k	253.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.8M		27k	102.81	View chart
Qnity Electronics Common Stock (Q)	0.2	$2.8M	-2%	17k	163.31	View chart
Procter & Gamble Company (PG)	0.2	$2.7M	-2%	18k	146.63	View chart
Merck & Co (MRK)	0.2	$2.7M		21k	128.50	View chart
Advanced Micro Devices (AMD)	0.2	$2.6M		4.5k	580.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.6M		8.5k	302.98	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	0.2	$2.5M		32k	77.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.3M		24k	95.44	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$2.1M		15k	144.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.1M		2.9k	749.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$2.1M		5.8k	368.46	View chart
Tesla Motors (TSLA)	0.2	$2.1M		5.0k	420.55	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$2.0M		11k	183.94	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$2.0M		11k	185.23	View chart
McDonald's Corporation (MCD)	0.1	$1.9M	-2%	7.0k	270.29	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.9M		49k	38.85	View chart
Union Pacific Corporation (UNP)	0.1	$1.9M		6.9k	272.00	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$1.9M		39k	47.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.9M		8.5k	219.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.8M	+28%	22k	79.03	View chart
American Electric Power Company (AEP)	0.1	$1.7M		13k	136.81	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.7M	+21%	11k	156.94	View chart
Coca-Cola Company (KO)	0.1	$1.7M		21k	81.27	View chart
Dupont De Nemours Common Stock (DD)	0.1	$1.7M	NEW	12k	135.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.6M		4.8k	343.91	View chart
Wal-Mart Stores (WMT)	0.1	$1.6M		14k	113.26	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.6M		3.1k	509.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.6M	NEW	54k	29.43	View chart
Meta Platforms Cl A (META)	0.1	$1.6M	-4%	2.8k	563.24	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.6M	-10%	8.2k	190.52	View chart
PNC Financial Services (PNC)	0.1	$1.6M		6.3k	246.26	View chart
Cisco Systems (CSCO)	0.1	$1.5M	-2%	13k	117.46	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.5M		69k	22.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.5M		13k	117.67	View chart
International Business Machines (IBM)	0.1	$1.5M	+4%	5.4k	281.21	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.5M		17k	87.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.5M		9.4k	158.04	View chart
Ge Aerospace Com New (GE)	0.1	$1.5M		3.9k	373.74	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.5M		13k	115.69	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M		2.8k	513.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M		3.3k	409.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M		13k	103.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.3M	+42%	15k	83.75	View chart
Amgen (AMGN)	0.1	$1.2M		3.4k	362.11	View chart
Ge Vernova (GEV)	0.1	$1.2M		1.1k	1174.19	View chart
Chevron Corporation (CVX)	0.1	$1.2M		7.3k	165.76	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.2M		28k	41.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.2M	+41%	15k	77.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.2M		15k	75.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M		7.0k	164.27	View chart
Goldman Sachs (GS)	0.1	$1.1M		1.1k	1011.59	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M		5.8k	189.71	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.1M	-11%	15k	75.17	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.1M	+3%	33k	31.86	View chart
Pepsi (PEP)	0.1	$1.1M	-2%	7.8k	135.39	View chart
Blackrock (BLK)	0.1	$1.0M		1.1k	961.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.0M		2.1k	477.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$991k		1.4k	686.50	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$989k		8.4k	117.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$976k	+293%	6.6k	148.31	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.1	$976k		21k	45.96	View chart
Costco Wholesale Corporation (COST)	0.1	$969k	-10%	1.0k	935.66	View chart
Dow (DOW)	0.1	$932k		34k	27.36	View chart
Visa Com Cl A (V)	0.1	$925k		2.7k	343.09	View chart
Vanguard World Health Car Etf (VHT)	0.1	$897k	+3%	3.0k	299.01	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$854k		16k	53.79	View chart
Vanguard World Financials Etf (VFH)	0.1	$803k		6.1k	131.60	View chart
Home Depot (HD)	0.1	$799k	-6%	2.3k	352.68	View chart
General Dynamics Corporation (GD)	0.1	$792k		2.2k	354.24	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$785k		8.4k	93.38	View chart
Emerson Electric (EMR)	0.1	$772k		5.4k	143.15	View chart
Applied Materials (AMAT)	0.1	$768k	-3%	1.1k	723.00	View chart
ConocoPhillips (COP)	0.1	$752k		7.2k	103.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$747k		3.5k	212.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$741k		5.4k	137.53	View chart
Nextera Energy (NEE)	0.1	$722k		8.2k	87.77	View chart
Lowe's Companies (LOW)	0.1	$695k		3.2k	220.49	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$685k	-9%	13k	54.69	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$683k		5.3k	127.81	View chart
Paccar (PCAR)	0.1	$681k		5.7k	120.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$680k		9.0k	75.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$677k		2.0k	342.83	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$672k	-9%	8.2k	81.93	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$668k	-6%	12k	55.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$666k		2.8k	236.60	View chart
Abbott Laboratories (ABT)	0.0	$653k		7.2k	90.74	View chart
Netflix (NFLX)	0.0	$653k		9.1k	71.40	View chart
Phillips 66 (PSX)	0.0	$628k	+13%	3.7k	169.02	View chart
Cme (CME)	0.0	$622k		2.8k	220.80	View chart
Bank of America Corporation (BAC)	0.0	$592k		10k	56.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$575k	-3%	2.6k	221.23	View chart
CSX Corporation (CSX)	0.0	$572k		12k	47.53	View chart
Darden Restaurants (DRI)	0.0	$571k		2.8k	206.01	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$571k		287.00	1989.45	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$567k		11k	50.83	View chart
Morgan Stanley Com New (MS)	0.0	$556k		2.7k	209.05	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$530k		2.8k	190.20	View chart
Caterpillar (CAT)	0.0	$528k		496.00	1064.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$524k	-9%	1.4k	365.70	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$488k		9.2k	53.26	View chart
Chemours (CC)	0.0	$484k		24k	20.52	View chart
Starbucks Corporation (SBUX)	0.0	$482k	-3%	4.7k	102.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$477k		4.8k	98.98	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$475k		4.9k	96.76	View chart
Cadence Design Systems (CDNS)	0.0	$472k		1.3k	375.32	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.0	$454k		19k	24.50	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$448k		5.0k	89.01	View chart
Wec Energy Group (WEC)	0.0	$443k		3.8k	116.77	View chart
UnitedHealth (UNH)	0.0	$433k		1.0k	415.63	View chart
Duke Energy Corp Com New (DUK)	0.0	$432k	-6%	3.4k	126.59	View chart
Air Products & Chemicals (APD)	0.0	$427k		1.5k	293.24	View chart
Altria (MO)	0.0	$418k		5.8k	71.95	View chart
American Express Company (AXP)	0.0	$416k		1.2k	338.25	View chart
Bristol Myers Squibb (BMY)	0.0	$406k	-3%	7.1k	57.61	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$401k		6.8k	58.92	View chart
Southern Company (SO)	0.0	$391k		4.1k	95.71	View chart
Kinder Morgan (KMI)	0.0	$389k		12k	31.97	View chart
NetApp (NTAP)	0.0	$383k		2.5k	154.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$383k	NEW	501.00	763.94	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$379k	+2%	34k	11.28	View chart
Public Service Enterprise (PEG)	0.0	$379k		4.7k	81.16	View chart
Sandisk Corp (SNDK)	0.0	$377k	NEW	166.00	2273.73	View chart
Vanguard World Materials Etf (VAW)	0.0	$375k		1.6k	228.79	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$371k	-19%	1.6k	225.49	View chart
Thermo Fisher Scientific (TMO)	0.0	$365k	-2%	728.00	501.36	View chart
International Flavors & Fragrances (IFF)	0.0	$362k	+3%	4.6k	79.21	View chart
Marvell Technology (MRVL)	0.0	$360k	NEW	1.2k	297.89	View chart
Stryker Corporation (SYK)	0.0	$358k		1.1k	314.84	View chart
Palantir Technologies Cl A (PLTR)	0.0	$353k	+7%	3.0k	116.68	View chart
Verizon Communications (VZ)	0.0	$346k	-11%	8.2k	42.34	View chart
Intel Corporation (INTC)	0.0	$344k	NEW	2.5k	139.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$336k	+100%	6.0k	56.16	View chart
salesforce (CRM)	0.0	$334k	+8%	2.1k	156.68	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$333k		4.9k	67.38	View chart
Western Digital (WDC)	0.0	$319k	NEW	500.00	638.72	View chart
Wells Fargo & Company (WFC)	0.0	$316k		3.8k	82.64	View chart
Norfolk Southern (NSC)	0.0	$314k		999.00	314.59	View chart
Cummins (CMI)	0.0	$309k		433.00	713.15	View chart
Boeing Company (BA)	0.0	$308k		1.4k	216.47	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$307k		13k	22.90	View chart
Corning Incorporated (GLW)	0.0	$307k	NEW	1.2k	255.43	View chart
Lam Research Corp Com New (LRCX)	0.0	$303k	NEW	700.00	433.33	View chart
Kla Corp Com New (KLAC)	0.0	$302k	NEW	1.0k	301.71	View chart
Digital Realty Trust (DLR)	0.0	$299k	-4%	1.7k	179.58	View chart
Nxp Semiconductors N V (NXPI)	0.0	$295k		1.1k	281.03	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$291k		18k	16.17	View chart
General Mills (GIS)	0.0	$284k		8.2k	34.80	View chart
Automatic Data Processing (ADP)	0.0	$276k	-7%	1.2k	223.95	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$274k		3.1k	87.71	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$271k		5.6k	48.12	View chart
Microchip Technology (MCHP)	0.0	$267k	NEW	2.9k	91.20	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$265k	-2%	1.7k	152.17	View chart
L3harris Technologies (LHX)	0.0	$264k		908.00	290.59	View chart
Danaher Corporation (DHR)	0.0	$263k		1.4k	190.51	View chart
FedEx Corporation (FDX)	0.0	$262k		837.00	313.13	View chart
Oracle Corporation (ORCL)	0.0	$262k		1.8k	146.50	View chart
Illinois Tool Works (ITW)	0.0	$260k	-17%	962.00	270.47	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$258k		2.4k	109.52	View chart
Constellation Energy (CEG)	0.0	$253k	-3%	1.0k	248.45	View chart
Cigna Corp (CI)	0.0	$251k		910.00	275.75	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$243k	-17%	4.7k	51.85	View chart
At&t (T)	0.0	$241k	+12%	12k	20.70	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$241k	NEW	3.8k	63.85	View chart
Carrier Global Corporation (CARR)	0.0	$240k	NEW	3.3k	73.35	View chart
Citigroup Com New (C)	0.0	$240k	NEW	1.7k	139.99	View chart
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA)	0.0	$237k		2.4k	99.40	View chart
Capital One Financial (COF)	0.0	$235k		1.2k	200.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$234k	NEW	5.2k	45.44	View chart
Target Corporation (TGT)	0.0	$231k		1.8k	130.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$230k		2.6k	88.54	View chart
TJX Companies (TJX)	0.0	$230k	-3%	1.5k	151.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$228k		2.0k	114.18	View chart
Simon Property (SPG)	0.0	$224k	NEW	1.0k	223.65	View chart
Valvoline Inc Common (VVV)	0.0	$222k	NEW	5.6k	39.54	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$215k		3.1k	69.49	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$214k	-13%	539.00	396.47	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$214k	-12%	1.6k	136.70	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$213k	NEW	4.7k	45.34	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$212k	+4%	4.4k	48.24	View chart
Adobe Systems Incorporated (ADBE)	0.0	$211k	-6%	1.0k	205.02	View chart
Applovin Corp Com Cl A (APP)	0.0	$206k	NEW	400.00	515.23	View chart
AmerisourceBergen (COR)	0.0	$203k		718.00	282.98	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$201k	NEW	2.0k	102.30	View chart
Blackrock Muniyield Quality Fund (MQY)	0.0	$183k	NEW	16k	11.60	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$179k	-2%	16k	11.32	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$159k	+55%	17k	9.46	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$115k		11k	10.84	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 Q2 filed July 16, 2026
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

View all past filings

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