Brandywine Oak Private Wealth

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

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

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

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