§ 13F · FUND PROFILE
BRANDYWINE OAK PRIVATE WEALTH LLC.
AUM · $1.3B (13F)Positions · 245Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 5.72M | $158M | 12.0% | −2% |
| 2 | VTV | VANGUARD INDEX FDS | 692K | $151M | 11.4% | −1% |
| 3 | VUG | VANGUARD INDEX FDS | 1.43M | $123M | 9.3% | +503% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 1.42M | $118M | 8.9% | +10% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 974K | $57M | 4.4% | +7% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 693K | $41M | 3.1% | +1% |
| 7 | IEFA | ISHARES TR | 385K | $37M | 2.8% | +3% |
| 8 | SPYV | SPDR SERIES TRUST | 566K | $34M | 2.6% | +1% |
| 9 | AAPL | APPLE INC | 119K | $34M | 2.6% | −1% |
| 10 | SPYG | SPDR SERIES TRUST | 287K | $34M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRANDYWINE SIGNAL
AC read
BRANDYWINE OAK PRIVATE WEALTH LLC is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 245 positions.
Read the full dossier →