§ 13F · FUND PROFILE
BRANDYWINE OAK PRIVATE WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1080.2T (13F)Positions · 234Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 5.92M | $142.3T | 11.9% | +2% |
| 2 | VTV | VANGUARD INDEX FDS | 704K | $134.4T | 11.3% | +2% |
| 3 | VUG | VANGUARD INDEX FDS | 224K | $109.3T | 9.2% | +1% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 1.26M | $105.8T | 8.9% | +2% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 907K | $54.4T | 4.6% | +1% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 685K | $36.8T | 3.1% | +2% |
| 7 | AAPL | APPLE INC | 122K | $33.2T | 2.8% | −6% |
| 8 | IEFA | ISHARES TR | 352K | $31.5T | 2.6% | +4% |
| 9 | SPYV | SPDR SERIES TRUST | 542K | $30.8T | 2.6% | +4% |
| 10 | SPYG | SPDR SERIES TRUST | 271K | $28.9T | 2.4% | +3% |
§ 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 $1080199.1 trillion in assets. The fund runs a broad portfolio of 234 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed