§ 13F · FUND PROFILE
BRANDYWINE OAK PRIVATE WEALTH LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 234Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 5.85M | $145M | 12.2% | −1% |
| 2 | VTV | VANGUARD INDEX FDS | 700K | $137M | 11.5% | ±0% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 1.29M | $107M | 9.0% | +2% |
| 4 | VUG | VANGUARD INDEX FDS | 237K | $104M | 8.7% | +6% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 910K | $54M | 4.6% | ±0% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 687K | $37M | 3.1% | ±0% |
| 7 | IEFA | ISHARES TR | 375K | $34M | 2.9% | +7% |
| 8 | SPYV | SPDR SERIES TRUST | 560K | $32M | 2.7% | +3% |
| 9 | AAPL | APPLE INC | 121K | $31M | 2.6% | −1% |
| 10 | SPYG | SPDR SERIES TRUST | 286K | $28M | 2.4% | +5% |
§ 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 $1.2 billion in assets. The fund runs a broad portfolio of 234 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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