Brandywine Oak Private Wealth
$1.2B Assets Reported
241 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 5,847,506 | $145M | 12.2% |
| VTV | VANGUARD INDEX FDS | 700,170 | $137M | 11.5% |
| VCIT | VANGUARD SCOTTSDALE FDS | 1,294,286 | $107M | 9.0% |
| VUG | VANGUARD INDEX FDS | 237,008 | $104M | 8.7% |
| VGIT | VANGUARD SCOTTSDALE FDS | 909,656 | $54M | 4.6% |
| VWO | VANGUARD INTL EQUITY INDEX F | 686,832 | $37M | 3.1% |
| IEFA | ISHARES TR | 375,169 | $34M | 2.9% |
| SPYV | SPDR SERIES TRUST | 560,176 | $32M | 2.7% |
| AAPL | APPLE INC | 120,533 | $31M | 2.6% |
| SPYG | SPDR SERIES TRUST | 285,546 | $28M | 2.4% |
Track Brandywine Oak Private Wealth's 13F portfolio: $1.2B in reported holdings, 241 positions. Top holdings, AUM, and quarterly changes on SentiSense.