Brandywine Oak Private Wealth
$1.3B 13F equity value
249 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Brandywine Oak Private Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 5,721,529 | $158M | 12.0% |
| VTV | VANGUARD INDEX FDS | 691,901 | $151M | 11.4% |
| VUG | VANGUARD INDEX FDS | 1,429,857 | $123M | 9.3% |
| VCIT | VANGUARD SCOTTSDALE FDS | 1,424,549 | $118M | 8.9% |
| VGIT | VANGUARD SCOTTSDALE FDS | 974,352 | $57M | 4.4% |
| VWO | VANGUARD INTL EQUITY INDEX F | 692,546 | $41M | 3.1% |
| IEFA | ISHARES TR | 384,856 | $37M | 2.8% |
| SPYV | SPDR SERIES TRUST | 565,753 | $34M | 2.6% |
| AAPL | APPLE INC | 118,752 | $34M | 2.6% |
| SPYG | SPDR SERIES TRUST | 286,742 | $34M | 2.6% |
Track Brandywine Oak Private Wealth's 13F portfolio: $1.3B in reported holdings, 249 positions. Top holdings and quarterly changes on SentiSense.
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