BRANDYWINE OAK PRIVATE WEALTH LLC

CIK 0001764694 · KENNETT SQUARE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

BRANDYWINE OAK PRIVATE WEALTH LLC reported 245 positions worth $1.32B as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SCHF (12.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.32B
2026 Q2
Positions
245
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.9%
Est. Net Flow (Q)
2026 Q2
10 / 245 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHFSCHWAB STRATEGIC TRSH$158.5M12.03%5,721,529
2VTVVANGUARD INDEX FDSSH$150.8M11.44%691,901
3VUGVANGUARD INDEX FDSSH$123.2M9.35%1,429,857
4VCITVANGUARD SCOTTSDALE FDSSH$117.7M8.93%1,424,549
5VGITVANGUARD SCOTTSDALE FDSSH$57.5M4.36%974,352
6VWOVANGUARD INTL EQUITY INDEX FSH$41.3M3.14%692,546
7IEFAISHARES TRSH$37.2M2.82%384,856
8SPYVSPDR SERIES TRUSTSH$34.4M2.61%565,753
9AAPLAPPLE INCSH$34.4M2.61%118,752
10SPYGSPDR SERIES TRUSTSH$34.1M2.59%286,742

The free plan shows the top 10 positions. The remaining 235 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BRANDYWINE OAK PRIVATE WEALTH LLC hold as of Q2 2026?

BRANDYWINE OAK PRIVATE WEALTH LLC reported 245 positions worth $1.32B in its Q2 2026 13F filing. Largest positions: SCHF (12.0%), VTV (11.4%), VUG (9.3%), VCIT (8.9%) and VGIT (4.4%).

What did BRANDYWINE OAK PRIVATE WEALTH LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BRANDYWINE OAK PRIVATE WEALTH LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.