BRANDYWINE OAK PRIVATE WEALTH LLC
CIK 0001764694 · KENNETT SQUARE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
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
Top Holdings
SCHF
SCHWAB STRATEGIC TR
12.0%
VTV
VANGUARD INDEX FDS
11.4%
VUG
VANGUARD INDEX FDS
9.3%
VCIT
VANGUARD SCOTTSDALE FDS
8.9%
VGIT
VANGUARD SCOTTSDALE FDS
4.4%
VWO
VANGUARD INTL EQUITY INDEX F
3.1%
IEFA
ISHARES TR
2.8%
SPYV
SPDR SERIES TRUST
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.