BO

Brandywine Oak Private Wealth LLC

13F
Brandywine Oak Private Wealth LLC
Last update 2025-05-07 224 Stocks (4 new)
Value $1.02 Bil Turnover 1 %
Countries:
Top Holdings: SCHF(11.69%)VTV(11.10%)VUG(8.42%)VGIT(5.77%)VCIT(4.14%)
Summary Stock Picks Current Portfolio
Brandywine Oak Private Wealth ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHF
Schwab International Equity ETF
6,027,021
119,214.5
-1.71%
11.690
-0.19%
0.270
+11.57%
+20.74%
49,150.8
 
VTV
Vanguard Value ETF
655,541
113,237.6
+0.93%
11.100
+0.10%
0.080
+10.79%
+6.85%
134,245.4
 
VUG
Vanguard Growth ETF
231,567
85,868.8
+5.17%
8.420
+0.41%
0.060
+27.35%
+9.24%
164,247.8
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
989,736
58,790.2
-0.13%
5.770
-0.01%
0.190
+1.54%
+4.51%
31,696.7
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
516,583
42,235.7
-0.31%
4.140
-0.01%
0.080
+4.09%
+5.35%
53,435.3
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
437,311
34,521.1
-0.12%
3.390
0%
0.100
+2.24%
+3.96%
34,991.5
 
SCHO
Schwab Short-Term U.S. Treasury ETF
1,374,561
33,456.8
-1.23%
3.280
-0.04%
0.310
+0.86%
+3.17%
10,966.2
 
VWO
Vanguard FTSE Emerging Markets ETF
679,572
30,757.3
+1.22%
3.020
+0.04%
0.040
+15.62%
+15.71%
85,768.1
 
AAPL
Apple Inc
134,050
29,776.2
-1.23%
2.920
-0.04%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
SPYV
SPDR Portfolio S&P 500 Value ETF
546,609
27,915.2
+3.83%
2.740
+0.10%
0.110
+12.29%
+5.13%
27,142.9
 

Brandywine Oak Private Wealth LLC's Historical Top Holdings Breakdowns

Brandywine Oak Private Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.41%
●
369.1 ($404.54) 427.61
$447.28
10.57%
Add 5.17%
231,567
11,393
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Reduce
Reduce
-0.24%
●
52.19 ($56.8) 61.89
$67.96
19.65%
Reduce -14.4%
286,072
-48,106
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-0.19%
●
18.36 ($19.62) 20.51
$22.19
13.10%
Reduce -1.71%
6,027,021
-104,551
SLYV
SPDR S&P 600 Small Cap Value ETF
2025-03-31
Add
Add
+0.14%
●
77.33 ($84.82) 90.16
$83.46
-1.60%
Add 7.36%
269,163
18,463
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.10%
●
49.78 ($51.86) 53.19
$53.31
2.80%
Add 3.83%
546,609
20,141
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.10%
●
167.73 ($174.39) 179.21
$178.87
2.57%
Add 0.93%
655,541
6,042
WFC
Wells Fargo & Co
2025-03-31
New Buy
New Buy
+0.08%
●
66.78 ($75.08) 81.42
$82.38
9.72%
New holding
10,937
10,937
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.07%
●
69.57 ($74.78) 78.65
$83.49
11.65%
Add 2.62%
344,820
8,801
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.07%
●
271.18 ($290.53) 303.12
$309.80
6.63%
Add 56.3%
7,340
2,644
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.06%
●
104.71 ($106.35) 107.68
$103.62
-2.57%
Add 5.28%
108,769
5,453

Brandywine Oak Private Wealth LLC Total Holding History ($B)

To

Brandywine Oak Private Wealth LLC's Asset Allocation

To

Brandywine Oak Private Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Brandywine Oak Private Wealth LLC's Hypothetical Growth since 2025-03-31

Brandywine Oak Private Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Brandywine Oak Private Wealth LLC's Holdings Heat Map

Size field:

Brandywine Oak Private Wealth LLC's Holdings Bubble Chart

Brandywine Oak Private Wealth LLC News

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