Brandywine Oak Private Wealth LLC Incresed Positions in Q3 2025

Brandywine Oak Private Wealth LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
722K
+ 138.25%
$81.75 - $84.54 $59.1M - $61.1M
1.25M $105M
VTV
Vanguard Value ETF

ETFs
15.3K
+ 2.27%
$175.51 - $186.57 $2.68M - $2.85M
688K $128M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.12K
+ 0.12%
$21.69 - $23.34 $154K - $166K
5.83M $136M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.05K
+ 0.16%
$49.43 - $54.52 $51.7K - $57K
671K $36.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.16K
+ 0.41%
$79.39 - $90.39 $92K - $105K
287K $25.4M
NVDA
Nvidia Corp

Technology
1.77K
+ 2.34%
$153.3 - $186.58 $271K - $329K
77.3K $14.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.07K
+ 0.4%
$52.12 - $55.33 $108K - $114K
522K $28.9M
IEFA
Ishares Tr

ETFs
566
+ 0.17%
$81.7 - $87.53 $46.2K - $49.5K
338K $29.5M
REET
Ishares Global Reit ETF

ETFs
26.9K
+ 4.3%
$24.45 - $25.91 $657K - $696K
652K $16.7M
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.08%
$282.78 - $316.06 $5.37K - $6.01K
23.9K $7.54M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.99K
+ 3.89%
$28.92 - $32.19 $144K - $161K
133K $4.25M
VBR
Vanguard Small Cap Value ETF

ETFs
402
+ 1.49%
$195.41 - $212.37 $78.6K - $85.4K
27.3K $5.7M
JNJ
Johnson & Johnson

Healthcare
21
+ 0.18%
$155.17 - $185.42 $3.26K - $3.89K
11.4K $2.11M
MUB
Ishares National Muni Bond ETF

ETFs
2.27K
+ 3.41%
$103.24 - $106.68 $234K - $242K
68.7K $7.32M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
321
+ 0.29%
$30.13 - $33.37 $9.67K - $10.7K
111K $3.69M
DD
Du Pont De Nemours, Inc.

Basic Materials
354
+ 0.99%
$69.9 - $78.26 $24.7K - $27.7K
35.9K $2.8M
GLD
Spdr Gold Trust

ETFs
97
+ 1.73%
$300.96 - $355.47 $29.2K - $34.5K
5.7K $2.03M
VTI
Vanguard Total Stock Market Et

ETFs
119
+ 1.37%
$303.93 - $329.86 $36.2K - $39.3K
8.8K $2.89M
SCHV
Schwab Strategic Tr Us Large C

ETFs
298
+ 0.23%
$27.61 - $29.15 $8.23K - $8.69K
127K $3.7M
IXUS
Ishares Tr

ETFs
329
+ 1.41%
$76.35 - $82.58 $25.1K - $27.2K
23.7K $1.96M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.14%
$620.67 - $670.08 $2.48K - $2.68K
2.83K $1.9M
RTX
Raytheon Technologies Corp

Industrials
100
+ 1.82%
$144.19 - $167.33 $14.4K - $16.7K
5.61K $938K
ITM
Vaneck Intermediate Muni ETF

ETFs
848
+ 1.0%
$45.2 - $46.71 $38.3K - $39.6K
85.3K $3.97M
XLK
Technology Sector Spdr

ETFs
3
+ 0.07%
$250.97 - $282.66 $753 - $848
4.52K $1.27M
ORCL
Oracle Corp

Technology
116
+ 7.62%
$218.96 - $328.33 $25.4K - $38.1K
1.64K $460K
XOM
Exxon Mobil Corp

Energy
24
+ 0.1%
$105.83 - $117.22 $2.54K - $2.81K
23.8K $2.69M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.09%
$696.56 - $806.32 $697 - $806
1.12K $893K
ITOT
Ishares Core S&P Total U.S. St

ETFs
226
+ 3.66%
$135.0 - $146.02 $30.5K - $33K
6.41K $933K
PLTR
Palantir Technologies Inc.

Technology
35
+ 1.79%
$130.68 - $186.97 $4.57K - $6.54K
1.99K $362K
AMD
Advanced Micro Devices Inc

Technology
36
+ 0.84%
$134.8 - $184.42 $4.85K - $6.64K
4.33K $701K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1
+ 0.01%
$80.54 - $89.67 $80.5 - $89.7
13.3K $1.17M
MO
Altria Group, Inc.

Consumer Defensive
249
+ 4.63%
$57.75 - $67.68 $14.4K - $16.9K
5.63K $371K
PSX
Phillips 66

Energy
7
+ 0.22%
$118.37 - $139.46 $829 - $976
3.26K $443K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.17%
$108.46 - $120.63 $976 - $1.09K
5.29K $628K
VT
Vanguard Total World Stk Index

ETFs
9
+ 0.19%
$128.41 - $138.03 $1.16K - $1.24K
4.86K $669K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
262
+ 14.57%
$136.48 - $142.97 $35.8K - $37.5K
2.06K $288K
VEU
Vanguard Ftse All World Ex Us

ETFs
11
+ 0.11%
$66.38 - $71.68 $730 - $788
10.2K $724K
COP
Conocophillips

Energy
10
+ 0.13%
$91.0 - $98.99 $910 - $990
7.75K $733K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1.94K
+ 6.45%
$9.82 - $10.65 $19K - $20.6K
31.9K $337K
AMAT
Applied Materials Inc

Technology
10
+ 0.9%
$156.25 - $204.95 $1.56K - $2.05K
1.12K $230K
CEG
Constellation Energy Corp

Utilities
59
+ 5.78%
$298.82 - $354.89 $17.6K - $20.9K
1.08K $355K
DHR
Danaher Corp

Healthcare
92
+ 7.15%
$181.46 - $212.2 $16.7K - $19.5K
1.38K $273K
CSCO
Cisco Systems, Inc.

Technology
355
+ 2.85%
$66.2 - $71.79 $23.5K - $25.5K
12.8K $876K
Bitwise Bitcoin ETF Tr
1.03K
+ 4.47%
N/A
24.1K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.04%
N/A
2.83K $515K
Bitwise Ethereum ETF
610
+ 2.2%
N/A
28.4K $0
META
Meta Platforms, Inc.

Communication Services
9
+ 0.35%
$695.21 - $791.73 $6.26K - $7.13K
2.58K $1.89M
ADP
Automatic Data Processing Inc

Industrials
10
+ 0.7%
$288.69 - $310.94 $2.89K - $3.11K
1.44K $423K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.15%
$265.78 - $299.3 $797 - $898
2.05K $557K
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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