Brandywine Oak Private Wealth LLC Portfolio Holdings
Brandywine Oak Private Wealth LLC
- $959 Million
- Q1 2024
Brandywine Oak Private Wealth LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $959 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $110M, Vanguard Value ETF with a value of $105M, Vanguard Growth ETF with a value of $82.1M, Vanguard Sht Term Corp Bd ETF with a value of $51.9M, and Vanguard Intermediate Term Tre with a value of $42.6M.
Examining the 13F form we can see an increase of $59.1M in the current position value, from $900M to 959M.
Below you can find more details about Brandywine Oak Private Wealth LLC portfolio as well as his latest detailed transactions.