Brandywine Oak Private Wealth LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 234 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 $129M, Vanguard Value ETF with a value of $119M, Vanguard Growth ETF with a value of $100M, Vanguard Intermediate Term Tre with a value of $59.9M, and Vanguard Intermediate Term Cor with a value of $43.3M.
Examining the 13F form we can see an increase of $57.8M in the current position value, from $1.02B to 1.08B.
Below you can find more details about Brandywine Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
ETFs: $894 Million
Technology: $65.3 Million
Financial Services: $29 Million
Healthcare: $21.7 Million
Consumer Cyclical: $13.4 Million
Industrials: $12.8 Million
Communication Services: $11.8 Million
Consumer Defensive: $9.6 Million
Other: $17.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
