Brandywine Oak Private Wealth LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 224 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 $119M, Vanguard Value ETF with a value of $113M, Vanguard Growth ETF with a value of $85.9M, Vanguard Intermediate Term Tre with a value of $58.8M, and Vanguard Intermediate Term Cor with a value of $42.2M.
Examining the 13F form we can see an decrease of $3.19M in the current position value, from $1.02B to 1.02B.
Below you can find more details about Brandywine Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.02 Billion
ETFs: $842 Million
Technology: $56.7 Million
Financial Services: $28.9 Million
Healthcare: $24 Million
Industrials: $14.1 Million
Consumer Cyclical: $12.4 Million
Communication Services: $10.2 Million
Consumer Defensive: $9.92 Million
Other: $19.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
