Brandywine Oak Private Wealth LLC Portfolio Holdings
Brandywine Oak Private Wealth LLC
- $1.08 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 234
- Current Value $1.08 Billion
- Prior Value $1.02 Billion
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks