Brandywine Oak Private Wealth LLC Portfolio Holdings
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 224
- Current Value $1.02 Billion
- Prior Value $1.02 Billion
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 4 stocks
- Additional Purchases 41 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks