Brandywine Oak Private Wealth LLC Portfolio Holdings

Brandywine Oak Private Wealth LLC

  • $1.15 Billion
  • Q3 2025

Brandywine Oak Private Wealth LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.15 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 $136M, Vanguard Value ETF with a value of $128M, Vanguard Growth ETF with a value of $107M, Vanguard Intermediate Term Cor with a value of $105M, and Vanguard Intermediate Term Tre with a value of $53.7M.

Examining the 13F form we can see an increase of $69.9M in the current position value, from $1.08B to 1.15B.

Below you can find more details about Brandywine Oak Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.15 Billion
ETFs: $949 Million
Technology: $75.9 Million
Financial Services: $28.7 Million
Healthcare: $22.5 Million
Communication Services: $14.2 Million
Consumer Cyclical: $14.2 Million
Industrials: $14 Million
Consumer Defensive: $8.87 Million
Other: $18.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.57B
$208,000 0.02% of portfolio
5,816
Q4 2024 Added 3.56%

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $1.15 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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