Institutional Fund
Brandywine Oak Private Wealth LLC
Kennett Square, PACIK 17646945 filings on record
Portfolio Value
$1.19B
Q1 2026
Holdings
229
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.2%
from $1.19B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr12.2%
- Vanguard Index Fds11.5%
- Vanguard Scottsdale Fds9.0%
- Vanguard Index Fds8.7%
- Vanguard Scottsdale Fds4.6%
- Vanguard Intl Equity Index F3.1%
- Other50.9%
Portfolio Holdings
229 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 5.85M | $144.73M | 12.2% | −73.2K | Reduced |
| 2 | Vanguard Index Fds | 700.2K | $137.37M | 11.5% | −3.5K | Reduced |
| 3 | Vanguard Scottsdale Fds | 1.29M | $107.10M | 9.0% | +30.5K | Added |
| 4 | Vanguard Index Fds | 237.0K | $103.52M | 8.7% | +13.0K | Added |
| 5 | Vanguard Scottsdale Fds | 909.7K | $54.17M | 4.6% | +2.2K | Added |
| 6 | Vanguard Intl Equity Index F | 686.8K | $37.12M | 3.1% | +2.0K | Added |
| 7 | Ishares Tr | 375.2K | $33.96M | 2.9% | +23.3K | Added |
| 8 | Spdr Series Trust | 560.2K | $31.69M | 2.7% | +18.5K | Added |
| 9 | Apple Inc | 120.5K | $30.59M | 2.6% | −1.8K | Reduced |
| 10 | Spdr Series Trust | 285.5K | $27.96M | 2.4% | +14.3K | Added |
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