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CIK: 0001764694
Total reported value
$1.3B
$1.3B
235 檔
29.7%
As reported in its official Q1 2024 Form 13F filing, Brandywine Oak Private Wealth LLC's tracked investment portfolio stood at $1.3B with 235 total positions.
During Q1 2024, Brandywine Oak Private Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.48% | -0.14% | +2.31% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.94% | -0.11% | -0.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.55% | +0.65% | -2.48% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.41% | +0.01% | +2.15% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.43% | -0.19% | +3.17% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.41% | -0.07% | +1.78% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.43% | -0.06% | -1.03% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.98% | +0.02% | +2.73% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.45% | -0.05% | +6.25% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.35% | -0.04% | +5.69% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.22% | -0.29% | -1.56% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.02% | +0.04% | +3.04% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.04% | -0.76% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.78% | +0.24% | +7.02% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.52% | -0.15% | +7.00% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.50% | +0.36% | -0.12% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.08% | -0.23% | |
| 18 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.11% | -0.31% | +0.01% | |
| 19 | REET | Ishares Global Reit ETF | ETF-Other | 1.10% | +0.01% | +2.66% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.94% | -0.06% | +6.45% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.09% | -4.33% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.07% | +8.05% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.01% | +1.96% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.70% | -0.05% | +9.25% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.01% | -2.87% | |
| 26 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.60% | — | -0.02% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.08% | +1.85% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | — | +2.89% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.07% | +1.97% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | +0.01% | +8.45% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.54% | -0.04% | -4.80% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.09% | -1.69% | |
| 33 | SF | Stifel Financial CORP | Stock-Financials | 0.49% | -0.06% | — | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.47% | -0.02% | -0.11% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.45% | +0.02% | +0.82% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-Other | 0.44% | -0.04% | -0.98% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.03% | -1.89% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.01% | -0.76% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.02% | -0.75% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.35% | -0.02% | -0.53% | |
| 41 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.33% | +0.01% | -1.67% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.03% | -1.03% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.33% | — | +0.36% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | +0.02% | — | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.32% | +0.02% | +0.00% | |
| 46 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.30% | -0.14% | EXIT | |
| 47 | CTVA | Corteva Inc | Stock-Materials | 0.30% | -0.03% | -1.58% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.04% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.09% | +4.04% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.28% | — | -2.91% |
According to official SEC Form 13F filings, Brandywine Oak Private Wealth LLC reported a total U.S. public equity portfolio value of $1.3B across 235 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHF, VTV, VUG) accounted for 29.7% of total reported equity market value during Q1 2024.
During Q1 2024, Brandywine Oak Private Wealth LLC's top holdings by market value included SCHF (11.5%)、VTV (10.9%)、VUG (8.6%). The largest single position, SCHF, represented 11.5% of total portfolio value.
In Q1 2024, Brandywine Oak Private Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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