13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001764694
Total reported value
$1.3B
$1.3B
230 檔
31.3%
In Q4 2024, Brandywine Oak Private Wealth LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 230 disclosed stock positions.
In Q4 2024, Brandywine Oak Private Wealth LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.09% | -0.14% | +115.18% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.75% | -0.11% | +1.34% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.83% | +0.65% | -3.37% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.62% | -0.19% | -2.12% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.07% | -0.07% | -2.20% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.34% | +0.01% | -2.63% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.04% | +33.81% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.27% | -0.06% | +94.45% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.89% | +0.02% | -0.07% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.63% | -0.05% | +2.99% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.33% | +0.24% | +4.56% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.31% | -0.04% | +3.93% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.14% | +0.04% | -1.80% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.70% | -0.29% | -5.14% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.66% | +0.36% | -0.18% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.48% | -0.15% | +3.03% | |
| 17 | REET | Ishares Global Reit ETF | ETF-Other | 1.40% | +0.01% | +2.80% | |
| 18 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.22% | -0.31% | +1.22% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.08% | -1.38% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.08% | -0.06% | +16.54% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.01% | +0.88% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.01% | -0.18% | |
| 23 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.70% | -0.05% | +10.14% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | +0.07% | -0.96% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.07% | +3.57% | |
| 26 | SF | Stifel Financial CORP | Stock-Financials | 0.62% | -0.06% | -0.23% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.09% | -0.44% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | +0.01% | +2.55% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | — | +9.73% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | -0.08% | -4.64% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.09% | -15.04% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.06% | +0.81% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.46% | +0.02% | -2.17% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.43% | -0.04% | -7.63% | |
| 35 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.43% | — | +0.06% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | -2.08% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-Other | 0.42% | -0.04% | +0.17% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.39% | -0.02% | -0.57% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.39% | -0.02% | -1.15% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.36% | +0.02% | +300.01% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.34% | -0.02% | -2.75% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.34% | — | -0.35% | |
| 43 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.32% | +0.01% | -0.02% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.03% | -0.10% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.31% | +0.02% | +200.00% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.04% | -2.39% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.04% | +0.74% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.28% | — | +0.81% | |
| 49 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.27% | -0.14% | EXIT | |
| 50 | CTVA | Corteva Inc | Stock-Materials | 0.27% | -0.03% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | +33.81% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.4% | -3.37% | Trim |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +4.56% | Add |
| 4 | MUB | Ishares National Muni Bond E | +0.2% | +16.54% | Add |
| 5 | AVGO | Broadcom Inc | +0.1% | +0.81% | Add |
| 6 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.1% | -0.18% | Trim |
| 8 | NVDA | Nvidia CORP | +0.1% | +0.88% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +3.57% | Add |
| 10 | VGT | Vanguard Info Tech ETF | +0.1% | -0.18% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.44% | Trim |
| 12 | SF | Stifel Financial CORP | +0.1% | -0.23% | Trim |
| 13 | TSLA | Tesla Inc | +0.1% | +0.74% | Add |
| 14 | ITM | Vaneck Intermediate Muni ETF | +0.1% | +10.14% | Add |
| 15 | XLY | Ss Consumer Disc Select Sect | 0% | -0.57% | Trim |
| 16 | SUB | Ishares Short-term National | 0% | +3.03% | Add |
| 17 | BITB | Bitwise Bitcoin ETF | 0% | +40.07% | Add |
| 18 | COIN | Coinbase Global Inc -class A | 0% | NEW | New buy |
| 19 | BBEU | Jpmorgan Betabuilders Europe | 0% | -1.82% | Trim |
| 20 | MSFT | Microsoft CORP | 0% | -1.38% | Trim |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -4.64% | Trim |
| 22 | UNH | Unitedhealth Group Inc | 0% | -16.72% | Trim |
| 23 | XOM | Exxon Mobil CORP | 0% | -3.94% | Trim |
| 24 | LMT | Lockheed Martin CORP | 0% | -0.36% | Trim |
| 25 | URI | United Rentals Inc | 0% | +0.06% | Add |
| 26 | KO | Coca-cola Co/the | 0% | -5.10% | Trim |
| 27 | MCHP | Microchip Technology Inc | 0% | EXIT | Sold out |
| 28 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | EXIT | Sold out |
| 29 | 6D8 | Dupont De Nemours Inc | 0% | +0.03% | Add |
| 30 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 31 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | EXIT | Sold out |
| 32 | JMST | JPM Ultra-short Muni Income | 0% | -7.63% | Trim |
| 33 | XLV | Ss Health Care Select Sector | -0.1% | -1.15% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | -10.85% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.1% | -2.58% | Trim |
| 36 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 37 | IEMG | Ishares Core Msci Emerging | -0.1% | -0.96% | Trim |
| 38 | DOW | Dow Inc | -0.1% | -5.87% | Trim |
| 39 | VTV | Vanguard Value ETF | -0.1% | +1.34% | Add |
| 40 | GLDM | Spdr Gold Minishares Trust | -0.1% | -5.14% | Trim |
| 41 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | +0.06% | Add |
| 42 | REET | Ishares Global Reit ETF | -0.1% | +2.80% | Add |
| 43 | SCHO | Schwab Short-term US Treas | -0.1% | +94.45% | Add |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -2.63% | Trim |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +3.93% | Add |
| 46 | LLY | Eli Lilly & Co | -0.2% | -15.04% | Trim |
| 47 | VCIT | Vanguard Int-term Corporate | -0.2% | -2.20% | Trim |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -0.07% | Trim |
| 49 | SCHF | Schwab Intl Equity ETF | -0.3% | +115.18% | Add |
| 50 | VGIT | Vanguard Intermediate-term T | -0.3% | -2.12% | Trim |
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 230 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, VTV, VUG) accounted for 31.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $570.7K
During Q4 2024, Brandywine Oak Private Wealth LLC's top holdings by market value included SCHF (11.1%)、VTV (10.8%)、VUG (8.8%). The largest single position, SCHF, represented 11.1% of total portfolio value.
In Q4 2024, Brandywine Oak Private Wealth LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 25 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.