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CIK: 0001764694
Total reported value
$1.3B
$1.3B
223 檔
31.8%
The Q1 2025 SEC filing reveals that Brandywine Oak Private Wealth LLC held a total portfolio value of $1.3B, covering 223 public equity positions.
In Q1 2025, Brandywine Oak Private Wealth LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.69% | -0.14% | -1.71% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 11.10% | -0.11% | +0.93% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 8.42% | +0.65% | +5.17% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.77% | -0.19% | -0.13% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.14% | -0.07% | -0.31% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.39% | +0.01% | -0.12% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.28% | -0.06% | -1.23% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.02% | +0.02% | +1.22% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.04% | -1.23% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.74% | -0.05% | +3.83% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.56% | -0.04% | +2.62% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.24% | +2.46% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.07% | +0.04% | +7.36% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.74% | -0.29% | -14.40% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 1.52% | -0.15% | +1.73% | |
| 16 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.47% | -0.31% | +0.56% | |
| 17 | REET | Ishares Global Reit ETF | ETF-Other | 1.46% | +0.01% | +2.52% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.42% | +0.36% | -2.28% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.12% | -0.06% | +5.28% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.08% | -2.81% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.01% | -1.18% | |
| 22 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.72% | -0.05% | +4.64% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.07% | -0.94% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.07% | -2.00% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | — | +9.98% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.01% | -1.25% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.09% | +16.99% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.56% | +0.01% | +3.23% | |
| 29 | SF | Stifel Financial CORP | Stock-Financials | 0.55% | -0.06% | — | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.08% | -5.66% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.09% | +0.39% | |
| 32 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.47% | — | -3.14% | |
| 33 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.47% | +0.02% | +9.29% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.03% | -5.52% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-Other | 0.44% | -0.04% | -2.31% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.43% | -0.04% | -1.53% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.40% | -0.02% | -4.67% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.02% | -1.85% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | — | +0.38% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.06% | +0.07% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.33% | -0.02% | -4.87% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.03% | -0.06% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | +0.02% | — | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.02% | -2.89% | |
| 45 | CTVA | Corteva Inc | Stock-Materials | 0.30% | -0.03% | -0.45% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.29% | — | -0.82% | |
| 47 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.29% | +0.01% | -0.20% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | +0.41% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.09% | -1.35% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.04% | +2.31% |
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 223 disclosed positions in Q1 2025.
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 31.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHF
市值: $119.2M
During Q1 2025, Brandywine Oak Private Wealth LLC's top holdings by market value included SCHF (11.7%)、VTV (11.1%)、VUG (8.4%). The largest single position, SCHF, represented 11.7% of total portfolio value.
In Q1 2025, Brandywine Oak Private Wealth LLC made 50 total portfolio adjustments, initiating 50 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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