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
234 檔
41.4%
The Q4 2025 SEC filing reveals that Brandywine Oak Private Wealth LLC held a total portfolio value of $1.3B, covering 234 public equity positions.
In Q4 2025, Brandywine Oak Private Wealth LLC displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 11.95% | -0.14% | +1.57% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 11.28% | -0.11% | +2.31% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 9.17% | +0.65% | +0.73% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.88% | -0.07% | +1.50% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.56% | -0.19% | +1.46% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.09% | +0.02% | +2.08% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.79% | +0.04% | -6.27% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.64% | -0.04% | +4.21% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.58% | -0.05% | +3.78% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.43% | +0.24% | +2.67% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.20% | +0.04% | +0.45% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.68% | +0.36% | -0.20% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.65% | -0.29% | -10.84% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.54% | -0.06% | -0.02% | |
| 15 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.53% | -0.31% | -2.09% | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 1.45% | +0.01% | +5.96% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.23% | -0.15% | -2.14% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | -0.01% | -0.12% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.08% | -0.26% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.09% | -1.02% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.78% | -0.08% | -1.23% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | +0.07% | +2.93% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.07% | +5.67% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | -0.06% | +9.02% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | — | +1.52% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.01% | -0.74% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.06% | +0.14% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.09% | -14.86% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.53% | +0.01% | +8.36% | |
| 30 | SF | Stifel Financial CORP | Stock-Financials | 0.50% | -0.06% | — | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.47% | — | -5.52% | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.46% | +0.02% | +0.26% | |
| 33 | BITW | Bitwise 10 Crypto Index ETF | ETF-Crypto | 0.44% | -0.08% | — | |
| 34 | HDV | Ishares Core High Dividend E | ETF-Other | 0.38% | -0.04% | -0.08% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.37% | +0.02% | +0.91% | |
| 36 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.37% | -0.05% | +8.30% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.35% | -0.04% | -2.36% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.34% | -0.02% | +99.90% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.33% | -0.02% | +0.02% | |
| 40 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.33% | -0.04% | -1.29% | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.32% | — | -1.27% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.04% | +0.08% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | +0.02% | — | |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.30% | — | +0.31% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.03% | -13.39% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.29% | -0.02% | -0.18% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.04% | +0.93% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.03% | -2.16% | |
| 49 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.28% | +0.01% | -0.23% | |
| 50 | CTVA | Corteva Inc | Stock-Materials | 0.27% | -0.03% | -0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +0.2% | +1.57% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.02% | Trim |
| 3 | VTV | Vanguard Value ETF | +0.1% | +2.31% | Add |
| 4 | BAR | Graniteshares Gold Trust | +0.1% | -2.09% | Trim |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.21% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | -14.86% | Trim |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +3.78% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -2.16% | Trim |
| 9 | VT | Vanguard Tot World Stk ETF | +0.1% | +87.53% | Add |
| 10 | AZNN | Astrazeneca Plc-spons Adr | 0% | -5.52% | Trim |
| 11 | VBR | Vanguard Small-cap Value ETF | 0% | +8.36% | Add |
| 12 | MRK | Merck & Co. Inc. | 0% | +2.23% | Add |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +2.67% | Add |
| 14 | MUB | Ishares National Muni Bond E | 0% | +9.02% | Add |
| 15 | JPM | Jpmorgan Chase & Co | 0% | +5.67% | Add |
| 16 | SF | Stifel Financial CORP | 0% | — | Unchanged |
| 17 | VEA | Vanguard Ftse Developed ETF | 0% | +1.52% | Add |
| 18 | XLV | Ss Health Care Select Sector | 0% | +0.02% | Add |
| 19 | ITM | Vaneck Intermediate Muni ETF | 0% | +8.30% | Add |
| 20 | AMD | Advanced Micro Devices | 0% | -0.09% | Trim |
| 21 | IEMG | Ishares Core Msci Emerging | 0% | +2.93% | Add |
| 22 | AVGO | Broadcom Inc | 0% | +0.14% | Add |
| 23 | REET | Ishares Global Reit ETF | — | +5.96% | Add |
| 24 | AMZN | Amazon.com Inc | — | -0.74% | Trim |
| 25 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.45% | Add |
| 26 | ETHW | Bitwise Ethereum ETF | 0% | -4.04% | Trim |
| 27 | NFLX | Netflix Inc | 0% | +872.56% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | -60.31% | Trim |
| 29 | BITB | Bitwise Bitcoin ETF | 0% | -0.64% | Trim |
| 30 | BX | Blackstone Inc | 0% | -2.90% | Trim |
| 31 | SYK | Stryker CORP | 0% | -29.00% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -13.39% | Trim |
| 33 | URI | United Rentals Inc | -0.1% | — | Unchanged |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +2.08% | Add |
| 35 | SUB | Ishares Short-term National | -0.1% | -2.14% | Trim |
| 36 | VUG | Vanguard Growth ETF | -0.1% | +0.73% | Add |
| 37 | VGIT | Vanguard Intermediate-term T | -0.1% | +1.46% | Add |
| 38 | 6D8 | Dupont De Nemours Inc | -0.1% | -0.28% | Trim |
| 39 | MSFT | Microsoft CORP | -0.1% | -0.26% | Trim |
| 40 | VCIT | Vanguard Int-term Corporate | -0.2% | +1.50% | Add |
| 41 | BITW | Bitwise 10 Crypto Index ETF | — | NEW | New buy |
| 42 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 43 | ✓ | Exchange Traded Concepts Tru | — | EXIT | Sold out |
| 44 | BITQ | Bitwise Crypto Indu Inno ETF | — | NEW | New buy |
| 45 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 46 | IYG | Ishares U.s. Financial Servi | — | NEW | New buy |
| 47 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 48 | FDX | Fedex CORP | — | NEW | New buy |
| 49 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 50 | KWEB | Kranesh Csi China Internet | — | EXIT | Sold out |
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 234 disclosed positions in Q4 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 41.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BITW
市值: $5.2M
Top Position Liquidated / Trimmed
EXCHANGE TRADED CONCEPTS TRU
前期市值: $585.1K
During Q4 2025, Brandywine Oak Private Wealth LLC's top holdings by market value included SCHF (11.9%)、VTV (11.3%)、VUG (9.2%). The largest single position, SCHF, represented 11.9% of total portfolio value.
In Q4 2025, Brandywine Oak Private Wealth LLC made 48 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 16 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.