BRANDYWINE OAK PRIVATE WEALTH LLC: 13F holdings
CIK 17646942026Q2
| Positions | 245 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 245 (+16 vs prior quarter) |
|---|
| Reported value | $1.3bn (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHF SCHWAB STRATEGIC TR | 5,721,529 | $158.5m | 12.0% |
| VTV VANGUARD INDEX FDS | 691,901 | $150.8m | 11.4% |
| VUG VANGUARD INDEX FDS | 1,429,857 | $123.2m | 9.3% |
| VCIT VANGUARD SCOTTSDALE FDS | 1,424,549 | $117.7m | 8.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 974,352 | $57.5m | 4.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 692,546 | $41.3m | 3.1% |
| IEFA ISHARES TR | 384,856 | $37.2m | 2.8% |
| SPYV SPDR SERIES TRUST | 565,753 | $34.4m | 2.6% |
| AAPL APPLE INC | 118,752 | $34.4m | 2.6% |
| SPYG SPDR SERIES TRUST | 286,742 | $34.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764694")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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