Universe · entity
BRANDYWINE OAK PRIVATE WEALTH LLC
Institutional manager (13F) · CIK 1764694
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $145M | 5,847,506 |
| 2 | VANGUARD INDEX FDS | $137M | 700,170 |
| 3 | VANGUARD SCOTTSDALE FDS | $107M | 1,294,286 |
| 4 | VANGUARD INDEX FDS | $104M | 237,008 |
| 5 | VANGUARD SCOTTSDALE FDS | $54M | 909,656 |
| 6 | VANGUARD INTL EQUITY INDEX F | $37M | 686,832 |
| 7 | ISHARES TR | $34M | 375,169 |
| 8 | SPDR SERIES TRUST | $32M | 560,176 |
| 9 | APPLE INC | $31M | 120,533 |
| 10 | SPDR SERIES TRUST | $28M | 285,546 |
| 11 | SPDR SERIES TRUST | $27M | 284,817 |
| 12 | WORLD GOLD TR | $21M | 221,713 |
| 13 | GRANITESHARES GOLD TR | $20M | 430,687 |
| 14 | VANGUARD WORLD FD | $18M | 26,408 |
| 15 | SCHWAB STRATEGIC TR | $18M | 753,576 |
| 16 | ISHARES TR | $18M | 696,479 |
| 17 | ISHARES TR | $15M | 145,350 |
| 18 | NVIDIA CORPORATION | $13M | 77,091 |
| 19 | MICROSOFT CORP | $10M | 26,410 |
| 20 | ISHARES TR | $10M | 91,210 |
| 21 | ISHARES INC | $9M | 135,526 |
| 22 | ALPHABET INC | $9M | 32,696 |
| 23 | VANGUARD MUN BD FDS | $9M | 185,634 |
| 24 | VANGUARD TAX-MANAGED FDS | $8M | 123,101 |
| 25 | JPMORGAN CHASE & CO | $7M | 25,181 |
| 26 | AMAZON COM INC | $7M | 32,550 |
| 27 | VANGUARD INDEX FDS | $7M | 30,653 |
| 28 | BROADCOM INC | $6M | 20,532 |
| 29 | ELI LILLY & CO | $6M | 6,369 |
| 30 | ASTRAZENECA PLC | $6M | 28,812 |
| 31 | VANGUARD WORLD FD | $5M | 46,487 |
| 32 | ISHARES TR | $5M | 36,679 |
| 33 | STIFEL FINL CORP | $5M | 66,682 |
| 34 | VANECK ETF TRUST | $5M | 103,145 |
| 35 | BITWISE 10 CRYPTO INDEX ETF | $5M | 101,772 |
| 36 | J P MORGAN EXCHANGE TRADED F | $4M | 79,581 |
| 37 | EXXON MOBIL CORP | $4M | 23,852 |
| 38 | SCHWAB STRATEGIC TR | $4M | 133,976 |
| 39 | SCHWAB STRATEGIC TR | $4M | 127,735 |
| 40 | CORTEVA INC | $4M | 46,346 |
| 41 | BERKSHIRE HATHAWAY INC DEL | $4M | 7,994 |
| 42 | PIMCO ETF TR | $4M | 73,136 |
| 43 | INVESCO QQQ TR | $4M | 6,578 |
| 44 | SELECT SECTOR SPDR TR | $4M | 33,495 |
| 45 | SCHWAB STRATEGIC TR | $4M | 109,090 |
| 46 | SELECT SECTOR SPDR TR | $4M | 24,281 |
| 47 | VANGUARD ADMIRAL FDS INC | $3M | 33,571 |
| 48 | SELECT SECTOR SPDR TR | $3M | 68,435 |
| 49 | STATE STR SPDR S&P 500 ETF T | $3M | 5,141 |
| 50 | ISHARES TR | $3M | 35,074 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.