BRANDYWINE OAK PRIVATE WEALTH LLC
CIK: 0001764694SEC EDGAR →
Portfolio Value
$1.0M
Holdings
234
As of
Q4 2025
New Positions
234
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 5,920,683 | $142K | 13.60% |
| 2 | VANGUARD INDEX FDS | 703,637 | $134K | 12.84% |
| 3 | VANGUARD INDEX FDS | 224,017 | $109K | 10.44% |
| 4 | VANGUARD SCOTTSDALE FDS | 1,263,763 | $105K | 10.06% |
| 5 | VANGUARD SCOTTSDALE FDS | 907,478 | $54K | 5.17% |
| 6 | VANGUARD INTL EQUITY INDEX F | 684,815 | $36K | 3.45% |
| 7 | APPLE INC | 122,289 | $33K | 3.16% |
| 8 | ISHARES TR | 351,822 | $31K | 2.97% |
| 9 | SPDR SERIES TRUST | 541,657 | $30K | 2.87% |
| 10 | SPDR SERIES TRUST | 271,266 | $28K | 2.68% |
Quarterly Changes
New Positions (234)
$142K · 5.9M shares
$134K · 704K shares
$109K · 224K shares
$105K · 1.3M shares
$54K · 907K shares
$36K · 685K shares
$33K · 122K shares
$31K · 352K shares
$30K · 542K shares
$28K · 271K shares
$26K · 288K shares
$19K · 230K shares
$18K · 428K shares
$18K · 754K shares
$17K · 691K shares
$14K · 137K shares
$14K · 77K shares
$12K · 26K shares
$10K · 32K shares
$9K · 186K shares
$8K · 128K shares
$8K · 25K shares
$8K · 75K shares
$7K · 124K shares
$7K · 32K shares
$7K · 20K shares
$6K · 30K shares
$5K · 89K shares
$5K · 45K shares
$5K · 48K shares
$5K · 61K shares
$4K · 134K shares
$4K · 34K shares
$4K · 37K shares
$4K · 92K shares
$4K · 81K shares
$3K · 11K shares
$3K · 71K shares
$3K · 48K shares
$3K · 34K shares
$3K · 74K shares
$3K · 111K shares
$3K · 26K shares
$3K · 37K shares
$3K · 127K shares
$2K · 7K shares
$2K · 24K shares
$2K · 9K shares
$2K · 27K shares
$2K · 38K shares
$2K · 8K shares
$2K · 11K shares
$2K · 35K shares
$2K · 11K shares
$2K · 18K shares
$2K · 24K shares
$2K · 11K shares
$2K · 9K shares
$2K · 24K shares
$2K · 6K shares
$1K · 29K shares
$1K · 5K shares
$1K · 4K shares
$1K · 13K shares
$1K · 40K shares
$1K · 17K shares
$1K · 13K shares
$1K · 36K shares
$1K · 17K shares
$1K · 13K shares
$1K · 6K shares
$1K · 6K shares
$1K · 9K shares
$1K · 3K shares
$1K · 8K shares
$1K · 22K shares
$1K · 7K shares
$1K · 7K shares
$1K · 49K shares
$1K · 17K shares
$1K · 15K shares
$1K · 3K shares
$1K · 4K shares
$1K · 11K shares
$1K · 69K shares
$1K · 14K shares
$1K · 7K shares
$1K · 10K shares
$1K · 9K shares
$1K · 18K shares
$1K · 24K shares
$1K · 13K shares
$1K · 5K shares
$1K · 15K shares
$1K · 13K shares
$1K · 23K shares
$1K · 3K shares
$0 · 1 shares
$0 · 14K shares
$0 · 3K shares
$0 · 2K shares
$0 · 1K shares
$0 · 8K shares
$0 · 1K shares
$0 · 3K shares
$0 · 8K shares
$0 · 10K shares
$0 · 2K shares
$0 · 6K shares
$0 · 27K shares
$0 · 7K shares
$0 · 2K shares
$0 · 1K shares
$0 · 2K shares
$0 · 2K shares
$0 · 12K shares
$0 · 3K shares
$0 · 8K shares
$0 · 20K shares
$0 · 4K shares
$0 · 3K shares
$0 · 11K shares
$0 · 11K shares
$0 · 644 shares
$0 · 3K shares
$0 · 9K shares
$0 · 6K shares
$0 · 4K shares
$0 · 891 shares
$0 · 1K shares
$0 · 32K shares
$0 · 2K shares
$0 · 10K shares
$0 · 5K shares
$0 · 1K shares
$0 · 7K shares
$0 · 5K shares
$0 · 3K shares
$0 · 2K shares
$0 · 4K shares
$0 · 9K shares
$0 · 9K shares
$0 · 3K shares
$0 · 3K shares
$0 · 403 shares
$0 · 3K shares
$0 · 1K shares
$0 · 3K shares
$0 · 3K shares
$0 · 5K shares
$0 · 443 shares
$0 · 11K shares
$0 · 2K shares
$0 · 999 shares
$0 · 910 shares
$0 · 3K shares
$0 · 6K shares
$0 · 3K shares
$0 · 1K shares
$0 · 9K shares
$0 · 1K shares
$0 · 4K shares
$0 · 6K shares
$0 · 1K shares
$0 · 3K shares
$0 · 3K shares
$0 · 18K shares
$0 · 493 shares
$0 · 740 shares
$0 · 674 shares
$0 · 1K shares
$0 · 4K shares
$0 · 3K shares
$0 · 7K shares
$0 · 4K shares
$0 · 6K shares
$0 · 6K shares
$0 · 2K shares
$0 · 2K shares
$0 · 2K shares
$0 · 6K shares
$0 · 905 shares
$0 · 2K shares
$0 · 2K shares
$0 · 20K shares
$0 · 1K shares
$0 · 433 shares
$0 · 6K shares
$0 · 837 shares
$0 · 40K shares
$0 · 2K shares
$0 · 10K shares
$0 · 3K shares
$0 · 7K shares
$0 · 1K shares
$0 · 24K shares
$0 · 1K shares
$0 · 4K shares
$0 · 2K shares
$0 · 4K shares
$0 · 5K shares
$0 · 2K shares
$0 · 712 shares
$0 · 2K shares
$0 · 5K shares
$0 · 2K shares
$0 · 27K shares
$0 · 3K shares
$0 · 2K shares
$0 · 12K shares
$0 · 10K shares
$0 · 5K shares
$0 · 1K shares
$0 · 1K shares
$0 · 2K shares
$0 · 1K shares
$0 · 19K shares
$0 · 2K shares
$0 · 17K shares
$0 · 284 shares
$0 · 2K shares
$0 · 5K shares
$0 · 1K shares
$0 · 5K shares
$0 · 13K shares
$0 · 1K shares
$0 · 7K shares
$0 · 6K shares
$0 · 3K shares
$0 · 6K shares
$0 · 1K shares
$0 · 460 shares
$0 · 13K shares
$0 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 121 | $846K | 81.0% |
| Technology | 31 | $112K | 10.7% |
| Unknown | 10 | $34K | 3.3% |
| Communication Services | 5 | $13K | 1.2% |
| Healthcare | 14 | $12K | 1.1% |
| Consumer Cyclical | 9 | $10K | 1.0% |
| Consumer Defensive | 7 | $5K | 0.5% |
| Basic Materials | 6 | $4K | 0.4% |
| Industrials | 18 | $4K | 0.4% |
| Energy | 5 | $3K | 0.3% |
| Utilities | 8 | $1K | 0.1% |