13F Insight
DOSSIER · 13F-HR · Q2 2026

BRANDYWINE OAK PRIVATE WEALTH LLC

$1.3B in tracked AUM across 245 positions as of Q2 2026.

BO
CIK 0001764694 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
245
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BRANDYWINE OAK PRIVATE WEALTH LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$158M5.7M12.0%02
VTV
VANGUARD INDEX FDS
$151M692K11.4%03
VUG
VANGUARD INDEX FDS
$123M1.4M9.3%04
VCIT
VANGUARD SCOTTSDALE FDS
$118M1.4M8.9%05
VGIT
VANGUARD SCOTTSDALE FDS
$57M974K4.4%06
VWO
VANGUARD INTL EQUITY INDEX F
$41M693K3.1%07
IEFA
ISHARES TR
$37M385K2.8%08
SPYV
SPDR SERIES TRUST
$34M566K2.6%09
AAPL
APPLE INC
$34M119K2.6%10
SPYG
SPDR SERIES TRUST
$34M287K2.6%

Filing history

2026Q2Jun 30
$1.3B▲ 10.8%
245 positionsView →2026Q1Mar 31
$1.2B▼ 0.2%
229 positionsView →2025Q4Dec 31
$1.2B▲ 3.5%
234 positionsView →2025Q3Sep 30
$1.2B▲ 6.6%
234 positionsView →2025Q2Jun 30
$1.1B▲ 5.9%
234 positionsLocked2025Q1Mar 31
$1.0B▼ 0.3%
224 positionsLocked2024Q4Dec 31
$1.0B▼ 1.0%
231 positionsLocked2024Q3Sep 30
$1.0B▲ 6.1%
237 positionsLocked2024Q2Jun 30
$974M▲ 1.5%
227 positionsLocked2024Q1Mar 31
$960M▲ 6.6%
236 positionsLocked2023Q4Dec 31
$900M▲ 5.6%
230 positionsLocked2023Q3Sep 30
$852M▼ 4.6%
230 positionsLocked
Showing 12 of 31