13F Insight
DOSSIER · 13F-HR · Q3 2026

BRANDYWINE OAK PRIVATE WEALTH LLC

$1.3B in tracked AUM across 243 positions as of Q3 2026.

BO
CIK 0001764694 · last filed Sep 30, 2026
Total AUM
$1.3B
as of Q3 2026
Holdings
243
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BRANDYWINE OAK PRIVATE WEALTH LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$156M5.7M11.8%02
VTV
VANGUARD INDEX FDS
$149M688K11.3%03
VUG
VANGUARD INDEX FDS
$124M1.4M9.4%04
VCIT
VANGUARD SCOTTSDALE FDS
$119M1.5M9.0%05
VGIT
VANGUARD SCOTTSDALE FDS
$59M1.0M4.5%06
VWO
VANGUARD INTL EQUITY INDEX F
$41M690K3.1%07
AAPL
APPLE INC
$40M119K3.0%08
IEFA
ISHARES TR
$37M386K2.8%09
SPYG
SPDR SERIES TRUST
$34M280K2.6%10
SPYV
SPDR SERIES TRUST
$34M550K2.5%

Filing history

2026Q3Sep 30
$1.3B▲ 0.2%
243 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 32