Brandywine Oak Private Wealth LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.15 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $136M, Vanguard Value ETF with a value of $128M, Vanguard Growth ETF with a value of $107M, Vanguard Intermediate Term Cor with a value of $105M, and Vanguard Intermediate Term Tre with a value of $53.7M.
Examining the 13F form we can see an increase of $69.9M in the current position value, from $1.08B to 1.15B.
Below you can find more details about Brandywine Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $949 Million
Technology: $75.9 Million
Financial Services: $28.7 Million
Healthcare: $22.5 Million
Communication Services: $14.2 Million
Consumer Cyclical: $14.2 Million
Industrials: $14 Million
Consumer Defensive: $8.87 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
