StockDriftsStockDriftsTop 50 Brandywine Oak Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 12.03% | 5.72M | $158.5M | -2.15%(-125.98K) | $17.09(+67.66%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 11.44% | 691.9K | $150.8M | -1.18%(-8.27K) | $143.44(+58.61%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 9.35% | 1.43M | $123.2M | +0.55%(+7.81K) | $45.40(+96.42%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.93% | 1.42M | $117.7M | +10.06%(+130.26K) | $81.29(-0.17%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.36% | 974.4K | $57.5M | +7.11%(+64.70K) | $58.52(-0.25%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.14% | 692.5K | $41.3M | +0.83%(+5.71K) | $45.34(+33.19%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.82% | 384.9K | $37.2M | +2.58%(+9.69K) | $66.42(+52.55%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.61% | 565.8K | $34.4M | +1.00%(+5.58K) | $41.22(+53.86%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.61% | 118.8K | $34.4M | -1.48%(-1.78K) | $110.78(+175.67%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.59% | 286.7K | $34.1M | +0.42%(+1.20K) | $62.57(+96.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.17% | +44.95% | +6.54% | +37.24% |
| Top 20 Holdings Unweighted | +13.39% | +45.80% | +6.54% | +37.24% |
Brandywine Oak Private Wealth LLC reports $1.32B in US-listed equity holdings across 245 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (12.0%), VTV (11.4%) and VUG (9.3%). The top 20 holdings account for 73.86% of reported assets. Its disclosed equity book has returned +44.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brandywine Oak Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1764694). View Brandywine Oak Private Wealth LLC’s 13F filings on SEC