StockDriftsStockDriftsTop 50 Brandywine Oak Private Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 12.17% | 5.85M | $144.7M | -1.24%(-73.18K) | $17.09(+59.79%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 11.55% | 700.2K | $137.4M | -0.49%(-3.47K) | $143.44(+45.26%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9% | 1.29M | $107.1M | +2.42%(+30.52K) | $81.17(+1.72%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8.7% | 237.0K | $103.5M | +5.80%(+12.99K) | $45.22(+93.50%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.55% | 909.7K | $54.2M | +0.24%(+2.18K) | $58.47(+0.86%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.12% | 686.8K | $37.1M | +0.29%(+2.02K) | $45.15(+32.74%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.86% | 375.2K | $34.0M | +6.64%(+23.35K) | $65.78(+47.68%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 2.66% | 560.2K | $31.7M | +3.42%(+18.52K) | $41.05(+46.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.57% | 120.5K | $30.6M | -1.44%(-1.76K) | $110.78(+169.79%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.35% | 285.5K | $28.0M | +5.26%(+14.28K) | $62.39(+90.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.98% | +36.71% |
| Top 20 Holdings Unweighted | +11.68% | +39.29% |
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