Brandywine Oak Private Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Brandywine Oak Private Wealth LLC reported 234 stock positions worth $1.2 billion. Its top holding was Schwab Intl Equity ETF (SCHF) at 11.9% of the portfolio, followed by Vanguard Mrngstr Val ETF-Aui (VTV, 11.3%) and Vanguard Mrngstar GR ETF-Sui (VUG, 9.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 8, added to 72 and reduced 75. The biggest buy was a new position in Bitwise 10 Crypto Index ETF (BITW) and the biggest sale Dupont DE Nemours (DD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Kennett Square, PA
- CIK
- 0001764694
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0002085853-26-000186 ↗ filed Feb 3, 2026
Holdings Value
Holdings 234 stocks · $1.2B
| SCHF Schwab Intl Equity ETF | 11.95% | 5,920,683 | $142.3M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 11.28% | 703,637 | $134.4M | Add +2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 9.17% | 224,017 | $109.3M | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 8.88% | 1,263,763 | $105.8M | Add +1.5% |
| VGIT Vanguard Intermediate-Term T | 4.56% | 907,478 | $54.4M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 3.09% | 684,815 | $36.8M | Add +2.1% |
| AAPL Apple Inc. | 2.79% | 122,289 | $33.2M | Reduce -6.3% |
| IEFA iShares Core MSCI Eafe ETF | 2.64% | 351,822 | $31.5M | Add +4.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.58% | 541,657 | $30.8M | Add +3.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.43% | 271,266 | $28.9M | Add +2.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 2.20% | 287,856 | $26.2M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 1.68% | 26,561 | $20.0M | Reduce -0.2% |
| GLDM SPDR Gold Minishares Trust | 1.65% | 229,977 | $19.6M | Reduce -10.8% |
| SCHO Schwab Short-Term US Treas | 1.54% | 753,731 | $18.4M | Reduce -0.0% |
| BAR Graniteshares Gold Trust | 1.53% | 427,952 | $18.2M | Reduce -2.1% |
| REET iShares Global REIT ETF | 1.45% | 690,507 | $17.2M | Add +6.0% |
| SUB iShares Short-Term National | 1.23% | 136,832 | $14.6M | Reduce -2.1% |
| NVDA Nvidia Corp. | 1.21% | 77,251 | $14.4M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.04% | 25,700 | $12.4M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.85% | 32,175 | $10.1M | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.78% | 185,562 | $9.3M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.72% | 128,180 | $8.6M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.68% | 25,255 | $8.1M | Add +5.7% |
| MUB iShares National Muni Bond E | 0.67% | 74,911 | $8.0M | Add +9.0% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 123,701 | $7.7M | Add +1.5% |
| AMZN Amazon.com Inc. | 0.62% | 32,113 | $7.4M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.59% | 20,443 | $7.1M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.57% | 6,303 | $6.8M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.53% | 29,585 | $6.3M | Add +8.4% |
| SF Stifel Financial Corp. | 0.50% | 47,629 | $6.0M | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.47% | 61,169 | $5.6M | Reduce -5.5% |
| ESGV Vanguard ESG US Stock ETF | 0.46% | 45,308 | $5.5M | Add +0.3% |
| BITW Bitwise 10 Crypto Index ETF | 0.44% | 88,931 | $5.2M | New |
| HDV iShares Core High Dividend E | 0.38% | 37,435 | $4.6M | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 0.37% | 134,456 | $4.4M | Add +0.9% |
| ITM Vaneck Intermediate Muni ETF | 0.37% | 92,351 | $4.4M | Add +8.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 81,440 | $4.1M | Reduce -2.4% |
| XLY SS Consumer Disc Select Sect | 0.34% | 33,935 | $4.1M | No change |
| XLV SS Health Care Select Sector | 0.33% | 25,781 | $4.0M | Add +0.0% |
| MUNI PIMCO Intermediate Municipal | 0.33% | 74,041 | $3.9M | Reduce -1.3% |
| XLF SS Financial Select Sector | 0.32% | 70,521 | $3.9M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 6,153 | $3.8M | Add +0.1% |
| SCHV Schwab US Large-Cap Value | 0.32% | 127,211 | $3.8M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.30% | 110,895 | $3.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 6,996 | $3.5M | Reduce -13.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.29% | 36,698 | $3.5M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 4,987 | $3.4M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.28% | 10,658 | $3.3M | Reduce -2.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.28% | 33,973 | $3.3M | Reduce -0.2% |
| CTVA Corteva Inc. | 0.27% | 47,802 | $3.2M | Reduce -0.2% |
| URI United Rentals Inc. | 0.25% | 3,712 | $3.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 8,647 | $2.9M | Reduce -1.7% |
| VXUS Vanguard Total Intl Stock | 0.24% | 38,244 | $2.9M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.24% | 23,800 | $2.9M | Reduce -0.2% |
| VIS Vanguard Industrials ETF | 0.24% | 9,485 | $2.8M | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.22% | 18,443 | $2.6M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.22% | 11,330 | $2.6M | Reduce -0.9% |
| ESGD iShares Trust iShares ESG Aw | 0.22% | 27,139 | $2.6M | Add +5.7% |
| BBEU JPMorgan Betabuilders Europe | 0.21% | 34,528 | $2.5M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.21% | 23,838 | $2.5M | Add +2.2% |
| JNJ Johnson & Johnson | 0.19% | 11,069 | $2.3M | Reduce -2.9% |
| MCD McDonald's Corp. | 0.19% | 7,355 | $2.2M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.19% | 5,662 | $2.2M | Reduce -0.7% |
| VOX Vanguard Communication Servi | 0.18% | 11,128 | $2.2M | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.18% | 8,478 | $2.1M | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 0.17% | 23,718 | $2.0M | Add +0.2% |
| BX Blackstone Inc. | 0.17% | 12,811 | $2.0M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.16% | 2,858 | $2.0M | Add +0.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.16% | 39,977 | $1.9M | Reduce -0.5% |
| TSLA Tesla Inc. | 0.15% | 4,041 | $1.8M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.15% | 2,727 | $1.8M | Add +5.8% |
| FLEE Franklin Ftse Europe ETF | 0.15% | 48,895 | $1.8M | No change |
| XLI SS Industrial Select Sector | 0.14% | 10,839 | $1.7M | Add +1.7% |
| LMT Lockheed Martin Corp. | 0.14% | 3,459 | $1.7M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.14% | 2,822 | $1.6M | No change |
| UNP Union Pacific Corp. | 0.13% | 6,918 | $1.6M | Reduce -0.4% |
| WMT Walmart Inc. | 0.13% | 14,212 | $1.6M | No change |
| IXN iShares Global Tech ETF | 0.13% | 14,872 | $1.6M | No change |
| PID Invesco International Divide | 0.13% | 69,444 | $1.5M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 5,144 | $1.5M | Add +1.0% |
| KO The Coca-Cola Co. | 0.13% | 21,786 | $1.5M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.13% | 4,789 | $1.5M | No change |
| Q Qnity Electronics Inc. | 0.12% | 18,082 | $1.5M | Add +0.6% |
| AEP American Electric Power | 0.12% | 12,779 | $1.5M | No change |
| DD Dupont DE Nemours Inc. | 0.12% | 35,848 | $1.4M | Reduce -0.3% |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 7,222 | $1.4M | Add +1.1% |
| IGRO iShares Intl Div Growth ETF | 0.12% | 17,325 | $1.4M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.12% | 17,455 | $1.4M | Reduce -9.3% |
| VYM Vanguard High DVD Yield ETF | 0.11% | 9,520 | $1.4M | No change |
| PNC PNC Financial Services Group | 0.11% | 6,337 | $1.3M | No change |
| XLK SS Technology Select Sector | 0.11% | 9,172 | $1.3M | Add +1.6% |
| VT Vanguard Tot World STK ETF | 0.11% | 9,112 | $1.3M | Add +87.5% |
| IWB iShares Russell 1000 ETF | 0.10% | 3,286 | $1.2M | Reduce -2.6% |
| BLK BlackRock Inc. | 0.10% | 1,143 | $1.2M | No change |
| EFA iShares MSCI Eafe ETF | 0.10% | 12,717 | $1.2M | No change |
| GE General Electric filed as GE AEROSPACE | 0.10% | 3,925 | $1.2M | No change |
| VPL Vanguard Ftse Pacific ETF | 0.10% | 13,238 | $1.2M | Reduce -0.2% |
| IEUR iShares Core MSCI Europe ETF | 0.10% | 16,531 | $1.2M | No change |
| PEP Pepsico Inc. | 0.10% | 8,000 | $1.1M | Reduce -3.9% |
| AMGN Amgen Inc. | 0.10% | 3,495 | $1.1M | Add +0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| DD Dupont DE Nemours Inc. | Reduce -0.3% | 0.12% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.04% | −0.12 |
| AAPL Apple Inc. | Reduce -6.3% | 2.79% | −0.10 |
| SUB iShares Short-Term National | Reduce -2.1% | 1.23% | −0.07 |
| GLDM SPDR Gold Minishares Trust | Reduce -10.8% | 1.65% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.4% | 0.30% | −0.06 |
| SCHO Schwab Short-Term US Treas | Reduce -0.0% | 1.54% | −0.06 |
| EXCHANGE TRADED CONCEPTS TRU | Sold out | 0.00% | −0.05 |
| VGT Vanguard Info Tech ETF | Reduce -0.2% | 1.68% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.1% | 1.21% | −0.04 |
| BITB Bitwise Bitcoin ETF | Reduce -0.6% | 0.10% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.2% | 0.78% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -60.3% | 0.02% | −0.03 |
| BX Blackstone Inc. | Reduce -2.9% | 0.17% | −0.03 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.22% | −0.03 |
| ETHW Bitwise Ethereum ETF | Reduce -4.0% | 0.05% | −0.02 |
| NFLX Netflix Inc. | Reduce -2.7% | 0.07% | −0.02 |
| SYK Stryker Corp. | Reduce -29.0% | 0.04% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Reduce -2.4% | 0.35% | −0.02 |
| HD Home Depot Inc. | Reduce -3.5% | 0.08% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.02 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.02 |
| VVV Valvoline Inc. | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.3% | 0.12% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -0.1% | 0.38% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Reduce -1.3% | 0.33% | −0.02 |
| VIS Vanguard Industrials ETF | Reduce -3.1% | 0.24% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.2% | 0.29% | −0.01 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.22% | −0.01 |
| CTVA Corteva Inc. | Reduce -0.2% | 0.27% | −0.01 |
| XLF SS Financial Select Sector | Reduce -1.3% | 0.32% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -18.4% | 0.03% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.2% | 0.14% | −0.01 |
| COP Conocophillips | Reduce -9.2% | 0.06% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.4% | 0.13% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -4.4% | 0.04% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 0.24% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.5% | 0.16% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.19% | −0.01 |
| PEP Pepsico Inc. | Reduce -3.9% | 0.10% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -5.0% | 0.04% | −0.01 |
| SO The Southern Co. | Reduce -1.8% | 0.03% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -2.6% | 0.10% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.3% | 0.06% | −0.00 |
| T AT&T Inc. | Reduce -0.6% | 0.02% | −0.00 |
| PSX Phillips 66 | Reduce -1.7% | 0.03% | −0.00 |
| KMI Kinder Morgan Inc. | Reduce -5.6% | 0.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| BITW Bitwise 10 Crypto Index ETF | New | 0.44% | +0.44 |
| SCHF Schwab Intl Equity ETF | Add +1.6% | 11.95% | +0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.3% | 11.28% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.2% | 2.64% | +0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.8% | 2.58% | +0.07 |
| VT Vanguard Tot World STK ETF | Add +87.5% | 0.11% | +0.05 |
| MRK Merck & Co. Inc. | Add +2.2% | 0.21% | +0.04 |
| MUB iShares National Muni Bond E | Add +9.0% | 0.67% | +0.04 |
| BITQ Bitwise Crypto Indu Inno ETF | New | 0.03% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.4% | 0.53% | +0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.7% | 2.43% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +5.7% | 0.68% | +0.03 |
| IYG iShares U.S. Financial Servi | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | Add +0.0% | 0.33% | +0.02 |
| ISRG Intuitive Surgical Inc. | New | 0.02% | +0.02 |
| FDX FedEx Corp. | New | 0.02% | +0.02 |
| ITM Vaneck Intermediate Muni ETF | Add +8.3% | 0.37% | +0.02 |
| CMI Cummins Inc. | New | 0.02% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.02% | +0.02 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.02% | +0.02 |
| IQLT iShares MSCI International Q | Add +63.1% | 0.04% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 0.65% | +0.01 |
| AMGN Amgen Inc. | Add +0.8% | 0.10% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +2.9% | 0.72% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +20.2% | 0.06% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +5.7% | 0.22% | +0.01 |
| AVGO Broadcom Inc. | Add +0.1% | 0.59% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.0% | 0.08% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +50.1% | 0.03% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +4.3% | 0.24% | +0.01 |
| RTX RTX Corp. | Add +1.6% | 0.09% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.08% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +13.6% | 0.05% | +0.01 |
| DOW Dow Inc. | Add +8.4% | 0.08% | +0.00 |
| IAU iShares Gold Trust | Add +0.9% | 0.06% | +0.00 |
| MS Morgan Stanley | Add +1.8% | 0.04% | +0.00 |
| IBM Intl Business Machines Corp. | Add +1.0% | 0.13% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +15.5% | 0.02% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.1% | 0.06% | +0.00 |
| PAVE Global X US Infrastructure | Add +9.9% | 0.03% | +0.00 |
| IFF Intl Flavors & Fragrances | Add +0.1% | 0.03% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.7% | 0.05% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Add +3.0% | 0.02% | +0.00 |
| QCOM Qualcomm Inc. | Add +2.9% | 0.02% | +0.00 |
| XLK SS Technology Select Sector | Add +1.6% | 0.11% | +0.00 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +0.2% | 0.02% | 0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.3% | 0.06% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +1.1% | 0.12% | −0.00 |
| SHYD Vaneck SH Hi YLD Muni | Add +2.4% | 0.03% | −0.00 |
| VAW Vanguard Materials ETF | Add +1.0% | 0.03% | −0.00 |
Options Activity Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | put | Sold out | 1,100 | $839Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 245 | $1.3B | SCHF, VTV, VUG, VCIT, VGIT |
| Q1 2026 | 229 | $1.2B | SCHF, VTV, VCIT, VUG, VGIT |
| Q4 2025 | 234 | $1.2B | SCHF, VTV, VUG, VCIT, VGIT |
| Q3 2025 | 233 | $1.2B | SCHF, VTV, VUG, VCIT, VGIT |
| Q2 2025 | 233 | $1.1B | SCHF, VTV, VUG, VGIT, VCIT |
| Q1 2025 | 223 | $1.0B | SCHF, VTV, VUG, VGIT, VCIT |
| Q4 2024 | 230 | $1.0B | SCHF, VTV, VUG, VGIT, VCIT |
| Q3 2024 | 236 | $1.0B | SCHF, VTV, VUG, VGIT, VCIT |
| Q2 2024 | 226 | $972.1M | SCHF, VTV, VUG, VGIT, VCIT |
| Q1 2024 | 235 | $957.2M | SCHF, VTV, VUG, VCSH, VGIT |