Brandywine Oak Private Wealth LLC 13F Holdings
CIK 0001764694 · KENNETT SQUARE, PA
As of Sep 30, 2025, Brandywine Oak Private Wealth LLC reported 234 positions worth
CIK 0001764694 · KENNETT SQUARE, PA
As of Sep 30, 2025, Brandywine Oak Private Wealth LLC reported 234 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 5,828,880 | 35.7M | 11.87% |
| VANGUARD VALUE INDEX FUND | VTV | — | 687,779 | 28.3M | 11.22% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 222,398 | 06.7M | 9.33% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 1,245,035 | 04.7M | 9.16% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 894,430 | $53.7M | 4.70% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 670,845 | $36.3M | 3.18% |
| APPLE INC | AAPL | Technology | 130,476 | $33.2M | 2.91% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 337,597 | $29.5M | 2.58% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 521,906 | $28.9M | 2.53% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 264,199 | $27.6M | 2.41% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 286,569 | $25.4M | 2.22% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 26,615 | 9.9M | 1.74% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 257,933 | 9.7M | 1.72% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 753,904 | 8.4M | 1.61% |
| ISHARES GLOBAL REIT ETF | REET | — | 651,663 | 6.7M | 1.46% |
| GRANITESHARES GOLD TRUST | BAR | — | 437,075 | 6.6M | 1.45% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 139,819 | 4.9M | 1.31% |
| NVIDIA CORP | NVDA | Technology | 77,341 | 4.4M | 1.26% |
| MICROSOFT CORP | MSFT | Technology | 25,766 | 3.3M | 1.17% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 187,880 | $9.4M | 0.82% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 124,530 | $8.2M | 0.72% |
| ALPHABET INC | GOOGL | Equity | 32,506 | $7.9M | 0.69% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 23,901 | $7.5M | 0.66% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 68,716 | $7.3M | 0.64% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 121,848 | $7.3M | 0.64% |