account_balance
Investment manager · 13F filer · SEC CIK 1764694
Brandywine Oak Private Wealth LLC
Reported value$1.32Bas of Jun 30, 2026
Positions245 21 new, 5 sold out
Top 10 weight59.9%SCHF alone is 12%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHFSchwab Strategic Tr
12.0%Trimmed −2%
VTVVanguard Index FDS
11.4%
VUGVanguard Index FDS
9.3%Added +503%
VCITVanguard Scottsdale FDS
8.9%Added +10%
VGITVanguard Scottsdale FDS
4.4%Added +7%
VWOVanguard Intl Equity Index F
3.1%
IEFAiShares Tr
2.8%Added +3%
SPYVSPDR Series Trust
2.6%
AAPLApple Inc
2.6%
SPYGSPDR Series Trust
2.6%
SLYVSPDR Series Trust
2.3%Trimmed −2%
VGTVanguard World Fd
1.9%Added +699%
SCHFSchwab Strategic Tr
12.0%Trimmed −2%
VTVVanguard Index FDS
11.4%
VUGVanguard Index FDS
9.3%Added +503%
VCITVanguard Scottsdale FDS
8.9%Added +10%
VGIT4.4%VWO3.1%IEFA2.8%SPYV2.6%AAPL2.6%SPYG2.6%SLYV2.3%VGT1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHF Schwab Strategic Tr 12.0% Trimmed −2%VTV Vanguard Index FDS 11.4% HeldVUG Vanguard Index FDS 9.3% Added +503%VCIT Vanguard Scottsdale FDS 8.9% Added +10%VGIT Vanguard Scottsdale FDS 4.4% Added +7%VWO Vanguard Intl Equity Index F 3.1% HeldIEFA iShares Tr 2.8% Added +3%SPYV SPDR Series Trust 2.6% HeldAAPL Apple Inc 2.6% HeldSPYG SPDR Series Trust 2.6% HeldSLYV SPDR Series Trust 2.3% Trimmed −2%VGT Vanguard World Fd 1.9% Added +699%
What changed