BRANDYWINE OAK PRIVATE WEALTH LLC - Portfolio Stock Holdings
BRANDYWINE OAK PRIVATE WEALTH LLC disclosed 248 stock positions in a recent SEC 13F filing. $1,315,949,698 of stock holdings were filed, with the largest holdings including SCHF, VTV, and VUG. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,571,774,383 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
248Est. Stock Holding Value:
$1,315,949,698Top Stock Holdings By Sector
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Portfolio Stock Holdings - BRANDYWINE OAK PRIVATE WEALTH LLC
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