BRANDYWINE OAK PRIVATE WEALTH LLC - Portfolio Stock Holdings
BRANDYWINE OAK PRIVATE WEALTH LLC disclosed 255 stock positions in a recent SEC 13F filing. $1,320,891,177 of stock holdings were filed, with the largest holdings including SCHF, VTV, and VUG. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
255Est. Stock Holding Value:
$1,320,891,177Top Stock Holdings By Sector
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Portfolio Stock Holdings - BRANDYWINE OAK PRIVATE WEALTH LLC
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