Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRANDYWINE OAK PRIVATE WEALTH LLC (CIK 1764694) reported $1.19B across 227 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHF ($144.7M, 12.17%), VTV ($137.4M, 11.55%), VCIT ($107.1M, 9.00%), VUG ($103.5M, 8.70%), VGIT ($54.2M, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $144.7M | 12.17% | 5.8M | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $137.4M | 11.55% | 700,170 | Trimmed |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $107.1M | 9.00% | 1.3M | Added |
| 4 | VUG | VANGUARD INDEX FDS | $103.5M | 8.70% | 237,008 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $54.2M | 4.55% | 909,656 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $37.1M | 3.12% | 686,832 | Added |
| 7 | IEFA | ISHARES TR | $34.0M | 2.86% | 375,169 | Added |
| 8 | SPYV | SPDR SERIES TRUST | $31.7M | 2.66% | 560,176 | Added |
| 9 | AAPL | APPLE INC | $30.6M | 2.57% | 120,533 | Trimmed |
| 10 | SPYG | SPDR SERIES TRUST | $28.0M | 2.35% | 285,546 | Added |
| 11 | SLYV | SPDR SERIES TRUST | $26.9M | 2.26% | 284,817 | Trimmed |
| 12 | GLDM | WORLD GOLD TR | $20.6M | 1.73% | 221,713 | Trimmed |
| 13 | BAR | GRANITESHARES GOLD TR | $19.9M | 1.67% | 430,687 | Added |
| 14 | VGT | VANGUARD WORLD FD | $18.4M | 1.55% | 26,408 | Trimmed |
| 15 | SCHO | SCHWAB STRATEGIC TR | $18.3M | 1.54% | 753,576 | Trimmed |
| 16 | REET | ISHARES TR | $17.5M | 1.47% | 696,479 | Added |
| 17 | SUB | ISHARES TR | $15.5M | 1.30% | 145,350 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $13.4M | 1.13% | 77,091 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $9.8M | 0.82% | 26,410 | Added |
| 20 | MUB | ISHARES TR | $9.7M | 0.81% | 91,210 | Added |
| 21 | IEMG | ISHARES INC | $9.5M | 0.79% | 135,526 | Added |
| 22 | GOOGL | ALPHABET INC | $9.4M | 0.79% | 32,696 | Added |
| 23 | VTEB | VANGUARD MUN BD FDS | $9.3M | 0.78% | 185,634 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $7.9M | 0.66% | 123,101 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $7.4M | 0.62% | 25,181 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31