BRANDYWINE OAK PRIVATE WEALTH LLC - Portfolio overview

BRANDYWINE OAK PRIVATE WEALTH LLC has 244 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHF - SCHWAB STRATEGIC TR, 12.13%
2. VTV - VANGUARD INDEX FDS, 11.51%
3. VCIT - VANGUARD SCOTTSDALE FDS, 8.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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