BRANDYWINE OAK PRIVATE WEALTH LLC

CIK 0001764694 • 6 13F filings • May 7, 2025 – Jul 16, 2026

Import this data to Google Sheets with:

=jivedata("brandywine-oak-private-wealth-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: BRANDYWINE OAK PRIVATE WEALTH LLC, Chief Compiance Officer
Address: 500 Old Forge Lane, Suite 501, Kennett Square, PA, 19348
Phone: 484-785-0046
AUM: $1.19B

AUM over time

$1.32B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.02B223 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.1M	0.1%	8,373 SH
ABBVIE INC	COM	$2.5M	0.2%	12,032 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$224K	0.0%	719 SH
ADOBE INC	COM	$445K	0.0%	1,161 SH
ADVANCED MICRO DEVICES INC	COM	$460K	0.0%	4,479 SH
AIR PRODS & CHEMS INC	COM	$656K	0.1%	2,225 SH
ALPHABET INC	CAP STK CL A	$5.1M	0.5%	33,046 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.2%	12,714 SH
ALPS ETF TR	ALERIAN MLP	$284K	0.0%	5,468 SH
ALTRIA GROUP INC	COM	$311K	0.0%	5,183 SH
AMAZON COM INC	COM	$6.2M	0.6%	32,576 SH
AMERICAN ELEC PWR CO INC	COM	$1.4M	0.1%	12,785 SH
AMERICAN EXPRESS CO	COM	$343K	0.0%	1,274 SH
AMERICAN TOWER CORP NEW	COM	$230K	0.0%	1,057 SH
AMGEN INC	COM	$1.1M	0.1%	3,468 SH
APPLE INC	COM	$29.8M	2.9%	134,050 SH
ASML HOLDING N V	N Y REGISTRY SHS	$203K	0.0%	306 SH
ASTRAZENECA PLC	SPONSORED ADR	$4.8M	0.5%	65,524 SH
AT&T INC	COM	$285K	0.0%	10,067 SH
AUTOMATIC DATA PROCESSING IN	COM	$442K	0.0%	1,448 SH
BANK AMERICA CORP	COM	$530K	0.1%	12,712 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	0.2%	2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	0.5%	8,894 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$653K	0.1%	14,555 SH
BITWISE ETHEREUM ETF	SHS	$168K	0.0%	12,804 SH
BLACKROCK INC	COM	$1.1M	0.1%	1,154 SH
BLACKROCK MUNIYIELD FD INC	COM	$317K	0.0%	30,000 SH
BLACKROCK TAX MUNICPAL BD TR	SHS	$300K	0.0%	18,000 SH
BLACKSTONE INC	COM	$1.8M	0.2%	12,920 SH
BOEING CO	COM	$234K	0.0%	1,372 SH
BRISTOL-MYERS SQUIBB CO	COM	$514K	0.1%	8,426 SH
BROADCOM INC	COM	$3.5M	0.3%	20,609 SH
CADENCE DESIGN SYSTEM INC	COM	$320K	0.0%	1,257 SH
CAPITAL ONE FINL CORP	COM	$210K	0.0%	1,170 SH
CARRIER GLOBAL CORPORATION	COM	$233K	0.0%	3,678 SH
CHEMOURS CO	COM	$321K	0.0%	23,731 SH
CHEVRON CORP NEW	COM	$1.2M	0.1%	7,247 SH
CISCO SYS INC	COM	$769K	0.1%	12,467 SH
CME GROUP INC	COM	$823K	0.1%	3,102 SH
COCA COLA CO	COM	$1.6M	0.2%	22,581 SH
COLGATE PALMOLIVE CO	COM	$226K	0.0%	2,410 SH
CONOCOPHILLIPS	COM	$804K	0.1%	7,657 SH
CONSTELLATION ENERGY CORP	COM	$207K	0.0%	1,026 SH
CORTEVA INC	COM	$3.1M	0.3%	48,508 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.1%	1,131 SH
CSX CORP	COM	$383K	0.0%	13,021 SH
DANAHER CORPORATION	COM	$264K	0.0%	1,287 SH
DARDEN RESTAURANTS INC	COM	$576K	0.1%	2,773 SH
DIGITAL RLTY TR INC	COM	$255K	0.0%	1,782 SH
DISNEY WALT CO	COM	$203K	0.0%	2,052 SH
DOW INC	COM	$1.4M	0.1%	39,867 SH
DUKE ENERGY CORP NEW	COM NEW	$455K	0.0%	3,731 SH
DUPONT DE NEMOURS INC	COM	$2.7M	0.3%	35,582 SH
ELEVANCE HEALTH INC	COM	$251K	0.0%	577 SH
ELI LILLY & CO	COM	$6.1M	0.6%	7,436 SH
EMERSON ELEC CO	COM	$597K	0.1%	5,443 SH
EXCHANGE TRADED CONCEPTS TRU	BITWISE CRYPTO	$317K	0.0%	26,087 SH
EXPEDITORS INTL WASH INC	COM	$2.6M	0.3%	21,352 SH
EXXON MOBIL CORP	COM	$2.8M	0.3%	23,808 SH
FEDEX CORP	COM	$241K	0.0%	987 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$237K	0.0%	2,358 SH
FRANKLIN TEMPLETON ETF TR	FTSE EUROPE	$1.5M	0.1%	48,985 SH
GE AEROSPACE	COM NEW	$786K	0.1%	3,925 SH
GE VERNOVA INC	COM	$298K	0.0%	977 SH
GENERAL DYNAMICS CORP	COM	$952K	0.1%	3,493 SH
GENERAL MLS INC	COM	$500K	0.0%	8,366 SH
GLOBAL X FDS	US INFR DEV ETF	$257K	0.0%	6,812 SH
GOLDMAN SACHS GROUP INC	COM	$620K	0.1%	1,135 SH
GRANITESHARES GOLD TR	SHS BEN INT	$15.0M	1.5%	485,763 SH
HOME DEPOT INC	COM	$1.1M	0.1%	2,981 SH
HONEYWELL INTL INC	COM	$390K	0.0%	1,843 SH
ILLINOIS TOOL WKS INC	COM	$395K	0.0%	1,591 SH
INGEVITY CORP	COM	$387K	0.0%	9,774 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.3M	0.1%	5,289 SH
INTERNATIONAL FLAVORS&FRAGRA	COM	$363K	0.0%	4,683 SH
INTUITIVE SURGICAL INC	COM NEW	$220K	0.0%	444 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.6M	0.2%	8,361 SH
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$1.3M	0.1%	69,911 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$610K	0.1%	3,522 SH
INVESCO PA VALUE MUN INC TR	COM	$209K	0.0%	20,462 SH
INVESCO QQQ TR	UNIT SER 1	$2.9M	0.3%	6,144 SH
ISHARES GOLD TR	ISHARES NEW	$531K	0.1%	9,000 SH
ISHARES INC	CORE MSCI EMKT	$7.2M	0.7%	133,460 SH
ISHARES INC	ESG AWR MSCI EM	$521K	0.1%	14,900 SH
ISHARES INC	MSCI PAC JP ETF	$404K	0.0%	9,158 SH
ISHARES TR	CORE 40/60 MODER	$214K	0.0%	4,870 SH
ISHARES TR	CORE DIV GRWTH	$951K	0.1%	15,391 SH
ISHARES TR	CORE HIGH DV ETF	$4.5M	0.4%	36,947 SH
ISHARES TR	CORE MSCI EAFE	$26.1M	2.6%	344,820 SH
ISHARES TR	CORE MSCI EURO	$994K	0.1%	16,531 SH
ISHARES TR	CORE MSCI PAC	$588K	0.1%	9,446 SH
ISHARES TR	CORE MSCI TOTAL	$2.1M	0.2%	29,826 SH
ISHARES TR	CORE S&P MCP ETF	$680K	0.1%	11,650 SH
ISHARES TR	CORE S&P SCP ETF	$551K	0.1%	5,271 SH
ISHARES TR	CORE S&P TTL STK	$736K	0.1%	6,035 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.2%	2,823 SH
ISHARES TR	CORE US AGGBD ET	$367K	0.0%	3,712 SH
ISHARES TR	ESG AW MSCI EAFE	$2.3M	0.2%	27,652 SH
ISHARES TR	ESG AWARE MSCI	$466K	0.0%	12,137 SH
ISHARES TR	GLOBAL REIT ETF	$14.9M	1.5%	612,379 SH
ISHARES TR	GLOBAL TECH ETF	$1.1M	0.1%	14,872 SH
ISHARES TR	INTL DIV GRWTH	$1.3M	0.1%	17,344 SH
ISHARES TR	INTL SEL DIV ETF	$893K	0.1%	28,786 SH
ISHARES TR	ISHARES BIOTECH	$429K	0.0%	3,351 SH
ISHARES TR	MSCI EAFE ETF	$1.0M	0.1%	12,717 SH
ISHARES TR	MSCI EAFE MIN VL	$243K	0.0%	3,120 SH
ISHARES TR	MSCI USA MIN VOL	$3.6M	0.4%	38,941 SH
ISHARES TR	MSCI USA MMENTM	$399K	0.0%	1,974 SH
ISHARES TR	MSCI USA QLT FCT	$1.3M	0.1%	7,567 SH
ISHARES TR	NATIONAL MUN ETF	$11.5M	1.1%	108,769 SH
ISHARES TR	RUS 1000 ETF	$1.0M	0.1%	3,373 SH
ISHARES TR	S&P 500 GRWT ETF	$513K	0.1%	5,524 SH
ISHARES TR	S&P MC 400GR ETF	$744K	0.1%	8,928 SH
ISHARES TR	SHRT NAT MUN ETF	$15.5M	1.5%	146,425 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS EUR	$2.1M	0.2%	34,714 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$4.4M	0.4%	86,384 SH
JOHNSON & JOHNSON	COM	$1.9M	0.2%	11,741 SH
JPMORGAN CHASE & CO.	COM	$6.6M	0.7%	27,029 SH
KINDER MORGAN INC DEL	COM	$378K	0.0%	13,239 SH
L3HARRIS TECHNOLOGIES INC	COM	$204K	0.0%	973 SH
LIGHTWAVE LOGIC INC	COM	$11K	0.0%	10,775 SH
LOCKHEED MARTIN CORP	COM	$1.5M	0.1%	3,257 SH
LOWES COS INC	COM	$699K	0.1%	2,998 SH
MASTERCARD INCORPORATED	CL A	$1.6M	0.2%	2,984 SH
MCDONALDS CORP	COM	$2.4M	0.2%	7,649 SH
MERCK & CO INC	COM	$2.1M	0.2%	23,786 SH
META PLATFORMS INC	CL A	$1.4M	0.1%	2,367 SH
MICROSOFT CORP	COM	$10.2M	1.0%	27,092 SH
MORGAN STANLEY	COM NEW	$316K	0.0%	2,707 SH
NETFLIX INC	COM	$837K	0.1%	898 SH
NEXTERA ENERGY INC	COM	$589K	0.1%	8,309 SH
NORFOLK SOUTHN CORP	COM	$237K	0.0%	1,000 SH
NVIDIA CORPORATION	COM	$8.1M	0.8%	74,718 SH
NYLI MACKAY DEFINEDTERM MUNI	COM	$302K	0.0%	20,000 SH
ORACLE CORP	COM	$274K	0.0%	1,958 SH
PACCAR INC	COM	$605K	0.1%	6,213 SH
PEPSICO INC	COM	$1.6M	0.2%	10,422 SH
PFIZER INC	COM	$395K	0.0%	15,583 SH
PHILLIPS 66	COM	$421K	0.0%	3,413 SH
PIMCO ETF TR	INTER MUN BD ACT	$1.3M	0.1%	25,123 SH
PNC FINL SVCS GROUP INC	COM	$1.2M	0.1%	6,883 SH
POET TECHNOLOGIES INC	COM NEW	$53K	0.0%	14,000 SH
PROCTER AND GAMBLE CO	COM	$3.2M	0.3%	18,953 SH
PROSHARES TR	S&P 500 DV ARIST	$305K	0.0%	2,987 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$527K	0.1%	6,400 SH
QUALCOMM INC	COM	$232K	0.0%	1,512 SH
RTX CORPORATION	COM	$732K	0.1%	5,525 SH
SALESFORCE INC	COM	$505K	0.0%	1,883 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.9M	0.3%	106,144 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$119.2M	11.7%	6,027,021 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$202K	0.0%	5,623 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$33.5M	3.3%	1,374,561 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.2M	0.3%	127,470 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.2M	0.3%	121,458 SH
SELECT SECTOR SPDR TR	FINANCIAL	$3.6M	0.4%	72,961 SH
SELECT SECTOR SPDR TR	INDL	$1.4M	0.1%	10,654 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$3.4M	0.3%	17,111 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$4.1M	0.4%	27,801 SH
SELECT SECTOR SPDR TR	SBI MATERIALS	$489K	0.0%	5,686 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$954K	0.1%	4,620 SH
SOUTHERN CO	COM	$384K	0.0%	4,179 SH
SPDR GOLD TR	GOLD SHS	$1.5M	0.1%	5,116 SH
SPDR INDEX SHS FDS	S&P INTL ETF	$890K	0.1%	23,210 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.8M	0.3%	5,047 SH
SPDR SER TR	NUVEEN BLMBRG SH	$2.3M	0.2%	48,247 SH
SPDR SER TR	PRTFLO S&P500 GW	$22.3M	2.2%	277,599 SH
SPDR SER TR	PRTFLO S&P500 VL	$27.9M	2.7%	546,609 SH
SPDR SER TR	S&P 600 SMCP VAL	$21.1M	2.1%	269,163 SH
SPDR SER TR	S&P DIVID ETF	$253K	0.0%	1,866 SH
STARBUCKS CORP	COM	$471K	0.0%	4,805 SH
STIFEL FINL CORP	COM	$5.6M	0.5%	59,315 SH
STRYKER CORPORATION	COM	$856K	0.1%	2,300 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$379K	0.0%	2,286 SH
TARGET CORP	COM	$242K	0.0%	2,317 SH
TESLA INC	COM	$1.0M	0.1%	3,957 SH
THE CIGNA GROUP	COM	$299K	0.0%	910 SH
THERMO FISHER SCIENTIFIC INC	COM	$368K	0.0%	740 SH
UNION PAC CORP	COM	$1.7M	0.2%	6,985 SH
UNITED RENTALS INC	COM	$2.0M	0.2%	3,184 SH
UNITEDHEALTH GROUP INC	COM	$794K	0.1%	1,517 SH
VALVOLINE INC	COM	$202K	0.0%	5,816 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$7.4M	0.7%	161,504 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$312K	0.0%	13,858 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$2.9M	0.3%	34,756 SH
VANGUARD INDEX FDS	GROWTH ETF	$85.9M	8.4%	231,567 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.2M	0.1%	4,789 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$668K	0.1%	1,301 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.7M	0.6%	30,453 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$361K	0.0%	1,433 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.2%	7,340 SH
VANGUARD INDEX FDS	VALUE ETF	$113.2M	11.1%	655,541 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$268K	0.0%	4,422 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$30.8M	3.0%	679,572 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$363K	0.0%	5,170 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$975K	0.1%	13,458 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$722K	0.1%	6,229 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.3M	0.5%	106,284 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$42.2M	4.1%	516,583 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$58.8M	5.8%	989,736 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$34.5M	3.4%	437,311 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$495K	0.0%	5,340 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$549K	0.1%	2,830 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.3M	0.2%	36,676 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.6M	0.6%	129,935 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	0.1%	9,522 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$659K	0.1%	7,943 SH
VANGUARD WORLD FD	COMM SRVC ETF	$1.6M	0.2%	11,039 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$220K	0.0%	677 SH
VANGUARD WORLD FD	CONSUM STP ETF	$423K	0.0%	1,931 SH
VANGUARD WORLD FD	ESG US STK ETF	$4.8M	0.5%	49,037 SH
VANGUARD WORLD FD	FINANCIALS ETF	$757K	0.1%	6,335 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$783K	0.1%	2,958 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$2.4M	0.2%	9,873 SH
VANGUARD WORLD FD	INF TECH ETF	$14.5M	1.4%	26,709 SH
VANGUARD WORLD FD	MATERIALS ETF	$317K	0.0%	1,680 SH
VERIZON COMMUNICATIONS INC	COM	$430K	0.0%	9,480 SH
VISA INC	COM CL A	$965K	0.1%	2,755 SH
WALMART INC	COM	$1.2M	0.1%	13,322 SH
WEC ENERGY GROUP INC	COM	$418K	0.0%	3,832 SH
WELLS FARGO CO NEW	COM	$785K	0.1%	10,937 SH
WISDOMTREE TR	EMER MKT HIGH FD	$727K	0.1%	17,288 SH
WORLD GOLD TR	SPDR GLD MINIS	$17.7M	1.7%	286,072 SH
ZOETIS INC	CL A	$271K	0.0%	1,645 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000186	$1.19B	View
Oct 30, 2025	Q3 2025	13F-HR	0002085853-25-000193	$1.15B	View
Jul 16, 2026	Q2 2026