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Brandywine Oak Private Wealth

Latest statistics and disclosures from Brandywine Oak Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHF, VTV, VUG, VCSH, VGIT, and represent 40.82% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHF, SPYV, VGIT, IEFA, SPYG, VCSH, SUB, VWO, VCIT, WMT.
Started 11 new stock positions in BBCA, ASML, PM, QCOM, AMLP, SCHC, COIN, EMXC, AMAT, CAT. ISTB.
Reduced shares in these 10 stocks: VUG, NEE, LLY, SCHO, GLDM, JMST, KWEB, CCI, UPS, NKE.
Sold out of its positions in CCI, AGG, KWEB, NKE, UPS.
Brandywine Oak Private Wealth was a net buyer of stock by $11M.
Brandywine Oak Private Wealth has $960M in assets under management (AUM), dropping by 6.60%.
Central Index Key (CIK): 0001764694

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Portfolio Holdings for Brandywine Oak Private Wealth

Brandywine Oak Private Wealth holds 235 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.5	$110M	+2%	2.8M	39.02	View chart
Vanguard Index Fds Value Etf (VTV)	10.9	$105M		644k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	8.6	$82M	-2%	239k	344.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.4	$52M	+2%	671k	77.31	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.4	$43M	+3%	727k	58.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.4	$42M		525k	80.51	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.4	$33M		682k	48.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$29M	+2%	685k	41.77	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.5	$24M	+6%	470k	50.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$23M	+5%	303k	74.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.2	$21M		483k	44.05	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.0	$19M	+3%	234k	82.97	View chart
Apple (AAPL)	1.8	$17M		101k	171.48	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.8	$17M	+7%	234k	73.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.5	$15M	+6%	140k	104.73	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$14M		28k	524.30	View chart
Microsoft Corporation (MSFT)	1.2	$12M		28k	420.72	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.1	$11M		485k	21.96	View chart
Ishares Tr Global Reit Etf (REET)	1.1	$11M	+2%	444k	23.68	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$9.0M	+6%	84k	107.60	View chart
Eli Lilly & Co. Put Option (LLY)	0.8	$7.8M	-4%	10k	777.96	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$6.8M	+8%	132k	51.60	View chart
NVIDIA Corporation (NVDA)	0.7	$6.8M		7.5k	903.54	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.7	$6.7M	+9%	144k	46.51	View chart
Amazon (AMZN)	0.6	$6.0M	-2%	33k	180.38	View chart
Astrazeneca Sponsored Adr (AZN)	0.6	$5.7M		84k	67.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$5.6M		110k	50.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.4M	+2%	107k	50.17	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.3M		26k	200.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$5.2M	+8%	27k	191.89	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$5.1M	-4%	101k	50.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.0M		33k	150.93	View chart
Stifel Financial (SF)	0.5	$4.7M		60k	78.17	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$4.5M		30k	147.72	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$4.3M		46k	93.19	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$4.2M		38k	110.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.0M		9.4k	420.52	View chart
Merck & Co (MRK)	0.4	$3.6M		28k	131.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$3.5M		42k	83.58	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$3.4M		18k	183.88	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.2M		36k	88.42	View chart
Procter & Gamble Company (PG)	0.3	$3.1M		19k	162.25	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$3.1M		74k	42.12	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$3.1M		41k	75.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.0M		33k	92.72	View chart
Dupont De Nemours (DD)	0.3	$2.9M	-4%	38k	76.67	View chart
Corteva (CTVA)	0.3	$2.8M		49k	57.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.8M		6.3k	444.05	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.8M	+4%	24k	116.24	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.7M	-2%	105k	25.25	View chart
Dow (DOW)	0.3	$2.6M	-6%	45k	57.93	View chart
Abbvie (ABBV)	0.3	$2.6M	+2%	14k	182.10	View chart
Vanguard World Industrial Etf (VIS)	0.3	$2.5M		10k	244.16	View chart
Broadcom (AVGO)	0.3	$2.5M		1.9k	1325.41	View chart
McDonald's Corporation (MCD)	0.3	$2.4M		8.7k	281.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.4M		4.6k	522.96	View chart
Expeditors International of Washington (EXPD)	0.2	$2.4M		20k	121.57	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.2	$2.3M	-2%	39k	59.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.3M		17k	131.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.2M	+2%	28k	79.91	View chart
Pepsi (PEP)	0.2	$2.0M	-8%	11k	175.02	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.0M		29k	67.86	View chart
Johnson & Johnson (JNJ)	0.2	$2.0M		13k	158.18	View chart
United Rentals (URI)	0.2	$2.0M		2.7k	721.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.9M		32k	60.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.9M		12k	152.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	+8%	3.2k	525.74	View chart
Union Pacific Corporation (UNP)	0.2	$1.6M		6.6k	245.92	View chart
Coca-Cola Company (KO)	0.2	$1.6M	-3%	26k	61.18	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.5M		3.3k	454.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.5M	+2%	13k	121.00	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$1.5M		12k	125.96	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.5M	-4%	11k	131.22	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$1.5M	+5%	31k	47.44	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M		3.0k	481.57	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.2	$1.5M		49k	29.74	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.4M		76k	18.54	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.4M		7.4k	182.69	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.3M	-3%	17k	76.03	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.3M		2.00	634440.00	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.3M	-7%	19k	67.36	View chart
UnitedHealth (UNH)	0.1	$1.3M	+2%	2.5k	494.70	View chart
American Electric Power Company (AEP)	0.1	$1.2M		15k	86.10	View chart
Chevron Corporation (CVX)	0.1	$1.2M		7.8k	157.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.2M	+8%	4.6k	259.96	View chart
Home Depot (HD)	0.1	$1.2M	-5%	3.1k	383.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.2M	-3%	7.2k	164.35	View chart
PNC Financial Services (PNC)	0.1	$1.2M		7.2k	161.60	View chart
Meta Platforms Cl A (META)	0.1	$1.2M		2.4k	485.54	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.1M		4.8k	239.76	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		15k	74.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M		5.3k	205.72	View chart
International Business Machines (IBM)	0.1	$1.1M		5.6k	190.96	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.0M		18k	57.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.0M		13k	79.86	View chart
Amgen (AMGN)	0.1	$1.0M		3.6k	284.31	View chart
General Dynamics Corporation (GD)	0.1	$988k	-2%	3.5k	282.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$972k		3.4k	288.03	View chart
Abbott Laboratories (ABT)	0.1	$952k	-5%	8.4k	113.66	View chart
Costco Wholesale Corporation (COST)	0.1	$950k		1.3k	732.63	View chart
ConocoPhillips (COP)	0.1	$948k	-2%	7.5k	127.28	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$935k		16k	58.06	View chart
Wal-Mart Stores (WMT)	0.1	$907k	+199%	15k	60.17	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$906k		26k	35.15	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$876k		9.6k	91.25	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$824k		29k	28.04	View chart
Vanguard World Health Car Etf (VHT)	0.1	$796k		2.9k	270.53	View chart
Stryker Corporation (SYK)	0.1	$796k		2.2k	357.87	View chart
Paccar (PCAR)	0.1	$781k	-11%	6.3k	123.89	View chart
Visa Com Cl A (V)	0.1	$776k		2.8k	279.08	View chart
Lowe's Companies (LOW)	0.1	$765k		3.0k	254.73	View chart
Pfizer (PFE)	0.1	$760k	-19%	27k	27.75	View chart
Advanced Micro Devices (AMD)	0.1	$757k	+15%	4.2k	180.49	View chart
Nextera Energy (NEE)	0.1	$747k	-32%	12k	63.91	View chart
Cme (CME)	0.1	$742k		3.4k	215.27	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$741k		18k	41.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$736k	-3%	6.4k	115.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$726k		6.6k	110.50	View chart
Public Service Enterprise (PEG)	0.1	$720k		11k	66.78	View chart
Tesla Motors (TSLA)	0.1	$710k	-2%	4.0k	175.78	View chart
Raytheon Technologies Corp (RTX)	0.1	$707k	-2%	7.2k	97.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$687k		3.3k	208.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$679k	+396%	11k	60.74	View chart
Adobe Systems Incorporated (ADBE)	0.1	$678k		1.3k	504.60	View chart
Thermo Fisher Scientific (TMO)	0.1	$666k	-2%	1.1k	581.21	View chart
Emerson Electric (EMR)	0.1	$664k		5.9k	113.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$658k		9.8k	67.34	View chart
General Electric Com New (GE)	0.1	$656k		3.7k	175.53	View chart
Cisco Systems (CSCO)	0.1	$656k	-2%	13k	49.91	View chart
Vanguard World Financials Etf (VFH)	0.1	$649k		6.3k	102.39	View chart
Chemours (CC)	0.1	$648k		25k	26.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$648k		7.9k	81.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$630k		3.7k	169.38	View chart
Phillips 66 (PSX)	0.1	$611k		3.7k	163.35	View chart
Verizon Communications (VZ)	0.1	$604k		14k	41.96	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$598k	-2%	9.4k	63.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$589k		5.3k	110.53	View chart
General Mills (GIS)	0.1	$585k	-5%	8.4k	69.97	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$572k	+5%	11k	52.47	View chart
Target Corporation (TGT)	0.1	$572k		3.2k	177.21	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$571k	-20%	22k	25.95	View chart
salesforce (CRM)	0.1	$565k		1.9k	301.18	View chart
CSX Corporation (CSX)	0.1	$554k	+6%	15k	37.07	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$553k	-5%	6.0k	92.89	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$550k	-3%	4.0k	137.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$545k		3.0k	182.64	View chart
BlackRock (BLK)	0.1	$501k		601.00	833.70	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$489k	+4%	15k	32.23	View chart
Honeywell International (HON)	0.1	$488k	-3%	2.4k	205.25	View chart
Netflix (NFLX)	0.1	$482k		794.00	607.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$469k	-7%	976.00	480.48	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$466k		5.5k	84.44	View chart
Darden Restaurants (DRI)	0.0	$464k		2.8k	167.15	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$463k		5.3k	86.67	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$455k	-7%	2.2k	204.12	View chart
CVS Caremark Corporation (CVS)	0.0	$451k		5.7k	79.75	View chart
Starbucks Corporation (SBUX)	0.0	$448k	-11%	4.9k	91.39	View chart
Boeing Company (BA)	0.0	$425k		2.2k	192.99	View chart
Goldman Sachs (GS)	0.0	$423k		1.0k	417.69	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$417k	+2%	10k	40.27	View chart
Illinois Tool Works (ITW)	0.0	$415k		1.5k	268.33	View chart
International Flavors & Fragrances (IFF)	0.0	$410k	-4%	4.8k	85.99	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$409k		18k	22.41	View chart
Bristol Myers Squibb (BMY)	0.0	$409k		7.5k	54.23	View chart
Duke Energy Corp Com New (DUK)	0.0	$404k	-22%	4.2k	96.71	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$392k		9.2k	42.81	View chart
Ingevity (NGVT)	0.0	$388k	+71%	8.1k	47.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$385k		1.5k	260.73	View chart
Intel Corporation (INTC)	0.0	$381k	-4%	8.6k	44.17	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$381k		1.2k	317.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$378k		9.0k	42.01	View chart
Cadence Design Systems (CDNS)	0.0	$374k		1.2k	311.28	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$373k	-14%	14k	26.46	View chart
Ares Capital Corporation (ARCC)	0.0	$372k	-5%	18k	20.82	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$370k		2.0k	187.35	View chart
Bank of America Corporation (BAC)	0.0	$364k		9.6k	37.92	View chart
Automatic Data Processing (ADP)	0.0	$359k	+8%	1.4k	249.74	View chart
Danaher Corporation (DHR)	0.0	$357k		1.4k	249.73	View chart
Microchip Technology (MCHP)	0.0	$354k		3.9k	89.71	View chart
Anthem (ELV)	0.0	$352k		679.00	518.54	View chart
Wec Energy Group (WEC)	0.0	$348k	+10%	4.2k	82.12	View chart
Vanguard World Materials Etf (VAW)	0.0	$348k		1.7k	204.43	View chart
Norfolk Southern (NSC)	0.0	$331k		1.3k	254.87	View chart
Cigna Corp (CI)	0.0	$330k		909.00	363.27	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$328k	-3%	2.5k	131.24	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.0	$327k		25k	13.16	View chart
Southern Company (SO)	0.0	$323k	+8%	4.5k	71.74	View chart
Digital Realty Trust (DLR)	0.0	$315k		2.2k	144.04	View chart
Constellation Brands Cl A (STZ)	0.0	$314k		1.2k	271.76	View chart
Walt Disney Company (DIS)	0.0	$313k	-6%	2.6k	122.36	View chart
Zoetis Cl A (ZTS)	0.0	$311k		1.8k	169.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$307k	+6%	8.7k	35.19	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$306k	-3%	5.9k	52.26	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$304k	+5%	2.2k	136.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$303k		3.0k	101.41	View chart
American Express Company (AXP)	0.0	$294k		1.3k	227.69	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$294k		18k	16.34	View chart
Kimberly-Clark Corporation (KMB)	0.0	$292k	+5%	2.3k	129.35	View chart
Lululemon Athletica (LULU)	0.0	$287k		734.00	390.45	View chart
FedEx Corporation (FDX)	0.0	$286k		987.00	289.74	View chart
Kinder Morgan (KMI)	0.0	$280k	-21%	15k	18.34	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$280k	+65%	60k	4.68	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$271k		6.8k	39.81	View chart
Air Products & Chemicals (APD)	0.0	$269k		1.1k	242.19	View chart
Blackrock Muniyield Fund (MYD)	0.0	$254k		23k	11.06	View chart
Colgate-Palmolive Company (CL)	0.0	$253k	+3%	2.8k	90.05	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$253k	NEW	5.3k	47.46	View chart
Coinbase Global Com Cl A (COIN)	0.0	$252k	NEW	949.00	265.12	View chart
Valvoline Inc Common (VVV)	0.0	$250k		5.6k	44.57	View chart
Morgan Stanley Com New (MS)	0.0	$248k		2.6k	94.16	View chart
Diageo Spon Adr New (DEO)	0.0	$244k		1.6k	148.74	View chart
Oracle Corporation (ORCL)	0.0	$244k		1.9k	125.61	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$243k		24k	10.25	View chart
Caterpillar (CAT)	0.0	$242k	NEW	660.00	366.43	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$241k		2.4k	102.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$239k	NEW	4.2k	57.57	View chart
At&t (T)	0.0	$237k	+22%	14k	17.60	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$229k	-2%	14k	16.35	View chart
American Tower Reit (AMT)	0.0	$229k	-13%	1.2k	197.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$228k	-9%	658.00	346.61	View chart
Applied Materials (AMAT)	0.0	$227k	NEW	1.1k	206.26	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$221k		3.1k	70.88	View chart
Qualcomm (QCOM)	0.0	$218k	NEW	1.3k	169.30	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$217k	NEW	224.00	970.47	View chart
Comcast Corp Cl A (CMCSA)	0.0	$215k	-9%	5.0k	43.35	View chart
Carrier Global Corporation (CARR)	0.0	$214k		3.7k	58.13	View chart
L3harris Technologies (LHX)	0.0	$207k		973.00	213.10	View chart
Philip Morris International (PM)	0.0	$207k	NEW	2.3k	91.62	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$203k	NEW	3.0k	66.81	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$203k		2.0k	102.73	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$201k	NEW	5.6k	35.80	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$201k	NEW	4.2k	47.44	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$200k		2.9k	70.00	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$200k	-35%	5.0k	39.66	View chart
Poet Technologies Com New (POET)	0.0	$142k	+41%	104k	1.37	View chart

Past Filings by Brandywine Oak Private Wealth

SEC 13F filings are viewable for Brandywine Oak Private Wealth going back to 2018

Brandywine Oak Private Wealth 2024 Q1 filed May 7, 2024
Brandywine Oak Private Wealth 2023 Q4 filed Feb. 5, 2024
Brandywine Oak Private Wealth 2023 Q3 filed Nov. 14, 2023
Brandywine Oak Private Wealth 2023 Q2 filed Aug. 11, 2023
Brandywine Oak Private Wealth 2023 Q1 filed May 10, 2023
Brandywine Oak Private Wealth 2022 Q4 filed Feb. 6, 2023
Brandywine Oak Private Wealth 2022 Q3 filed Nov. 14, 2022
Brandywine Oak Private Wealth 2022 Q2 filed July 22, 2022
Brandywine Oak Private Wealth 2022 Q1 filed May 2, 2022
Brandywine Oak Private Wealth 2021 Q4 filed Feb. 7, 2022
Brandywine Oak Private Wealth 2021 Q3 filed Oct. 18, 2021
Brandywine Oak Private Wealth 2021 Q2 filed Aug. 9, 2021
Brandywine Oak Private Wealth 2021 Q1 filed May 6, 2021
Brandywine Oak Private Wealth 2020 Q4 filed Feb. 8, 2021
Brandywine Oak Private Wealth 2020 Q3 filed Oct. 16, 2020
Brandywine Oak Private Wealth 2020 Q2 filed Aug. 6, 2020

View all past filings

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