BRANDYWINE OAK PRIVATE WEALTH LLC
•CIK: 1764694•Filing: Q4 2025
**BRANDYWINE OAK PRIVATE WEALTH LLC** manages $1.2B across a diversified portfolio of 234 positions. The strategy exhibits a significant allocation to core U.S. equity and fixed income, highlighted by top holdings such as SCHF ($142.3M) and VTV ($134.4M). Further concentration is observed in growth and intermediate-term credit, with VUG ($109.3M) and VCIT ($105.8M) anchoring the top quartile. This structure suggests a tactical tilt toward broad market exposure while maintaining defensive fixed income exposure.
Total AUM
$1.2B
QoQ Performance
+4.0%
Positions
153
Top 10 Concentration
59.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHF
VTV
VUG
VCIT
SCHF11.9%
VTV11.3%
VUG9.2%
VCIT8.9%
VGIT4.6%
VWO3.1%
AAPL2.8%
IEFA2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.3%
Technology7.4%
Financial1.6%
Healthcare1.5%
Consumer1.4%
ETF0.5%
Industrial0.5%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
—
EXCHANGE TRADED CONCEPTS TRU
SOLD
$585.1K
+32 more exited positions
Changes from Q3 2025
NEW4 new positions
↑72 increased
↓66 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023