13F filer

Brandywine Oak Private Wealth

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 1764694 SEC filings ↗

13F Value

$1.32B

Positions

243

Top Position

SCHF11.8%

Top 5

46.0%

Latest filing changes

vs Jun 30, 2026

1 VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares +6.5%+$7.2M

2 VGIT Vanguard Intermediate-Term Treasury ETF +6.6%+$3.7M

3 SCHO Schwab Short-Term U.S. Treasury ETF +4.8%+$932K

4 SCHV Schwab U.S. Large-Cap Value ETF +17.3%+$764K

5 SCHG Schwab U.S. Large-Cap Growth ETF +14.9%+$737K

Holdings243

#							Trend (4Q)
1	SCHF Schwab International Equity ETF	11.8%	$156.2M	-0.6%	5.69M	12.0%		ETF
2	VTV Vanguard Morningstar Value Index Fund — ETF Shares	11.3%	$148.7M	-0.5%	688.2K	11.4%		ETF
3	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	9.4%	$124.5M	-3.4%	1.38M	9.3%	—	ETF
4	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	9.0%	$118.8M	+6.5%	1.52M	8.9%		ETF
5	VGIT Vanguard Intermediate-Term Treasury ETF	4.5%	$58.9M	+6.6%	1.04M	4.4%		ETF
6	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	3.1%	$40.9M	-0.4%	689.6K	3.1%		ETF
7	AAPL Apple	3.0%	$39.6M	+0.0%	118.8K	2.6%		Common Stock
8	IEFA iShares Core MSCI EAFE ETF	2.8%	$37.4M	+0.3%	386.0K	2.8%		ETF
9	SPYG State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	2.6%	$34.4M	-2.4%	279.8K	2.6%		ETF
10	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	2.5%	$33.6M	-2.9%	549.6K	2.6%		ETF
11	SLYV State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	2.1%	$28.3M	-0.3%	277.3K	2.3%		ETF
12	VGT Vanguard Information Technology Index Fund — ETF Shares	2.0%	$26.5M	-0.1%	210.8K	1.9%	—	ETF
13	SCHO Schwab Short-Term U.S. Treasury ETF	1.5%	$20.3M	+4.8%	848.8K	1.5%		ETF
14	GLDM World Gold Tr	1.5%	$20.0M	+2.0%	243.2K	1.4%		Trust
15	REET iShares Global REIT ETF	1.4%	$18.7M	+2.8%	726.3K	1.5%		ETF
16	BAR Graniteshares Gold Tr	1.4%	$18.5M	-0.1%	452.4K	1.4%		Trust
17	NVDA NVIDIA	1.3%	$16.9M	+0.6%	74.2K	1.1%		Common Stock
18	SUB iShares Short-Term National Muni Bond ETF	1.1%	$15.1M	+1.8%	144.4K	1.1%		ETF
19	MSFT Microsoft	1.0%	$13.5M	+0.2%	26.3K	0.7%		Common Stock
20	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 32,328 reported quantity $11,123,336 reported value	0.8%	$11.1M	-0.4%	32.3K	0.9%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing12

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.