HoldingsChannel.com
Brandywine Oak Private Wealth LLC Top Holdings
As of  06/30/2022, below is a summary of the Brandywine Oak Private Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Brandywine Oak Private Wealth LLC. In the Brandywine Oak Private Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Brandywine Oak Private Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Brandywine Oak Private Wealth LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR (VTV) 531,608 +525,248 $70,108
     VTV531,608+525,248$70,108
SCHWAB STRATEGIC TR INTL EQUITY ETF (SCHF) 2,125,774 +894,899 $66,855
     SCHF2,125,774+894,899$66,855
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VUG) 247,819 +243,340 $55,236
     VUG247,819+243,340$55,236
VANGUARD SCOTTSDALE FDS VANGUARD SHORT TERM CORPORATE BD INDEX FD ETF SHS (VCSH) 664,940 +195,920 $50,708
     VCSH664,940+195,920$50,708
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 415,552 -27,919 $42,149
     STIP415,552-27,919$42,149
SCHWAB STRATEGIC TR SHORT TERM US TREASURY ETF (SCHO) 693,248 -61,314 $34,100
     SCHO693,248-61,314$34,100
WISDOMTREE TR FLOATNG RAT TREA 503,987 -43,665 $25,365
     USFR503,987-43,665$25,365
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF (VWO) 490,272 +402,916 $20,419
     VWO490,272+402,916$20,419
WORLD GOLD TR SPDR GLD MINIS (GLDM) 530,491 -16,967 $19,034
     GLDM530,491-16,967$19,034
VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF (BNDX) 345,178 -2,034 $17,100
     BNDX345,178-2,034$17,100
APPLE INC 115,237 -585 $15,755
     AAPL115,237-585$15,755
SPDR SERIES TRUST S&P 600 SMCP VAL (SLYV) 190,498 +779 $13,793
     SLYV190,498+779$13,793
J P MORGAN EXCHANGE TRADED FD ULTRA SHT MUNCPL (JMST) 241,935 +47,936 $12,254
     JMST241,935+47,936$12,254
SSGA ACTIVE ETF TR MULT ASS RLRTN (RLY) 436,909 -19,756 $12,220
     RLY436,909-19,756$12,220
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 34,717 -89,813 $11,336
     VGT34,717-89,813$11,336
GRANITESHARES GOLD TR SHS BEN INT (BAR) 521,403 +31,064 $9,338
     BAR521,403+31,064$9,338
MICROSOFT CORP 30,709 +223 $7,886
     MSFT30,709+223$7,886
ISHARES TRUST GLOBAL REIT ETF (REET) 325,038 +23,090 $7,859
     REET325,038+23,090$7,859
VANGUARD MUN BD FDS TAX EXEMPT BD (VTEB) 144,531 +135,939 $7,215
     VTEB144,531+135,939$7,215
VANGUARD S&P SMALL CAP 600 V (VIOV) 32,880 +5,719 $5,061
     VIOV32,880+5,719$5,061
HEALTH CARE SELECT SECTOR SPDR (XLV) 39,156 +276 $5,021
     XLV39,156+276$5,021
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 100,103 -11,863 $4,911
     IEMG100,103-11,863$4,911
ISHARES TR MSCI USA MIN VOL (USMV) 66,551 +484 $4,672
     USMV66,551+484$4,672
ISHARES CORE HIGH DIVIDEND ETF (HDV) 43,748 +1,311 $4,393
     HDV43,748+1,311$4,393
AMAZON.COM INC 39,936 +37,911 $4,241
     AMZN39,936+37,911$4,241
ALPHABET INC CAP STK CL A 1,888 +15 $4,115
     GOOGL1,888+15$4,115
CORTEVA INC COM 68,734 -26 $3,721
     CTVA68,734-26$3,721
PROCTER AND GAMBLE CO COM 25,236 -942 $3,628
     PG25,236-942$3,628
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B      $3,623
     BRK.B10,279-272$2,806
     BRK.A2UNCH$817
PFIZER INC 68,118 -899 $3,571
     PFE68,118-899$3,571
JPMORGAN CHASE & CO 29,883 +150 $3,365
     JPM29,883+150$3,365
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 31,993 +29,199 $3,348
     SUB31,993+29,199$3,348
DOW INC COM 62,927 +18 $3,247
     DOW62,927+18$3,247
SELECT SECTOR SPDR TR FINANCIAL (XLF) 102,970 -410,384 $3,238
     XLF102,970-410,384$3,238
VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) 31,422 +3,416 $3,195
     VYM31,422+3,416$3,195
J P MORGAN EXCHANGE TRADED FD BETABUILDERS EUR (BBEU) 67,584 +3,253 $3,114
     BBEU67,584+3,253$3,114
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 22,234 -1,214 $3,056
     XLY22,234-1,214$3,056
NEXTERA ENERGY INC COM USD0.01 38,176 -128 $2,957
     NEE38,176-128$2,957
JOHNSON &JOHNSON COM USD1.00 15,864 +1,372 $2,816
     JNJ15,864+1,372$2,816
DUPONT DE NEMOURS INC COM 50,558 -285 $2,810
     DD50,558-285$2,810
PEPSICO INC 16,649 -129 $2,774
     PEP16,649-129$2,774
SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF (SCHE) 108,042 +2,669 $2,742
     SCHE108,042+2,669$2,742
VANGUARD WORLD FD ESG US STK ETF (ESGV) 40,447 +5,969 $2,685
     ESGV40,447+5,969$2,685
MERCK &CO. INC COM 29,229 +293 $2,664
     MRK29,229+293$2,664
VANGUARD SMALL CAP VALUE ETF (VBR) 17,749 +697 $2,659
     VBR17,749+697$2,659
ISHARES TR CORE MSCI TOTAL (IXUS) 42,927 +462 $2,448
     IXUS42,927+462$2,448
MCDONALD S CORP 9,909 UNCH $2,446
     MCD9,909UNCH$2,446
ASTRAZENECA ADR REP 0.5 ORD 36,842 -6 $2,434
     AZN36,842-6$2,434
SPDR S & P INTERNATIONAL DIVIDEND ETF (DWX) 70,509 +77 $2,419
     DWX70,509+77$2,419
INVESCO QQQ TR UNIT SER 1 8,599 -1,296 $2,410
     QQQ8,599-1,296$2,410

See Full List: All Stocks Held By Brandywine Oak Private Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Brandywine Oak Private Wealth LLC

Size ($ in 1000's)
At 06/30/2022: $781,520
At 03/31/2022: $874,441

Brandywine Oak Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brandywine Oak Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

Brandywine Oak Private Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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