Arkolith/Funds/Brandywine Oak Private Wealth LLC

Brandywine Oak Private Wealth LLC

CIK 1764694Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Brandywine Oak Private Wealth LLC holds a focused book of 245 stocks worth $1.3B as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Schwab Intl Equity ETF. Their largest long position is Schwab Intl Equity ETF at 12% of the equity book.

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Use Arkolith to show BRANDYWINE OAK PRIVATE WEALTH LLC's latest
holdings, largest changes, and filing provenance.
Opened
56
new positions
Added to
71
existing
Trimmed
103
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
60%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
8%
Financials
6%
Health Care
2%
Consumer Discretionary
1%
Industrials
1%
Materials
1%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

245 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
INTL EQTY ETF
$158.5M5.72M
12.0%
−2.1%
Reduced · −126K sh
2Vanguard Index FDS
VALUE ETF
$150.8M691.9K
11.4%
−1.2%
Reduced · −8K sh
3Vanguard Index FDS
GROWTH ETF
$123.2M1.43M
9.3%
+503%
Added · +1.2M sh
4Vanguard Scottsdale FDS
INT-TERM CORP
$117.7M1.42M
8.9%
+10%
Added · +130K sh
5Vanguard Scottsdale FDS
INTER TERM TREAS
$57.5M974.4K
4.4%
+7.1%
Added · +65K sh
6Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$41.3M692.5K
3.1%
+0.8%
Added · +6K sh
7Ishares TR
CORE MSCI EAFE
$37.2M384.9K
2.8%
+2.6%
Added · +10K sh
8SPDR Series Trust
ST STR P500VAL
$34.4M565.8K
2.6%
+1.0%
Added · +6K sh
9Apple Inc
COM
$34.4M118.8K
2.6%
−1.5%
Reduced · −2K sh
10SPDR Series Trust
ST STR P500GRW
$34.1M286.7K
2.6%
+0.4%
Added · +1K sh
11SPDR Series Trust
ST STR SP600SM C
$30.4M278.2K
2.3%
−2.3%
Reduced · −7K sh
12Vanguard World FD
INF TECH ETF
$25.2M211.0K
1.9%
+699%
Added · +185K sh
13Schwab Strategic TR
SHT TM US TRES
$19.5M809.7K
1.5%
+7.5%
Added · +56K sh
14Ishares TR
GLOBAL REIT ETF
$19.5M706.8K
1.5%
+1.5%
Added · +10K sh
15World Gold TR
SPDR GLD MINIS
$18.9M238.5K
1.4%
+7.5%
Added · +17K sh
16Graniteshares Gold TR
SHS BEN INT
$17.9M452.6K
1.4%
+5.1%
Added · +22K sh
17Ishares TR
SHRT NAT MUN ETF
$15.1M141.8K
1.1%
−2.4%
Reduced · −4K sh
18Nvidia Corporation
COM
$14.8M73.7K
1.1%
−4.3%
Reduced · −3K sh
19Alphabet Inc
CAP STK CL A
$11.6M32.5K
0.9%
−0.7%
Reduced · −223 sh
20Ishares Inc
CORE MSCI EMKT
$11.3M136.2K
0.9%
+0.5%
Added · +723 sh
21Ishares TR
NATIONAL MUN ETF
$9.9M91.7K
0.7%
+0.5%
Added · +455 sh
22Microsoft Corp
COM
$9.8M26.2K
0.7%
−0.8%
Reduced · −208 sh
23Vanguard Mun BD FDS
TAX EXEMPT BD
$9.2M181.4K
0.7%
−2.3%
Reduced · −4K sh
24JPMorgan Chase & Co
COM
$9.0M27.6K
0.7%
+9.7%
Added · +2K sh
25Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$8.7M122.6K
0.7%
−0.4%
Reduced · −471 sh
26Broadcom Inc
COM
$7.8M20.7K
0.6%
+0.9%
Added · +180 sh
27Amazon Com Inc
COM
$7.7M32.2K
0.6%
−0.9%
Reduced · −310 sh
28Eli Lilly & Co
COM
$7.7M6.4K
0.6%
+0.1%
Added · +9 sh
29Vanguard Index FDS
SM CP VAL ETF
$7.5M31.1K
0.6%
+1.3%
Added · +404 sh
30Vanguard World FD
ESG US STK ETF
$6.0M45.5K
0.5%
−2.1%
Reduced · −978 sh
31AstraZeneca PLC
ORD
$5.3M28.1K
0.4%
−2.4%
Reduced · −696 sh
32Ishares TR
CORE HIGH DV ETF
$5.0M183.5K
0.4%
+400%
Added · +147K sh
33United Rentals Inc
COM
$4.8M4.2K
0.4%
+14%
Added · +533 sh
34Invesco QQQ TR
UNIT SER 1
$4.8M6.5K
0.4%
−1.2%
Reduced · −81 sh
35Schwab Strategic TR
US LCAP GR ETF
$4.7M137.6K
0.4%
+2.7%
Added · +4K sh
36Vaneck ETF Trust
INTRMDT MUNI ETF
$4.6M98.8K
0.4%
−4.2%
Reduced · −4K sh
37Schwab Strategic TR
US LCAP VA ETF
$4.6M132.3K
0.3%
+3.6%
Added · +5K sh
38Stifel Finl Corp
COM
$4.6M66.0K
0.3%
−1.0%
Reduced · −700 sh
39State STR SPDR S&P 500 ETF T
TR UNIT
$4.2M5.6K
0.3%
+8.1%
Added · +418 sh
40Corteva Inc
COM
$4.0M47.4K
0.3%
+2.2%
Added · +1K sh
41Bitwise 10 Crypto Index ETF
UNIT BENEFICIAL
$3.9M105.0K
0.3%
+3.1%
Added · +3K sh
42Vanguard Admiral FDS Inc
SMLCP 600 VAL
$3.9M33.6K
0.3%
~0%
Added · +14 sh
43Alphabet Inc
CAP STK CL C
$3.9M11.1K
0.3%
+0.9%
Added · +100 sh
44J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$3.9M76.8K
0.3%
−3.5%
Reduced · −3K sh
45Schwab Strategic TR
EMRG MKTEQ ETF
$3.9M107.6K
0.3%
−1.4%
Reduced · −2K sh
46Berkshire Hathaway Inc Del
CL B NEW
$3.9M7.8K
0.3%
−3.0%
Reduced · −243 sh
47Select Sector SPDR TR
ST STR DISCR ETF
$3.8M32.5K
0.3%
−2.9%
Reduced · −985 sh
48Pimco ETF TR
INTER MUN BD ACT
$3.7M70.8K
0.3%
−3.2%
Reduced · −2K sh
49Select Sector SPDR TR
ST STR CARE ETF
$3.7M23.1K
0.3%
−4.7%
Reduced · −1K sh
50Select Sector SPDR TR
ST STR FINL ETF
$3.7M68.2K
0.3%
−0.3%
Reduced · −206 sh
Showing 50 of 245 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026245$1.3B13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026229$1.2B13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026234$1.2B13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025234$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 24, 2025234$1.1B13F-HR
Q1 2025Mar 31, 2025May 7, 2025224$1.0B13F-HR
Q4 2024Dec 31, 2024Jan 27, 2025231$1.0B13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024237$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.