The Analysis of BRANDYWINE OAK PRIVATE WEALTH LLC's Holdings

Currently, BRANDYWINE OAK PRIVATE WEALTH LLC holds 234 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+88.9K shares, valued at $5.2M), VTV (+15.9K shares, valued at $3.0M), SCHF (+91.8K shares, valued at $2.2M); decreased their positions in GLDM (-28.0K shares, valued at $2.4M), AAPL (-8.2K shares, valued at $2.2M), N/A (-1.1K shares, valued at $543.8K); initiated new positions in N/A (+88.9K shares, valued at $5.2M), N/A (+18.1K shares, valued at $1.5M), N/A (+20.0K shares, valued at $398.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR5.9M shares1.57%2025-12-312026-02-03

VTV VANGUARD INDEX FDS703.6K shares2.31%2025-12-312026-02-03

VUG VANGUARD INDEX FDS224.0K shares0.73%2025-12-312026-02-03

VCIT VANGUARD SCOTTSDALE FDS1.3M shares1.50%2025-12-312026-02-03

VGIT VANGUARD SCOTTSDALE FDS907.5K shares1.46%2025-12-312026-02-03

VWO VANGUARD INTL EQUITY INDEX F684.8K shares2.08%2025-12-312026-02-03

AAPL APPLE INC122.3K shares-6.27%2025-12-312026-02-03

IEFA ISHARES TR351.8K shares4.21%2025-12-312026-02-03

Sponsored

SPYV SPDR SERIES TRUST541.7K shares3.78%2025-12-312026-02-03

SPYG SPDR SERIES TRUST271.3K shares2.67%2025-12-312026-02-03

SLYV SPDR SERIES TRUST287.9K shares0.45%2025-12-312026-02-03

VGT VANGUARD WORLD FD26.6K shares-0.20%2025-12-312026-02-03

GLDM WORLD GOLD TR230.0K shares-10.84%2025-12-312026-02-03

SCHO SCHWAB STRATEGIC TR753.7K shares-0.02%2025-12-312026-02-03

BAR GRANITESHARES GOLD TR428.0K shares-2.09%2025-12-312026-02-03

REET ISHARES TR690.5K shares5.96%2025-12-312026-02-03

Sponsored

SUB ISHARES TR136.8K shares-2.14%2025-12-312026-02-03

NVDA NVIDIA CORPORATION77.3K shares-0.12%2025-12-312026-02-03

MSFT MICROSOFT CORP25.7K shares-0.26%2025-12-312026-02-03

ALPHABET INC ALPHABET INC32.2K shares-1.02%2025-12-312026-02-03

VTEB VANGUARD MUN BD FDS185.6K shares-1.23%2025-12-312026-02-03

IEMG ISHARES INC128.2K shares2.93%2025-12-312026-02-03

JPM JPMORGAN CHASE & CO.25.3K shares5.67%2025-12-312026-02-03

MUB ISHARES TR74.9K shares9.02%2025-12-312026-02-03

Sponsored

VEA VANGUARD TAX-MANAGED FDS123.7K shares1.52%2025-12-312026-02-03

AMZN AMAZON COM INC32.1K shares-0.74%2025-12-312026-02-03

BROADCOM INC BROADCOM INC20.4K shares0.14%2025-12-312026-02-03

LLY ELI LILLY & CO6.3K shares0.00%2025-12-312026-02-03

VBR VANGUARD INDEX FDS29.6K shares8.36%2025-12-312026-02-03

SF STIFEL FINL CORP47.6K shares0.00%2025-12-312026-02-03

AZN ASTRAZENECA PLC61.2K shares-5.52%2025-12-312026-02-03

ESGV VANGUARD WORLD FD45.3K shares0.26%2025-12-312026-02-03

Sponsored

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF88.9K sharesnew addition2025-12-312026-02-03

HDV ISHARES TR37.4K shares-0.08%2025-12-312026-02-03

SCHG SCHWAB STRATEGIC TR134.5K shares0.91%2025-12-312026-02-03

ITM VANECK ETF TRUST92.4K shares8.30%2025-12-312026-02-03

JMST J P MORGAN EXCHANGE TRADED F81.4K shares-2.36%2025-12-312026-02-03

XLY SELECT SECTOR SPDR TR33.9K shares99.90%2025-12-312026-02-03

XLV SELECT SECTOR SPDR TR25.8K shares0.02%2025-12-312026-02-03

MUNI PIMCO ETF TR74.0K shares-1.29%2025-12-312026-02-03

Sponsored

XLF SELECT SECTOR SPDR TR70.5K shares-1.27%2025-12-312026-02-03

INVESCO QQQ TR INVESCO QQQ TR6.2K shares0.08%2025-12-312026-02-03

SCHV SCHWAB STRATEGIC TR127.2K shares0.00%2025-12-312026-02-03

SCHE SCHWAB STRATEGIC TR110.9K shares0.31%2025-12-312026-02-03

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.0K shares-13.39%2025-12-312026-02-03

USMV ISHARES TR36.7K shares-0.18%2025-12-312026-02-03

SPY SPDR S&P 500 ETF TR5.0K shares0.93%2025-12-312026-02-03

ALPHABET INC ALPHABET INC10.7K shares-2.16%2025-12-312026-02-03

Sponsored

VIOV VANGUARD ADMIRAL FDS INC34.0K shares-0.23%2025-12-312026-02-03

CTVA CORTEVA INC47.8K shares-0.23%2025-12-312026-02-03

URI UNITED RENTALS INC3.7K shares0.00%2025-12-312026-02-03

VTI VANGUARD INDEX FDS8.6K shares-1.71%2025-12-312026-02-03

VXUS VANGUARD STAR FDS38.2K shares4.33%2025-12-312026-02-03

XOM EXXON MOBIL CORP23.8K shares-0.16%2025-12-312026-02-03

VIS VANGUARD WORLD FD9.5K shares-3.12%2025-12-312026-02-03

PG PROCTER AND GAMBLE CO18.4K shares-0.36%2025-12-312026-02-03

Sponsored

ABBV ABBVIE INC11.3K shares-0.88%2025-12-312026-02-03

ESGD ISHARES TR27.1K shares5.68%2025-12-312026-02-03

BBEU J P MORGAN EXCHANGE TRADED F34.5K shares-0.17%2025-12-312026-02-03

MERCK & CO INC MERCK & CO INC23.8K shares2.23%2025-12-312026-02-03

JNJ JOHNSON & JOHNSON11.1K shares-2.88%2025-12-312026-02-03

MCD MCDONALDS CORP7.4K shares-0.84%2025-12-312026-02-03

GLD SPDR GOLD TR5.7K shares-0.67%2025-12-312026-02-03

VOX VANGUARD WORLD FD11.1K shares0.00%2025-12-312026-02-03

Sponsored

QQQM INVESCO EXCH TRADED FD TR II8.5K shares0.07%2025-12-312026-02-03

IXUS ISHARES TR23.7K shares0.16%2025-12-312026-02-03

BLACKSTONE INC BLACKSTONE INC12.8K shares-2.90%2025-12-312026-02-03

IVV ISHARES TR2.9K shares0.85%2025-12-312026-02-03

SHM SPDR SERIES TRUST40.0K shares-0.52%2025-12-312026-02-03

TSLA TESLA INC4.0K shares0.32%2025-12-312026-02-03

META META PLATFORMS INC2.7K shares5.78%2025-12-312026-02-03

FLEE FRANKLIN TEMPLETON ETF TR48.9K shares0.00%2025-12-312026-02-03

Sponsored

XLI SELECT SECTOR SPDR TR10.8K shares1.74%2025-12-312026-02-03

LMT LOCKHEED MARTIN CORP3.5K shares-0.20%2025-12-312026-02-03

MA MASTERCARD INCORPORATED2.8K shares0.00%2025-12-312026-02-03

UNP UNION PAC CORP6.9K shares-0.37%2025-12-312026-02-03

WMT WALMART INC14.2K shares0.00%2025-12-312026-02-03

IXN ISHARES TR14.9K shares0.00%2025-12-312026-02-03

PID INVESCO EXCHANGE TRADED FD T69.4K shares0.00%2025-12-312026-02-03

IBM INTERNATIONAL BUSINESS MACHS5.1K shares0.98%2025-12-312026-02-03

Sponsored

KO COCA COLA CO21.8K shares-0.97%2025-12-312026-02-03

VV VANGUARD INDEX FDS4.8K shares0.00%2025-12-312026-02-03

QNITY ELECTRONICS INC QNITY ELECTRONICS INC18.1K sharesnew addition2025-12-312026-02-03

AEP AMERICAN ELEC PWR CO INC12.8K shares0.00%2025-12-312026-02-03

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC35.8K shares-0.28%2025-12-312026-02-03

QUAL ISHARES TR7.2K shares1.12%2025-12-312026-02-03

IGRO ISHARES TR17.3K shares0.00%2025-12-312026-02-03

VCSH VANGUARD SCOTTSDALE FDS17.5K shares-9.32%2025-12-312026-02-03

Sponsored

VYM VANGUARD WHITEHALL FDS9.5K shares0.00%2025-12-312026-02-03

PNC PNC FINL SVCS GROUP INC6.3K shares0.00%2025-12-312026-02-03

XLK SELECT SECTOR SPDR TR9.2K shares103.10%2025-12-312026-02-03

VT VANGUARD INTL EQUITY INDEX F9.1K shares87.53%2025-12-312026-02-03

IWB ISHARES TR3.3K shares-2.58%2025-12-312026-02-03

BLACKROCK INC BLACKROCK INC1.1K shares0.00%2025-12-312026-02-03

EFA ISHARES TR12.7K shares0.00%2025-12-312026-02-03

GE AEROSPACE GE AEROSPACE3.9K shares0.00%2025-12-312026-02-03

Sponsored

VPL VANGUARD INTL EQUITY INDEX F13.2K shares-0.20%2025-12-312026-02-03

IEUR ISHARES TR16.5K shares0.00%2025-12-312026-02-03

PEP PEPSICO INC8.0K shares-3.93%2025-12-312026-02-03

AMGN AMGEN INC3.5K shares0.78%2025-12-312026-02-03

BITB BITWISE BITCOIN ETF TR23.9K shares-0.64%2025-12-312026-02-03

IDV ISHARES TR28.6K shares0.00%2025-12-312026-02-03

CVX CHEVRON CORP NEW7.4K shares0.41%2025-12-312026-02-03

DGRO ISHARES TR15.2K shares0.00%2025-12-312026-02-03

Sponsored

RTX RTX CORPORATION5.7K shares1.61%2025-12-312026-02-03

DWX SPDR INDEX SHS FDS23.2K shares0.00%2025-12-312026-02-03

CSCO CISCO SYS INC13.1K shares2.01%2025-12-312026-02-03

GS GOLDMAN SACHS GROUP INC1.1K shares1.25%2025-12-312026-02-03

COST COSTCO WHSL CORP NEW1.1K shares0.53%2025-12-312026-02-03

ITOT ISHARES TR6.3K shares-1.36%2025-12-312026-02-03

V VISA INC2.7K shares-1.23%2025-12-312026-02-03

HD HOME DEPOT INC2.7K shares-3.47%2025-12-312026-02-03

Sponsored

AMD ADVANCED MICRO DEVICES INC4.3K shares-0.09%2025-12-312026-02-03

DOW DOW INC39.6K shares8.37%2025-12-312026-02-03

ABT ABBOTT LABS7.3K shares0.15%2025-12-312026-02-03

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-03

VHT VANGUARD WORLD FD2.9K shares0.00%2025-12-312026-02-03

CME CME GROUP INC3.0K shares0.00%2025-12-312026-02-03

IJK ISHARES TR8.4K shares0.00%2025-12-312026-02-03

VFH VANGUARD WORLD FD6.1K shares0.00%2025-12-312026-02-03

Sponsored

NFLX NETFLIX INC8.6K shares872.56%2025-12-312026-02-03

DEM WISDOMTREE TR16.9K shares-0.65%2025-12-312026-02-03

VIGI VANGUARD WHITEHALL FDS8.4K shares0.00%2025-12-312026-02-03

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.3K shares0.00%2025-12-312026-02-03

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-03

VEU VANGUARD INTL EQUITY INDEX F10.2K shares0.33%2025-12-312026-02-03

VIG VANGUARD SPECIALIZED FUNDS3.4K shares20.17%2025-12-312026-02-03

ISHARES GOLD TR ISHARES GOLD TR9.1K shares0.87%2025-12-312026-02-03

Sponsored

LOW LOWES COS INC3.0K shares0.00%2025-12-312026-02-03

EMR EMERSON ELEC CO5.4K shares0.00%2025-12-312026-02-03

IJH ISHARES TR10.4K shares-4.35%2025-12-312026-02-03

IPAC ISHARES TR9.4K shares-0.56%2025-12-312026-02-03

TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares0.00%2025-12-312026-02-03

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares0.00%2025-12-312026-02-03

GEV GE VERNOVA INC1.0K shares-2.19%2025-12-312026-02-03

IVW ISHARES TR5.4K shares-2.52%2025-12-312026-02-03

Sponsored

COP CONOCOPHILLIPS7.0K shares-9.22%2025-12-312026-02-03

NEE NEXTERA ENERGY INC8.2K shares1.13%2025-12-312026-02-03

VONG VANGUARD SCOTTSDALE FDS5.3K shares0.00%2025-12-312026-02-03

ESGE ISHARES INC14.4K shares3.69%2025-12-312026-02-03

PCAR PACCAR INC5.7K shares-4.12%2025-12-312026-02-03

ESML ISHARES TR13.0K shares13.59%2025-12-312026-02-03

BAC BANK AMERICA CORP10.7K shares-6.07%2025-12-312026-02-03

ETHW BITWISE ETHEREUM ETF27.2K shares-4.04%2025-12-312026-02-03

Sponsored

SYK STRYKER CORPORATION1.5K shares-29.00%2025-12-312026-02-03

DRI DARDEN RESTAURANTS INC2.8K shares1.15%2025-12-312026-02-03

XLB SELECT SECTOR SPDR TR11.3K shares99.98%2025-12-312026-02-03

CRM SALESFORCE INC1.9K shares0.00%2025-12-312026-02-03

IQLT ISHARES TR10.9K shares63.15%2025-12-312026-02-03

MTUM ISHARES TR2.0K shares0.00%2025-12-312026-02-03

IWN ISHARES TR2.7K shares0.00%2025-12-312026-02-03

IBB ISHARES TR2.9K shares-2.19%2025-12-312026-02-03

Sponsored

MS MORGAN STANLEY2.7K shares1.82%2025-12-312026-02-03

APD AIR PRODS & CHEMS INC2.0K shares-4.40%2025-12-312026-02-03

EPP ISHARES INC9.2K shares0.00%2025-12-312026-02-03

AXP AMERICAN EXPRESS CO1.2K shares-1.03%2025-12-312026-02-03

PEG PUBLIC SVC ENTERPRISE GRP IN5.7K shares-5.00%2025-12-312026-02-03

CSX CSX CORP12.0K shares-0.50%2025-12-312026-02-03

VBK VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-03

TMO THERMO FISHER SCIENTIFIC INC740 shares0.00%2025-12-312026-02-03

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares0.00%2025-12-312026-02-03

PSX PHILLIPS 663.2K shares-1.66%2025-12-312026-02-03

VDC VANGUARD WORLD FD1.9K shares0.00%2025-12-312026-02-03

SBUX STARBUCKS CORP4.8K shares1.20%2025-12-312026-02-03

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.8K shares0.00%2025-12-312026-02-03

BITWISE FUNDS TRUST BITWISE FUNDS TRUST20.0K sharesnew addition2025-12-312026-02-03

BMY BRISTOL-MYERS SQUIBB CO7.3K shares-11.27%2025-12-312026-02-03

CDNS CADENCE DESIGN SYSTEM INC1.3K shares0.00%2025-12-312026-02-03

Sponsored

VZ VERIZON COMMUNICATIONS INC9.5K shares0.40%2025-12-312026-02-03

ADBE ADOBE INC1.1K shares-5.60%2025-12-312026-02-03

CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2025-12-312026-02-03

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.14%2025-12-312026-02-03

HON HONEYWELL INTL INC1.9K shares2.83%2025-12-312026-02-03

UNH UNITEDHEALTH GROUP INC1.1K shares-18.45%2025-12-312026-02-03

PLTR PALANTIR TECHNOLOGIES INC2.0K shares2.52%2025-12-312026-02-03

WFC WELLS FARGO CO NEW3.9K shares0.00%2025-12-312026-02-03

Sponsored

PAVE GLOBAL X FDS7.5K shares9.91%2025-12-312026-02-03

SO SOUTHERN CO4.1K shares-1.78%2025-12-312026-02-03

QLD PROSHARES TR4.9K shares99.96%2025-12-312026-02-03

VAW VANGUARD WORLD FD1.7K shares1.04%2025-12-312026-02-03

KMI KINDER MORGAN INC DEL12.5K shares-5.63%2025-12-312026-02-03

MYD BLACKROCK MUNIYIELD FD INC31.9K shares0.00%2025-12-312026-02-03

ORCL ORACLE CORP1.7K shares4.03%2025-12-312026-02-03

MO ALTRIA GROUP INC5.7K shares2.01%2025-12-312026-02-03

Sponsored

SHOP SHOPIFY INC2.0K shares0.00%2025-12-312026-02-03

DHR DANAHER CORPORATION1.4K shares0.00%2025-12-312026-02-03

NOBL PROSHARES TR3.0K shares0.00%2025-12-312026-02-03

BA BOEING CO1.4K shares0.00%2025-12-312026-02-03

SHYD VANECK ETF TRUST13.4K shares2.40%2025-12-312026-02-03

IWF ISHARES TR644 shares50.12%2025-12-312026-02-03

ASML ASML HOLDING N V284 shares0.00%2025-12-312026-02-03

IFF INTERNATIONAL FLAVORS&FRAGRA4.4K shares0.05%2025-12-312026-02-03

Sponsored

MMD NYLI MACKAY DEFINEDTERM MUNI20.0K shares0.00%2025-12-312026-02-03

IYG ISHARES TR3.2K sharesnew addition2025-12-312026-02-03

BBN BLACKROCK TAX MUNICPAL BD TR18.0K shares0.00%2025-12-312026-02-03

NSC NORFOLK SOUTHN CORP999 shares0.00%2025-12-312026-02-03

SSO PROSHARES TR4.9K shares99.96%2025-12-312026-02-03

ITW ILLINOIS TOOL WKS INC1.2K shares0.00%2025-12-312026-02-03

GIS GENERAL MLS INC6.1K shares0.00%2025-12-312026-02-03

COF CAPITAL ONE FINL CORP1.2K shares0.00%2025-12-312026-02-03

Sponsored

CAT CATERPILLAR INC493 shares0.00%2025-12-312026-02-03

CC CHEMOURS CO23.6K shares0.02%2025-12-312026-02-03

AMAT APPLIED MATLS INC1.1K shares-3.83%2025-12-312026-02-03

APP APPLOVIN CORP403 shares0.00%2025-12-312026-02-03

EFAV ISHARES TR3.1K shares0.00%2025-12-312026-02-03

LHX L3HARRIS TECHNOLOGIES INC905 shares0.00%2025-12-312026-02-03

VCR VANGUARD WORLD FD674 shares-0.44%2025-12-312026-02-03

XLC SELECT SECTOR SPDR TR2.2K shares15.49%2025-12-312026-02-03

Sponsored

DLR DIGITAL RLTY TR INC1.7K shares0.00%2025-12-312026-02-03

QCOM QUALCOMM INC1.5K shares2.88%2025-12-312026-02-03

ALPS ETF TR ALPS ETF TR5.6K shares0.00%2025-12-312026-02-03

NTAP NETAPP INC2.4K shares0.00%2025-12-312026-02-03

FIW FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2025-12-312026-02-03

SCHC SCHWAB STRATEGIC TR5.6K shares0.00%2025-12-312026-02-03

SDY SPDR SERIES TRUST1.8K shares-10.73%2025-12-312026-02-03

IJR ISHARES TR2.1K shares-60.31%2025-12-312026-02-03

Sponsored

ISRG INTUITIVE SURGICAL INC443 sharesnew addition2025-12-312026-02-03

THE CIGNA GROUP THE CIGNA GROUP910 shares0.00%2025-12-312026-02-03

FTEC FIDELITY COVINGTON TRUST1.1K shares-0.18%2025-12-312026-02-03

T AT&T INC10.0K shares-0.58%2025-12-312026-02-03

FDX FEDEX CORP837 sharesnew addition2025-12-312026-02-03

CENCORA INC CENCORA INC712 shares0.00%2025-12-312026-02-03

TJX TJX COS INC NEW1.6K shares0.00%2025-12-312026-02-03

AGG ISHARES TR2.3K shares0.00%2025-12-312026-02-03

Sponsored

NXPI NXP SEMICONDUCTORS N V1.1K shares0.00%2025-12-312026-02-03

FCOM FIDELITY COVINGTON TRUST3.1K shares0.19%2025-12-312026-02-03

VGK VANGUARD INTL EQUITY INDEX F2.7K shares2.96%2025-12-312026-02-03

CMI CUMMINS INC433 sharesnew addition2025-12-312026-02-03

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.4K shares0.00%2025-12-312026-02-03

CRWD CROWDSTRIKE HLDGS INC460 shares-0.65%2025-12-312026-02-03

XLU SELECT SECTOR SPDR TR5.0K sharesnew addition2025-12-312026-02-03

IJS ISHARES TR1.8K sharesnew addition2025-12-312026-02-03

Sponsored

COIN COINBASE GLOBAL INC891 shares0.00%2025-12-312026-02-03

VPV INVESCO PA VALUE MUN INC TR18.5K shares-9.43%2025-12-312026-02-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available