Brandywine Oak Private Wealth LLC

13F filer · CIK 0001764694

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$1.32BU.S. long equity reported on 13F

Positions14016 new · 5 closed

Net flow last quarter+$5.36MBuys minus sells

Top 10 positions weight10.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026140 positions
AAPLApple Inc.	$34.4M	2.61%	0.00%	-1.5%	Q4 2018
GLDMWorld Gold Trust	$18.9M	1.44%	0.07%	+7.6%	Q4 2020
BARGraniteShares Gold Trust	$17.9M	1.36%	1.35%	+5.1%	Q4 2018
NVDANvidia Corp	$14.8M	1.12%	0.00%	-4.4%	Q4 2018
GOOGLAlphabet Inc.	$11.6M	0.88%	0.00%	-0.7%	Q4 2018
MSFTMicrosoft Corp	$9.77M	0.74%	0.00%	-0.8%	Q4 2018
JPMJPMorgan Chase & Co	$9.04M	0.69%	0.00%	+9.7%	Q4 2018
AVGOBroadcom Inc.	$7.82M	0.59%	0.00%	+0.9%	Q4 2018
AMZNAmazon Com Inc	$7.68M	0.58%	0.00%	-1.0%	Q4 2018
LLYELI LILLY & Co	$7.65M	0.58%	0.00%	+0.1%	Q4 2018
AZNAstrazeneca PLC	$5.33M	0.40%	Not reported	-2.4%	Q4 2018
URIUnited Rentals, Inc.	$4.81M	0.36%	0.01%	+14.4%	Q3 2021
QQQInvesco QQQ Trust, Series 1	$4.78M	0.36%	Not reported	-1.2%	Q4 2018
SFStifel Financial Corp	$4.6M	0.35%	0.04%	-1.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$4.15M	0.31%	Not reported	+8.1%	Q4 2018
CTVACorteva, Inc.	$4.01M	0.30%	0.01%	+2.2%	Q2 2019
BITWBitwise 10 Crypto Index ETF	$3.94M	0.30%	0.74%	+3.1%	Q4 2025
GOOGAlphabet Inc.	$3.92M	0.30%	Not reported	+0.9%	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.88M	0.29%	Not reported	-3.0%	Q4 2018
XOMExxonMobil Holdings Corp	$3.28M	0.25%	0.00%	+0.5%	Q4 2018
ABBVAbbVie Inc.	$2.82M	0.21%	0.00%	-0.2%	Q4 2018
JNJJohnson & Johnson	$2.81M	0.21%	0.00%	-0.9%	Q4 2018
QQnity Electronics, Inc.	$2.76M	0.21%	0.01%	-2.8%	Q4 2025
PGPROCTER & GAMBLE Co	$2.7M	0.20%	0.00%	-2.5%	Q4 2018
MRKMerck & Co., Inc.	$2.67M	0.20%	0.00%	-1.0%	Q4 2018
AMDAdvanced Micro Devices Inc	$2.59M	0.20%	0.00%	-1.6%	Q4 2018
GLDSPDR Gold Trust	$2.12M	0.16%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$2.1M	0.16%	0.00%	+0.2%	Q4 2018
MCDMcdonalds Corp	$1.9M	0.14%	0.00%	-2.9%	Q4 2018
UNPUnion Pacific Corp	$1.88M	0.14%	0.00%	+0.1%	Q4 2018
AEPAmerican Electric Power Co Inc	$1.75M	0.13%	0.00%	-0.3%	Q4 2018
KOCoca Cola Co	$1.71M	0.13%	0.00%	-1.1%	Q4 2018
DDDuPont de Nemours, Inc.	$1.65M	0.13%	0.01%	+1.9%	Q2 2019
WMTWalmart Inc.	$1.6M	0.12%	0.00%	-1.8%	Q4 2018
LMTLockheed Martin Corp	$1.59M	0.12%	0.00%	-1.2%	Q4 2018
METAMeta Platforms, Inc.	$1.58M	0.12%	Not reported	-4.8%	Q4 2018
PNCPNC Financial Services Group, Inc.	$1.56M	0.12%	0.00%	+0.2%	Q4 2018
CSCOCisco Systems, Inc.	$1.53M	0.12%	0.00%	-2.1%	Q4 2018
BXBlackstone Inc.	$1.51M	0.11%	0.00%	Not reported	Q1 2020
IBMInternational Business Machines Corp	$1.51M	0.11%	0.00%	+4.0%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.49M	0.11%	Not reported	Not reported	Q4 2018
GEGeneral Electric Co	$1.47M	0.11%	0.00%	-1.4%	Q3 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.45M	0.11%	Not reported	Not reported	Q4 2018
MAMastercard Inc	$1.45M	0.11%	0.00%	-0.7%	Q4 2018
AMGNAmgen Inc	$1.25M	0.09%	0.00%	-0.6%	Q4 2018
GEVGE Vernova Inc.	$1.24M	0.09%	0.00%	+1.4%	Q2 2024
CVXChevron Corp	$1.21M	0.09%	0.00%	-1.6%	Q4 2018
GSGoldman Sachs Group Inc	$1.15M	0.09%	0.00%	-1.0%	Q4 2018
RTXRTX Corp	$1.11M	0.08%	0.00%	+0.1%	Q2 2020
BITBBitwise Bitcoin ETF	$1.06M	0.08%	0.05%	+3.5%	Q3 2024

Q1 2026Reported Apr 20, 2026128 positions
AAPLApple Inc.	$30.6M	2.57%	0.00%	-1.4%	Q4 2018
GLDMWorld Gold Trust	$20.6M	1.73%	0.07%	-3.6%	Q4 2020
BARGraniteShares Gold Trust	$19.9M	1.67%	1.23%	+0.6%	Q4 2018
NVDANvidia Corp	$13.4M	1.13%	0.00%	-0.2%	Q4 2018
MSFTMicrosoft Corp	$9.78M	0.82%	0.00%	+2.8%	Q4 2018
GOOGLAlphabet Inc.	$9.4M	0.79%	0.00%	+1.6%	Q4 2018
JPMJPMorgan Chase & Co	$7.41M	0.62%	0.00%	-0.3%	Q4 2018
AMZNAmazon Com Inc	$6.78M	0.57%	0.00%	+1.4%	Q4 2018
AVGOBroadcom Inc.	$6.35M	0.53%	0.00%	+0.4%	Q4 2018
LLYELI LILLY & Co	$5.86M	0.49%	0.00%	+1.1%	Q4 2018
AZNAstrazeneca PLC	$5.68M	0.48%	Not reported	-5.8%	Q4 2018
SFStifel Financial Corp	$4.93M	0.41%	0.04%	-6.7%	Q4 2022
BITWBitwise 10 Crypto Index ETF	$4.54M	0.38%	0.67%	+14.4%	Q4 2025
XOMExxonMobil Holdings Corp	$4.05M	0.34%	0.00%	+0.2%	Q4 2018
CTVACorteva, Inc.	$3.88M	0.33%	0.01%	-3.1%	Q2 2019
BRK.BBerkshire Hathaway Inc	$3.83M	0.32%	Not reported	+14.3%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.8M	0.32%	Not reported	+6.9%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$3.34M	0.28%	Not reported	+3.1%	Q4 2018
GOOGAlphabet Inc.	$3.16M	0.27%	Not reported	+3.2%	Q4 2018
JNJJohnson & Johnson	$2.73M	0.23%	0.00%	+0.9%	Q4 2018
PGPROCTER & GAMBLE Co	$2.72M	0.23%	0.00%	+2.3%	Q4 2018
URIUnited Rentals, Inc.	$2.7M	0.23%	0.01%	Not reported	Q3 2021
MRKMerck & Co., Inc.	$2.52M	0.21%	0.00%	-12.0%	Q4 2018
GLDSPDR Gold Trust	$2.48M	0.21%	0.00%	+1.8%	Q4 2018
ABBVAbbVie Inc.	$2.44M	0.21%	0.00%	-1.0%	Q4 2018
MCDMcdonalds Corp	$2.25M	0.19%	0.00%	-1.4%	Q4 2018
QQnity Electronics, Inc.	$2M	0.17%	0.01%	-3.9%	Q4 2025
LMTLockheed Martin Corp	$1.91M	0.16%	0.00%	-8.5%	Q4 2018
TSLATesla, Inc.	$1.85M	0.16%	0.00%	+23.2%	Q4 2018
WMTWalmart Inc.	$1.79M	0.15%	0.00%	+1.3%	Q4 2018
METAMeta Platforms, Inc.	$1.69M	0.14%	Not reported	+8.3%	Q4 2018
AEPAmerican Electric Power Co Inc	$1.68M	0.14%	0.00%	+0.4%	Q4 2018
UNPUnion Pacific Corp	$1.68M	0.14%	0.00%	-0.1%	Q4 2018
DDDuPont de Nemours, Inc.	$1.64M	0.14%	0.01%	+0.1%	Q2 2019
KOCoca Cola Co	$1.62M	0.14%	0.00%	-2.2%	Q4 2018
CVXChevron Corp	$1.53M	0.13%	0.00%	+0.6%	Q4 2018
BXBlackstone Inc.	$1.47M	0.12%	0.00%	Not reported	Q1 2020
MAMastercard Inc	$1.42M	0.12%	0.00%	+0.7%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.4M	0.12%	Not reported	-0.9%	Q4 2018
DOWDow Inc.	$1.4M	0.12%	0.00%	-15.4%	Q2 2019
PNCPNC Financial Services Group, Inc.	$1.32M	0.11%	0.00%	Not reported	Q4 2018
IBMInternational Business Machines Corp	$1.25M	0.10%	0.00%	+0.2%	Q4 2018
PEPPepsico Inc	$1.23M	0.10%	0.00%	-0.7%	Q4 2018
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.23M	0.10%	Not reported	-5.3%	Q4 2018
AMGNAmgen Inc	$1.22M	0.10%	0.00%	-0.8%	Q4 2018
BITBBitwise Bitcoin ETF	$1.18M	0.10%	0.05%	+33.8%	Q3 2024
COSTCostco Wholesale Corp	$1.16M	0.10%	0.00%	+2.1%	Q4 2018
GEGeneral Electric Co	$1.13M	0.10%	0.00%	+1.8%	Q3 2021
RTXRTX Corp	$1.12M	0.09%	0.00%	+2.2%	Q2 2020
BLKBlackRock, Inc.	$1.03M	0.09%	0.00%	-6.1%	Q4 2018

Q4 2025Reported Feb 3, 2026128 positions
AAPLApple Inc.	$33.2M	2.79%	0.00%	-6.3%	Q4 2018
GLDMWorld Gold Trust	$19.6M	1.65%	0.08%	-10.8%	Q4 2020
BARGraniteShares Gold Trust	$18.2M	1.53%	1.22%	-2.1%	Q4 2018
NVDANvidia Corp	$14.4M	1.21%	0.00%	-0.1%	Q4 2018
MSFTMicrosoft Corp	$12.4M	1.04%	0.00%	-0.3%	Q4 2018
GOOGLAlphabet Inc.	$10.1M	0.85%	0.00%	-1.0%	Q4 2018
JPMJPMorgan Chase & Co	$8.14M	0.68%	0.00%	+5.7%	Q4 2018
AMZNAmazon Com Inc	$7.41M	0.62%	0.00%	-0.7%	Q4 2018
AVGOBroadcom Inc.	$7.08M	0.59%	0.00%	+0.1%	Q4 2018
LLYELI LILLY & Co	$6.77M	0.57%	0.00%	Not reported	Q4 2018
SFStifel Financial Corp	$5.96M	0.50%	0.05%	Not reported	Q4 2022
AZNAstrazeneca PLC	$5.62M	0.47%	Not reported	-5.5%	Q4 2018
BITWBitwise 10 Crypto Index ETF	$5.23M	0.44%	0.51%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$3.78M	0.32%	Not reported	+0.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.52M	0.30%	Not reported	-13.4%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$3.4M	0.29%	Not reported	+0.9%	Q4 2018
GOOGAlphabet Inc.	$3.34M	0.28%	Not reported	-2.2%	Q4 2018
CTVACorteva, Inc.	$3.2M	0.27%	0.01%	-0.2%	Q2 2019
URIUnited Rentals, Inc.	$3M	0.25%	0.01%	Not reported	Q3 2021
XOMExxonMobil Holdings Corp	$2.86M	0.24%	0.00%	-0.2%	Q4 2018
PGPROCTER & GAMBLE Co	$2.64M	0.22%	0.00%	-0.4%	Q4 2018
ABBVAbbVie Inc.	$2.59M	0.22%	0.00%	-0.9%	Q4 2018
MRKMerck & Co., Inc.	$2.51M	0.21%	0.00%	+2.2%	Q4 2018
JNJJohnson & Johnson	$2.29M	0.19%	0.00%	-2.9%	Q4 2018
MCDMcdonalds Corp	$2.25M	0.19%	0.00%	-0.8%	Q4 2018
GLDSPDR Gold Trust	$2.24M	0.19%	0.00%	-0.7%	Q4 2018
BXBlackstone Inc.	$1.97M	0.17%	0.00%	-2.9%	Q1 2020
TSLATesla, Inc.	$1.82M	0.15%	0.00%	+0.3%	Q4 2018
METAMeta Platforms, Inc.	$1.8M	0.15%	Not reported	+5.8%	Q4 2018
LMTLockheed Martin Corp	$1.67M	0.14%	0.00%	-0.2%	Q4 2018
MAMastercard Inc	$1.61M	0.14%	0.00%	Not reported	Q4 2018
UNPUnion Pacific Corp	$1.6M	0.13%	0.00%	-0.4%	Q4 2018
WMTWalmart Inc.	$1.58M	0.13%	0.00%	Not reported	Q4 2018
IBMInternational Business Machines Corp	$1.52M	0.13%	0.00%	+1.0%	Q4 2018
KOCoca Cola Co	$1.52M	0.13%	0.00%	-1.0%	Q4 2018
QQnity Electronics, Inc.	$1.48M	0.12%	0.01%	+0.6%	Q4 2025
AEPAmerican Electric Power Co Inc	$1.47M	0.12%	0.00%	Not reported	Q4 2018
DDDuPont de Nemours, Inc.	$1.44M	0.12%	0.01%	-0.3%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.37M	0.11%	Not reported	Not reported	Q4 2018
PNCPNC Financial Services Group, Inc.	$1.32M	0.11%	0.00%	Not reported	Q4 2018
BLKBlackRock, Inc.	$1.22M	0.10%	0.00%	Not reported	Q4 2018
GEGeneral Electric Co	$1.21M	0.10%	0.00%	Not reported	Q3 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.2M	0.10%	Not reported	-0.2%	Q4 2018
PEPPepsico Inc	$1.15M	0.10%	0.00%	-3.9%	Q4 2018
AMGNAmgen Inc	$1.14M	0.10%	0.00%	+0.8%	Q4 2018
BITBBitwise Bitcoin ETF	$1.14M	0.10%	0.03%	-0.6%	Q3 2024
CVXChevron Corp	$1.12M	0.09%	0.00%	+0.4%	Q4 2018
RTXRTX Corp	$1.04M	0.09%	0.00%	+1.6%	Q2 2020
CSCOCisco Systems, Inc.	$1.01M	0.08%	0.00%	+2.0%	Q4 2018
GSGoldman Sachs Group Inc	$999K	0.08%	0.00%	+1.3%	Q4 2018

Q3 2025Reported Oct 30, 2025129 positions
AAPLApple Inc.	$33.2M	2.89%	0.00%	-0.5%	Q4 2018
GLDMWorld Gold Trust	$19.7M	1.71%	0.11%	-6.7%	Q4 2020
BARGraniteShares Gold Trust	$16.6M	1.44%	1.28%	-0.6%	Q4 2018
NVDANvidia Corp	$14.4M	1.25%	0.00%	+2.3%	Q4 2018
MSFTMicrosoft Corp	$13.3M	1.16%	0.00%	-1.5%	Q4 2018
GOOGLAlphabet Inc.	$7.9M	0.69%	0.00%	-1.3%	Q4 2018
JPMJPMorgan Chase & Co	$7.54M	0.65%	0.00%	+0.1%	Q4 2018
AMZNAmazon Com Inc	$7.1M	0.62%	0.00%	-1.4%	Q4 2018
AVGOBroadcom Inc.	$6.73M	0.58%	0.00%	-0.3%	Q4 2018
SFStifel Financial Corp	$5.4M	0.47%	0.05%	-18.3%	Q4 2022
AZNAstrazeneca PLC	$4.97M	0.43%	Not reported	-2.6%	Q4 2018
LLYELI LILLY & Co	$4.81M	0.42%	0.00%	+0.1%	Q4 2018
BRK.BBerkshire Hathaway Inc	$4.06M	0.35%	Not reported	-6.3%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$3.69M	0.32%	Not reported	-0.5%	Q4 2018
URIUnited Rentals, Inc.	$3.54M	0.31%	0.01%	Not reported	Q3 2021
SPYSPDR S&P 500 ETF Trust	$3.29M	0.29%	Not reported	-1.5%	Q4 2018
CTVACorteva, Inc.	$3.24M	0.28%	0.01%	-0.1%	Q2 2019
PGPROCTER & GAMBLE Co	$2.84M	0.25%	0.00%	+0.1%	Q4 2018
DDDuPont de Nemours, Inc.	$2.8M	0.24%	0.01%	+1.0%	Q2 2019
XOMExxonMobil Holdings Corp	$2.69M	0.23%	0.00%	+0.1%	Q4 2018
GOOGAlphabet Inc.	$2.65M	0.23%	Not reported	-0.6%	Q4 2018
ABBVAbbVie Inc.	$2.65M	0.23%	0.00%	-5.0%	Q4 2018
BXBlackstone Inc.	$2.25M	0.20%	0.00%	Not reported	Q1 2020
MCDMcdonalds Corp	$2.25M	0.20%	0.00%	-1.7%	Q4 2018
JNJJohnson & Johnson	$2.11M	0.18%	0.00%	+0.2%	Q4 2018
GLDSPDR Gold Trust	$2.03M	0.18%	0.00%	+1.7%	Q4 2018
MRKMerck & Co., Inc.	$1.96M	0.17%	0.00%	-1.3%	Q4 2018
METAMeta Platforms, Inc.	$1.89M	0.16%	Not reported	+0.4%	Q4 2018
TSLATesla, Inc.	$1.79M	0.16%	0.00%	+1.4%	Q4 2018
LMTLockheed Martin Corp	$1.73M	0.15%	0.00%	-4.1%	Q4 2018
UNPUnion Pacific Corp	$1.64M	0.14%	0.00%	-0.6%	Q4 2018
MAMastercard Inc	$1.61M	0.14%	0.00%	-0.4%	Q4 2018
BITBBitwise Bitcoin ETF	$1.5M	0.13%	0.03%	+4.5%	Q3 2024
WMTWalmart Inc.	$1.46M	0.13%	0.00%	-0.4%	Q4 2018
KOCoca Cola Co	$1.46M	0.13%	0.00%	-2.1%	Q4 2018
AEPAmerican Electric Power Co Inc	$1.44M	0.12%	0.00%	0.0%	Q4 2018
IBMInternational Business Machines Corp	$1.44M	0.12%	0.00%	-2.7%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.34M	0.12%	Not reported	-0.2%	Q4 2018
BLKBlackRock, Inc.	$1.33M	0.12%	0.00%	Not reported	Q4 2018
PNCPNC Financial Services Group, Inc.	$1.27M	0.11%	0.00%	-7.9%	Q4 2018
GEGeneral Electric Co	$1.18M	0.10%	0.00%	Not reported	Q3 2021
PEPPepsico Inc	$1.17M	0.10%	0.00%	-19.2%	Q4 2018
VPLInvesco Pennsylvania Value Municipal Income Trust	$1.17M	0.10%	Not reported	0.0%	Q4 2018
CVXChevron Corp	$1.14M	0.10%	0.00%	-0.3%	Q4 2018
HDHome Depot, Inc.	$1.13M	0.10%	0.00%	Not reported	Q4 2018
NFLXNetflix Inc	$1.06M	0.09%	0.00%	-0.5%	Q4 2018
COSTCostco Wholesale Corp	$1.05M	0.09%	0.00%	Not reported	Q4 2018
ABTAbbott Laboratories	$983K	0.09%	0.00%	-2.4%	Q4 2018
AMGNAmgen Inc	$979K	0.08%	0.00%	Not reported	Q4 2018
RTXRTX Corp	$938K	0.08%	0.00%	+1.8%	Q2 2020

Premium opens every quarter this fund has filed