Notify me when BRANDYWINE OAK PRIVATE WEALTH LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 234 | $1,191,496,183 | +$30,185,685 | -$10,709,440 | +$19,476,245 | SCHF, VTV, VUG, VCIT, VGIT | 13F-HR | 03 Feb 2026, 17:08 |
| Q3 2025 | 233 | $1,150,563,514 | +$67,772,827 | -$68,739,225 | -$966,398 | SCHF, VTV, VUG, VCIT, VGIT | 13F-HR | 30 Oct 2025, 08:53 |
| Q2 2025 | 233 | $1,079,341,606 | +$21,244,138 | -$32,026,115 | -$10,781,977 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 24 Jul 2025, 08:55 |
| Q1 2025 | 223 | $1,018,855,004 | +$15,152,776 | -$15,821,356 | -$668,580 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 07 May 2025, 09:21 |
| Q4 2024 | 230 | $1,022,781,602 | +$103,361,510 | -$15,821,660 | +$87,539,850 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 27 Jan 2025, 15:45 |
| Q3 2024 | 236 | $1,032,519,054 | +$15,125,831 | -$10,051,515 | +$5,074,316 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 07 Nov 2024, 10:27 |
| Q2 2024 | 226 | $972,078,865 | +$42,477,242 | -$35,876,633 | +$6,600,609 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 30 Jul 2024, 09:49 |
| Q1 2024 | 235 | $957,169,897 | +$19,364,499 | -$7,985,046 | +$11,379,453 | SCHF, VTV, VUG, VCSH, VGIT | 13F-HR | 07 May 2024, 11:13 |
| Q4 2023 | 229 | $898,165,859 | +$8,398,784 | -$22,970,178 | -$14,571,394 | SCHF, VTV, VUG, VCSH, VCIT | 13F-HR | 05 Feb 2024, 16:04 |
| Q3 2023 | 229 | $840,580,143 | +$67,186,923 | -$88,753,232 | -$21,566,309 | SCHF, VTV, VUG, VCSH, VGIT | 13F-HR | 14 Nov 2023, 08:30 |
| Q2 2023 | 240 | $891,835,600 | +$24,378,024 | -$19,694,174 | +$4,683,850 | SCHF, VTV, VUG, VCSH, SCHO | 13F-HR | 11 Aug 2023, 10:57 |
| Q1 2023 | 249 | $855,585,461 | +$53,096,893 | -$37,714,184 | +$15,382,709 | SCHF, VTV, VUG, VCSH, SCHO | 13F-HR | 10 May 2023, 15:32 |
| Q4 2022 | 247 | $802,807,486 | +$86,359,719 | -$70,413,305 | +$15,946,414 | SCHF, VTV, VUG, VCSH, SCHO | 13F-HR | 06 Feb 2023, 13:26 |
| Q3 2022 | 296 | $736,744,000 | +$57,184,092 | -$48,213,601 | +$8,970,491 | SCHF, VTV, VUG, VCSH, STIP | 13F-HR | 10 Nov 2022, 18:08 |
| Q2 2022 | 315 | $781,520,000 | +$217,405,696 | -$208,039,591 | +$9,366,105 | VTV, SCHF, VUG, VCSH, STIP | 13F-HR | 22 Jul 2022, 13:07 |
| Q1 2022 | 341 | $874,441,000 | +$100,103,205 | -$101,061,866 | -$958,661 | VGT, STIP, SCHF, SCHO, VCSH | 13F-HR | 02 May 2022, 13:24 |
| Q4 2021 | 346 | $915,084,000 | +$57,647,999 | -$37,493,666 | +$20,154,333 | VGT, VCSH, STIP, SCHF, SCHO | 13F-HR | 07 Feb 2022, 16:43 |
| Q3 2021 | 336 | $855,946,000 | +$83,819,017 | -$67,026,418 | +$16,792,599 | VGT, VCSH, STIP, SCHF, SCHO | 13F-HR | 18 Oct 2021, 12:50 |
| Q2 2021 | 339 | $856,726,000 | +$192,639,985 | -$45,510,057 | +$147,129,928 | STIP, VCSH, VGT, SCHO, SCHE | 13F-HR | 09 Aug 2021, 12:20 |
| Q1 2021 | 274 | $678,779,000 | +$97,857,696 | -$94,205,886 | +$3,651,810 | SCHP, VCSH, VGT, SCHO, SCHE | 13F-HR | 06 May 2021, 16:41 |
| Q4 2020 | 268 | $655,944,000 | +$55,946,075 | -$50,354,681 | +$5,591,394 | VGT, SCHO, VIGI, SCHP, GLDM | 13F-HR | 08 Feb 2021, 15:23 |
| Q3 2020 | 267 | $598,216,000 | +$43,080,817 | -$31,665,727 | +$11,415,090 | VGT, SCHO, IAU, VIGI, SCHP | 13F-HR | 16 Oct 2020, 16:41 |
| Q2 2020 | 253 | $562,705,000 | +$179,438,345 | -$178,180,257 | +$1,258,088 | VGT, SCHO, VIGI, SCHP, VHT | 13F-HR | 06 Aug 2020, 15:54 |
| Q1 2020 | 214 | $469,045,000 | +$110,785,934 | -$102,967,309 | +$7,818,625 | VGT, SCHO, GBIL, IEMG, VHT | 13F-HR | 06 May 2020, 13:57 |
| Q4 2019 | 238 | $549,616,000 | +$48,108,724 | -$56,152,916 | -$8,044,192 | VGT, SCHO, IEMG, IEUR, XLV | 13F-HR | 28 Jan 2020, 12:06 |
| Q3 2019 | 232 | $527,705,000 | +$57,876,895 | -$31,003,300 | +$26,873,595 | VGT, SCHO, IEMG, IEUR, TFLO | 13F-HR | 30 Oct 2019, 15:20 |
| Q2 2019 | 221 | $500,198,000 | +$33,125,112 | -$23,347,887 | +$9,777,225 | VGT, SCHO, IEMG, XLV, TFLO | 13F-HR | 22 Jul 2019, 10:26 |
| Q1 2019 | 215 | $479,699,000 | +$65,545,410 | -$101,685,286 | -$36,139,876 | VGT, SCHO, IPAC, TFLO, IEMG | 13F-HR | 09 May 2019, 17:15 |
| Q4 2018 | 697 | $442,158,000 | $0 | $0 | $0 | VGT, FLOT, MBB, TFLO, IEMG | 13F-HR | 13 Feb 2019, 17:33 |