BRANDYWINE OAK PRIVATE WEALTH LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$1.03B
Signature - Title
Brittany Kalsky - Chief Compiance Officer
Location
Kennett Square, PA
Summary
This page shows a list of all the recent 13F filings made by BRANDYWINE OAK PRIVATE WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BRANDYWINE OAK PRIVATE WEALTH LLC reported 236 stock holdings with total value $1.03B as of Q3 2024. Top holdings included SCHF, VTV, VUG, VGIT, and VCIT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 236 $1.03B +$15.1M -$10.1M +$5.07M SCHF, VTV, VUG, VGIT, VCIT 13F-HR 11/7/2024, 10:27 AM
Q2 2024 226 $972M +$42.5M -$35.9M +$6.6M SCHF, VTV, VUG, VGIT, VCIT 13F-HR 7/30/2024, 09:49 AM
Q1 2024 235 $957M +$19.4M -$7.99M +$11.4M SCHF, VTV, VUG, VCSH, VGIT 13F-HR 5/7/2024, 11:13 AM
Q4 2023 229 $898M +$8.4M -$23M -$14.6M SCHF, VTV, VUG, VCSH, VCIT 13F-HR 2/5/2024, 04:04 PM
Q3 2023 229 $841M +$67.2M -$88.8M -$21.6M SCHF, VTV, VUG, VCSH, VGIT 13F-HR 11/14/2023, 08:30 AM
Q2 2023 240 $892M +$24.4M -$19.7M +$4.68M SCHF, VTV, VUG, VCSH, SCHO 13F-HR 8/11/2023, 10:57 AM
Q1 2023 249 $856M +$53.1M -$37.7M +$15.4M SCHF, VTV, VUG, VCSH, SCHO 13F-HR 5/10/2023, 03:32 PM
Q4 2022 247 $803M +$86.4M -$70.4M +$15.9M SCHF, VTV, VUG, VCSH, SCHO 13F-HR 2/6/2023, 01:26 PM
Q3 2022 296 $737M +$57.2M -$48.2M +$8.97M SCHF, VTV, VUG, VCSH, STIP 13F-HR 11/10/2022, 06:08 PM
Q2 2022 315 $782M +$217M -$208M +$9.37M VTV, SCHF, VUG, VCSH, STIP 13F-HR 7/22/2022, 01:07 PM
Q1 2022 341 $874M +$100M -$101M -$959K VGT, STIP, SCHF, SCHO, VCSH 13F-HR 5/2/2022, 01:24 PM
Q4 2021 346 $915M +$57.6M -$37.5M +$20.2M VGT, VCSH, STIP, SCHF, SCHO 13F-HR 2/7/2022, 04:43 PM
Q3 2021 336 $856M +$83.8M -$67M +$16.8M VGT, VCSH, STIP, SCHF, SCHO 13F-HR 10/18/2021, 12:50 PM
Q2 2021 339 $857M +$193M -$45.5M +$147M STIP, VCSH, VGT, SCHO, SCHE 13F-HR 8/9/2021, 12:20 PM
Q1 2021 274 $679M +$97.9M -$94.2M +$3.65M SCHP, VCSH, VGT, SCHO, SCHE 13F-HR 5/6/2021, 04:41 PM
Q4 2020 268 $656M +$55.9M -$50.4M +$5.59M VGT, SCHO, VIGI, SCHP, GLDM 13F-HR 2/8/2021, 03:23 PM
Q3 2020 267 $598M +$43.1M -$31.7M +$11.4M VGT, SCHO, IAU, VIGI, SCHP 13F-HR 10/16/2020, 04:41 PM
Q2 2020 253 $563M +$179M -$178M +$1.26M VGT, SCHO, VIGI, SCHP, VHT 13F-HR 8/6/2020, 03:54 PM
Q1 2020 214 $469M +$111M -$103M +$7.82M VGT, SCHO, GBIL, IEMG, VHT 13F-HR 5/6/2020, 01:57 PM
Q4 2019 238 $550M +$48.1M -$56.2M -$8.04M VGT, SCHO, IEMG, IEUR, XLV 13F-HR 1/28/2020, 12:06 PM
Q3 2019 232 $528M +$57.9M -$31M +$26.9M VGT, SCHO, IEMG, IEUR, TFLO 13F-HR 10/30/2019, 03:20 PM
Q2 2019 221 $500M +$33.1M -$23.3M +$9.78M VGT, SCHO, IEMG, XLV, TFLO 13F-HR 7/22/2019, 10:26 AM
Q1 2019 215 $480M +$65.5M -$102M -$36.1M VGT, SCHO, IPAC, TFLO, IEMG 13F-HR 5/9/2019, 05:15 PM
Q4 2018 697 $442M $0 $0 VGT, FLOT, MBB, TFLO, IEMG 13F-HR 2/13/2019, 05:33 PM