Brandywine Oak Private Wealth Llc

13F Filings History

Latest 13F report: Q1 2025 - May 7, 2025
Value $: $1.02B
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 223 stock holdings with total value $1.02B as of Q1 2025. Top holdings included SCHF, VTV, VUG, VGIT, and VCIT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	223	$1.02B	+$15.2M	-$15.8M	-$669K	SCHF, VTV, VUG, VGIT, VCIT	13F-HR	5/7/2025, 09:21 AM
Q4 2024	230	$1.02B	+$103M	-$15.8M	+$87.5M	SCHF, VTV, VUG, VGIT, VCIT	13F-HR	1/27/2025, 03:45 PM
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

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