BRANDYWINE OAK PRIVATE WEALTH LLC
All 13F Filings
- Location
- Kennett Square, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,317,886
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 245 | 1,317,886 | 13F-HR | BRANDYWINE OAK PRIVATE WEALTH LLC |
| Q1 2026 | 4/20/2026 | 229 | 1,189,505 | 13F-HR | BRANDYWINE OAK PRIVATE WEALTH LLC |
| Q4 2025 | 2/3/2026 | 234 | 1,191,496 | 13F-HR | BRANDYWINE OAK PRIVATE WEALTH LLC |
| Q3 2025 | 10/30/2025 | 234 | 1,151,403 | 13F-HR | BRANDYWINE OAK PRIVATE WEALTH LLC |
| Q2 2025 | 7/24/2025 | 234 | 1,080,199 | 13F-HR | BRANDYWINE OAK PRIVATE WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 236.2 K | 17.9% | 20.75 K | 0 | 20.75 K |
| ETFs | 1.082 M | 82.1% | 107.6 K | 0 | 107.6 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,317,886
Holdings
245
QoQ value change ($000)
128,381
(10.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.