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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 233 | $1,150,563,514 | +$67,772,808 | -$68,739,214 | -$966,406 | SCHF, VTV, VUG, VCIT, VGIT | 13F-HR | 30 Oct 2025, 08:53 |
| Q2 2025 | 233 | $1,079,341,606 | +$21,244,131 | -$32,026,113 | -$10,781,982 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 24 Jul 2025, 08:55 |
| Q1 2025 | 223 | $1,018,855,004 | +$15,152,775 | -$15,821,357 | -$668,582 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 07 May 2025, 09:21 |
| Q4 2024 | 230 | $1,022,781,602 | +$103,361,396 | -$15,821,661 | +$87,539,735 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 27 Jan 2025, 15:45 |
| Q3 2024 | 236 | $1,032,519,054 | +$15,125,830 | -$10,051,517 | +$5,074,313 | SCHF, VTV, VUG, VGIT, VCIT | 13F-HR | 07 Nov 2024, 10:27 |
| Q2 2024 | 226 | $972,078,865 | +$42,477,251 | -$35,876,632 | +$6,600,619 | 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 | 230 | $900,206,079 | +$8,398,784 | -$22,970,179 | -$14,571,395 | SCHF, VTV, VUG, VCSH, VCIT | 13F-HR | 05 Feb 2024, 16:04 |
| Q3 2023 | 244 | $852,128,438 | +$76,855,277 | -$88,753,202 | -$11,897,925 | SCHF, VTV, VUG, VCSH, VGIT | 13F-HR | 14 Nov 2023, 08:30 |
| Q2 2023 | 241 | $893,477,030 | +$24,378,026 | -$16,806,613 | +$7,571,413 | SCHF, VTV, VUG, VCSH, SCHO | 13F-HR | 11 Aug 2023, 10:57 |
| Q1 2023 | 250 | $856,787,431 | +$53,096,890 | -$35,865,088 | +$17,231,802 | SCHF, VTV, VUG, VCSH, SCHO | 13F-HR | 10 May 2023, 15:32 |
| Q4 2022 | 248 | $804,087,926 | +$87,640,179 | -$46,453,307 | +$41,186,872 | SCHF, VTV, VUG, VCSH, SCHO | 13F-HR | 06 Feb 2023, 12:26 |
| Q3 2022 | 296 | $736,744,000 | +$57,184,090 | -$38,824,608 | +$18,359,482 | SCHF, VTV, VUG, VCSH, STIP | 13F-HR | 10 Nov 2022, 17:08 |
| Q2 2022 | 314 | $780,976,000 | +$217,405,666 | -$192,312,011 | +$25,093,655 | VTV, SCHF, VUG, VCSH, STIP | 13F-HR | 22 Jul 2022, 13:07 |
| Q1 2022 | 341 | $874,441,000 | +$100,414,374 | -$36,954,862 | +$63,459,512 | VGT, STIP, SCHF, SCHO, VCSH | 13F-HR | 02 May 2022, 13:24 |
| Q4 2021 | 344 | $914,810,274 | +$67,326,300 | -$39,256,320 | +$28,069,980 | VGT, VCSH, STIP, SCHF, SCHO | 13F-HR | 07 Feb 2022, 15:43 |
| Q3 2021 | 336 | $861,003,000 | +$88,552,719 | -$67,026,375 | +$21,526,344 | VGT, VCSH, STIP, SCHF, SCHO | 13F-HR | 18 Oct 2021, 12:50 |
| Q2 2021 | 339 | $856,726,000 | +$192,640,001 | -$45,510,060 | +$147,129,941 | STIP, VCSH, VGT, SCHO, SCHE | 13F-HR | 09 Aug 2021, 12:20 |
| Q1 2021 | 274 | $678,779,000 | +$97,857,685 | -$94,205,846 | +$3,651,839 | SCHP, VCSH, VGT, SCHO, SCHE | 13F-HR | 06 May 2021, 16:41 |
| Q4 2020 | 268 | $655,944,000 | +$55,946,072 | -$45,647,608 | +$10,298,464 | VGT, SCHO, VIGI, SCHP, GLDMXXXX | 13F-HR | 08 Feb 2021, 14:23 |
| Q3 2020 | 267 | $598,216,000 | +$43,080,821 | -$27,033,725 | +$16,047,096 | VGT, SCHO, IAUXXXX, VIGI, SCHP | 13F-HR | 16 Oct 2020, 16:41 |
| Q2 2020 | 253 | $562,705,000 | +$197,179,533 | -$130,995,068 | +$66,184,465 | VGT, SCHO, VIGI, SCHP, VHT | 13F-HR | 06 Aug 2020, 15:54 |
| Q1 2020 | 201 | $469,045,000 | +$110,785,939 | -$70,951,297 | +$39,834,642 | VGT, SCHO, GBIL, IEMG, VHT | 13F-HR | 06 May 2020, 13:57 |
| Q4 2019 | 238 | $549,616,000 | +$48,108,717 | -$13,169,917 | +$34,938,800 | VGT, SCHO, IEMG, IEUR, XLV | 13F-HR | 28 Jan 2020, 11:06 |
| Q3 2019 | 232 | $527,705,000 | +$57,876,892 | -$8,257,301 | +$49,619,591 | VGT, SCHO, IEMG, IEUR, TFLO | 13F-HR | 30 Oct 2019, 15:20 |
| Q2 2019 | 221 | $500,198,000 | +$33,125,114 | -$10,028,887 | +$23,096,227 | VGT, SCHO, IEMG, XLV, TFLO | 13F-HR | 22 Jul 2019, 10:26 |
| Q1 2019 | 215 | $479,699,000 | +$108,842,603 | -$10,952,536 | +$97,890,067 | VGT, SCHO, IPAC, TFLO, IEMG | 13F-HR | 09 May 2019, 17:15 |
| Q4 2018 | 629 | $442,144,014 | $0 | VGT, FLOT, MBB, TFLO, IEMG | 13F-HR | 13 Feb 2019, 16:33 |