1y return+17.4%S&P 500 +20.9%
3y return+46.0%S&P 500 +68.5%
5y return+39.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $190 against $299 in the S&P 500.2
Brandywine Oak Private Wealth LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHFSchwab Strategic Tr | $158.5M | 12.0% | −2.2% |
| VTVVanguard Index Fds | $150.8M | 11.4% | −1.2% |
| VUGVanguard Index Fds | $123.2M | 9.3% | |
| VCITVanguard Scottsdale Fds | $117.7M | 8.9% | +10.1% |
| VGITVanguard Scottsdale Fds | $57.5M | 4.4% | +7.1% |
| VWOVanguard Intl Equity Index F | $41.3M | 3.1% | |
| IEFAIshares Tr | $37.2M | 2.8% | +2.6% |
| SPYVSpdr Series Trust | $34.4M | 2.6% | |
| AAPLApple Inc | $34.4M | 2.6% | −1.5% |
| SPYGSpdr Series Trust | $34.1M | 2.6% | |
| SLYVSpdr Series Trust | $30.4M | 2.3% | −2.3% |
| VGTVanguard World Fd | $25.2M | 1.9% | |
| SCHOSchwab Strategic Tr | $19.5M | 1.5% | +7.5% |
| REETIshares Tr | $19.5M | 1.5% | +1.5% |
| GLDMWorld Gold Tr | $18.9M | 1.4% | +7.6% |
| BARGraniteshares Gold Tr | $17.9M | 1.4% | +5.1% |
| SUBIshares Tr | $15.1M | 1.1% | −2.4% |
| NVDANvidia Corporation | $14.8M | 1.1% | −4.3% |
| GOOGLAlphabet Inc | $11.6M | 0.9% | |
| IEMGIshares Inc | $11.3M | 0.9% | |
| MUBIshares Tr | $9.9M | 0.7% | |
| MSFTMicrosoft Corp | $9.8M | 0.7% | |
| VTEBVanguard Mun Bd Fds | $9.2M | 0.7% | −2.3% |
| JPMJpmorgan Chase & Co | $9.0M | 0.7% | +9.7% |
| VEAVanguard Tax-managed Fds | $8.7M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $14.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $7.8M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $7.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $11.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.0M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $25.2M |
| URIUnited Rentals Inc | September 30, 2021 | +222.8% | $4.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $34.4M |
| CTVACorteva Inc | June 30, 2020 | +216.1% | $4.0M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $4.8M |
Sold off last quarter
- Dupont De Nemours IncCUSIP 26614N102 was $1.6M
- Honeywell Intl IncCUSIP 438516106 was $393K
- ISRGIntuitive Surgical Inc was $223K
- VOTVanguard Index Fds was $214K
- ARCCAres Capital Corp was $192K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | −2.2% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +5.4% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +3.7% | +8.3% |
| March 31, 2023 | +4.9% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −6.3% | −5.3% |
| June 30, 2022 | −11.4% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +4.9% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Brandywine Oak Private Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1764694&type=13F-HR&dateb=&owner=include&count=40CIK 1764694
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1764694/000208585326000759/Filed July 16, 2026 · accession 0002085853-26-000759