BRANDYWINE OAK PRIVATE WEALTH LLC

CIK

1764694

City

Kennett Square

State / Country

Stock

Top Portfolio Positions

120 positions · $243,748,825 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	120,533	$30,590,070	12.55%
GLDM	World Gold Trust	221,713	$20,550,577	8.43%
BAR	GraniteShares Gold Trust	430,687	$19,867,591	8.15%
NVDA	Nvidia Corp Technology	77,091	$13,444,670	5.52%
MSFT	Microsoft Corp Technology	26,410	$9,776,189	4.01%
GOOGL	Alphabet Inc. Communication Services	32,696	$9,402,061	3.86%
JPM	Jpmorgan Chase & Co Financial Services	25,181	$7,407,242	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	32,550	$6,779,188	2.78%
AVGO	Broadcom Inc. Technology	20,532	$6,354,859	2.61%
LLY	ELI LILLY & Co Healthcare	6,369	$5,858,015	2.40%

25 quarters · across all stocks

Compact Export CSV

25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,680,969	12,824	+0.4%	Shares	Sole	2026-04-20
2025-12-31	$1,473,546	12,779	0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,437,637	12,779	-0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,326,364	12,783	-0.0%	Shares	Sole	2025-07-24
2025-03-31	$1,397,016	12,785	-6.4%	Shares	Sole	2025-05-07
2024-12-31	$1,259,677	13,658	-2.3%	Shares	Sole	2025-01-27
2024-09-30	$1,433,732	13,974	0.0%	Shares	Sole	2024-11-07
2024-06-30	$1,226,078	13,974	-3.5%	Shares	Sole	2024-07-30
2024-03-31	$1,246,469	14,477	-0.6%	Shares	Sole	2024-05-07
2023-12-31	$1,183,050	14,566	-2.4%	Shares	Sole	2024-02-05
2023-09-30	$1,122,357	14,921	-2.5%	Shares	Sole	2023-11-14
2023-06-30	$1,288,512	15,303	-6.9%	Shares	Sole	2023-08-11
2023-03-31	$1,495,511	16,436	-2.9%	Shares	Sole	2023-05-10
2022-12-31	$1,606,459	16,919	-7.2%	Shares	Sole	2023-02-06
2022-09-30	$1,576,934	18,241	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$1,761,074	18,356	0.0%	Shares	Sole	2022-07-22
2022-03-31	$1,831,378	18,356	-2.6%	Shares	Sole	2022-05-02
2021-12-31	$1,677,084	18,850	-4.5%	Shares	Sole	2022-02-07
2021-09-30	$1,601,600	19,729	-2.4%	Shares	Sole	2021-10-18
2021-06-30	$1,710,325	20,219	-1.9%	Shares	Sole	2021-08-09
2021-03-31	$1,744,904	20,601	-3.6%	Shares	Sole	2021-05-06
2020-12-31	$1,779,479	21,370	-0.2%	Shares	Sole	2021-02-08
2020-09-30	$1,750,002	21,412	-4.0%	Shares	Sole	2020-10-16
2020-06-30	$1,777,166	22,315	-1.2%	Shares	Sole	2020-08-06
2020-03-31	$1,806,588	22,588	—	Shares	Sole	2020-05-06
No quarters match your search.