BRANDYWINE OAK PRIVATE WEALTH LLC
Top Portfolio Positions
121 positions ·
$247,579,549 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
120,533 | $30,590,070 | 12.36% | |
| GLDM |
World Gold Trust
|
221,713 | $20,550,577 | 8.30% | |
| BAR |
GraniteShares Gold Trust
|
430,687 | $19,867,591 | 8.02% | |
| NVDA |
Nvidia Corp
Technology
|
77,091 | $13,444,670 | 5.43% | |
| MSFT |
Microsoft Corp
Technology
|
26,410 | $9,776,189 | 3.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
32,696 | $9,402,061 | 3.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,181 | $7,407,242 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,550 | $6,779,188 | 2.74% | |
| AVGO |
Broadcom Inc.
Technology
|
20,532 | $6,354,859 | 2.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,369 | $5,858,015 | 2.37% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,867,591 | 430,687 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $18,183,680 | 427,952 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,635,074 | 437,075 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $14,353,766 | 439,760 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,980,930 | 485,763 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,505,931 | 483,041 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,393,637 | 477,229 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,137,964 | 485,103 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,654,662 | 485,185 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,891,800 | 485,130 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,864,246 | 484,915 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,240,684 | 486,096 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,624,029 | 493,287 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,857,857 | 490,740 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,587,458 | 521,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,338,327 | 521,403 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,414,508 | 490,339 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $8,193,763 | 451,447 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,273,421 | 417,054 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $6,365,979 | 361,909 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,745,414 | 220,578 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,638,308 | 192,605 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $782,137 | 41,714 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $426,203 | 24,025 | Shares | Sole | 2020-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||