BRANDYWINE OAK PRIVATE WEALTH LLC
Top Portfolio Positions
120 positions ·
$243,748,825 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in BITB
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,179,171 | 32,034 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,139,014 | 23,949 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,499,750 | 24,104 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,351,847 | 23,073 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $653,228 | 14,555 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $593,521 | 11,672 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $288,238 | 8,333 | Shares | Sole | 2024-11-07 | |
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