BRANDYWINE OAK PRIVATE WEALTH LLC
CIK
1764694
City
Kennett Square
State / Country
PA
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 VPV
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $171,688 | 16,243 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $193,855 | 18,533 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $211,372 | 20,462 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $205,847 | 20,462 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $208,507 | 20,462 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $210,553 | 20,462 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $267,877 | 23,685 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $257,219 | 23,685 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $242,771 | 23,685 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $236,850 | 23,685 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $247,977 | 27,707 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $284,066 | 28,810 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $306,380 | 30,516 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $299,782 | 30,590 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $589,335 | 61,071 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $658,509 | 62,955 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $360,789 | 25,826 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $190,944 | 14,400 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $192,672 | 14,400 | Shares | Sole | 2021-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||