Brandywine Oak Private Wealth LLC ETF holdings
Kennett Square, PA
Reported $1.1B in 119 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.1B
ETFs held
119
Change from prior quarter
+10.6%
With price moves
ETFs as a share of its 13F
83.5%
of $1.3B
Top 10 of 119 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | $158.5M | 5,721,529 | −125,977 shares |
| VTV | Vanguard Morningstar Value ETF | $150.8M | 691,901 | −8,269 shares |
| VUG | Vanguard Morningstar Growth ETF | $123.2M | 1,429,857 | +1,192,849 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $117.7M | 1,424,549 | +130,263 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $57.5M | 974,352 | +64,696 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $41.3M | 692,546 | +5,714 shares |
| IEFA | iShares Core MSCI EAFE ETF | $37.2M | 384,856 | +9,687 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $34.4M | 565,753 | +5,577 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $34.1M | 286,742 | +1,196 shares |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $30.4M | 278,220 | −6,597 shares |
109 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001764694. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Brandywine Oak Private Wealth LLC own?
Brandywine Oak Private Wealth LLC reported 119 ETF positions worth $1.1B in its Form 13F for June 30, 2026. The largest was SCHF, at $158.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.