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Portfolio (Quarterly) Guide ↗

BRANDYWINE OAK PRIVATE WEALTH LLC

· CIK 0001764694
13F Portfolio $1.3B AUM 245 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 245 New
Page 6 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 3,447.0 $1.2M 0.10% NEW $362.11 +21.3%
102 GEV GE VERNOVA INC Utilities 1,058.0 $1.2M 0.09% NEW $1174.19 -18.5%
103 CVX CHEVRON CORPORATION Energy 7,286.0 $1.2M 0.09% NEW $165.76 +23.8%
104 IDV ISHARES TR 28,355.0 $1.2M 0.09% NEW $41.43 +8.8%
105 IJH ISHARES TR 15,088.0 $1.2M 0.09% NEW $77.11 -0.4%
106 DGRO ISHARES TR 15,224.0 $1.2M 0.09% NEW $75.79 +5.0%
107 ITOT ISHARES TR 7,003.0 $1.2M 0.09% NEW $164.27 +2.3%
108 GS GOLDMAN SACHS GROUP INC Financial Services 1,134.0 $1.1M 0.09% NEW $1011.59 +2.7%
109 RTX RTX CORPORATION Industrials 5,826.0 $1.1M 0.08% NEW $189.71 +10.6%
110 IEUR ISHARES TR 14,543.0 $1.1M 0.08% NEW $75.17 +4.3%
111 BITB BITWISE BITCOIN ETF TR Financial Services 33,154.0 $1.1M 0.08% NEW $31.86 +31.3%
112 PEP PEPSICO INC Consumer Defensive 7,769.0 $1.1M 0.08% NEW $135.39 +6.0%
113 BLK BLACKROCK INC Financial Services 1,069.0 $1.0M 0.08% NEW $961.56 +20.3%
114 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,094.0 $1.0M 0.08% NEW $477.65 -12.3%
115 VOO VANGUARD INDEX FDS 1,443.0 $991K 0.07% NEW $686.50 +2.5%
116 IJK ISHARES TR 8,414.0 $989K 0.07% NEW $117.50 -1.7%
117 IJR ISHARES TR 6,582.0 $976K 0.07% NEW $148.31 -0.7%
118 DWX SPDR INDEX SHS FDS 21,226.0 $976K 0.07% NEW $45.96 +4.8%
119 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,036.0 $969K 0.07% NEW $935.66 +1.3%
120 DOW DOW HLDGS INC Basic Materials 34,071.0 $932K 0.07% NEW $27.36 +18.2%
Page 6 of 13  ·  245 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Financial Services 30.3%
Healthcare 9.7%
Industrials 6.3%
Consumer Cyclical 5.6%
Communication Services 5.5%
Consumer Defensive 3.4%
Energy 2.5%
Basic Materials 2.4%
Utilities 2.2%