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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 4 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRK MERCK & CO INC Healthcare 20,784.0 $2.7M 0.20% NEW $128.50 +18.7%
62 AMD ADVANCED MICRO DEVICES INC Technology 4,454.0 $2.6M 0.20% NEW $580.86 -18.5%
63 QQQM INVESCO EXCH TRADED FD TR II 8,489.0 $2.6M 0.20% NEW $302.98 -3.0%
64 BBEU J P MORGAN EXCHANGE TRADED F 31,685.0 $2.5M 0.19% NEW $77.77 +4.1%
65 IXUS ISHARES TR 24,118.0 $2.3M 0.17% NEW $95.44 +2.6%
66 IXN ISHARES TR 14,872.0 $2.1M 0.16% NEW $144.48 -3.5%
67 IVV ISHARES TR 2,859.0 $2.1M 0.16% NEW $749.01 +2.7%
68 GLD SPDR GOLD TR Financial Services 5,766.0 $2.1M 0.16% NEW $368.46 +14.9%
69 TSLA TESLA INC Consumer Cyclical 4,990.0 $2.1M 0.16% NEW $420.55 -13.7%
70 VOX VANGUARD WORLD FD 11,125.0 $2.0M 0.15% NEW $183.94 +1.1%
71 XLI SELECT SECTOR SPDR TR 10,627.0 $2.0M 0.15% NEW $185.23 -2.7%
72 MCD MCDONALDS CORP Consumer Cyclical 7,042.0 $1.9M 0.14% NEW $270.29 +0.2%
73 FLEE FRANKLIN TEMPLETON ETF TR 48,895.0 $1.9M 0.14% NEW $38.85 +3.7%
74 UNP UNION PAC CORP Industrials 6,917.0 $1.9M 0.14% NEW $272.00 +13.3%
75 SHM SPDR SERIES TRUST 38,947.0 $1.9M 0.14% NEW $47.96 -0.4%
76 QUAL ISHARES TR 8,481.0 $1.9M 0.14% NEW $219.43 +1.7%
77 VCSH VANGUARD SCOTTSDALE FDS 22,342.0 $1.8M 0.13% NEW $79.03 -0.6%
78 AEP AMERICAN ELEC PWR CO INC Utilities 12,785.0 $1.7M 0.13% NEW $136.81 -11.6%
79 VT VANGUARD INTL EQUITY INDEX F 11,039.0 $1.7M 0.13% NEW $156.94 +2.4%
80 KO COCA COLA CO Consumer Defensive 21,078.0 $1.7M 0.13% NEW $81.27 +12.1%
Page 4 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%