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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 8 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IPAC ISHARES TR 8,204.0 $672K 0.05% NEW $81.93 +3.9%
142 ESML ISHARES TR 11,946.0 $668K 0.05% NEW $55.93 -0.2%
143 VIG VANGUARD SPECIALIZED FUNDS 2,815.0 $666K 0.05% NEW $236.60 +3.1%
144 ABT ABBOTT LABORATORIES Healthcare 7,201.0 $653K 0.05% NEW $90.74 +28.5%
145 NFLX NETFLIX INC. Communication Services 9,138.0 $652K 0.05% NEW $71.40 +11.5%
146 PSX PHILLIPS 66 Energy 3,718.0 $628K 0.05% NEW $169.02 +43.7%
147 CME CME GROUP INC Financial Services 2,817.0 $622K 0.05% NEW $220.80 +24.5%
148 BAC BANK OF AMER CORP Financial Services 10,391.0 $592K 0.04% NEW $56.98 +8.3%
149 IWN ISHARES TR 2,600.0 $575K 0.04% NEW $221.23 +1.6%
150 CSX CSX CORP Industrials 12,031.0 $572K 0.04% NEW $47.53 +8.5%
151 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,773.0 $571K 0.04% NEW $206.01 +7.6%
152 ASML ASML HLDG NV Technology 287.0 $571K 0.04% NEW $1989.45 -11.3%
153 XLB SELECT SECTOR SPDR TR 11,152.0 $567K 0.04% NEW $50.83 +5.3%
154 MS MORGAN STANLEY Financial Services 2,660.0 $556K 0.04% NEW $209.05 +2.5%
155 IBB ISHARES TR 2,785.0 $530K 0.04% NEW $190.20 +12.3%
156 CAT CATERPILLAR INC Industrials 496.0 $528K 0.04% NEW $1064.90 -22.3%
157 VBK VANGUARD INDEX FDS 1,433.0 $524K 0.04% NEW $365.70 -1.9%
158 EPP ISHARES INC 9,158.0 $488K 0.04% NEW $53.26 +9.0%
159 CC CHEMOURS CO Basic Materials 23,602.0 $484K 0.04% NEW $20.52 -22.2%
160 SBUX STARBUCKS CORP Consumer Cyclical 4,719.0 $482K 0.04% NEW $102.19 +4.8%
Page 8 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%