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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 9 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AGG ISHARES TR 4,817.0 $477K 0.04% NEW $98.98 -1.6%
162 QLD PROSHARES TR 4,911.0 $475K 0.04% NEW $96.76 -7.5%
163 CDNS CADENCE DESIGN SYSTEM INC Technology 1,257.0 $472K 0.04% NEW $375.32 -15.0%
164 BITWISE FUNDS TRUST 18,546.0 $454K 0.03% NEW $24.50
165 IDEV ISHARES TR 5,028.0 $448K 0.03% NEW $89.01 +4.8%
166 WEC WEC ENERGY GROUP INC Utilities 3,791.0 $443K 0.03% NEW $116.77 -9.2%
167 UNH UNITEDHEALTH GROUP INC Healthcare 1,042.0 $433K 0.03% NEW $415.63 -6.1%
168 DUK DUKE ENERGY CORP NEW Utilities 3,411.0 $432K 0.03% NEW $126.59 -5.3%
169 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,456.0 $427K 0.03% NEW $293.24 +4.0%
170 MO ALTRIA GROUP INC Consumer Defensive 5,816.0 $418K 0.03% NEW $71.95 -8.1%
171 AXP AMERICAN EXPRESS CO Financial Services 1,229.0 $416K 0.03% NEW $338.25 -0.7%
172 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,050.0 $406K 0.03% NEW $57.61 +16.3%
173 PAVE GLOBAL X FDS 6,812.0 $401K 0.03% NEW $58.92 -4.3%
174 SO SOUTHERN CO Utilities 4,088.0 $391K 0.03% NEW $95.71 -7.1%
175 KMI KINDER MORGAN INC DEL Energy 12,154.0 $389K 0.03% NEW $31.97 -3.1%
176 NTAP NETAPP INC Technology 2,474.0 $383K 0.03% NEW $154.76 +24.2%
177 CRWD CROWDSTRIKE HLDGS INC Technology 501.0 $383K 0.03% NEW $190.99 +0.5%
178 ETHW BITWISE ETHEREUM ETF Financial Services 33,621.0 $379K 0.03% NEW $11.28 +53.0%
179 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,666.0 $379K 0.03% NEW $81.16 -10.5%
180 SNDK SANDISK CORP Technology 166.0 $377K 0.03% NEW $2273.73 -29.8%
Page 9 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%