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Latest Brandywine Oak Private Wealth LLC Stock Portfolio

Brandywine Oak Private Wealth LLC Performance:
2025 Q4: 1.31%YTD: 14.61%2024: -1.01%
Performance for 2025 Q4 is 1.31%, and YTD is 14.61%, and 2024 is -1.01%.

About Brandywine Oak Private Wealth LLC and 13F Hedge Fund Stock Holdings

BRANDYWINE OAK PRIVATE WEALTH LLC is a hedge fund based in Kennett Square, PA. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, BRANDYWINE OAK PRIVATE WEALTH LLC reported an equity portfolio of $1.2 Billions as of 31 Dec, 2025.

The top stock holdings of BRANDYWINE OAK PRIVATE WEALTH LLC are FNDA, VB, VB. The fund has invested 11.9% of it's portfolio in SCHWAB STRATEGIC TR and 11.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off EXCHANGE TRADED CONCEPTS TRU (BITQ), PFIZER INC (PFE) and ZOETIS INC (ZTS) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), STRYKER CORPORATION (SYK) and UNITEDHEALTH GROUP INC (UNH). BRANDYWINE OAK PRIVATE WEALTH LLC opened new stock positions in BITWISE 10 CRYPTO INDEX ETF (BITW), QNITY ELECTRONICS INC and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and PROSHARES TR (BIB).

Brandywine Oak Private Wealth LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BRANDYWINE OAK PRIVATE WEALTH LLC made a return of 1.31% in the last quarter. In trailing 12 months, it's portfolio return was 14.61%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bitwise 10 crypto index etf5,225,590
qnity electronics inc1,476,420
bitwise funds trust398,539
ishares tr296,676
intuitive surgical inc250,898
fedex corp241,776
cummins inc220,966
select sector spdr tr212,768
New stocks bought by Brandywine Oak Private Wealth LLC

Additions

Ticker% Inc.
netflix inc872
select sector spdr tr103
select sector spdr tr99.98
proshares tr99.96
proshares tr99.96
select sector spdr tr99.9
vanguard intl equity index f87.53
ishares tr63.15
Additions to existing portfolio by Brandywine Oak Private Wealth LLC

Reductions

Ticker% Reduced
ishares tr-60.31
stryker corporation-29.00
unitedhealth group inc-18.45
berkshire hathaway inc del-13.39
bristol-myers squibb co-11.27
world gold tr-10.84
spdr series trust-10.73
invesco pa value mun inc tr-9.43
Brandywine Oak Private Wealth LLC reduced stake in above stock

Sold off

Ticker$ Sold
exchange traded concepts tru-585,060
pfizer inc-319,951
lightwave logic inc-39,975
valvoline inc-208,852
kraneshares trust-223,186
carrier global corporation-219,338
target corp-206,669
zoetis inc-230,307
Brandywine Oak Private Wealth LLC got rid off the above stocks

Sector Distribution

BRANDYWINE OAK PRIVATE WEALTH LLC has about 83.6% of it's holdings in Others sector.

Sector%
Others83.6
Technology6.2
Financial Services2
Healthcare1.6
Communication Services1.4
Industrials1.2
Consumer Cyclical1.2

Market Cap. Distribution

BRANDYWINE OAK PRIVATE WEALTH LLC has about 15.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED83.6
MEGA-CAP11.2
LARGE-CAP3.9

Stocks belong to which Index?

About 15% of the stocks held by BRANDYWINE OAK PRIVATE WEALTH LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others84.3
S&P 50015
Top 5 Winners (%)%
LLY
eli lilly & co
40.9 %
AMD
advanced micro devices inc
32.4 %
GOOG
alphabet inc
28.6 %
GOOG
alphabet inc
28.5 %
MRK
merck & co inc
25.1 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
4.5 M
VB
vanguard index fds
3.1 M
GOOG
alphabet inc
2.3 M
AAPL
apple inc
2.2 M
GLDM
world gold tr
2.2 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
DD
dupont de nemours inc
-48.3 %
XLB
select sector spdr tr
-43.0 %
XLB
select sector spdr tr
-42.3 %
XLB
select sector spdr tr
-41.7 %
Top 5 Losers ($)$
NFLX
netflix inc
-5.2 M
XLB
select sector spdr tr
-3.1 M
DD
dupont de nemours inc
-1.4 M
XLB
select sector spdr tr
-0.9 M
MSFT
microsoft corp
-0.9 M

Brandywine Oak Private Wealth LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Brandywine Oak Private Wealth LLC

BRANDYWINE OAK PRIVATE WEALTH LLC has 234 stocks in it's portfolio. About 59.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for BRANDYWINE OAK PRIVATE WEALTH LLC last quarter.

Last Reported on: 03 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions