Brandywine Oak Private Wealth
Brandywine Oak Private Wealth reported 243 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SCHF (11.8%), VTV (11.3%) and VUG (9.4%). Compared with Q2 2026, the fund opened new positions in XOM, added to VCIT, VGIT and IEFA, trimmed SCHF, VTV and VUG and sold out of XOM, VV and RSP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHF Schwab International | $156M | 11.8% | 5.7M | −35K (−1%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $149M | 11.3% | 688K | −3,738 (−1%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $124M | 9.4% | 1.4M | −49K (−3%) | 8 of 8 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $119M | 9.0% | 1.5M | +93K (+6%) | 8 of 8 | |
| 5 |  VGIT Vanguard Scottsdale Fds | $58.9M | 4.5% | 1M | +65K (+7%) | 8 of 8 | |
| 6 |  VWO Vanguard Intl Equity Index F | $40.9M | 3.1% | 690K | −2,912 (−0%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $39.6M | 3.0% | 119K | No change | 8 of 8 | |
| 8 |  IEFA Ishares TR | $37.4M | 2.8% | 386K | +1,141 (+0%) | 8 of 8 | |
| 9 |  SPYG Spdr Series Trust | $34.4M | 2.6% | 280K | −6,895 (−2%) | 8 of 8 | |
| 10 |  SPYV State Street | $33.6M | 2.5% | 550K | −16K (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.3M | 24K |
 VV Vanguard Large Cap ETF | $1.6M | 4,789 |
 RSP Invesco Exchange Traded FD T | $747K | 3,512 |
 GLW Corning Inc | $307K | 1,200 |
 KLAC Kla Corp | $302K | 1,000 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brandywine Oak Private Wealth 13F FAQ
What does Brandywine Oak Private Wealth own?
Brandywine Oak Private Wealth reported 243 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SCHF (11.8%), VTV (11.3%) and VUG (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Brandywine Oak Private Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 62 added to, 91 trimmed and 13 sold out. New positions include XOM. It sold all of XOM, VV and RSP.
When will Brandywine Oak Private Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Brandywine Oak Private Wealth's portfolio worth?
The Q3 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.