Brandywine Oak Private Wealth LLC

Brandywine Oak Private Wealth LLC reported 245 holdings worth US$1.32B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 16, 2026

Brandywine Oak Private Wealth LLC reported 245 holdings worth US$1.32B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 16, 2026 (Form 13F).

Holdings
245
Value as reported
US$1.32B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc119KUS$34.4M2.6%
Alphabet Inc (google) Class C43,448US$15.5M1.2%
Nvidia Corporation73,740US$14.8M1.1%
Microsoft Corp.26,202US$9.77M0.74%
Jp Morgan Chase & Co.27,611US$9.04M0.69%
Broadcom Inc.20,712US$7.82M0.59%
Amazon.com, Inc.32,240US$7.68M0.58%
Eli Lilly And Company6,378US$7.65M0.58%
United Rentals, Inc.4,245US$4.81M0.36%
Berkshire Hathaway Inc.9,248US$4.63M0.35%
Stifel Financial Corporation65,982US$4.6M0.35%
Corteva, Inc.47,378US$4.01M0.30%
Exxon Mobil Corporation23,974US$3.28M0.25%
Abbvie Inc.11,196US$2.82M0.21%
Johnson & Johnson11,063US$2.81M0.21%
Qnity Electronics, Inc.16,883US$2.76M0.21%
Procter & Gamble Company (the)18,387US$2.7M0.20%
Merck & Company, Inc.20,784US$2.67M0.20%
Advanced Micro Devices Inc4,454US$2.59M0.20%
Tesla, Inc.4,990US$2.1M0.16%
Mcdonald's Corporation7,042US$1.9M0.14%
Union Pacific Corporation6,917US$1.88M0.14%
American Electric Power Company, Inc.12,785US$1.75M0.13%
Coca-cola Company (the)21,078US$1.71M0.13%
Walmart Inc.14,143US$1.6M0.12%
Lockheed Martin Corporation3,126US$1.59M0.12%
Meta Platforms, Inc.2,812US$1.58M0.12%
Pnc Financial Services Group, Inc. (the)6,347US$1.56M0.12%
Cisco Systems, Inc.12,994US$1.53M0.12%
Blackstone Inc.12,811US$1.51M0.11%
International Business Machines Corporation5,360US$1.51M0.11%
Ge Aerospace3,941US$1.47M0.11%
Mastercard Incorporated2,821US$1.45M0.11%
Amgen Inc.3,447US$1.25M0.09%
Ge Vernova Inc.1,058US$1.24M0.09%
Chevron Corporation7,286US$1.21M0.09%
Goldman Sachs Group, Inc. (the)1,134US$1.15M0.09%
Rtx Corporation5,826US$1.11M0.08%
Pepsico, Inc.7,769US$1.05M0.08%
Blackrock, Inc.1,069US$1.03M0.08%
Taiwan Semiconductor Manufacturing Co., Ltd.2,094US$1M0.08%
Costco Wholesale Corporation1,036US$969K0.07%
Dow Inc.34,071US$932K0.07%
Visa Inc.2,697US$925K0.07%
Home Depot, Inc. (the)2,265US$799K0.06%
General Dynamics Corporation2,237US$792K0.06%
Emerson Electric Company5,396US$772K0.06%
Applied Materials, Inc.1,062US$768K0.06%
Conocophillips7,234US$752K0.06%
Nextera Energy, Inc.8,225US$722K0.05%
Lowe's Companies, Inc.3,152US$695K0.05%
Paccar Inc.5,672US$681K0.05%
Abbott Laboratories7,201US$653K0.05%
Netflix, Inc.9,138US$652K0.05%
Phillips 663,718US$628K0.05%
Cme Group Inc.2,817US$622K0.05%
Bank Of America Corporation10,391US$592K0.04%
Csx Corporation12,031US$572K0.04%
Darden Restaurants, Inc.2,773US$571K0.04%
Asml Holding Nv287US$571K0.04%
Morgan Stanley2,660US$556K0.04%
Caterpillar, Inc.496US$528K0.04%
Chemours Company (the)23,602US$484K0.04%
Starbucks Corporation4,719US$482K0.04%
Cadence Design Systems, Inc.1,257US$472K0.04%
Wec Energy Group, Inc.3,791US$443K0.03%
Unitedhealth Group Incorporated1,042US$433K0.03%
Duke Energy Corporation (holding Company)3,411US$432K0.03%
Air Products And Chemicals, Inc.1,456US$427K0.03%
Altria Group, Inc.5,816US$418K0.03%
American Express Company1,229US$416K0.03%
Bristol-myers Squibb Company7,050US$406K0.03%
Southern Company (the)4,088US$391K0.03%
Kinder Morgan, Inc.12,154US$389K0.03%
Netapp, Inc.2,474US$383K0.03%
Crowdstrike Holdings, Inc.501US$383K0.03%
Public Service Enterprise Group Incorporated4,666US$379K0.03%
Sandisk Corporation166US$377K0.03%
Thermo Fisher Scientific Inc728US$365K0.03%
International Flavors & Fragrances, Inc.4,566US$362K0.03%
Marvell Technology, Inc.1,207US$360K0.03%
Stryker Corporation1,136US$358K0.03%
Palantir Technologies Inc.3,029US$353K0.03%
Verizon Communications Inc.8,169US$346K0.03%
Intel Corporation2,464US$344K0.03%
Salesforce, Inc.2,131US$334K0.03%
Western Digital Corporation500US$319K0.02%
Wells Fargo & Company3,829US$316K0.02%
Norfolk Southern Corporation999US$314K0.02%
Cummins Inc.433US$309K0.02%
Boeing Company (the)1,423US$308K0.02%
Corning Incorporated1,200US$307K0.02%
Lam Research Corporation700US$303K0.02%
Kla Corporation1,000US$302K0.02%
Digital Realty Trust, Inc.1,667US$299K0.02%
General Mills, Inc.8,158US$284K0.02%
Automatic Data Processing, Inc.1,232US$276K0.02%
Microchip Technology Incorporated2,932US$267K0.02%
L3harris Technologies, Inc.908US$264K0.02%
Danaher Corporation1,379US$263K0.02%

Every holding of Brandywine Oak Private Wealth LLC

Source

View original at SEC

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