Brandywine Oak Private Wealth LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 243 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, with technology and healthcare companies representing significant portions of the holdings. Major technology positions include Apple Inc., with 118,811 shares; Microsoft Corporation, with 26,257 shares; NVIDIA Corporation, with 74,199 shares; and Alphabet Inc. Class A and Class C shares, totaling 43,428 shares. In the healthcare sector, Eli Lilly & Co. is held at 6,371 shares, Merck & Co. at 20,761 shares, and Bristol-Myers Squibb at 7,150 shares.
Other notable positions include Berkshire Hathaway Inc. Class B shares at 7,727 shares, JPMorgan Chase & Co. at 26,859 shares, and Visa Inc. Class A at 2,815 shares. The filing also includes a substantial allocation to exchange-traded funds, such as the iShares Core MSCI Emerging Markets ETF, which is held in 135,477 shares, and the Schwab Strategic Trust International Equity ETF, held in 5,686,353 shares.
