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Brittany Kalsky

Brandywine Oak Private Wealth Llc

Assets Managed
$1.19B
Holdings
229
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-0.16%(2Q avg: 1.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brandywine Oak Private Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 229 positions.

Assets under management

The assets under management (AUM) of Brandywine Oak Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.19B in assets, with a quarterly growth rate of -0.16% and a 2-quarter average growth rate of 1.66%. The portfolio is managed by Brittany Kalsky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.23%
12.17%
$144.726M
5.848M shares@ $24.76 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.49%
11.55%
$137.373M
700,170 shares@ $196.2 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 2.42%
9.01%
$107.102M
1.294M shares@ $82.76 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 5.8%
8.71%
$103.522M
237,008 shares@ $436.79 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 0.25%
4.56%
$54.17M
909,656 shares@ $59.55 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.3%
3.13%
$37.123M
686,832 shares@ $54.05 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 6.64%
2.86%
$33.964M
375,169 shares@ $90.53 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 3.42%
2.67%
$31.695M
560,176 shares@ $56.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.43%
2.58%
$30.59M
120,533 shares@ $253.79 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 5.27%
2.36%
$27.958M
285,546 shares@ $97.91 avg price

1-10 of 229