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Brittany Kalsky

Brandywine Oak Private Wealth Llc

Assets Managed
$1.318B
Holdings
245
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.8%(2Q avg: 5.32%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Brandywine Oak Private Wealth Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 245 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.318B in assets, with a quarterly growth rate of 10.8% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Brittany Kalsky, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -2.15%
12.03%
$158.486M
5.722M shares@ $27.71 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.18%
11.45%
$150.785M
691,901 shares@ $217.93 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 503.3%
9.35%
$123.168M
1.43M shares@ $86.14 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 10.07%
8.94%
$117.739M
1.425M shares@ $82.65 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 7.12%
4.37%
$57.467M
974,352 shares@ $58.98 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 0.84%
3.14%
$41.338M
692,546 shares@ $59.69 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 2.59%
2.83%
$37.169M
384,856 shares@ $96.58 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 1%
2.61%
$34.392M
565,753 shares@ $60.79 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.47%
2.61%
$34.362M
118,752 shares@ $289.36 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.42%
2.59%
$34.119M
286,742 shares@ $118.99 avg price

1-10 of 245