Brandywine Oak Private Wealth Llc Portfolio Shifts in Q2 2026
Analysis of observable purchases and sales by Brandywine Oak Private Wealth Llc during the second quarter of 2026.
As of June 30, 2026, Brandywine Oak Private Wealth Llc's portfolio shows significant changes compared to the previous quarter. The total portfolio value stands at $1.3 billion.
The investor demonstrated a clear focus on Technology and Financial Services sectors during this period, as evidenced by their holdings in funds like Vanguard Information Technology ETF (VUG) and Vanguard Information Technology ETF (VGT). Notably, the investor significantly increased their position in VUG by over 503% during Q2.
This substantial purchase was complemented by other additions. The investor also added positions to iShares Core Dividend Yield ETF (HDV) and Schwab U.S. Small Cap ETF (SCHX), indicating interest in dividend income and small-cap growth, respectively.
In contrast to the Technology focus, Brandywine Oak Private Wealth Llc also showed increased exposure to Financial Services through investments in BlackRock MuniYield Quality Term Structure Fund (MQY) and gold-related exchange-traded funds. The investor purchased significant amounts of MQY, a fund tracking high-quality municipal bonds maturing within one year.
Their interest in precious metals was evident through purchases of GraniteShares-Low Volatility Gold ETF (BAR) and VanEck Vectors GLD Micro Strategy ETF (GLDM), suggesting a strategic allocation to gold exposure.
Meanwhile, the investor reduced their position in several Vanguard funds during Q2. Holdings like Vanguard Total Stock Market ETF (VWO) and Schwab U.S. Aggregate Bond ETF (SCHF) saw slight decreases, while the position in Vanguard Intermediate-Term Treasury Fund (VTV) experienced a small reduction as well.