13F
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BRANDYWINE OAK PRIVATE WEALTH LLC

13F equity value
$1.2B
Positions
229
Top 10 concentration
59.5%
Quarters / total new picks
28 / 218
13F equity value over time
$0M$596M$1B201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 28 quarters, returned -0.4% per quarter — versus +3.1% per quarter from simply owning every 13F stock. It beat that baseline in only 35.7% of quarters (excess t = -0.46, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.4%
t-stat
-0.46
Quarterly win rate
36%
Annualized excess
-15.2%
$1 → follow vs universe
$0.75 vs $2.10
Cumulative return: $1 invested in new picks vs universe
1.00 20190331: universe 0.98320190630: universe 1.05620190930: universe 1.13620191231: universe 0.91620200331: universe 1.10520200630: universe 1.22020200930: universe 1.49720201231: universe 1.56520210331: universe 1.57920210630: universe 1.70520210930: universe 1.53120211231: universe 1.30320220331: universe 1.39920220630: universe 1.29620220930: universe 1.39220221231: universe 1.29320230331: universe 1.36220230630: universe 1.31320230930: universe 1.49120231231: universe 1.55720240331: universe 1.59220240630: universe 1.73720240930: universe 1.72220241231: universe 1.60720250331: universe 1.75220250630: universe 1.80720250930: universe 2.03220251231: universe 2.102 20190331: follow 0.92720190630: follow 1.04920190930: follow 1.08720191231: follow 0.88120200331: follow 1.00420200630: follow 1.10120200930: follow 1.21220201231: follow 1.27420210331: follow 1.22420210630: follow 1.24820210930: follow 1.07820211231: follow 0.98220220331: follow 1.03920220630: follow 0.94120220930: follow 0.93620221231: follow 0.87720230331: follow 0.93020230630: follow 0.92020230930: follow 0.93620231231: follow 0.99720240331: follow 1.00820240630: follow 0.66920240930: follow 0.66020241231: follow 0.62620250331: follow 0.64520250630: follow 0.69620250930: follow 0.74820251231: follow 0.754 0.58 1.42 2.27 2019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 229 · 2026 Q1

Ticker Value Weight QoQ
SCHF $145M
12.2%
HOLD
VTV $137M
11.6%
HOLD
VCIT $107M
9.0%
ADD
VUG $104M
8.7%
ADD
VGIT $54M
4.5%
HOLD
VWO $37M
3.1%
HOLD
IEFA $34M
2.9%
ADD
SPYV $32M
2.7%
ADD
AAPL $31M
2.6%
HOLD
SPYG $28M
2.4%
ADD
SLYV $27M
2.3%
HOLD
GLDM $21M
1.7%
TRIM
BAR $20M
1.7%
HOLD
VGT $18M
1.6%
HOLD
SCHO $18M
1.5%
HOLD
REET $18M
1.5%
HOLD
SUB $15M
1.3%
ADD
NVDA $13M
1.1%
HOLD
MSFT $10M
0.8%
ADD
MUB $10M
0.8%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ARCCIDEVISTBLWLGPGXTGTVOT

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.