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Disclosed positions
BRANDYWINE OAK PRIVATE WEALTH LLC: source evidence dated 2026-07-17T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHF
- Class
- INTL EQTY ETF
- Reported value
- $158,486,424
- Reported amount
- 5,721,529
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000759Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $158,486,424 | 5,721,529 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $150,785,368 | 691,901 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $123,167,875 | 1,429,857 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $117,738,825 | 1,424,549 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $57,467,212 | 974,352 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $41,337,833 | 692,546 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $37,169,278 | 384,856 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $34,392,111 | 565,753 | SH | None |
| APPLE INC | AAPL | COM | $34,361,770 | 118,752 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $34,119,208 | 286,742 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $30,356,379 | 278,220 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $25,218,168 | 210,995 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $19,546,758 | 809,728 | SH | None |
| ISHARES TR | REET | GLOBAL REIT ETF | $19,521,004 | 706,773 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $18,938,111 | 238,457 | SH | None |
| GRANITESHARES GOLD TR | BAR | SHS BEN INT | $17,892,926 | 452,642 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $15,102,184 | 141,844 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $14,754,503 | 73,740 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $11,604,994 | 32,473 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $11,286,761 | 136,249 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $9,864,766 | 91,665 | SH | None |
| MICROSOFT CORP | MSFT | COM | $9,773,579 | 26,202 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $9,174,498 | 181,386 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $9,037,709 | 27,611 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,737,347 | 122,630 | SH | None |
| BROADCOM INC | AVGO | COM | $7,824,011 | 20,712 | SH | None |
| AMAZON COM INC | AMZN | COM | $7,684,475 | 32,240 | SH | None |
| ELI LILLY & CO | LLY | COM | $7,650,099 | 6,378 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $7,546,104 | 31,057 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $6,018,032 | 45,509 | SH | None |
| ASTRAZENECA PLC | AZN | ORD | $5,331,366 | 28,116 | SH | None |
| ISHARES TR | HDV | CORE HIGH DV ETF | $5,029,544 | 183,493 | SH | None |
| UNITED RENTALS INC | URI | COM | $4,809,118 | 4,245 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,784,195 | 6,497 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $4,657,597 | 137,636 | SH | None |
| VANECK ETF TRUST | ITM | INTRMDT MUNI ETF | $4,642,232 | 98,793 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $4,606,755 | 132,340 | SH | None |
| STIFEL FINL CORP | SF | COM | $4,603,565 | 65,982 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,151,101 | 5,559 | SH | None |
| CORTEVA INC | CTVA | COM | $4,012,431 | 47,378 | SH | None |
| BITWISE 10 CRYPTO INDEX ETF | BITW | UNIT BENEFICIAL | $3,944,838 | 104,972 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOV | SMLCP 600 VAL | $3,940,467 | 33,585 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,921,986 | 11,100 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $3,914,577 | 76,757 | SH | None |
| SCHWAB STRATEGIC TR | SCHE | EMRG MKTEQ ETF | $3,900,432 | 107,569 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,878,383 | 7,751 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $3,812,897 | 32,510 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $3,723,649 | 70,791 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $3,669,408 | 23,128 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $3,657,647 | 68,229 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.