Long-term investor

Brandywine Oak Private Wealth LLC @brandywineoakprivateweal

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764694).

Record

  • Tracked since 2025-06-30 (431 days), 17 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.6% · 6 months +8.1% · 1 year +15.3% · all +15.3%
  • Max drawdown -1.4% · Sharpe 1.10 · win rate 34% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524805 · 12.0% · long · since 2025-06-30
  • 922908744 · 11.4% · long · since 2025-06-30
  • 922908736 · 9.3% · long · since 2025-06-30
  • 92206C870 · 8.9% · long · since 2025-06-30
  • 92206C706 · 4.4% · long · since 2025-06-30
  • 922042858 · 3.1% · long · since 2025-06-30
  • 46432F842 · 2.8% · long · since 2025-06-30
  • 78464A508 · 2.6% · long · since 2025-06-30
  • AAPL · 2.6% · long · since 2025-06-30
  • 78464A409 · 2.6% · long · since 2025-06-30
  • 78464A300 · 2.3% · long · since 2025-06-30
  • 92204A702 · 1.9% · long · since 2025-06-30

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