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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BRANDYWINE OAK PRIVATE WEALTH LLC

Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001172661-23-001961

Total Value
$856.8M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085248052,691,509$93.7M10.93%
2VANGUARD INDEX FDS922908744652,813$90.2M10.52%
3VANGUARD INDEX FDS922908736290,928$72.6M8.47%
4VANGUARD SCOTTSDALE FDS92206C409660,714$50.4M5.88%
5SCHWAB STRATEGIC TR808524862860,633$42.0M4.90%
6WISDOMTREE TRWT663,553$33.4M3.89%
7VANGUARD INTL EQUITY INDEX F922042858625,374$25.3M2.95%
8ISHARES TR46429B747251,600$25.0M2.91%
9WORLD GOLD TRGLDW523,665$20.5M2.39%
10APPLE INCAAPL109,533$18.1M2.11%
11SPDR SER TR78464A300227,293$17.3M2.02%
12ISHARES TR46432F842242,802$16.2M1.89%
13VANGUARD SCOTTSDALE FDS92206C706269,330$16.1M1.88%
14SPDR SER TR78464A508394,640$16.1M1.88%
15ISHARES TR464288158112,116$11.7M1.37%
16VANGUARD WORLD FDS92204A70229,539$11.4M1.33%
17ISHARES TR46434V647420,673$9.6M1.13%
18GRANITESHARES GOLD TRBAR493,287$9.6M1.12%
19SPDR SER TR78464A409172,046$9.5M1.11%
20MICROSOFT CORPMSFT28,537$8.2M0.96%
21ISHARES TR46428841471,054$7.7M0.89%
22J P MORGAN EXCHANGE TRADED F46641Q654148,932$7.6M0.88%
23ASTRAZENECA PLCAZN89,557$6.2M0.73%
24ISHARES INC46434G103111,984$5.5M0.64%
25VANGUARD MUN BD FDS922907746105,758$5.4M0.63%
26VANGUARD TAX-MANAGED FDS921943858111,240$5.0M0.59%
27VANECK ETF TRUST92189H201106,041$4.9M0.58%
28SELECT SECTOR SPDR TR81369Y20935,008$4.5M0.53%
29VANGUARD INDEX FDS92290861124,482$3.9M0.45%
30ISHARES TR46429B66337,291$3.8M0.44%
31JPMORGAN CHASE & COVYLD28,772$3.7M0.44%
32AMAZON COM INCAMZN35,660$3.7M0.43%
33ALPHABET INCGOOG35,290$3.7M0.43%
34ISHARES TR46429B69748,994$3.6M0.42%
35PROCTER AND GAMBLE CO74271810922,330$3.3M0.39%
36VANGUARD ADMIRAL FDS INC92193277840,899$3.3M0.39%
37VANGUARD WORLD FD92191073345,846$3.3M0.38%
38CORTEVA INCCTVA52,779$3.2M0.37%
39BERKSHIRE HATHAWAY INC DELBRK-A10,075$3.1M0.36%
40MERCK & CO INCMRK28,553$3.0M0.35%
41SELECT SECTOR SPDR TR81369Y40720,261$3.0M0.35%
42DUPONT DE NEMOURS INCDD42,162$3.0M0.35%
43SCHWAB STRATEGIC TR808524706120,058$2.9M0.34%
44STIFEL FINL CORP86063010249,365$2.9M0.34%
45DOW INCDOW51,251$2.8M0.33%
46SELECT SECTOR SPDR TR81369Y60582,612$2.7M0.31%
47INVESCO QQQ TRIVZ8,184$2.6M0.31%
48NEXTERA ENERGY INCNEE-PW33,338$2.6M0.30%
49MCDONALDS CORPMCD9,169$2.6M0.30%
50SCHWAB STRATEGIC TR80852440938,513$2.5M0.29%
51EXXON MOBIL CORPXOM22,979$2.5M0.29%
52PFIZER INCPFE60,231$2.5M0.29%
53PEPSICO INCPEP13,387$2.4M0.28%
54LILLY ELI & COLLY7,079$2.4M0.28%
55J P MORGAN EXCHANGE TRADED F46641Q19143,877$2.3M0.27%
56ABBVIE INCABBV14,002$2.2M0.26%
57NVIDIA CORPORATIONNVDA7,974$2.2M0.26%
58JOHNSON & JOHNSONJNJ13,823$2.1M0.25%
59VANGUARD WORLD FDS92204A60311,219$2.1M0.25%
60SCHWAB STRATEGIC TR80852430032,563$2.1M0.25%
61SPDR S&P 500 ETF TRSPY5,114$2.1M0.24%
62ISHARES TR46432F83432,294$2.0M0.23%
63EXPEDITORS INTL WASH INC30213010918,106$2.0M0.23%
64VANGUARD WHITEHALL FDS92194640618,066$1.9M0.22%
65COCA COLA COKO28,798$1.8M0.21%
66BLACKSTONE INCBX19,800$1.7M0.20%
67LOCKHEED MARTIN CORPLMT3,592$1.7M0.20%
68ISHARES TR46435G51623,433$1.7M0.20%
69AMERICAN ELEC PWR CO INC02553710116,436$1.5M0.17%
70ISHARES TR46435G31858,597$1.5M0.17%
71UNION PAC CORPUNP7,375$1.5M0.17%
72CHEVRON CORP NEWCVX8,934$1.5M0.17%
73VANGUARD INTL EQUITY INDEX F92204286621,398$1.5M0.17%
74INVESCO EXCHANGE TRADED FD TIVZ80,199$1.4M0.17%
75ALPHABET INCGOOG13,592$1.4M0.16%
76VANGUARD WORLD FDS92204A88414,259$1.4M0.16%
77SELECT SECTOR SPDR TR81369Y70413,324$1.3M0.16%
78ISHARES TR46435G52421,899$1.3M0.15%
79FRANKLIN TEMPLETON ETF TRFGDL48,985$1.3M0.15%
80VANGUARD STAR FDS92190976823,427$1.3M0.15%
81BROADCOM INCAVGO1,973$1.3M0.15%
82ISHARES TR46435U69748,393$1.3M0.15%
83MASTERCARD INCORPORATEDMA3,434$1.2M0.15%
84VANGUARD WORLD FDS92204A5045,219$1.2M0.15%
85ISHARES TR4642872002,982$1.2M0.14%
86UNITEDHEALTH GROUP INCUNH2,572$1.2M0.14%
87ISHARES TR46428746516,959$1.2M0.14%
88LILLY ELI & COLLY3,500$1.2M0.14%
89SPDR INDEX SHS FDS78463X77234,732$1.2M0.14%
90ISHARES TR46428844840,055$1.1M0.13%
91VANGUARD INDEX FDS9229087694,935$1.0M0.12%
92GENERAL DYNAMICS CORPGD4,410$1.0M0.12%
93HOME DEPOT INCHD3,261$962,3860.11%
94SPDR GOLD TRGLD5,231$958,4240.11%
95INVESCO EXCH TRADED FD TR IIIVZ7,223$953,5080.11%
96ISHARES TR46434V73817,878$936,4500.11%
97BERKSHIRE HATHAWAY INC DELBRK-A2$931,2000.11%
98PNC FINL SVCS GROUP INC6934751057,246$920,9670.11%
99ABBOTT LABSABLZF9,076$919,0300.11%
100TESLA INCTSLA4,367$906,1010.11%
101VERIZON COMMUNICATIONS INCVZ23,113$898,8520.10%
102VANGUARD INDEX FDS9229086374,789$894,6330.10%
103AMGEN INCAMGN3,685$890,9670.10%
104VISA INCV3,928$885,6070.10%
105CME GROUP INCCME4,519$865,4140.10%
106WISDOMTREE TRWT22,215$841,0460.10%
107UNITED RENTALS INCURI2,095$829,1170.10%
108ISHARES TR46434V62116,474$823,5350.10%
109CHEMOURS COCC27,081$810,7800.09%
110CISCO SYS INCCSCO15,431$806,6550.09%
111ISHARES TR46428729114,833$806,3200.09%
112PUBLIC SVC ENTERPRISE GRP IN74457310612,875$804,0440.09%
113ISHARES TR4642875566,097$787,4970.09%
114ISHARES TR46428760610,975$784,8220.09%
115BANK AMERICA CORP06050510427,310$781,0660.09%
116RAYTHEON TECHNOLOGIES CORPRTX7,859$769,6320.09%
117ISHARES TR4642876223,373$759,7010.09%
118INTERNATIONAL BUSINESS MACHSINTR5,786$758,4870.09%
119SELECT SECTOR SPDR TR81369Y8035,008$756,2890.09%
120GENERAL MLS INC3703341048,836$755,1490.09%
121WALMART INCWMT5,111$753,6170.09%
122DIGITAL RLTY TR INC2538681037,646$751,6770.09%
123THERMO FISHER SCIENTIFIC INCTMO1,264$728,5320.09%
124VANGUARD INTL EQUITY INDEX F9220427427,898$727,3540.08%
125SELECT SECTOR SPDR TR81369Y1008,769$707,3050.08%
126VANGUARD INTL EQUITY INDEX F92204287411,498$700,8030.08%
127CONOCOPHILLIPSCOP7,018$696,2560.08%
128COSTCO WHSL CORP NEW22160K1051,388$689,6560.08%
129META PLATFORMS INCMETA3,202$678,5900.08%
130EXELON CORPEXC15,870$664,7680.08%
131ISHARES TR46435U43224,858$661,4710.08%
132ISHARES TR4642871507,177$649,8920.08%
133AUTOMATIC DATA PROCESSING INADP2,905$646,7320.08%
134ISHARES TR4642876304,700$643,9940.08%
135STRYKER CORPORATIONSYK2,224$634,8850.07%
136STARBUCKS CORPSBUX5,989$623,6350.07%
137INVESCO EXCHANGE TRADED FD TIVZ4,306$622,7010.07%
138LOWES COS INC5486611073,094$618,7070.07%
139BOEING COBA-PA2,898$615,6220.07%
140ISHARES TR46432F3394,906$608,6630.07%
141PACCAR INCPCAR8,071$590,7970.07%
142SPDR SER TR78468R73912,379$588,6210.07%
143VANGUARD WHITEHALL FDS9219468107,943$585,2400.07%
144CVS HEALTH CORPCVS7,832$581,9610.07%
145TARGET CORPTGT3,497$579,2080.07%
146ISHARES TR4642875072,294$573,7970.07%
147VANGUARD WORLD FDS92204A2072,929$566,8810.07%
148INTERNATIONAL FLAVORS&FRAGRA4595061016,059$557,1980.07%
149VANGUARD SPECIALIZED FUNDS9219088443,580$551,3930.06%
150ISHARES TR46434V6969,736$550,7660.06%
151VANECK ETF TRUST92189F38724,597$548,2670.06%
152BRISTOL-MYERS SQUIBB COCELG-RI7,804$540,8740.06%
153ADOBE SYSTEMS INCORPORATEDADBE1,393$536,8200.06%
154ISHARES TR4642878045,520$533,7150.06%
155CROWN CASTLE INCCCI3,959$530,0060.06%
156DUKE ENERGY CORP NEWDUKB5,421$522,9260.06%
157EMERSON ELEC COEMR5,901$514,2130.06%
158POET TECHNOLOGIES INCPOET130,700$507,1160.06%
159HONEYWELL INTL INC4385161062,652$506,8500.06%
160DARDEN RESTAURANTS INCDRI3,200$496,5120.06%
161VANGUARD WORLD FDS92204A4056,338$493,6680.06%
162CSX CORPCSX16,296$487,9020.06%
163KINDER MORGAN INC DELEP-PC27,532$482,0850.06%
164VANGUARD INDEX FDS9229083631,247$469,1310.05%
165SALESFORCE INCCRM2,275$454,5000.05%
166DANAHER CORPORATION2358511021,755$442,3330.05%
167GENERAL ELECTRIC CO3696043014,507$430,8690.05%
168DISNEY WALT CO2546871064,290$429,5710.05%
169TEXAS INSTRS INC8825081042,293$426,3350.05%
170BLACKROCK INCBLK610$408,1630.05%
171PHILLIPS 66PSX4,015$407,0560.05%
172ILLINOIS TOOL WKS INC4523081091,665$405,3440.05%
173ISHARES INC4642866659,158$401,0290.05%
174AMERICAN TOWER CORP NEW03027X1001,955$399,4850.05%
175CONSTELLATION ENERGY CORPCEG5,022$394,2610.05%
176INTEL CORPINTC12,055$393,8410.05%
177ADVANCED MICRO DEVICES INCAMD3,936$385,7670.05%
178GOLDMAN SACHS GROUP INCGSCE1,174$384,0270.04%
179WEC ENERGY GROUP INCWEC4,003$379,4440.04%
180VANGUARD INDEX FDS9229085951,683$364,2330.04%
181ISHARES INC46434G86311,548$363,5310.04%
182VANECK ETF TRUST92189H4096,953$359,7480.04%
183ISHARES TR4642873095,524$352,9280.04%
184DIAGEO PLCDGEAF1,912$346,4160.04%
185ARES CAPITAL CORPARCC18,850$344,4840.04%
186INGEVITY CORPNGVT4,747$339,5050.04%
187VANGUARD WORLD FDS92204A1081,343$339,2300.04%
188ISHARES GOLD TRIAU9,000$336,3300.04%
189KIMBERLY-CLARK CORPKMB2,503$335,9530.04%
190VANGUARD SCOTTSDALE FDS92206C6805,340$335,8330.04%
191MICROCHIP TECHNOLOGY INC.MCHPP3,932$329,4230.04%
192NETFLIX INCNFLX948$327,4580.04%
193AT&T INCT-PC16,886$325,0580.04%
194ELEVANCE HEALTH INCELV701$322,3270.04%
195SPDR SER TR78464A7632,510$310,5120.04%
196ZOETIS INCZTS1,865$310,4110.04%
197INVESCO PA VALUE MUN INC TRIVZ30,516$306,3810.04%
198VANGUARD WORLD FDS92204A8011,702$302,6500.04%
199HASHICORP INC41810010310,263$300,6030.04%
200ISHARES TR46435U6638,590$291,9740.03%
201SOUTHERN COSOMN4,162$289,5920.03%
202CITIGROUP INCC-PR6,141$287,9510.03%
203FEDEX CORPFDX1,257$287,2120.03%
204UNITED PARCEL SERVICE INCUPS1,454$282,1440.03%
205AIR PRODS & CHEMS INCAIIR974$279,8800.03%
206NORFOLK SOUTHN CORP6558441081,299$275,3880.03%
207ISHARES TR46432F3961,974$274,4650.03%
208PROSHARES TR74348A4672,987$272,5340.03%
209COLGATE PALMOLIVE COCL3,619$271,9910.03%
210KRANESHARES TR5007673068,585$267,7590.03%
211LULULEMON ATHLETICA INCLULU734$267,1730.03%
212SSGA ACTIVE ETF TR78467V1039,685$267,0850.03%
213ISHARES TR46434V4567,539$266,1380.03%
214CONSTELLATION BRANDS INCSTZ1,157$261,3550.03%
215AMERICAN EXPRESS COAXP1,581$260,7860.03%
216ORACLE CORPORCL-PD2,802$260,3620.03%
217ALTRIA GROUP INCMO5,805$259,0360.03%
218TAIWAN SEMICONDUCTOR MFG LTD8740391002,776$258,2240.03%
219CADENCE DESIGN SYSTEM INCCDNS1,200$252,1080.03%
220INVESCO EXCH TRADED FD TR IIIVZ21,787$250,1150.03%
221VANGUARD WORLD FDS92204A8761,689$249,1610.03%
222WISDOMTREE TRWT13,799$246,5880.03%
223SSGA ACTIVE ETF TR78467V6085,788$239,9700.03%
224ACCENTURE PLC IRELANDACN828$236,6510.03%
225COMCAST CORP NEWCCZ6,161$233,5640.03%
226VANGUARD INTL EQUITY INDEX F9220427754,354$232,8320.03%
227THE CIGNA GROUP125523100909$232,2360.03%
228ASHLAND INCASH2,213$227,2970.03%
229MAINSTAY MACKAY DEFINEDTERMMMD12,900$224,2020.03%
230BLACKROCK TAX MUNICPAL BD TRBLK12,500$224,0000.03%
231PACKAGING CORP AMER6951561091,591$220,8790.03%
232MORGAN STANLEYMS-PQ2,511$220,4660.03%
233NIKE INCNKE1,776$217,8480.03%
234ISHARES TR4642898674,305$215,3990.03%
235BLACKROCK MUNIYIELD FD INCBLK20,000$215,0000.03%
236ISHARES TR4642898755,371$214,0710.02%
237SELECT SECTOR SPDR TR81369Y8863,152$213,3590.02%
238QUALCOMM INCQCOM1,668$212,8560.02%
239VALVOLINE INCVVV6,074$212,2260.02%
240MONDELEZ INTL INC6092071053,043$212,1580.02%
241ISHARES TR46434V4075,083$211,8590.02%
242ISHARES TR46429B6893,120$211,0680.02%
243REGENERON PHARMACEUTICALSREGN252$207,0610.02%
244NOVARTIS AGNVSEF2,238$205,8960.02%
245CONSOLIDATED EDISON INCED2,114$202,1990.02%
246ISHARES TR4642878792,156$201,6600.02%
247PAYCHEX INCPAYX1,756$201,2200.02%
248ENERGY TRANSFER L PET-PI13,872$172,9840.02%
249LIGHTWAVE LOGIC INCLWLG32,497$169,9590.02%
250EXCHANGE TRADED CONCEPTS TR30150562424,862$145,9400.02%