Chief Compliance Officer

0001606587-19-000518.txt : 20190509 0001606587-19-000518.hdr.sgml : 20190509 20190509171513 ACCESSION NUMBER: 0001606587-19-000518 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190509 DATE AS OF CHANGE: 20190509 EFFECTIVENESS DATE: 20190509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BRANDYWINE OAK PRIVATE WEALTH LLC CENTRAL INDEX KEY: 0001764694 IRS NUMBER: 831376291 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19207 FILM NUMBER: 19811762 BUSINESS ADDRESS: STREET 1: 500 OLD FORGE LANE STREET 2: SUITE 501 CITY: KENNETT SQUARE STATE: PA ZIP: 19348 BUSINESS PHONE: 4847850050 MAIL ADDRESS: STREET 1: 500 OLD FORGE LANE STREET 2: SUITE 501 CITY: KENNETT SQUARE STATE: PA ZIP: 19348 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001764694 XXXXXXXX 03-31-2019 03-31-2019 false Brandywine Oak Private Wealth LLC

500 OLD FORGE LANE SUITE 501 KENNETT SQUARE PA 19348

13F HOLDINGS REPORT 028-19207 N Brittany Kalsky Chief Compliance Officer 484-785-0046 Brittany Kalsky Kennett Square PA 05-03-2019 0 215 479699 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COMPANY COM 88579Y101 544 2621 SH SOLE NONE 2621 0 0 ABB LTD SPONSORED ADR SPONSORED ADR 000375204 353 18713 SH SOLE NONE 18713 0 0 ABBOTT LABORATORIES COM 002824100 260 3262 SH SOLE NONE 3262 0 0 ABBVIE INC COM USD0.01 COM 00287Y109 295 3666 SH SOLE NONE 3666 0 0 ADOBE INC COM COM 00724F101 483 1815 SH SOLE NONE 1815 0 0 AEGON N V NY REGISTRY SHS NY REGISTRY SHS 007924103 131 27363 SH SOLE NONE 27363 0 0 ALIBABA GROUP HOLDING LTD SPON ADS EACH REP ONE ORD SHS SPONSORED ADS 01609W102 366 2011 SH SOLE NONE 2011 0 0 ALIGN TECHNOLOGY INC COM USD0.0001 COM 016255101 284 1002 SH SOLE NONE 1002 0 0 ALLEGION PLC COM USD0.01 ORD SHS G0176J109 215 2375 SH SOLE NONE 2375 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 1662 1413 SH SOLE NONE 1413 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 322 275 SH SOLE NONE 275 0 0 ALTRIA GROUP INC COM 02209S103 808 14069 SH SOLE NONE 14069 0 0 AMAZON.COM INC COM 023135106 2382 1338 SH SOLE NONE 1338 0 0 AMERICAN ELEC PWR CO INC COM COM 025537101 1969 23511 SH SOLE NONE 23511 0 0 AMERICAN EXPRESS CO COM USD0.20 COM 025816109 290 2654 SH SOLE NONE 2654 0 0 AMERICAN TOWER CORP COM USD0.01 COM 03027X100 438 2227 SH SOLE NONE 2227 0 0 AMGEN INC COM 031162100 840 4423 SH SOLE NONE 4423 0 0 APPLE INC COM USD0.00001 COM 037833100 4904 25817 SH SOLE NONE 25817 0 0 APPLIED MATERIALS INC COM USD0.01 COM 038222105 250 6308 SH SOLE NONE 6308 0 0 ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT SPONSORED ADR 046353108 1726 42712 SH SOLE NONE 42712 0 0 AT&T INC COM USD1 COM 00206R102 886 28258 SH SOLE NONE 28258 0 0 AUTOMATIC DATA PROCESSING INC COM USD0.10 COM 053015103 271 1697 SH SOLE NONE 1697 0 0 BANCO BRADESCO SA SP ADR PFD NEW ISIN # 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SPONS ADS REPR 1 COM NPV SPONSORED ADS 91912E105 193 14841 SH SOLE NONE 14841 0 0 VANECK VECTORS ETF TR AMT FREE INT ETF AMT FREE INT ETF 92189H201 4446 91122 SH SOLE NONE 91122 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF HIGH YLD MUN ETF 92189H409 326 5209 SH SOLE NONE 5209 0 0 VANECK VECTORS ETF TR SHORT HIGH YIELD SHORT HIGH YIELD 92189F387 5228 211681 SH SOLE NONE 211681 0 0 VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS GROWTH ETF 922908736 550 3522 SH SOLE NONE 3522 0 0 VANGUARD INDEX FDS VANGUARD SMALL CAP VALUE VIPERS FORMERLY VANGUARD INDEX TR SM CP VAL ETF 922908611 681 5292 SH SOLE NONE 5292 0 0 VANGUARD INTL EQUITY INDEX FDS FTSE PAC ETF FTSE PACIFIC ETF 922042866 275 4187 SH SOLE NONE 4187 0 0 VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 1203 28316 SH SOLE NONE 28316 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD TAX EXEMPT BD 922907746 235 4508 SH SOLE NONE 4508 0 0 VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS CONSUM DIS ETF 92204A108 9635 55888 SH SOLE NONE 55888 0 0 VANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS ENERGY ETF 92204A306 6413 71753 SH SOLE NONE 71753 0 0 VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS FINANCIALS ETF 92204A405 2883 44674 SH SOLE NONE 44674 0 0 VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS HEALTH CAR ETF 92204A504 334 1940 SH SOLE NONE 1940 0 0 VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS INDUSTRIAL ETF 92204A603 17495 125058 SH SOLE NONE 125058 0 0 VANGUARD SECTOR INDEX FDS VANGUARD MATLS VIPERS MATERIALS ETF 92204A801 4674 37972 SH SOLE NONE 37972 0 0 VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS UTILITIES ETF 92204A876 3310 25540 SH SOLE NONE 25540 0 0 VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS VG TL INTL STK F 921909768 863 16630 SH SOLE NONE 16630 0 0 VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS HIGH DIV YLD 921946406 878 10257 SH SOLE NONE 10257 0 0 VANGUARD WORLD FDS COMM SRVC ETF COMM SRVC ETF 92204A884 10086 120771 SH SOLE NONE 120771 0 0 VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF CONSUM STP ETF 92204A207 514 3540 SH SOLE NONE 3540 0 0 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702 34951 174209 SH SOLE NONE 174209 0 0 VENTAS INC COM 92276F100 262 4108 SH SOLE NONE 4108 0 0 VERIZON COMMUNICATIONS COM 92343V104 2606 44078 SH SOLE NONE 44078 0 0 VISA INC COM CL A COM CL A 92826C839 721 4621 SH SOLE NONE 4621 0 0 WALMART INC COM COM 931142103 455 4674 SH SOLE NONE 4674 0 0 WISDOMTREE TR EMERGING MKTS HIGH DIVID FD EMER MKT HIGH FD 97717W315 637 14547 SH SOLE NONE 14547 0 0 ZOETIS INC COM USD0.01 CL A CL A 98978V103 410 4075 SH SOLE NONE 4075 0 0