Chief Compliance Officer

0001606587-19-000941.txt : 20191030 0001606587-19-000941.hdr.sgml : 20191030 20191030152008 ACCESSION NUMBER: 0001606587-19-000941 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191030 DATE AS OF CHANGE: 20191030 EFFECTIVENESS DATE: 20191030 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: 191179675 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 09-30-2019 09-30-2019 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 10-30-2019 0 232 527705 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COMPANY COM 88579Y101 413 2515 SH SOLE NONE 2515 0 0 ABB LTD SPONSORED ADR SPONSORED ADR 000375204 279 14230 SH SOLE NONE 14230 0 0 ABBOTT LABORATORIES COM 002824100 440 5266 SH SOLE NONE 5266 0 0 ABBVIE INC COM USD0.01 COM 00287Y109 418 5530 SH SOLE NONE 5530 0 0 ACCENTURE PLC CLS A USD0.0000225 SHS CLASS A G1151C101 214 1115 SH SOLE NONE 1115 0 0 ADOBE INC COM COM 00724F101 511 1851 SH SOLE NONE 1851 0 0 AEGON N V NY REGISTRY SHS NY REGISTRY SHS 007924103 244 59136 SH SOLE NONE 59136 0 0 AIR PRODUCTS & CHEM COM 009158106 255 1152 SH SOLE NONE 1152 0 0 ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS SPONSORED ADS 01609W102 323 1934 SH SOLE NONE 1934 0 0 ALLEGION PLC COM USD0.01 ORD SHS G0176J109 230 2227 SH SOLE NONE 2227 0 0 ALPHABET INC CAP STK CL A CAP 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922042866 474 7187 SH SOLE NONE 7187 0 0 VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 1868 46414 SH SOLE NONE 46414 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD TAX EXEMPT BD 922907746 277 5178 SH SOLE NONE 5178 0 0 VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS CONSUM DIS ETF 92204A108 10536 58499 SH SOLE NONE 58499 0 0 VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS FINANCIALS ETF 92204A405 3233 46199 SH SOLE NONE 46199 0 0 VANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS HEALTH CAR ETF 92204A504 349 2083 SH SOLE NONE 2083 0 0 VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS INDUSTRIAL ETF 92204A603 18590 127269 SH SOLE NONE 127269 0 0 VANGUARD SECTOR INDEX FDS VANGUARD MATLS VIPERS MATERIALS ETF 92204A801 5056 40013 SH SOLE NONE 40013 0 0 VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS UTILITIES ETF 92204A876 3896 27126 SH SOLE NONE 27126 0 0 VANGUARD STAR FD VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS VG TL INTL STK F 921909768 867 16795 SH SOLE NONE 16795 0 0 VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS HIGH DIV YLD 921946406 894 10077 SH SOLE NONE 10077 0 0 VANGUARD WORLD FDS COMM SRVC ETF COMM SRVC ETF 92204A884 10912 125864 SH SOLE NONE 125864 0 0 VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF CONSUM STP ETF 92204A207 7438 47514 SH SOLE NONE 47514 0 0 VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702 36077 167373 SH SOLE NONE 167373 0 0 VENTAS INC COM 92276F100 264 3616 SH SOLE NONE 3616 0 0 VERIZON COMMUNICATIONS COM 92343V104 2923 48437 SH SOLE NONE 48437 0 0 VISA INC COM CL A COM CL A 92826C839 809 4704 SH SOLE NONE 4704 0 0 WALMART INC COM COM 931142103 559 4718 SH SOLE NONE 4718 0 0 WEC ENERGY GROUP INC COM COM 92939U106 342 3602 SH SOLE NONE 3602 0 0 WISDOMTREE TR EMERGING MKTS HIGH DIVID FD EMER MKT HIGH FD 97717W315 1095 26519 SH SOLE NONE 26519 0 0 WPP PLC AMERICAN DEPOSITARY SHS EACH REP 5 ORD ADR 92937A102 235 3761 SH SOLE NONE 3761 0 0 ZOETIS INC COM USD0.01 CL A CL A 98978V103 502 4037 SH SOLE NONE 4037 0 0