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Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC is a registered investment adviser headquartered in Kennett Square, Pennsylvania. Founded by Michael Henley and Alison C. Dorsman, the firm provides investment management and financial planning services primarily to individuals and high-net-worth clients. As of 2025, the firm employs approximately 13 professionals, focusing on tailored wealth management solutions for clients across the United States.
Investment Strategy
Brandywine Oak Private Wealth LLC offers investment and wealth management services, centering on long-term financial planning, portfolio diversification, and research-driven asset allocation. Their approach is designed to maximize returns and manage risk, with an emphasis on transparent communication and aligning strategies with individual client goals. The firm does not pool assets, but manages portfolios directly for each client, focusing on both individual and high-net-worth investors.
Latest 13F Filing Activity
Brandywine Oak Private Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 232 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, Schwab Strategic TR, Vanguard Index FDS among other positions. Brandywine Oak Private Wealth LLC reduced exposure to Ishares TR, Vaneck Etf Trust, Apple Inc. among others.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 11.91% | $128.7M | 5,821,759 | $16.64 | $22.10 | +$9.4M |
V VTV | VANGUARD INDEX FDS | 11.00% | $118.9M | 672,510 | $134.90 | $176.74 | +$5.6M |
V VUG | VANGUARD INDEX FDS | 9.28% | $100.2M | 228,602 | $231.03 | $438.40 | +$14.3M |
V VGIT | VANGUARD SCOTTSDALE FDS | 5.55% | $59.9M | 1,002,142 | $58.17 | $59.81 | +$1.1M |
V VCIT | VANGUARD SCOTTSDALE FDS | 4.01% | $43.3M | 522,566 | $76.22 | $82.92 | +$1.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | — | Put | $857.5K | 11 | $779.53 | $822.74 | 0 | -$51.0K |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
P Peter Kim | Chief Investment Officer | Philadelphia, PA , United States |
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