Brandywine Trust Co.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Brandywine Trust Co. reported 33 stock positions worth $671.0 million. Its top holding was Vanguard Tot World STK ETF (VT) at 37.0% of the portfolio, followed by Campbell's (CPB, 34.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 12.3%). Compared with Q2 2024, it opened 2 new positions, added to 3 and reduced 3. The biggest buy was Vanguard Tot World STK ETF (VT, shares +10%) and the biggest sale Exxon Mobil (XOM, shares −9%).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001123803
Portfolio Value
$671.0M (Q3 2024)
SEC Filing
0000919574-24-006451 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $589.6M Q1 2024 Q2 2024: $602.2M Q2 2024 Q3 2024: $671.0M $671.0M Q3 2024 Q4 2024: $634.1M Q4 2024 Q1 2025: $645.0M Q1 2025 Q2 2025: $654.6M Q2 2025 Q3 2025: $657.4M Q3 2025 Q4 2025: $570.4M Q4 2025 Q1 2026: $551.8M Q1 2026 Q2 2026: $620.6M Q2 2026

Holdings 33 stocks · $671.0M
VT Vanguard Tot World STK ETF 37.01% 2,074,669 $248.3M Add +10.3%
CPB The Campbell's Company filed as CAMPBELL SOUP CO 34.87% 4,783,206 $234.0M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 12.34% 144,324 $82.8M Add +2.3%
ABBV Abbvie Inc. 3.73% 126,669 $25.0M Reduce -4.0%
BRK.A Berkshire Hathaway Inc. Class A 2.27% 22 $15.2M No change
ABT Abbott Laboratories 1.98% 116,669 $13.3M No change
WFC Wells Fargo & Co. 1.91% 226,617 $12.8M No change
XOM Exxon Mobil Corp. 1.33% 76,086 $8.9M Reduce -8.6%
VEA Vanguard Ftse Developed ETF 1.02% 129,767 $6.9M No change
PM Philip Morris International 0.56% 30,814 $3.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.44% 6,348 $2.9M No change
K Kellanova 0.28% 22,860 $1.8M No change
GE General Electric filed as GE AEROSPACE 0.26% 9,108 $1.7M Reduce -0.6%
MO Altria Group Inc. 0.23% 30,814 $1.6M No change
MDLZ Mondelez International Inc. Class A 0.23% 21,323 $1.6M No change
CMCSA Comcast Corp. Class A 0.23% 36,840 $1.5M No change
MLM Martin Marietta Materials 0.19% 2,400 $1.3M No change
ACWI iShares MSCI Acwi ETF 0.17% 9,746 $1.2M No change
UVV Universal Corp. 0.12% 14,907 $792K No change
KO The Coca-Cola Co. 0.11% 10,682 $768K No change
CVX Chevron Corp. 0.11% 5,129 $755K No change
NEE Nextera Energy Inc. 0.10% 8,000 $676K No change
GEV GE Vernova Inc. 0.09% 2,290 $584K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 13,326 $529K No change
SU Suncor Energy Inc. 0.07% 13,000 $480K No change
GEHC GE Healthcare Technology 0.04% 3,054 $287K No change
AMZN Amazon.com Inc. 0.04% 1,400 $261K No change
KHC The Kraft Heinz Co. 0.04% 7,107 $250K No change
CI The Cigna Group 0.04% 693 $240K No change
WY Weyerhaeuser Co. 0.03% 6,400 $217K New
JPM JPMorgan Chase & Co. 0.03% 1,000 $211K No change
WOR Worthington Enterprises Inc. 0.03% 5,000 $207K No change
FRSH Freshworks Inc. Class A 0.02% 12,361 $142K New

Portfolio Sells Q2 2024 → Q3 2024
XOM Exxon Mobil Corp. Reduce -8.6% 1.33% −0.26
ABBV Abbvie Inc. Reduce -4.0% 3.73% −0.03
GE General Electric Reduce -0.6% 0.26% +0.01

Portfolio Buys Q2 2024 → Q3 2024
VT Vanguard Tot World STK ETF Add +10.3% 37.01% +1.81
WY Weyerhaeuser Co. New 0.03% +0.03
FRSH Freshworks Inc. Class A New 0.02% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +2.3% 12.34% −0.41
CPB The Campbell's Company Add +0.5% 34.87% −0.84

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 33$620.6MVT, SPY, CPB, ABBV, BRK.A
Q1 2026 31$551.8MVT, SPY, CPB, ABBV, BRK.A
Q4 2025 32$570.4MVT, SPY, CPB, ABBV, WFC
Q3 2025 33$657.4MVT, CPB, SPY, ABBV, WFC
Q2 2025 35$654.6MVT, CPB, SPY, ABBV, WFC
Q1 2025 35$645.0MVT, CPB, SPY, ABBV, BRK.A
Q4 2024 32$634.1MVT, CPB, SPY, ABBV, WFC
Q3 2024 33$671.0MVT, CPB, SPY, ABBV, BRK.A
Q2 2024 31$602.2MCPB, VT, SPY, ABBV, BRK.A
Q1 2024 31$589.6MCPB, VT, SPY, ABBV, BRK.A