Brandywine Trust Co.

Name: BRANDYWINE TRUST CO 13F holdings, Q1 2025
Creator: BRANDYWINE TRUST CO
Published: 2025-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Brandywine Trust Co. reported 35 stock positions worth $645.0 million. Its top holding was Vanguard Tot World STK ETF (VT) at 38.5% of the portfolio, followed by Campbell's (CPB, 30.1%) and SS SPDR S&P 500 ETF Trust-US (SPY, 12.7%). Compared with Q4 2024, it opened 4 new positions, sold out of 1, added to 5 and reduced 3. The biggest buy was iShares MSCI Acwi ETF (ACWI, shares +533%) and the biggest sale Wells Fargo (WFC, shares −7%).

Most Recent 13F: Q2 2026
Location: HOCKESSIN, DE
CIK: 0001123803
Portfolio Value: $645.0M (Q1 2025)
SEC Filing: 0000919574-25-003043 ↗ filed May 15, 2025

Holdings Value

Holdings 35 stocks · $645.0M


VT Vanguard Tot World STK ETF	38.55%	2,144,130	$248.6M	Add +3.8%
CPB The Campbell's Company	30.13%	4,867,984	$194.3M	No change
SPY SS SPDR S&P 500 ETF Trust-US	12.68%	146,207	$81.8M	Add +1.7%
ABBV Abbvie Inc.	3.79%	116,789	$24.5M	Reduce -4.0%
BRK.A Berkshire Hathaway Inc. Class A	2.72%	22	$17.6M	No change
ABT Abbott Laboratories	2.40%	116,669	$15.5M	No change
WFC Wells Fargo & Co.	2.34%	210,138	$15.1M	Reduce -6.8%
XOM Exxon Mobil Corp.	1.24%	67,048	$8.0M	Reduce -6.8%
ACWI iShares MSCI Acwi ETF	1.11%	61,715	$7.2M	Add +533.2%
VEA Vanguard Ftse Developed ETF	1.07%	136,018	$6.9M	Add +4.8%
PM Philip Morris International	0.76%	30,814	$4.9M	No change
BRK.B Berkshire Hathaway Inc. Class B	0.49%	5,979	$3.2M	No change
K Kellanova	0.29%	22,860	$1.9M	No change
MO Altria Group Inc.	0.29%	30,814	$1.8M	No change
GE General Electric filed as GE AEROSPACE	0.28%	9,108	$1.8M	No change
MDLZ Mondelez International Inc. Class A	0.22%	21,323	$1.4M	No change
CMCSA Comcast Corp. Class A	0.21%	36,840	$1.4M	No change
MLM Martin Marietta Materials	0.18%	2,400	$1.1M	No change
IVV iShares Core S&P 500 ETF	0.17%	1,958	$1.1M	Add +105.9%
CVX Chevron Corp.	0.13%	5,129	$858K	No change
UVV Universal Corp.	0.13%	14,907	$836K	No change
KO The Coca-Cola Co.	0.12%	10,682	$765K	No change
GEV GE Vernova Inc.	0.11%	2,290	$699K	No change
NEE Nextera Energy Inc.	0.09%	8,000	$567K	No change
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.09%	13,326	$556K	No change
SU Suncor Energy Inc.	0.08%	13,000	$503K	No change
QQQ Invesco QQQ Trust Series 1	0.05%	688	$323K	New
AMZN Amazon.com Inc.	0.04%	1,400	$266K	No change
WOR Worthington Enterprises Inc.	0.04%	5,000	$250K	No change
GEHC GE Healthcare Technology	0.04%	3,054	$246K	No change
JPM JPMorgan Chase & Co.	0.04%	1,000	$245K	No change
CI The Cigna Group	0.04%	693	$228K	New
IWR iShares Russell Mid-Cap ETF	0.04%	2,667	$227K	New
KHC The Kraft Heinz Co.	0.03%	7,107	$216K	No change
NEXN Nexxen International Ltd.	0.02%	16,242	$118K	New

Portfolio Sells Q4 2024 → Q1 2025


WFC Wells Fargo & Co.	Reduce -6.8%	2.34%	−0.16
CRWD CrowdStrike Holdings Inc. Class A	Sold out	0.00%	−0.13
XOM Exxon Mobil Corp.	Reduce -6.8%	1.24%	+0.02
ABBV Abbvie Inc.	Reduce -4.0%	3.79%	+0.39

Portfolio Buys Q4 2024 → Q1 2025


ACWI iShares MSCI Acwi ETF	Add +533.2%	1.11%	+0.93
VT Vanguard Tot World STK ETF	Add +3.8%	38.55%	+0.26
VEA Vanguard Ftse Developed ETF	Add +4.8%	1.07%	+0.09
IVV iShares Core S&P 500 ETF	Add +105.9%	0.17%	+0.08
QQQ Invesco QQQ Trust Series 1	New	0.05%	+0.05
CI The Cigna Group	New	0.04%	+0.04
IWR iShares Russell Mid-Cap ETF	New	0.04%	+0.04
NEXN Nexxen International Ltd.	New	0.02%	+0.02
SPY SS SPDR S&P 500 ETF Trust-US	Add +1.7%	12.68%	−0.61

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	33	$620.6M	VT, SPY, CPB, ABBV, BRK.A
Q1 2026	31	$551.8M	VT, SPY, CPB, ABBV, BRK.A
Q4 2025	32	$570.4M	VT, SPY, CPB, ABBV, WFC
Q3 2025	33	$657.4M	VT, CPB, SPY, ABBV, WFC
Q2 2025	35	$654.6M	VT, CPB, SPY, ABBV, WFC
Q1 2025	35	$645.0M	VT, CPB, SPY, ABBV, BRK.A
Q4 2024	32	$634.1M	VT, CPB, SPY, ABBV, WFC
Q3 2024	33	$671.0M	VT, CPB, SPY, ABBV, BRK.A
Q2 2024	31	$602.2M	CPB, VT, SPY, ABBV, BRK.A
Q1 2024	31	$589.6M	CPB, VT, SPY, ABBV, BRK.A