Brandywine Trust Co.

Name: BRANDYWINE TRUST CO 13F holdings, Q2 2025
Creator: BRANDYWINE TRUST CO
Published: 2025-08-14

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Brandywine Trust Co. reported 35 stock positions worth $654.6 million. Its top holding was Vanguard Tot World STK ETF (VT) at 44.2% of the portfolio, followed by Campbell's (CPB, 22.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 13.9%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 3 and reduced 3. The biggest buy was Vanguard Tot World STK ETF (VT, shares +5%) and the biggest sale Exxon Mobil (XOM, shares −7%).

Most Recent 13F: Q2 2026
Location: HOCKESSIN, DE
CIK: 0001123803
Portfolio Value: $654.6M (Q2 2025)
SEC Filing: 0000919574-25-004672 ↗ filed Aug 14, 2025

Holdings Value

Holdings 35 stocks · $654.6M


VT Vanguard Tot World STK ETF	44.21%	2,251,911	$289.4M	Add +5.0%
CPB The Campbell's Company	22.79%	4,867,984	$149.2M	No change
SPY SS SPDR S&P 500 ETF Trust-US	13.87%	146,961	$90.8M	Add +0.5%
ABBV Abbvie Inc.	3.31%	116,789	$21.7M	No change
WFC Wells Fargo & Co.	2.56%	209,438	$16.8M	Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A	2.45%	22	$16.0M	No change
ABT Abbott Laboratories	2.42%	116,669	$15.9M	No change
ACWI iShares MSCI Acwi ETF	1.21%	61,715	$7.9M	No change
VEA Vanguard Ftse Developed ETF	1.17%	134,083	$7.6M	Reduce -1.4%
XOM Exxon Mobil Corp.	1.03%	62,466	$6.7M	Reduce -6.8%
PM Philip Morris International	0.86%	30,814	$5.6M	No change
CRWD CrowdStrike Holdings Inc. Class A	0.69%	8,906	$4.5M	New
BRK.B Berkshire Hathaway Inc. Class B	0.44%	5,979	$2.9M	No change
GE General Electric filed as GE AEROSPACE	0.36%	9,108	$2.3M	No change
IVV iShares Core S&P 500 ETF	0.31%	3,255	$2.0M	Add +66.2%
K Kellanova	0.28%	22,860	$1.8M	No change
MO Altria Group Inc.	0.28%	30,814	$1.8M	No change
MDLZ Mondelez International Inc. Class A	0.22%	21,323	$1.4M	No change
MLM Martin Marietta Materials	0.20%	2,400	$1.3M	No change
CMCSA Comcast Corp. Class A	0.20%	36,840	$1.3M	No change
GEV GE Vernova Inc.	0.19%	2,290	$1.2M	No change
UVV Universal Corp.	0.13%	14,907	$868K	No change
KO The Coca-Cola Co.	0.12%	10,682	$756K	No change
CVX Chevron Corp.	0.11%	5,129	$734K	No change
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.10%	13,326	$631K	No change
NEE Nextera Energy Inc.	0.08%	8,000	$555K	No change
SU Suncor Energy Inc.	0.07%	13,000	$487K	No change
QQQ Invesco QQQ Trust Series 1	0.06%	688	$380K	No change
WOR Worthington Enterprises Inc.	0.05%	5,000	$318K	No change
AMZN Amazon.com Inc.	0.05%	1,400	$307K	No change
JPM JPMorgan Chase & Co.	0.04%	1,000	$290K	No change
IWR iShares Russell Mid-Cap ETF	0.04%	2,667	$245K	No change
CI The Cigna Group	0.04%	693	$229K	No change
GEHC GE Healthcare Technology	0.03%	3,054	$226K	No change
NEXN Nexxen International Ltd.	0.03%	16,242	$164K	No change

Portfolio Sells Q1 2025 → Q2 2025


XOM Exxon Mobil Corp.	Reduce -6.8%	1.03%	−0.21
KHC The Kraft Heinz Co.	Sold out	0.00%	−0.03
VEA Vanguard Ftse Developed ETF	Reduce -1.4%	1.17%	+0.10
WFC Wells Fargo & Co.	Reduce -0.3%	2.56%	+0.22

Portfolio Buys Q1 2025 → Q2 2025


VT Vanguard Tot World STK ETF	Add +5.0%	44.21%	+5.67
SPY SS SPDR S&P 500 ETF Trust-US	Add +0.5%	13.87%	+1.19
CRWD CrowdStrike Holdings Inc. Class A	New	0.69%	+0.69
IVV iShares Core S&P 500 ETF	Add +66.2%	0.31%	+0.14

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