Brandywine Trust Co.

Name: BRANDYWINE TRUST CO 13F holdings, Q3 2025
Creator: BRANDYWINE TRUST CO
Published: 2025-11-14

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

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Brandywine Trust Co. reported 33 stock positions worth $657.4 million. Its top holding was Vanguard Tot World STK ETF (VT) at 41.6% of the portfolio, followed by Campbell's (CPB, 23.4%) and SS SPDR S&P 500 ETF Trust-US (SPY, 15.4%). Compared with Q2 2025, it sold out of 2, added to 2 and reduced 4. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +3%) and the biggest sale Vanguard Tot World STK ETF (VT, shares −12%).

Most Recent 13F: Q2 2026
Location: HOCKESSIN, DE
CIK: 0001123803
Portfolio Value: $657.4M (Q3 2025)
SEC Filing: 0000919574-25-006770 ↗ filed Nov 14, 2025

Holdings Value

Holdings 33 stocks · $657.4M


VT Vanguard Tot World STK ETF	41.57%	1,982,917	$273.2M	Reduce -11.9%
CPB The Campbell's Company	23.39%	4,867,982	$153.7M	Reduce 0.0%
SPY SS SPDR S&P 500 ETF Trust-US	15.35%	151,476	$100.9M	Add +3.1%
ABBV Abbvie Inc.	4.11%	116,789	$27.0M	No change
WFC Wells Fargo & Co.	2.67%	209,198	$17.5M	Reduce -0.1%
BRK.A Berkshire Hathaway Inc. Class A	2.52%	22	$16.6M	No change
ABT Abbott Laboratories	2.38%	116,669	$15.6M	No change
VEA Vanguard Ftse Developed ETF	1.34%	147,227	$8.8M	Add +9.8%
ACWI iShares MSCI Acwi ETF	1.30%	61,715	$8.5M	No change
XOM Exxon Mobil Corp.	1.07%	62,466	$7.0M	No change
PM Philip Morris International	0.76%	30,814	$5.0M	No change
BRK.B Berkshire Hathaway Inc. Class B	0.46%	5,979	$3.0M	No change
GE General Electric filed as GE AEROSPACE	0.42%	9,108	$2.7M	No change
IVV iShares Core S&P 500 ETF	0.33%	3,255	$2.2M	No change
MO Altria Group Inc.	0.31%	30,814	$2.0M	No change
K Kellanova	0.29%	22,860	$1.9M	No change
MLM Martin Marietta Materials	0.23%	2,400	$1.5M	No change
GEV GE Vernova Inc.	0.21%	2,290	$1.4M	No change
MDLZ Mondelez International Inc. Class A	0.20%	21,323	$1.3M	No change
CMCSA Comcast Corp. Class A	0.18%	36,840	$1.2M	No change
UVV Universal Corp.	0.13%	14,907	$833K	No change
CVX Chevron Corp.	0.12%	5,129	$796K	No change
KO The Coca-Cola Co.	0.11%	10,682	$708K	No change
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.10%	13,326	$687K	No change
NEE Nextera Energy Inc.	0.09%	8,000	$604K	No change
SU Suncor Energy Inc.	0.08%	13,000	$544K	No change
QQQ Invesco QQQ Trust Series 1	0.06%	688	$413K	No change
AMZN Amazon.com Inc.	0.05%	1,400	$307K	No change
WOR Worthington Enterprises Inc.	0.04%	5,000	$277K	No change
JPM JPMorgan Chase & Co.	0.04%	830	$262K	Reduce -17.0%
IWR iShares Russell Mid-Cap ETF	0.04%	2,667	$257K	No change
GEHC GE Healthcare Technology	0.03%	3,054	$229K	No change
NEXN Nexxen International Ltd.	0.02%	16,242	$146K	No change

Portfolio Sells Q2 2025 → Q3 2025


VT Vanguard Tot World STK ETF	Reduce -11.9%	41.57%	−2.65
CRWD CrowdStrike Holdings Inc. Class A	Sold out	0.00%	−0.69
CI The Cigna Group	Sold out	0.00%	−0.04
JPM JPMorgan Chase & Co.	Reduce -17.0%	0.04%	−0.00
WFC Wells Fargo & Co.	Reduce -0.1%	2.67%	+0.10
CPB The Campbell's Company	Reduce 0.0%	23.39%	+0.59

Portfolio Buys Q2 2025 → Q3 2025


SPY SS SPDR S&P 500 ETF Trust-US	Add +3.1%	15.35%	+1.48
VEA Vanguard Ftse Developed ETF	Add +9.8%	1.34%	+0.17

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