Brandywine Trust Co.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Brandywine Trust Co. reported 32 stock positions worth $570.4 million. Its top holding was Vanguard Tot World STK ETF (VT) at 49.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 18.5%) and Campbell's (CPB, 9.5%). Compared with Q3 2025, it sold out of 1, added to 3 and reduced 4. The biggest buy was Vanguard Tot World STK ETF (VT, shares +1%) and the biggest sale Campbell's (CPB, shares −60%).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001123803
Portfolio Value
$570.4M (Q4 2025)
SEC Filing
0000919574-26-000821 ↗ filed Feb 13, 2026

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 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 $570.4M Q4 2025 Q1 2026: $551.8M Q1 2026 Q2 2026: $620.6M Q2 2026

Holdings 32 stocks · $570.4M

VT Vanguard Tot World STK ETF 49.65% 2,007,783 $283.2M Add +1.3%
SPY SS SPDR S&P 500 ETF Trust-US 18.47% 154,454 $105.3M Add +2.0%
CPB The Campbell's Company 9.55% 1,954,276 $54.5M Reduce -59.9%
ABBV Abbvie Inc. 4.41% 110,023 $25.1M Reduce -5.8%
WFC Wells Fargo & Co. 3.40% 208,316 $19.4M Reduce -0.4%
BRK.A Berkshire Hathaway Inc. Class A 2.91% 22 $16.6M No change
ABT Abbott Laboratories 2.56% 116,669 $14.6M No change
VEA Vanguard Ftse Developed ETF 1.61% 147,227 $9.2M No change
ACWI iShares MSCI Acwi ETF 1.53% 61,715 $8.7M No change
XOM Exxon Mobil Corp. 1.32% 62,466 $7.5M No change
PM Philip Morris International 0.87% 30,814 $4.9M No change
BRK.B Berkshire Hathaway Inc. Class B 0.51% 5,744 $2.9M Reduce -3.9%
GE General Electric filed as GE AEROSPACE 0.49% 9,108 $2.8M No change
IVV iShares Core S&P 500 ETF 0.39% 3,255 $2.2M No change
MO Altria Group Inc. 0.31% 30,814 $1.8M No change
GEV GE Vernova Inc. 0.26% 2,290 $1.5M No change
MLM Martin Marietta Materials 0.26% 2,400 $1.5M No change
MDLZ Mondelez International Inc. Class A 0.20% 21,323 $1.1M No change
CMCSA Comcast Corp. Class A 0.19% 36,840 $1.1M No change
UVV Universal Corp. 0.14% 14,907 $786K No change
CVX Chevron Corp. 0.14% 5,129 $782K No change
KO The Coca-Cola Co. 0.13% 10,682 $747K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 13,326 $733K No change
NEE Nextera Energy Inc. 0.11% 8,000 $642K No change
SU Suncor Energy Inc. 0.10% 13,000 $577K No change
QQQ Invesco QQQ Trust Series 1 0.10% 884 $543K Add +28.5%
AMZN Amazon.com Inc. 0.06% 1,400 $323K No change
JPM JPMorgan Chase & Co. 0.05% 830 $267K No change
WOR Worthington Enterprises Inc. 0.05% 5,000 $258K No change
IWR iShares Russell Mid-Cap ETF 0.04% 2,667 $257K No change
GEHC GE Healthcare Technology 0.04% 3,054 $250K No change
NEXN Nexxen International Ltd. 0.02% 16,242 $101K No change

Portfolio Sells Q3 2025 → Q4 2025

CPB The Campbell's Company Reduce -59.9% 9.55% −13.84
K Kellanova Sold out 0.00% −0.29
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.9% 0.51% +0.05
ABBV Abbvie Inc. Reduce -5.8% 4.41% +0.29
WFC Wells Fargo & Co. Reduce -0.4% 3.40% +0.74

Portfolio Buys Q3 2025 → Q4 2025

VT Vanguard Tot World STK ETF Add +1.3% 49.65% +8.09
SPY SS SPDR S&P 500 ETF Trust-US Add +2.0% 18.47% +3.12
QQQ Invesco QQQ Trust Series 1 Add +28.5% 0.10% +0.03

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