Brandywine Trust Co.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Brandywine Trust Co. reported 31 stock positions worth $551.8 million. Its top holding was Vanguard Tot World STK ETF (VT) at 51.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 18.3%) and Campbell's (CPB, 7.9%). Compared with Q4 2025, it sold out of 1, added to 4 and reduced 3. The biggest buy was Vanguard Tot World STK ETF (VT, shares +3%) and the biggest sale Wells Fargo (WFC, shares −13%).

Most Recent 13F
Q2 2026
Location
HOCKESSIN, DE
CIK
0001123803
Portfolio Value
$551.8M (Q1 2026)
SEC Filing
0000919574-26-003103 ↗ filed May 14, 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 Q4 2025 Q1 2026: $551.8M $551.8M Q1 2026 Q2 2026: $620.6M Q2 2026

Holdings 31 stocks · $551.8M

VT Vanguard Tot World STK ETF 51.94% 2,071,874 $286.6M Add +3.2%
SPY SS SPDR S&P 500 ETF Trust-US 18.33% 155,481 $101.1M Add +0.7%
CPB The Campbell's Company 7.89% 1,954,276 $43.5M No change
ABBV Abbvie Inc. 4.15% 105,252 $22.9M Reduce -4.3%
BRK.A Berkshire Hathaway Inc. Class A 2.86% 22 $15.8M No change
WFC Wells Fargo & Co. 2.62% 181,904 $14.5M Reduce -12.7%
ABT Abbott Laboratories 2.17% 116,669 $12.0M No change
XOM Exxon Mobil Corp. 1.92% 62,299 $10.6M Reduce -0.3%
VEA Vanguard Ftse Developed ETF 1.71% 147,317 $9.4M Add +0.1%
ACWI iShares MSCI Acwi ETF 1.55% 61,715 $8.5M No change
PM Philip Morris International 0.92% 30,814 $5.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.50% 5,774 $2.8M Add +0.5%
GE General Electric filed as GE AEROSPACE 0.47% 9,108 $2.6M No change
IVV iShares Core S&P 500 ETF 0.39% 3,255 $2.1M No change
MO Altria Group Inc. 0.37% 30,814 $2.0M No change
GEV GE Vernova Inc. 0.36% 2,290 $2.0M No change
MLM Martin Marietta Materials 0.26% 2,400 $1.4M No change
MDLZ Mondelez International Inc. Class A 0.22% 21,323 $1.2M No change
CVX Chevron Corp. 0.19% 5,129 $1.1M No change
CMCSA Comcast Corp. Class A 0.19% 36,840 $1.1M No change
SU Suncor Energy Inc. 0.16% 13,000 $859K No change
KO The Coca-Cola Co. 0.15% 10,682 $812K No change
UVV Universal Corp. 0.14% 14,907 $786K No change
NEE Nextera Energy Inc. 0.13% 8,000 $743K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 13,326 $650K No change
QQQ Invesco QQQ Trust Series 1 0.09% 884 $510K No change
AMZN Amazon.com Inc. 0.05% 1,400 $292K No change
WOR Worthington Enterprises Inc. 0.05% 5,000 $261K No change
IWR iShares Russell Mid-Cap ETF 0.05% 2,667 $259K No change
GEHC GE Healthcare Technology 0.04% 3,054 $217K No change
NEXN Nexxen International Ltd. 0.02% 16,242 $100K No change

Portfolio Sells Q4 2025 → Q1 2026

WFC Wells Fargo & Co. Reduce -12.7% 2.62% −0.78
ABBV Abbvie Inc. Reduce -4.3% 4.15% −0.26
JPM JPMorgan Chase & Co. Sold out 0.00% −0.05
XOM Exxon Mobil Corp. Reduce -0.3% 1.92% +0.60

Portfolio Buys Q4 2025 → Q1 2026

VT Vanguard Tot World STK ETF Add +3.2% 51.94% +2.28
VEA Vanguard Ftse Developed ETF Add +0.1% 1.71% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 0.50% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.7% 18.33% −0.14

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