Q2 2026 13F · SEC CIK 1123803

Brandywine Trust Co

Bank & trustFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $620.6M
Reported positions: 33
Top holdings a year, 3 yrs: +7.7%
Average holding period: 6.2 yrs

Brandywine Trust Co is a bank & trust that reported 33 positions worth $620.6M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard Intl Equity Index F (VT, 53.3%), State Str Spdr S&p 500 ETF T (SPY, 18.9%), The Campbells Company (CPB, 7.0%). A portfolio copying its top holdings returned 7.7% a year over the last 3 years, against 20.4% for the S&P 500.

Brandywine Trust Co holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Brandywine Trust Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTVanguard Intl Equity Index F	53.3%	51.9%	2,106,020	+1.6%	$330.5M
SPYState Str Spdr S&p 500 ETF T	18.9%	18.3%	157,095	+1.0%	$117.3M
CPBThe Campbells Company	7.0%	7.9%	1,954,276	+0.0%	$43.5M
ABBVAbbvie Inc	4.1%	4.1%	100,852	-4.2%	$25.4M
BRK-ABerkshire Hathaway Inc Del	2.7%	2.9%	22	+0.0%	$16.5M
WFCWells Fargo & Co	2.4%	2.6%	181,904	+0.0%	$15.0M
VEAVanguard Ftse Developed Markets Index Fu	1.8%	1.7%	153,087	+3.9%	$10.9M
ABTAbbott Laboratories	1.7%	2.2%	116,669	+0.0%	$10.6M
ACWIIshares Tr	1.6%	1.5%	61,715	+0.0%	$9.7M
XOMExxon Mobil Corp	1.4%	1.9%	62,299	+0.0%	$8.5M
PMPhilip Morris Intl Inc	0.9%	0.9%	30,814	+0.0%	$5.6M
GEGe Aerospace	0.5%	0.5%	9,108	+0.0%	$3.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	5,774	+0.0%	$2.9M
GEVGe Vernova Inc	0.4%	0.4%	2,290	+0.0%	$2.7M
IVVIshares Tr	0.4%	0.4%	3,290	+1.1%	$2.5M
MOAltria Group Inc	0.4%	0.4%	30,814	+0.0%	$2.2M
CRWDCrowdstrike Hldgs Inc	0.3%	New	2,336	—	$1.8M
VOOVanguard Index Fds	0.2%	New	2,149	—	$1.5M
MLMMartin Marietta Matls Inc	0.2%	0.3%	2,400	+0.0%	$1.4M
MDLZMondelez International	0.2%	0.2%	21,323	+0.0%	$1.2M
CMCSAComcast Corp New	0.1%	0.2%	36,840	+0.0%	$904K
KOCoca Cola Co	0.1%	0.1%	10,682	+0.0%	$868K
CVXChevron Corporation	0.1%	0.2%	5,129	+0.0%	$850K
UVVUniversal Corp	0.1%	0.1%	14,907	+0.0%	$778K
BACBank of Amer Corp	0.1%	0.1%	13,326	+0.0%	$759K
NEENextera Energy Inc	0.1%	0.1%	8,000	+0.0%	$702K
SUSuncor Energy Inc New	0.1%	0.2%	13,000	+0.0%	$698K
QQQInvesco Qqq Tr	0.1%	0.1%	920	+4.1%	$677K
AMZNAmazon Com Inc	0.1%	0.1%	1,400	+0.0%	$334K
IWRIshares Tr	0.0%	0.0%	2,667	+0.0%	$294K
WORWorthington Enterprises Inc	0.0%	0.0%	5,000	+0.0%	$269K
JPMJpmorgan Chase & Co	0.0%	New	675	—	$221K
NEXNNexxen Intl Ltd	0.0%	0.0%	16,242	+0.0%	$143K

What Brandywine Trust Co bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

No position grew by more than 5%.

Reduced

No position shrank by more than 5%.

Sold out

GEHC Ge Healthcare Technologies Iwas 0.0%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +10.3% /yr; S&P 500 +20.1%
3 years: +7.7% /yr; S&P 500 +20.4%
5 years: +5.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$620.6M	33
Q1 2026	$551.8M	31
Q4 2025	$570.4M	32
Q3 2025	$657.4M	33
Q2 2025	$654.6M	35
Q1 2025	$645.0M	35
Q4 2024	$634.1M	32
Q3 2024	$671.0M	33
Q2 2024	$602.2M	31
Q1 2024	$589.6M	31
Q4 2023	$497.2M	30
Q3 2023	$414.4M	26

Questions about Brandywine Trust Co's portfolio

What stocks does Brandywine Trust Co own?

Brandywine Trust Co's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 33 positions worth $620.6M. The largest are Vanguard Intl Equity Index F (VT) at 53.3%, State Str Spdr S&p 500 ETF T (SPY) at 18.9%, The Campbells Company (CPB) at 7.0%, Abbvie Inc (ABBV) at 4.1% and Berkshire Hathaway Inc Del (BRK-A) at 2.7%.

What did Brandywine Trust Co buy last quarter?

In Q2 2026, Brandywine Trust Co added a new position in Crowdstrike Hldgs Inc (CRWD), a new position in Vanguard Index Fds (VOO) and a new position in Jpmorgan Chase & Co (JPM), compared with its Q1 2026 filing.

What did Brandywine Trust Co sell last quarter?

In Q2 2026, Brandywine Trust Co sold all of Ge Healthcare Technologies I (GEHC), compared with its Q1 2026 filing.

How has Brandywine Trust Co's portfolio performed?

A portfolio copying Brandywine Trust Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +7.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.3% against +20.1%. Over 5 years: +5.6% a year against +11.6%.

When is Brandywine Trust Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Brandywine Trust Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.