Brandywine Trust Co holds a concentrated book of 33 stocks worth $620.6M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Crowdstrike Holdings Inc - A and trimmed Abbvie Inc. Their largest long position is Vanguard Tot World STK ETF at 53% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Brandywine Trust Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 34 / 33 | $653.3B |
| FMR LLC | 34 / 33 | $225.8B |
| MORGAN STANLEY | 34 / 33 | $223.5B |
| JPMORGAN CHASE & CO | 34 / 33 | $200.4B |
| BANK OF AMERICA CORP /DE/ | 34 / 33 | $171.2B |
| GOLDMAN SACHS GROUP INC | 34 / 33 | $105.3B |
| NORTHERN TRUST CORP | 34 / 33 | $98.2B |
| WELLS FARGO & COMPANY/MN | 34 / 33 | $72.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Brandywine Trust Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F TT WRLD ST ETF | $330.5M | 2.11M | 53.3% | ▲+1.6% Added · +34K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $117.3M | 157.1K | 18.9% | ▲+1.0% Added · +2K sh | |
| 3 | The Campbells Company COM | $43.5M | 1.95M | 7.0% | —Held | |
| 4 | Abbvie Inc COM | $25.4M | 100.9K | 4.1% | ▼−4.2% Reduced · −4K sh | |
| 5 | Berkshire Hathaway Inc Del CL A | $16.5M | 22 | 2.7% | —Held | |
| 6 | Wells Fargo & Co COM | $15.0M | 181.9K | 2.4% | —Held | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $10.9M | 153.1K | 1.8% | ▲+3.9% Added · +6K sh | |
| 8 | Abbott Laboratories COM | $10.6M | 116.7K | 1.7% | —Held | |
| 9 | Ishares TR MSCI ACWI ETF | $9.7M | 61.7K | 1.6% | —Held | |
| 10 | Exxon Mobil Corp COM | $8.5M | 62.3K | 1.4% | —Held | |
| 11 | Philip Morris Intl Inc COM | $5.6M | 30.8K | 0.9% | —Held | |
| 12 | Ge Aerospace COM NEW | $3.4M | 9.1K | 0.5% | —Held | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.8K | 0.5% | —Held | |
| 14 | Ge Vernova Inc COM | $2.7M | 2.3K | 0.4% | —Held | |
| 15 | Ishares TR CORE S&P500 ETF | $2.5M | 3.3K | 0.4% | ▲+1.1% Added · +35 sh | |
| 16 | Altria Group Inc COM | $2.2M | 30.8K | 0.4% | —Held | |
| 17 | Crowdstrike Hldgs Inc CL A | $1.8M | 2.3K | 0.3% | ▲New New position | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $1.5M | 2.1K | 0.2% | ▲New New position | |
| 19 | Martin Marietta Matls Inc COM | $1.4M | 2.4K | 0.2% | —Held | |
| 20 | Mondelez Intl Inc CL A | $1.2M | 21.3K | 0.2% | —Held | |
| 21 | Comcast Corp New CL A | $904K | 36.8K | 0.1% | —Held | |
| 22 | Coca Cola Co COM | $868K | 10.7K | 0.1% | —Held | |
| 23 | Chevron Corporation COM | $850K | 5.1K | 0.1% | —Held | |
| 24 | Universal Corp Va MTNS BK En COM | $778K | 14.9K | 0.1% | —Held | |
| 25 | Bank Of Amer Corp COM | $759K | 13.3K | 0.1% | —Held | |
| 26 | NextEra Energy Inc COM | $702K | 8.0K | 0.1% | —Held | |
| 27 | Suncor Energy Inc New COM | $698K | 13.0K | 0.1% | —Held | |
| 28 | Invesco QQQ TR UNIT SER 1 | $677K | 920 | 0.1% | ▲+4.1% Added · +36 sh | |
| 29 | Amazon Com Inc COM | $334K | 1.4K | 0.1% | —Held | |
| 30 | Ishares TR RUS MID CAP ETF | $294K | 2.7K | 0.0% | —Held | |
| 31 | Worthington Enterprises Inc COM | $269K | 5.0K | 0.0% | —Held | |
| 32 | JPMorgan Chase & Co COM | $221K | 675 | 0.0% | ▲New New position | |
| 33 | Nexxen Intl Ltd SHS NEW | $143K | 16.2K | 0.0% | —Held |
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Use Arkolith to show BRANDYWINE TRUST CO's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.