Kristina D. Sherman

Brandywine Trust Co

Assets Managed

$551.773M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 16d ago

Growth Rate

-3.26%(2Q avg: -8.24%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brandywine Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.

Assets under management

The assets under management (AUM) of Brandywine Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 551.773M in assets, with a quarterly growth rate of -3.26% and a 2-quarter average growth rate of -8.24%. The portfolio is managed by Kristina D. Sherman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VT Vanguard Tot World Stk Etf Recent Activity Increased 3.2%	51.94%	$286.582M 2.072M shares@ $138.33 avg price	Increased 3.2%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 0.67%	18.33%	$101.116M 155,481 shares@ $650.35 avg price	Increased 0.67%
CPB The Campbell's Company Recent Activity	7.89%	$43.522M 1.954M shares@ $22.28 avg price
ABBV Abbvie Inc Recent Activity Decreased -4.33%	4.15%	$22.891M 105,252 shares@ $217.49 avg price	Decreased -4.33%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	2.87%	$15.799M 22 shares@ $718140.0 avg price
WFC Wells Fargo & Co Recent Activity Decreased -12.67%	2.63%	$14.481M 181,904 shares@ $79.61 avg price	Decreased -12.67%
ABT Abbott Laboratories Recent Activity	2.18%	$11.978M 116,669 shares@ $102.67 avg price
XOM Exxon Mobil Corp Recent Activity Decreased -0.26%	1.92%	$10.57M 62,299 shares@ $169.66 avg price	Decreased -0.26%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.07%	1.72%	$9.44M 147,317 shares@ $64.08 avg price	Increased 0.07%
ACWI Ishares Msci Acwi Etf Recent Activity	1.55%	$8.54M 61,715 shares@ $138.38 avg price

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