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Brandywine Trust Co.
Brandywine Trust Company, LLC is part of the Brandywine Trust Group, headquartered in Hockessin, Delaware. It is a Delaware state chartered non-deposit trust company founded to provide fiduciary, tax planning, custodial, and administrative services. Known for serving as an investment steward and fiduciary for a select number of wealthy families, the firm offers comprehensive solutions for wealth preservation and intergenerational capital management. The group comprises several entities, with Brandywine Trust Company focusing on trusteeship and administration, while affiliates provide investment management and tax services. The group as a whole employs approximately 57 people and manages assets primarily for ultra-high-net-worth families.
Investment Strategy
Brandywine Trust Company’s investment strategy centers on comprehensive fiduciary and investment stewardship for a limited number of wealthy families. The firm’s approach emphasizes long-term preservation and growth of wealth across generations, viewing the stability of trusteeship as a key enabler of investment success. Client capital is diversified through direct investments in public equities, private investments, and externally managed funds, with a focus on global diversification, risk management, and tax efficiency. Most client investments are made through entities managed internally, leveraging proprietary analysis and strategic asset allocation to preserve purchasing power and build enduring family wealth.
Latest 13F Filing Activity
Brandywine Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $655M. The fund increased holdings in Vanguard Intl Equity Index F, SPDR S&P 500 Etf TR, Crowdstrike HLDGS Inc. among other positions. Brandywine Trust Co. reduced exposure to The Campbells Company, Abbvie Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | VANGUARD INTL EQUITY INDEX F | 44.21% | $289.4M | 2,251,911 | $102.07 | $128.52 | +$40.8M |
C CPB | THE CAMPBELLS COMPANY | 22.79% | $149.2M | 4,867,984 | $47.13 | $30.65 | -$45.1M |
S SPY | SPDR S&P 500 ETF TR | 13.87% | $90.8M | 146,961 | $425.30 | $617.85 | +$9.0M |
A ABBV | ABBVIE INC | 3.31% | $21.7M | 116,789 | $48.51 | $185.62 | -$2.8M |
W WFC | WELLS FARGO CO NEW | 2.56% | $16.8M | 209,438 | $42.73 | $80.12 | +$1.7M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | President and Chief Investment Officer | New York, NY , United States | |
 | Investment Associate | New York, NY , United States | |
D Daniil Kabotyanski | Associate | NY , United States | |
 | Investment Associate | New York, NY , United States | |
 | Investment Associate | New York, NY , United States |
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