Brandywine Trust Co Q2 2026 Portfolio Activity: Focus on International Exposure, ETFs & Minor Healthcare Adjustments
Brandywine Trust's portfolio analysis for Q2 2026 reveals significant additions to tax-managed and broad market ETFs, alongside minor adjustments in its largest holdings.
Portfolio Changes Observed by Brandywine Trust Co
This quarter, Brandywine Trust Co's portfolio saw several noteworthy adjustments. The largest holding, Vanguard International Equity Index Fund (VT), experienced a small increase in shares (+1.65%), while the significant addition of 920 shares to iShares Core U.S. Total Stock Market ETF (IVV) contributed minimally at 0.4% allocation.
Two new positions were initiated this quarter: newly added holdings in CrowdStrike Holdings Inc. (CRWD) and Vanguard Index Fund Admiral Shares (VOO). The purchase of CRWD represented a substantial increase, boosting its portfolio percentage to just under 0.3%, while VOO's addition also contributed minimally at 0.24%. Furthermore, the tax-managed bond fund iShares $10M ISCA ETF (VEA) was added with notable buying activity (+3.92% in shares).
On the reduction side, Brandywine Trust sold shares of AbbVie Inc. (ABBV), resulting in a slight decrease (-4.18%) and reducing its portfolio allocation to 4.09%. Other minor reductions occurred with SPDR S&P 500 ETF Trust (SPY) (+1.04% change, though small relative to its size) and JPMorgan Chase & Co. (JPM), which saw a modest reduction (-18.67%) but remains insignificant at just under 0.1%. No major selling activity was disclosed.
Overall, the portfolio maintained strong diversification across sectors as evidenced by the VANGUARD INTL EQUITY INDEX F (VT), STATE STR SPDR S&P 500 ETF T (SPY), and others. The changes reflect a continued focus on broad market exposure through ETFs, with minor tweaks to specific equity positions.
The total portfolio value stood at $620 million as of June 30th, 2026, according to the filing. Detailed information on all holdings and their performance can be found in the official document.