Brewster Financial Planning

Latest statistics and disclosures from Brewster Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IWB, EFA, BIV, IWM, BSV, and represent 82.85% of Brewster Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: BIV, BSV, SUB, ICF, VTEB, EAGG, EFA, VTIP, VEU, EUSB.
  • Reduced shares in these 8 stocks: IWB, AAPL, IWM, DFAC, ESGD, DFAX, ESGU, GOOG.
  • Sold out of its position in AAPL.
  • Brewster Financial Planning was a net buyer of stock by $1.7M.
  • Brewster Financial Planning has $163M in assets under management (AUM), dropping by 2.33%.
  • Central Index Key (CIK): 0001898145

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Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 27.0 $44M 118k 373.44
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Ishares Tr Msci Eafe Etf (EFA) 19.0 $31M 322k 96.03
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Vanguard Bd Index Fds Intermed Term (BIV) 13.5 $22M +3% 281k 77.88
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Ishares Tr Russell 2000 Etf (IWM) 12.0 $20M 79k 246.16
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Vanguard Bd Index Fds Short Trm Bond (BSV) 11.5 $19M +2% 237k 78.81
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Ishares Tr Select Us Reit (ICF) 6.2 $10M +3% 169k 59.67
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $2.8M +13% 56k 50.29
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.6 $2.6M +16% 25k 106.70
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.4 $2.3M +12% 49k 47.85
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.4M 36k 39.59
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.2M 16k 73.56
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.1M 11k 95.09
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $823k 25k 32.73
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Ishares Tr Esg Aware Msci (ESML) 0.5 $767k 17k 45.98
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $707k 4.7k 148.98
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Loews Corporation (L) 0.3 $506k 4.8k 105.31
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $497k 1.5k 335.27
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Wells Fargo & Company (WFC) 0.3 $456k 4.9k 93.21
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $400k +5% 8.1k 49.46
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Alphabet Cap Stk Cl C (GOOG) 0.2 $372k 1.2k 313.80
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Ishares Tr Esg Advanced Uni (EUSB) 0.2 $318k +3% 7.2k 43.91
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Spdr Series Trust State Street Spd (SPTM) 0.2 $315k 3.8k 82.50
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Marathon Petroleum Corp (MPC) 0.2 $313k 1.9k 162.63
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $304k 604.00 502.65
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Chevron Corporation (CVX) 0.2 $295k 1.9k 152.41
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $293k +2% 12k 24.37
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Past Filings by Brewster Financial Planning

SEC 13F filings are viewable for Brewster Financial Planning going back to 2021

View all past filings