Brewster Financial Planning

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

  • Top 5 stock holdings are IWB, EFA, IWM, BIV, BSV, and represent 81.26% of Brewster Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: VT, SUB, VTEB, ICF, SCHP, BNDX, ESGE, BIV, BSV, VTIP.
  • Started 4 new stock positions in BNDX, SCHP, VT, ESGE.
  • Reduced shares in these 10 stocks: IWB, IWM, EFA, VTI, MPC, L, ESGU, VEU, DFAX, ESML.
  • Brewster Financial Planning was a net buyer of stock by $2.2M.
  • Brewster Financial Planning has $182M in assets under management (AUM), dropping by 10.16%.
  • Central Index Key (CIK): 0001898145

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Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 26.8 $49M 119k 409.50
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Ishares Tr Msci Eafe Etf (EFA) 18.6 $34M 326k 103.88
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Ishares Tr Russell 2000 Etf (IWM) 13.3 $24M 81k 300.45
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Vanguard Bd Index Fds Intermed Term (BIV) 12.3 $22M 291k 76.70
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Vanguard Bd Index Fds Short Trm Bond (BSV) 10.3 $19M 242k 77.91
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Ishares Tr Select Us Reit (ICF) 6.7 $12M +2% 182k 67.63
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $3.6M +14% 71k 50.58
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $3.4M +16% 32k 106.47
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $2.3M 49k 47.41
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.9 $1.6M 36k 44.36
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.3M 16k 83.75
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.6 $1.2M 11k 102.81
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Ishares Tr Esg Aware Msci (ESML) 0.5 $918k 16k 55.93
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $904k 25k 36.84
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $777k NEW 4.9k 156.95
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $766k 4.7k 163.67
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Loews Corporation (L) 0.3 $528k -2% 4.7k 113.21
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $505k -6% 1.4k 370.04
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Marathon Petroleum Corp (MPC) 0.3 $470k -4% 1.8k 255.67
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $432k +6% 8.6k 50.23
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Alphabet Cap Stk Cl C (GOOG) 0.2 $418k 1.2k 353.33
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Wells Fargo & Company (WFC) 0.2 $408k 4.9k 82.65
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Spdr Series Trust ST STR PR SP1500 (SPTM) 0.2 $342k 3.8k 90.79
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Chevron Corporation (CVX) 0.2 $323k 1.9k 165.76
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Ishares Tr Esg Advan Etf (EUSB) 0.2 $323k +2% 7.4k 43.45
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $302k 604.00 500.39
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $290k 12k 24.14
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $278k NEW 11k 26.50
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $238k NEW 4.9k 48.43
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Ishares Esg Awr Msci Em (ESGE) 0.1 $213k NEW 3.9k 54.69
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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