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 80.12% of Brewster Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: EAGG, BIV, ESGU, BSV, ESGD, SUB, ESML, VTEB, JPM, ICF.
  • Started 1 new stock position in JPM.
  • Reduced shares in these 10 stocks: IWB, IWM, EFA, MPC, DFAC, SPTM, L, VEU, ESGE, CVX.
  • Brewster Financial Planning was a net buyer of stock by $3.0M.
  • Brewster Financial Planning has $182M in assets under management (AUM), dropping by -0.35%.
  • Central Index Key (CIK): 0001898145

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Portfolio Holdings for Brewster Financial Planning

Brewster Financial Planning holds 31 positions in its portfolio as reported in the September 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 117k 416.13
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Ishares Tr Msci Eafe Etf (EFA) 18.6 $34M 324k 103.89
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Ishares Tr Russell 2000 Etf (IWM) 12.2 $22M 80k 277.89
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Vanguard Bd Index Fds Intermed Term (BIV) 12.1 $22M +3% 303k 72.86
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Vanguard Bd Index Fds Short Trm Bond (BSV) 10.4 $19M +2% 248k 76.40
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Ishares Tr Select Us Reit (ICF) 6.4 $12M 184k 62.90
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.0 $3.7M +10% 35k 104.54
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.0 $3.7M +8% 77k 47.36
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.7 $3.1M +40% 69k 45.25
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.9 $1.6M 35k 44.45
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $1.5M +32% 15k 103.05
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.3M 16k 82.97
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $1.3M +64% 7.7k 166.80
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Ishares Tr Esg Aware Msci (ESML) 0.6 $1.2M +36% 22k 52.00
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $908k 25k 37.02
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.4 $781k 4.9k 157.85
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Marathon Petroleum Corp (MPC) 0.3 $616k -15% 1.6k 395.42
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.3 $575k +12% 1.5k 374.24
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Loews Corporation (L) 0.3 $471k -3% 4.5k 104.43
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $430k 8.7k 49.22
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Alphabet Cap Stk Cl C (GOOG) 0.2 $403k 1.2k 340.74
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Wells Fargo & Company (WFC) 0.2 $398k 5.0k 80.05
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Chevron Corporation (CVX) 0.2 $394k 1.9k 204.21
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Ishares Tr Esg Advan Etf (EUSB) 0.2 $330k +6% 7.9k 41.57
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Spdr Series Trust ST STR PR SP1500 (SPTM) 0.2 $327k -5% 3.6k 92.05
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $322k +12% 14k 23.86
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $301k 604.00 497.95
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $283k +7% 11k 25.13
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $245k +6% 5.2k 46.87
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Ishares Esg Awr Msci Em (ESGE) 0.1 $207k -2% 3.8k 54.16
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JPMorgan Chase & Co. (JPM) 0.1 $202k NEW 609.00 330.83
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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