Brewster Financial Planning Llc Portfolio Stock Holdings
Brewster Financial Planning Llc disclosed 30 stock positions valued at approximately $182.1 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 30
- Portfolio Value
- $182.1M
Holdings by Sector
Brewster Financial Planning Llc Portfolio Holdings in Q2 2026
30 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWB | Other | 26.76% | 119,018 | -964 | -0.80% | $48,737,871 |
| ISHARES TR | EFA | Other | 18.57% | 325,592 | -1,548 | -0.47% | $33,822,497 |
| ISHARES TR | IWM | Other | 13.33% | 80,832 | -795 | -0.97% | $24,285,972 |
| VANGUARD BD INDEX FDS | BIV | Other | 12.26% | 291,009 | +2,341 | +0.81% | $22,320,391 |
| VANGUARD BD INDEX FDS | BSV | Other | 10.34% | 241,799 | +1,603 | +0.67% | $18,838,561 |
| ISHARES TR | ICF | Other | 6.75% | 181,727 | +4,811 | +2.72% | $12,290,219 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.97% | 71,104 | +8,894 | +14.30% | $3,596,441 |
| ISHARES TR | SUB | Other | 1.87% | 32,011 | +4,573 | +16.67% | $3,408,212 |
| ISHARES TR | EAGG | Other | 1.28% | 49,055 | +423 | +0.87% | $2,325,698 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.87% | 35,885 | - | - | $1,591,859 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.72% | 15,731 | -123 | -0.78% | $1,317,472 |
| ISHARES TR | ESGD | Other | 0.64% | 11,260 | +111 | +1.00% | $1,157,641 |
| ISHARES TR | ESML | Other | 0.50% | 16,415 | -128 | -0.77% | $918,091 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.50% | 24,537 | -272 | -1.10% | $903,944 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.43% | 4,949 | +4,949 | +100.00% | $776,746 |
| ISHARES TR | ESGU | Other | 0.42% | 4,678 | -65 | -1.37% | $765,649 |
| LOEWS CORP | L | Financial Services | 0.29% | 4,667 | -135 | -2.81% | $528,352 |
| VANGUARD INDEX FDS | VTI | Other | 0.28% | 1,365 | -102 | -6.95% | $505,105 |
| MARATHON PETE CORP | MPC | Energy | 0.26% | 1,837 | -90 | -4.67% | $469,666 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.24% | 8,601 | +515 | +6.37% | $432,029 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 1,184 | - | - | $418,343 |
| WELLS FARGO & CO | WFC | Financial Services | 0.22% | 4,941 | +24 | +0.49% | $408,352 |
| SPDR SERIES TRUST | SPTM | Other | 0.19% | 3,764 | -57 | -1.49% | $341,734 |
| CHEVRON CORPORATION | CVX | Energy | 0.18% | 1,949 | +20 | +1.04% | $323,067 |
| ISHARES TR | EUSB | Other | 0.18% | 7,431 | +198 | +2.74% | $322,877 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 604 | - | - | $302,236 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.16% | 12,005 | - | - | $289,801 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.15% | 10,492 | +10,492 | +100.00% | $278,038 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.13% | 4,921 | +4,921 | +100.00% | $238,325 |
| ISHARES INC | ESGE | Other | 0.12% | 3,896 | +3,896 | +100.00% | $213,073 |