Brewster Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Brewster Financial Planning Llc disclosed 30 stock positions valued at approximately $182.13M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 30
- Portfolio Value
- $182.13M
Holdings by Sector
Brewster Financial Planning Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 30 holdings in the latest reporting period.