Brewster Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Brewster Financial Planning Llc disclosed 31 stock positions valued at approximately $181.48M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $181.48M
Holdings by Sector
Brewster Financial Planning Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWB | Other | 26.76% | 116,700 | -2,318 | -1.95% | $48,562,371 |
| ISHARES TR | EFA | Other | 18.56% | 324,259 | -1,333 | -0.41% | $33,687,268 |
| ISHARES TR | IWM | Other | 12.22% | 79,819 | -1,013 | -1.25% | $22,180,900 |
| VANGUARD BD INDEX FDS | BIV | Other | 12.15% | 302,532 | +11,523 | +3.96% | $22,042,482 |
| VANGUARD BD INDEX FDS | BSV | Other | 10.44% | 247,918 | +6,119 | +2.53% | $18,940,936 |
| ISHARES TR | ICF | Other | 6.37% | 183,905 | +2,178 | +1.20% | $11,567,645 |
| ISHARES TR | SUB | Other | 2.03% | 35,257 | +3,246 | +10.14% | $3,685,767 |
| VANGUARD MUN BD FDS | VTEB | Other | 2.01% | 77,089 | +5,985 | +8.42% | $3,650,936 |
| ISHARES TR | EAGG | Other | 1.72% | 68,816 | +19,761 | +40.28% | $3,113,924 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.87% | 35,449 | -436 | -1.21% | $1,575,709 |
| ISHARES TR | ESGD | Other | 0.85% | 14,932 | +3,672 | +32.61% | $1,538,743 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.71% | 15,609 | -122 | -0.78% | $1,295,079 |
| ISHARES TR | ESGU | Other | 0.71% | 7,698 | +3,020 | +64.56% | $1,284,027 |
| ISHARES TR | ESML | Other | 0.64% | 22,424 | +6,009 | +36.61% | $1,166,048 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.50% | 24,537 | - | - | $908,360 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.43% | 4,949 | - | - | $781,200 |
| MARATHON PETE CORP | MPC | Energy | 0.34% | 1,558 | -279 | -15.19% | $616,065 |
| VANGUARD INDEX FDS | VTI | Other | 0.32% | 1,535 | +170 | +12.45% | $574,459 |
| LOEWS CORP | L | Financial Services | 0.26% | 4,508 | -159 | -3.41% | $470,771 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.24% | 8,743 | +142 | +1.65% | $430,331 |
| ALPHABET INC | GOOG | Communication Services | 0.22% | 1,184 | - | - | $403,437 |
| WELLS FARGO & CO | WFC | Financial Services | 0.22% | 4,966 | +25 | +0.51% | $397,524 |
| CHEVRON CORPORATION | CVX | Energy | 0.22% | 1,929 | -20 | -1.03% | $393,922 |
| ISHARES TR | EUSB | Other | 0.18% | 7,945 | +514 | +6.92% | $330,274 |
| SPDR SERIES TRUST | SPTM | Other | 0.18% | 3,554 | -210 | -5.58% | $327,146 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.18% | 13,505 | +1,500 | +12.49% | $322,230 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 604 | - | - | $300,762 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.16% | 11,264 | +772 | +7.36% | $283,065 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.13% | 5,220 | +299 | +6.08% | $244,662 |
| ISHARES INC | ESGE | Other | 0.11% | 3,812 | -84 | -2.16% | $206,458 |
Showing 30 of 31 holdings in the latest reporting period.