Brewster Financial Planning LLC Q2 2026 Portfolio Activity: Strategic Shifts and New Holdings

As reported for the period ending June 30th, 2026, Brewster Financial Planning LLC has shown specific activity in its investment portfolio. The firm manages a substantial total value of $182,128,262 as of that date.

New Purchases and Increased Holdings

Brewster Financial Planning LLC initiated several new positions during Q2 2026:

• VANGUARD INTL EQUITY INDEX F (VT), adding a significant amount of international equity exposure, representing 0.43% of the portfolio.
• SCHWAB STRATEGIC TR (SCHP), which now accounts for a small but notable portion, 0.15%.
• VANGUARD CHARLOTTE FDS (BNDX), adding another bond fund position worth approximately $238,325.
• ISHARES INC (ESGE), investing a further $213,073 in this ETF.

Additionally, the firm increased its stake in several existing holdings:

• VANGUARD BD INDEX FDS (BIV), adding $2.3 million worth of bonds.
• VANGUARD BD INDEX FDS (BSV), increasing the position by $1.9 million.
• ISHARES TR (EAGG), adding a small amount, approximately $23,257 worth of stock.

Decreases and Exits in Holdings

Brewster Financial Planning LLC also experienced reductions or exits in some positions during the quarter:

• ISHARES TR (EFA), a significant holding, saw its share count decrease by 0.47%, worth about $3.4 million less.
• ISHARES TR (IWB), another major position tracking the S&P 500, experienced a slight reduction of 0.8% in its share count.
• ISHARES TR (IWM), representing small-cap US stocks, also saw a minor decrease of nearly 1%.

Furthermore, the firm completely exited some holdings:

• DIMENSIONAL ETF TRUST (DFAX), which was previously part of the portfolio but is no longer held.

Portfolio Structure and Sector Focus

The overall structure of Brewster Financial Planning LLC's portfolio remains heavily weighted towards bonds, with Vanguard bond index funds like BIV and BSV accounting for a combined 10.34% + 12.26% allocation.

International exposure is present through the VANGUARD INTL EQUITY INDEX F (VT), which now holds a small but growing position, and potentially other funds not detailed in this report.

The firm's sector allocation is dominated by unknown holdings (98.65%). While the exact composition of these large positions isn't specified here, they likely include various ETFs tracking broad market sectors or indexes.

No Large Sell-offs Disclosed

The disclosed activity for Q2 2026 does not indicate any significant sell-offs by Brewster Financial Planning LLC. The largest change observed was a minor reduction in the ISHARES TR (EAGG) position, which increased slightly from its previous level.

Conclusion

Brewster Financial Planning LLC's portfolio activity in Q2 2026 appears focused on diversification and strategic adjustments. The firm added new international equity exposure via VT and several smaller ETFs or funds, while also increasing positions within its existing bond holdings like BIV.

For more detailed information about Brewster Financial Planning LLC's investment strategy and performance, you can visit their profile at InsiderSet.