Brewster Financial Planning LLC 13F Holdings · Q2 2026
Brewster Financial Planning LLC reported 30 securities worth $182.13M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWB (26.76%), EFA (18.57%), IWM (13.33%). Among its top 25 positions this quarter: 1 new, 11 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $48.7M | 26.76% | 119,018 | Trimmed |
| 2 | EFA | ISHARES TR | $33.8M | 18.57% | 325,592 | Trimmed |
| 3 | IWM | ISHARES TR | $24.3M | 13.33% | 80,832 | Trimmed |
| 4 | BIV | VANGUARD BD INDEX FDS | $22.3M | 12.26% | 291,009 | Added |
| 5 | BSV | VANGUARD BD INDEX FDS | $18.8M | 10.34% | 241,799 | Added |
| 6 | ICF | ISHARES TR | $12.3M | 6.75% | 181,727 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $3.6M | 1.97% | 71,104 | Added |
| 8 | SUB | ISHARES TR | $3.4M | 1.87% | 32,011 | Added |
| 9 | EAGG | ISHARES TR | $2.3M | 1.28% | 49,055 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $1.6M | 0.87% | 35,885 | Hold |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.72% | 15,731 | Trimmed |
| 12 | ESGD | ISHARES TR | $1.2M | 0.64% | 11,260 | Added |
| 13 | DFAX | DIMENSIONAL ETF TRUST | $903,944 | 0.50% | 24,537 | Trimmed |
| 14 | ESML | ISHARES TR | $918,091 | 0.50% | 16,415 | Trimmed |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $776,746 | 0.43% | 4,949 | New |
| 16 | ESGU | ISHARES TR | $765,649 | 0.42% | 4,678 | Trimmed |
| 17 | L | LOEWS CORP | $528,352 | 0.29% | 4,667 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $505,105 | 0.28% | 1,365 | Trimmed |
| 19 | MPC | MARATHON PETE CORP | $469,666 | 0.26% | 1,837 | Trimmed |
| 20 | VTIP | VANGUARD MALVERN FDS | $432,029 | 0.24% | 8,601 | Added |
| 21 | GOOG | ALPHABET INC | $418,343 | 0.23% | 1,184 | Hold |
| 22 | WFC | WELLS FARGO & CO | $408,352 | 0.22% | 4,941 | Added |
| 23 | SPTM | SPDR SERIES TRUST | $341,734 | 0.19% | 3,764 | Trimmed |
| 24 | CVX | CHEVRON CORPORATION | $323,067 | 0.18% | 1,949 | Added |
| 25 | EUSB | ISHARES TR | $322,877 | 0.18% | 7,431 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR