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Brewster Financial Planning LLC Top Holdings and 13F Report (2025)

About Brewster Financial Planning LLC

Investment Activity

  • Brewster Financial Planning LLC has $159.01 million in total holdings as of September 30, 2025.
  • Brewster Financial Planning LLC owns shares of 27 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 2.33% of the portfolio was purchased this quarter.
  • About 0.25% of the portfolio was sold this quarter.
  • This quarter, Brewster Financial Planning LLC has purchased 26 new stocks and bought additional shares in 11 stocks.
  • Brewster Financial Planning LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

037833100 - Apple
$213,635 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF
11,812 shares (about $932.08K)
Vanguard Intermediate-Term Bond ETF
8,645 shares (about $675.09K)
Vanguard Tax-Exempt Bond ETF
12,545 shares (about $628.13K)
iShares Short-Term National Muni Bond ETF
5,651 shares (about $603.41K)
iShares Select U.S. REIT ETF
5,477 shares (about $337.49K)

Largest Sales this Quarter

iShares Russell 1000 ETF
1,074 shares (about $392.53K)
Vanguard FTSE All-World ex-US ETF
14 shares (about $999.18)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrewster Financial Planning LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$43,379,553$392,526 -0.9%118,69227.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$30,050,366$131,558 0.4%321,84218.9%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$21,252,584$675,088 3.3%272,15513.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$19,255,175$141,789 0.7%79,58012.1%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$18,205,642$932,085 5.4%230,71411.4%ETF
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$10,075,636$337,494 3.5%163,5126.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,467,951$628,128 34.1%49,2901.6%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$2,268,755$603,414 36.2%21,2471.4%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$2,086,808$7,108 0.3%43,4481.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,408,6150.0%36,5210.9%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$1,115,157$999 -0.1%15,6250.7%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$1,057,2760.0%11,3710.7%Manufacturing
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$799,2180.0%25,4690.5%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$747,2010.0%16,5750.5%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$699,1720.0%4,8020.4%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$486,0200.0%1,4810.3%ETF
Loews Corporation stock logo
L
Loews
$482,0730.0%4,8020.3%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$408,308$1,928 0.5%4,8710.3%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$386,6620.0%7,6370.2%Manufacturing
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$371,4100.0%1,9270.2%Energy
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$308,1640.0%3,8210.2%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$307,397$6,237 2.1%6,9990.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$303,6550.0%6040.2%Finance
Chevron Corporation stock logo
CVX
Chevron
$299,5550.0%1,9290.2%Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$292,2600.0%1,2000.2%Computer and Technology
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$285,895$21,057 8.0%11,7170.2%ETF
Apple Inc. stock logo
AAPL
Apple
$213,635$213,635 New Holding8390.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data