Brewster Financial Planning LLC Top Holdings and 13F Report (2026) About Brewster Financial Planning LLCInvestment ActivityBrewster Financial Planning LLC has $182.13 million in total holdings as of June 30, 2026.Brewster Financial Planning LLC owns shares of 30 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 1.73% of the portfolio was purchased this quarter.About 0.50% 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 11 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 ETF $48,737,871iShares MSCI EAFE ETF $33,822,497iShares Russell 2000 ETF $24,285,972Vanguard Intermediate-Term Bond ETF $22,320,391Vanguard Short-Term Bond ETF $18,838,561 Largest New Holdings this Quarter 922042742 - Vanguard Total World Stock ETF $776,746 Holding808524870 - Schwab U.S. TIPS ETF $278,038 Holding92203J407 - Vanguard Total International Bond ETF $238,325 Holding46434G863 - iShares ESG Aware MSCI EM ETF $213,073 Holding Largest Purchases this Quarter Vanguard Total World Stock ETF 4,949 shares (about $776.75K)iShares Short-Term National Muni Bond ETF 4,573 shares (about $486.89K)Vanguard Tax-Exempt Bond ETF 8,894 shares (about $449.86K)iShares Select U.S. REIT ETF 4,811 shares (about $325.37K)Schwab U.S. TIPS ETF 10,492 shares (about $278.04K) Largest Sales this Quarter iShares Russell 1000 ETF 964 shares (about $394.76K)iShares Russell 2000 ETF 795 shares (about $238.86K)iShares MSCI EAFE ETF 1,548 shares (about $160.81K)Vanguard Total Stock Market ETF 102 shares (about $37.74K)Marathon Petroleum 90 shares (about $23.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrewster Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWBiShares Russell 1000 ETF$48,737,871$394,758 â–¼-0.8%119,01826.8%ETFEFAiShares MSCI EAFE ETF$33,822,497$160,806 â–¼-0.5%325,59218.6%FinanceIWMiShares Russell 2000 ETF$24,285,972$238,858 â–¼-1.0%80,83213.3%FinanceBIVVanguard Intermediate-Term Bond ETF$22,320,391$179,555 â–²0.8%291,00912.3%ETFBSVVanguard Short-Term Bond ETF$18,838,561$124,890 â–²0.7%241,79910.3%ETFICFiShares Select U.S. REIT ETF$12,290,219$325,369 â–²2.7%181,7276.7%ETFVTEBVanguard Tax-Exempt Bond ETF$3,596,441$449,859 â–²14.3%71,1042.0%ETFSUBiShares Short-Term National Muni Bond ETF$3,408,212$486,887 â–²16.7%32,0111.9%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,325,698$20,054 â–²0.9%49,0551.3%ETFDFACDimensional U.S. Core Equity 2 ETF$1,591,8590.0%35,8850.9%ETFVEUVanguard FTSE All-World ex-US ETF$1,317,472$10,301 â–¼-0.8%15,7310.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,157,641$11,412 â–²1.0%11,2600.6%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$918,091$7,159 â–¼-0.8%16,4150.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$903,944$10,020 â–¼-1.1%24,5370.5%ETFVTVanguard Total World Stock ETF$776,746$776,746 â–²New Holding4,9490.4%ETFESGUiShares ESG Aware MSCI USA ETF$765,649$10,639 â–¼-1.4%4,6780.4%ManufacturingLLoews$528,352$15,283 â–¼-2.8%4,6670.3%FinanceVTIVanguard Total Stock Market ETF$505,105$37,744 â–¼-7.0%1,3650.3%ETFMPCMarathon Petroleum$469,666$23,010 â–¼-4.7%1,8370.3%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$432,029$25,868 â–²6.4%8,6010.2%ManufacturingGOOGAlphabet$418,3430.0%1,1840.2%Computer and TechnologyWFCWells Fargo & Company$408,352$1,983 â–²0.5%4,9410.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$341,734$5,175 â–¼-1.5%3,7640.2%ETFCVXChevron$323,067$3,315 â–²1.0%1,9490.2%EnergyEUSBiShares ESG Advanced Total USD Bond Market ETF$322,877$8,603 â–²2.7%7,4310.2%ETFBRK.BBerkshire Hathaway$302,2360.0%6040.2%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$289,8010.0%12,0050.2%ETFSCHPSchwab U.S. TIPS ETF$278,038$278,038 â–²New Holding10,4920.2%ETFBNDXVanguard Total International Bond ETF$238,325$238,325 â–²New Holding4,9210.1%ETFESGEiShares ESG Aware MSCI EM ETF$213,073$213,073 â–²New Holding3,8960.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
