Brewster Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$165.3M
Q ending 2026-03-31
Prior quarter
$162.7M
Q ending 2025-12-31
Change
+1.6% QoQ · +22.2% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWB | Shares | $42.8M | 120K |
| Ishares Tr | EFA | Shares | $31.8M | 327K |
| Vanguard Bd Index Fds | BIV | Shares | $22.3M | 289K |
| Ishares Tr | IWM | Shares | $20.2M | 82K |
| Vanguard Bd Index Fds | BSV | Shares | $18.8M | 240K |
| Ishares Tr | ICF | Shares | $10.9M | 177K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.1M | 62K |
| Ishares Tr | SUB | Shares | $2.9M | 27K |
| Ishares Tr | EAGG | Shares | $2.3M | 49K |
| Dimensional Etf Trust | DFAC | Shares | $1.4M | 36K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.2M | 16K |
| Ishares Tr | ESGD | Shares | $1.1M | 11K |
| Dimensional Etf Trust | DFAX | Shares | $843K | 25K |
| Ishares Tr | ESML | Shares | $778K | 17K |
| Ishares Tr | ESGU | Shares | $671K | 5K |
| Loews Corp | L | Shares | $513K | 5K |
| Vanguard Index Fds | VTI | Shares | $471K | 1K |
| Marathon Pete Corp | MPC | Shares | $471K | 2K |
| Vanguard Malvern Fds | VTIP | Shares | $404K | 8K |
| Chevron Corporation | CVX | Shares | $399K | 2K |
| Wells Fargo & Co | WFC | Shares | $391K | 5K |
| Alphabet Inc | GOOG | Shares | $340K | 1K |
| Ishares Tr | EUSB | Shares | $315K | 7K |
| Spdr Series Trust | SPTM | Shares | $302K | 4K |
| Schwab Strategic Tr | SCHO | Shares | $291K | 12K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $289K | 604 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.