Brewster Financial Planning LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Brewster Financial Planning LLC reported 25 stock positions worth $135.3 million. Its top holding was iShares Russell 1000 ETF (IWB) at 26.9% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 19.1%) and Vanguard Intermediate-Term B (BIV, 14.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 11 and reduced 2. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +3%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −1%).

Most Recent 13F
Q2 2026
Location
BROOKLYN, NY
CIK
0001898145
Portfolio Value
$135.3M (Q1 2025)
SEC Filing
0001898145-25-000003 ↗ filed Apr 22, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $116.3M Q1 2024 Q2 2024: $118.9M Q2 2024 Q3 2024: $129.0M Q3 2024 Q4 2024: $132.0M Q4 2024 Q1 2025: $135.3M $135.3M Q1 2025 Q2 2025: $148.2M Q2 2025 Q3 2025: $159.0M Q3 2025 Q4 2025: $162.7M Q4 2025 Q1 2026: $165.3M Q1 2026 Q2 2026: $182.1M Q2 2026

Holdings 25 stocks · $135.3M
IWB iShares Russell 1000 ETF 26.92% 118,718 $36.4M Reduce -1.1%
EFA iShares MSCI Eafe ETF 19.05% 315,398 $25.8M Add +3.4%
BIV Vanguard Intermediate-Term B 14.28% 252,335 $19.3M Add +8.8%
BSV Vanguard Short-Term Bond ETF 12.02% 207,709 $16.3M Add +2.0%
IWM iShares Russell 2000 ETF 10.89% 73,875 $14.7M Add +2.0%
ICF iShares Select U.S. REIT ETF 7.02% 154,379 $9.5M Add +2.5%
EAGG iShares ESG Aware US Aggrega 1.53% 43,475 $2.1M Add +1.3%
VTEB Vanguard Tax-Exempt Bond ETF 1.20% 32,660 $1.6M Add +35.7%
SUB iShares Short-Term National 1.10% 14,096 $1.5M Add +39.5%
DFAC Dimensional US Core Equity 2 0.91% 37,270 $1.2M No change
ESGD iShares Trust iShares ESG Aw 0.69% 11,371 $929K Reduce -3.4%
VEU Vanguard Ftse All-World Ex-U 0.68% 15,145 $919K No change
DFAX Dimensional World Ex US Core 0.49% 25,469 $667K Add +1.1%
ESML iShares ESG Aware MSCI USA S 0.46% 16,196 $622K No change
ESGU iShares ESG Aware MSCI USA 0.45% 4,954 $604K No change
VTI VG Morningstar TS MKT ETF-US 0.30% 1,481 $407K Add +95.9%
VTIP Vanguard Short-Term Tips 0.28% 7,637 $381K New
WFC Wells Fargo & Co. 0.26% 4,826 $346K Add +0.5%
L Loews Corp. 0.24% 3,602 $331K No change
CVX Chevron Corp. 0.24% 1,929 $323K No change
BRK.B Berkshire Hathaway Inc. Class B 0.24% 604 $322K No change
MPC Marathon Petroleum Corp. 0.21% 1,927 $281K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.20% 3,930 $267K No change
SCHO Schwab Short-Term US Treas 0.20% 10,854 $264K New
EUSB Ishr ESG Advn Universal BD-$ 0.15% 4,762 $206K No change

Portfolio Sells Q4 2024 → Q1 2025
IWB iShares Russell 1000 ETF Reduce -1.1% 26.92% −2.38
AAPL Apple Inc. Sold out 0.00% −0.19
GOOG Alphabet Inc. Class C Sold out 0.00% −0.17
IVV iShares Core S&P 500 ETF Sold out 0.00% −0.16
ESGD iShares Trust iShares ESG Aw Reduce -3.4% 0.69% +0.01

Portfolio Buys Q4 2024 → Q1 2025
EFA iShares MSCI Eafe ETF Add +3.4% 19.05% +1.58
BIV Vanguard Intermediate-Term B Add +8.8% 14.28% +1.16
SUB iShares Short-Term National Add +39.5% 1.10% +0.29
VTEB Vanguard Tax-Exempt Bond ETF Add +35.7% 1.20% +0.28
VTIP Vanguard Short-Term Tips New 0.28% +0.28
SCHO Schwab Short-Term US Treas New 0.20% +0.20
ICF iShares Select U.S. REIT ETF Add +2.5% 7.02% +0.15
VTI VG Morningstar TS MKT ETF-US Add +95.9% 0.30% +0.13
BSV Vanguard Short-Term Bond ETF Add +2.0% 12.02% +0.10
DFAX Dimensional World Ex US Core Add +1.1% 0.49% +0.02
EAGG iShares ESG Aware US Aggrega Add +1.3% 1.53% +0.02
WFC Wells Fargo & Co. Add +0.5% 0.26% +0.00
IWM iShares Russell 2000 ETF Add +2.0% 10.89% −1.23

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 30$182.1MIWB, EFA, IWM, BIV, BSV
Q1 2026 26$165.3MIWB, EFA, BIV, IWM, BSV
Q4 2025 26$162.7MIWB, EFA, BIV, IWM, BSV
Q3 2025 27$159.0MIWB, EFA, BIV, IWM, BSV
Q2 2025 26$148.2MIWB, EFA, BIV, BSV, IWM
Q1 2025 25$135.3MIWB, EFA, BIV, BSV, IWM
Q4 2024 26$132.0MIWB, EFA, BIV, IWM, BSV
Q3 2024Amended 20$129.0MIWB, EFA, BIV, IWM, BSV
Q2 2024 19$118.9MIWB, EFA, BIV, IWM, BSV
Q1 2024 16$116.3MIWB, EFA, BIV, IWM, BSV