Brewster Financial Planning LLC

Name: Brewster Financial Planning LLC 13F holdings, Q2 2025
Creator: Brewster Financial Planning LLC
Published: 2025-07-15

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Brewster Financial Planning LLC reported 26 stock positions worth $148.2 million. Its top holding was iShares Russell 1000 ETF (IWB) at 27.4% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 19.3%) and Vanguard Intermediate-Term B (BIV, 13.7%). Compared with Q1 2025, it opened 1 new position, added to 13 and reduced 4. The biggest buy was iShares Russell 2000 ETF (IWM, shares +7%) and the biggest sale iShares ESG Aware US Aggrega (EAGG, shares −0%).

Most Recent 13F: Q2 2026
Location: BROOKLYN, NY
CIK: 0001898145
Portfolio Value: $148.2M (Q2 2025)
SEC Filing: 0001898145-25-000004 ↗ filed Jul 15, 2025

Holdings Value

Holdings 26 stocks · $148.2M


IWB iShares Russell 1000 ETF	27.44%	119,766	$40.7M	Add +0.9%
EFA iShares MSCI Eafe ETF	19.32%	320,433	$28.6M	Add +1.6%
BIV Vanguard Intermediate-Term B	13.75%	263,510	$20.4M	Add +4.4%
BSV Vanguard Short-Term Bond ETF	11.62%	218,902	$17.2M	Add +5.4%
IWM iShares Russell 2000 ETF	11.50%	78,994	$17.0M	Add +6.9%
ICF iShares Select U.S. REIT ETF	6.52%	158,035	$9.7M	Add +2.4%
EAGG iShares ESG Aware US Aggrega	1.39%	43,300	$2.1M	Reduce -0.4%
VTEB Vanguard Tax-Exempt Bond ETF	1.22%	36,745	$1.8M	Add +12.5%
SUB iShares Short-Term National	1.12%	15,596	$1.7M	Add +10.6%
DFAC Dimensional US Core Equity 2	0.88%	36,521	$1.3M	Reduce -2.0%
VEU Vanguard Ftse All-World Ex-U	0.71%	15,639	$1.1M	Add +3.3%
ESGD iShares Trust iShares ESG Aw	0.68%	11,371	$1.0M	No change
DFAX Dimensional World Ex US Core	0.50%	25,469	$748K	No change
ESML iShares ESG Aware MSCI USA S	0.46%	16,575	$685K	Add +2.3%
ESGU iShares ESG Aware MSCI USA	0.44%	4,802	$650K	Reduce -3.1%
VTI VG Morningstar TS MKT ETF-US	0.30%	1,481	$450K	No change
L Loews Corp.	0.30%	4,802	$440K	Add +33.3%
WFC Wells Fargo & Co.	0.26%	4,848	$388K	Add +0.5%
VTIP Vanguard Short-Term Tips	0.26%	7,637	$384K	No change
MPC Marathon Petroleum Corp.	0.22%	1,927	$320K	No change
EUSB Ishr ESG Advn Universal BD-$	0.20%	6,857	$299K	Add +44.0%
BRK.B Berkshire Hathaway Inc. Class B	0.20%	604	$293K	No change
SPTM SS SPDR P S&P 1500 Comp ETF	0.19%	3,821	$286K	Reduce -2.8%
CVX Chevron Corp.	0.19%	1,929	$276K	No change
SCHO Schwab Short-Term US Treas	0.18%	10,854	$265K	No change
GOOG Alphabet Inc. Class C	0.14%	1,200	$213K	New

Portfolio Sells Q1 2025 → Q2 2025


EAGG iShares ESG Aware US Aggrega	Reduce -0.4%	1.39%	−0.14
DFAC Dimensional US Core Equity 2	Reduce -2.0%	0.88%	−0.03
ESGU iShares ESG Aware MSCI USA	Reduce -3.1%	0.44%	−0.01
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -2.8%	0.19%	−0.00

Portfolio Buys Q1 2025 → Q2 2025


IWM iShares Russell 2000 ETF	Add +6.9%	11.50%	+0.61
IWB iShares Russell 1000 ETF	Add +0.9%	27.44%	+0.52
EFA iShares MSCI Eafe ETF	Add +1.6%	19.32%	+0.27
GOOG Alphabet Inc. Class C	New	0.14%	+0.14
L Loews Corp.	Add +33.3%	0.30%	+0.05
EUSB Ishr ESG Advn Universal BD-$	Add +44.0%	0.20%	+0.05
VEU Vanguard Ftse All-World Ex-U	Add +3.3%	0.71%	+0.03
SUB iShares Short-Term National	Add +10.6%	1.12%	+0.02
VTEB Vanguard Tax-Exempt Bond ETF	Add +12.5%	1.22%	+0.02
WFC Wells Fargo & Co.	Add +0.5%	0.26%	+0.01
ESML iShares ESG Aware MSCI USA S	Add +2.3%	0.46%	+0.00
BSV Vanguard Short-Term Bond ETF	Add +5.4%	11.62%	−0.40
ICF iShares Select U.S. REIT ETF	Add +2.4%	6.52%	−0.50
BIV Vanguard Intermediate-Term B	Add +4.4%	13.75%	−0.53

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	30	$182.1M	IWB, EFA, IWM, BIV, BSV
Q1 2026	26	$165.3M	IWB, EFA, BIV, IWM, BSV
Q4 2025	26	$162.7M	IWB, EFA, BIV, IWM, BSV
Q3 2025	27	$159.0M	IWB, EFA, BIV, IWM, BSV
Q2 2025	26	$148.2M	IWB, EFA, BIV, BSV, IWM
Q1 2025	25	$135.3M	IWB, EFA, BIV, BSV, IWM
Q4 2024	26	$132.0M	IWB, EFA, BIV, IWM, BSV
Q3 2024Amended	20	$129.0M	IWB, EFA, BIV, IWM, BSV
Q2 2024	19	$118.9M	IWB, EFA, BIV, IWM, BSV
Q1 2024	16	$116.3M	IWB, EFA, BIV, IWM, BSV