Brewster Financial Planning LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), Brewster Financial Planning LLC reported 27 stock positions worth $159.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 27.3% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 18.9%) and Vanguard Intermediate-Term B (BIV, 13.4%). Compared with Q2 2025, it opened 1 new position, added to 11 and reduced 2. The biggest buy was iShares Russell 2000 ETF (IWM, shares +1%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −1%).

Most Recent 13F
Q2 2026
Location
BROOKLYN, NY
CIK
0001898145
Portfolio Value
$159.0M (Q3 2025)
SEC Filing
0001898145-25-000006 ↗ filed Oct 8, 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 Q1 2025 Q2 2025: $148.2M Q2 2025 Q3 2025: $159.0M $159.0M Q3 2025 Q4 2025: $162.7M Q4 2025 Q1 2026: $165.3M Q1 2026 Q2 2026: $182.1M Q2 2026

Holdings 27 stocks · $159.0M
IWB iShares Russell 1000 ETF 27.28% 118,692 $43.4M Reduce -0.9%
EFA iShares MSCI Eafe ETF 18.90% 321,842 $30.1M Add +0.4%
BIV Vanguard Intermediate-Term B 13.37% 272,155 $21.3M Add +3.3%
IWM iShares Russell 2000 ETF 12.11% 79,580 $19.3M Add +0.7%
BSV Vanguard Short-Term Bond ETF 11.45% 230,714 $18.2M Add +5.4%
ICF iShares Select U.S. REIT ETF 6.34% 163,512 $10.1M Add +3.5%
VTEB Vanguard Tax-Exempt Bond ETF 1.55% 49,290 $2.5M Add +34.1%
SUB iShares Short-Term National 1.43% 21,247 $2.3M Add +36.2%
EAGG iShares ESG Aware US Aggrega 1.31% 43,448 $2.1M Add +0.3%
DFAC Dimensional US Core Equity 2 0.89% 36,521 $1.4M No change
VEU Vanguard Ftse All-World Ex-U 0.70% 15,625 $1.1M Reduce -0.1%
ESGD iShares Trust iShares ESG Aw 0.66% 11,371 $1.1M No change
DFAX Dimensional World Ex US Core 0.50% 25,469 $799K No change
ESML iShares ESG Aware MSCI USA S 0.47% 16,575 $747K No change
ESGU iShares ESG Aware MSCI USA 0.44% 4,802 $699K No change
VTI VG Morningstar TS MKT ETF-US 0.31% 1,481 $486K No change
L Loews Corp. 0.30% 4,802 $482K No change
WFC Wells Fargo & Co. 0.26% 4,871 $408K Add +0.5%
VTIP Vanguard Short-Term Tips 0.24% 7,637 $387K No change
MPC Marathon Petroleum Corp. 0.23% 1,927 $371K No change
SPTM SS SPDR P S&P 1500 Comp ETF 0.19% 3,821 $308K No change
EUSB Ishr ESG Advn Universal BD-$ 0.19% 6,999 $307K Add +2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.19% 604 $304K No change
CVX Chevron Corp. 0.19% 1,929 $300K No change
GOOG Alphabet Inc. Class C 0.18% 1,200 $292K No change
SCHO Schwab Short-Term US Treas 0.18% 11,717 $286K Add +8.0%
AAPL Apple Inc. 0.13% 839 $214K New

Portfolio Sells Q2 2025 → Q3 2025
IWB iShares Russell 1000 ETF Reduce -0.9% 27.28% −0.16
VEU Vanguard Ftse All-World Ex-U Reduce -0.1% 0.70% −0.01

Portfolio Buys Q2 2025 → Q3 2025
IWM iShares Russell 2000 ETF Add +0.7% 12.11% +0.61
VTEB Vanguard Tax-Exempt Bond ETF Add +34.1% 1.55% +0.34
SUB iShares Short-Term National Add +36.2% 1.43% +0.31
AAPL Apple Inc. New 0.13% +0.13
SCHO Schwab Short-Term US Treas Add +8.0% 0.18% +0.00
WFC Wells Fargo & Co. Add +0.5% 0.26% −0.01
EUSB Ishr ESG Advn Universal BD-$ Add +2.1% 0.19% −0.01
EAGG iShares ESG Aware US Aggrega Add +0.3% 1.31% −0.08
BSV Vanguard Short-Term Bond ETF Add +5.4% 11.45% −0.17
ICF iShares Select U.S. REIT ETF Add +3.5% 6.34% −0.18
BIV Vanguard Intermediate-Term B Add +3.3% 13.37% −0.38
EFA iShares MSCI Eafe ETF Add +0.4% 18.90% −0.43

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