Brewster Financial Planning LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Brewster Financial Planning LLC reported 26 stock positions worth $162.7 million. Its top holding was iShares Russell 1000 ETF (IWB) at 27.0% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 19.0%) and Vanguard Intermediate-Term B (BIV, 13.5%). Compared with Q3 2025, it sold out of 1, added to 14 and reduced 7. The biggest buy was iShares Short-Term National (SUB, shares +17%) and the biggest sale iShares Russell 1000 ETF (IWB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001898145
- Portfolio Value
- $162.7M (Q4 2025)
- SEC Filing
- 0001898145-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 26 stocks · $162.7M
| IWB iShares Russell 1000 ETF | 26.95% | 117,456 | $43.9M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 19.01% | 322,130 | $30.9M | Add +0.1% |
| BIV Vanguard Intermediate-Term B | 13.45% | 281,086 | $21.9M | Add +3.3% |
| IWM iShares Russell 2000 ETF | 11.98% | 79,198 | $19.5M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 11.45% | 236,460 | $18.6M | Add +2.5% |
| ICF iShares Select U.S. REIT ETF | 6.21% | 169,259 | $10.1M | Add +3.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.73% | 55,892 | $2.8M | Add +13.4% |
| SUB iShares Short-Term National | 1.63% | 24,831 | $2.6M | Add +16.9% |
| EAGG iShares ESG Aware US Aggrega | 1.43% | 48,782 | $2.3M | Add +12.3% |
| DFAC Dimensional US Core Equity 2 | 0.87% | 35,885 | $1.4M | Reduce -1.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.72% | 15,854 | $1.2M | Add +1.5% |
| ESGD iShares Trust iShares ESG Aw | 0.65% | 11,174 | $1.1M | Reduce -1.7% |
| DFAX Dimensional World Ex US Core | 0.51% | 25,155 | $823K | Reduce -1.2% |
| ESML iShares ESG Aware MSCI USA S | 0.47% | 16,685 | $767K | Add +0.7% |
| ESGU iShares ESG Aware MSCI USA | 0.43% | 4,743 | $707K | Reduce -1.2% |
| L Loews Corp. | 0.31% | 4,802 | $506K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 1,481 | $497K | No change |
| WFC Wells Fargo & Co. | 0.28% | 4,893 | $456K | Add +0.5% |
| VTIP Vanguard Short-Term Tips | 0.25% | 8,086 | $400K | Add +5.9% |
| GOOG Alphabet Inc. Class C | 0.23% | 1,184 | $372K | Reduce -1.3% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.20% | 7,233 | $318K | Add +3.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.19% | 3,821 | $315K | No change |
| MPC Marathon Petroleum Corp. | 0.19% | 1,927 | $313K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 604 | $304K | No change |
| CVX Chevron Corp. | 0.18% | 1,934 | $295K | Add +0.3% |
| SCHO Schwab Short-Term US Treas | 0.18% | 12,005 | $293K | Add +2.5% |
Portfolio Sells Q3 2025 → Q4 2025
| IWB iShares Russell 1000 ETF | Reduce -1.0% | 26.95% | −0.33 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.13 |
| IWM iShares Russell 2000 ETF | Reduce -0.5% | 11.98% | −0.13 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 0.87% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.7% | 0.65% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.2% | 0.43% | −0.01 |
| DFAX Dimensional World Ex US Core | Reduce -1.2% | 0.51% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 0.23% | +0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| SUB iShares Short-Term National | Add +16.9% | 1.63% | +0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +13.4% | 1.73% | +0.18 |
| EAGG iShares ESG Aware US Aggrega | Add +12.3% | 1.43% | +0.12 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 19.01% | +0.11 |
| BIV Vanguard Intermediate-Term B | Add +3.3% | 13.45% | +0.09 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.28% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.5% | 0.72% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +2.5% | 11.45% | +0.00 |
| VTIP Vanguard Short-Term Tips | Add +5.9% | 0.25% | +0.00 |
| EUSB Ishr ESG Advn Universal BD-$ | Add +3.3% | 0.20% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.7% | 0.47% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +2.5% | 0.18% | 0.00 |
| CVX Chevron Corp. | Add +0.3% | 0.18% | −0.01 |
| ICF iShares Select U.S. REIT ETF | Add +3.5% | 6.21% | −0.13 |
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 |