Brewster Financial Planning LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Brewster Financial Planning LLC reported 26 stock positions worth $165.3 million. Its top holding was iShares Russell 1000 ETF (IWB) at 25.9% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 19.2%) and Vanguard Intermediate-Term B (BIV, 13.5%). Compared with Q4 2025, it added to 9 and reduced 6. The biggest buy was iShares Select U.S. REIT ETF (ICF, shares +5%) and the biggest sale iShares ESG Aware US Aggrega (EAGG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKLYN, NY
- CIK
- 0001898145
- Portfolio Value
- $165.3M (Q1 2026)
- SEC Filing
- 0001898145-26-000002 ↗ filed May 4, 2026
Holdings Value
Holdings 26 stocks · $165.3M
| IWB iShares Russell 1000 ETF | 25.88% | 119,982 | $42.8M | Add +2.1% |
| EFA iShares MSCI Eafe ETF | 19.22% | 327,140 | $31.8M | Add +1.6% |
| BIV Vanguard Intermediate-Term B | 13.48% | 288,668 | $22.3M | Add +2.7% |
| IWM iShares Russell 2000 ETF | 12.24% | 81,627 | $20.2M | Add +3.1% |
| BSV Vanguard Short-Term Bond ETF | 11.39% | 240,196 | $18.8M | Add +1.6% |
| ICF iShares Select U.S. REIT ETF | 6.62% | 176,916 | $10.9M | Add +4.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.88% | 62,210 | $3.1M | Add +11.3% |
| SUB iShares Short-Term National | 1.77% | 27,438 | $2.9M | Add +10.5% |
| EAGG iShares ESG Aware US Aggrega | 1.40% | 48,632 | $2.3M | Reduce -0.3% |
| DFAC Dimensional US Core Equity 2 | 0.84% | 35,885 | $1.4M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.72% | 15,854 | $1.2M | No change |
| ESGD iShares Trust iShares ESG Aw | 0.64% | 11,149 | $1.1M | Reduce -0.2% |
| DFAX Dimensional World Ex US Core | 0.51% | 24,809 | $843K | Reduce -1.4% |
| ESML iShares ESG Aware MSCI USA S | 0.47% | 16,543 | $778K | Reduce -0.8% |
| ESGU iShares ESG Aware MSCI USA | 0.41% | 4,743 | $671K | No change |
| L Loews Corp. | 0.31% | 4,802 | $513K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.28% | 1,467 | $471K | Reduce -0.9% |
| MPC Marathon Petroleum Corp. | 0.28% | 1,927 | $471K | No change |
| VTIP Vanguard Short-Term Tips | 0.24% | 8,086 | $404K | No change |
| CVX Chevron Corp. | 0.24% | 1,929 | $399K | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.24% | 4,917 | $391K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.21% | 1,184 | $340K | No change |
| EUSB Ishr ESG Advn Universal BD-$ | 0.19% | 7,233 | $315K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.18% | 3,821 | $302K | No change |
| SCHO Schwab Short-Term US Treas | 0.18% | 12,005 | $291K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 604 | $289K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| EAGG iShares ESG Aware US Aggrega | Reduce -0.3% | 1.40% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 0.28% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.2% | 0.64% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -0.8% | 0.47% | −0.00 |
| DFAX Dimensional World Ex US Core | Reduce -1.4% | 0.51% | +0.00 |
| CVX Chevron Corp. | Reduce -0.3% | 0.24% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| ICF iShares Select U.S. REIT ETF | Add +4.5% | 6.62% | +0.42 |
| IWM iShares Russell 2000 ETF | Add +3.1% | 12.24% | +0.26 |
| EFA iShares MSCI Eafe ETF | Add +1.6% | 19.22% | +0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +11.3% | 1.88% | +0.15 |
| SUB iShares Short-Term National | Add +10.5% | 1.77% | +0.14 |
| BIV Vanguard Intermediate-Term B | Add +2.7% | 13.48% | +0.02 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.24% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +1.6% | 11.39% | −0.06 |
| IWB iShares Russell 1000 ETF | Add +2.1% | 25.88% | −1.08 |
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 |