Brewster Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Brewster Financial Planning LLC held in its portfolio 26 assets valued at $162,726,351 (i.e. $162.73M).
The most valuable assets in the portfolio included: ISHARES TR ($43.86M), ISHARES TR ($30.93M), and VANGUARD BD INDEX FDS ($21.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Brewster Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 117456 | 43862769 | RUS 1000 ETF |
| ISHARES TR | 322130 | 30934122 | MSCI EAFE ETF |
| VANGUARD BD INDEX FDS | 281086 | 21890978 | INTERMED TERM |
| ISHARES TR | 79198 | 19495378 | RUSSELL 2000 ETF |
| VANGUARD BD INDEX FDS | 236460 | 18635413 | SHORT TRM BOND |
| ISHARES TR | 169259 | 10099710 | SELECT US REIT |
| VANGUARD MUN BD FDS | 55892 | 2810809 | TAX EXEMPT BD |
| ISHARES TR | 24831 | 2649468 | SHRT NAT MUN ETF |
| ISHARES TR | 48782 | 2334219 | ESG AWR US AGRGT |
| DIMENSIONAL ETF TRUST | 35885 | 1420688 | US CORE EQUITY 2 |
| VANGUARD INTL EQUITY INDEX F | 15854 | 1166221 | ALLWRLD EX US |
| ISHARES TR | 11174 | 1062536 | ESG AW MSCI EAFE |
| DIMENSIONAL ETF TRUST | 25155 | 823324 | WORLD EX US CORE |
| ISHARES TR | 16685 | 767177 | ESG AWARE MSCI |
| ISHARES TR | 4743 | 706613 | ESG AWR MSCI USA |
| LOEWS CORP | 4802 | 505699 | COM |
| VANGUARD INDEX FDS | 1481 | 496535 | TOTAL STK MKT |
| WELLS FARGO CO NEW | 4893 | 456070 | COM |
| VANGUARD MALVERN FDS | 8086 | 399934 | STRM INFPROIDX |
| ALPHABET INC | 1184 | 371540 | CAP STK CL C |
| ISHARES TR | 7233 | 317602 | ESG ADVANCED UNI |
| SPDR SERIES TRUST | 3821 | 315233 | STATE STREET SPD |
| MARATHON PETE CORP | 1927 | 313389 | COM |
| BERKSHIRE HATHAWAY INC DEL | 604 | 303601 | CL B NEW |
| CHEVRON CORP NEW | 1934 | 294761 | COM |
| SCHWAB STRATEGIC TR | 12005 | 292562 | SHT TM US TRES |
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