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CIK: 0001898145
Total reported value
$181.5M
$181.5M
27 檔
72.8%
According to the latest 13F quarterly dataset, Brewster Financial Planning LLC managed an equity portfolio of $181.5M at the end of Q3 2025, spanning 27 distinct U.S. exchange-listed positions.
In Q3 2025, Brewster Financial Planning LLC displayed an active expansion posture, initiating 2 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 27.28% | — | -0.90% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 18.90% | -0.01% | +0.44% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.37% | -0.11% | +3.28% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.11% | -1.11% | +0.74% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.45% | +0.10% | +5.40% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 6.34% | -0.38% | +3.47% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.55% | +0.04% | +34.14% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 1.43% | +0.16% | +36.23% | |
| 9 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.31% | +0.44% | +0.34% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.89% | — | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.70% | -0.01% | -0.09% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.66% | +0.21% | — | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.50% | — | — | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.47% | +0.14% | — | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.44% | +0.29% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.04% | — | |
| 17 | L | Loews CORP | Stock-Financials | 0.30% | -0.03% | — | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 0.26% | — | +0.47% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | — | — | |
| 20 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.23% | +0.08% | — | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | -0.01% | — | |
| 22 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.19% | — | +2.07% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.19% | +0.04% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | -0.01% | — | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.18% | +0.02% | +7.95% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.2% | +0.74% | Add |
| 2 | IWB | Ishares Russell 1000 ETF | +0.4% | -0.90% | Trim |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +34.14% | Add |
| 4 | SUB | Ishares Short-term National | +0.3% | +36.23% | Add |
| 5 | L | Loews CORP | +0.1% | — | Add |
| 6 | EUSB | Ishr Esg Advn Universal Bd-$ | 0% | +2.07% | Add |
| 7 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.09% | Add |
| 8 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 9 | DFAX | Dimensional World Ex US Core | 0% | — | Unchanged |
| 10 | ESML | Ishares Esg Aware Msci USA S | 0% | — | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 12 | WFC | Wells Fargo & Co | — | +0.47% | Add |
| 13 | ESGU | Ishares Esg Aware Msci USA | 0% | — | Trim |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Trim |
| 15 | DFAC | Dimensional US Core Equity 2 | 0% | — | Trim |
| 16 | SCHO | Schwab Short-term US Treas | 0% | +7.95% | Add |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | 0% | — | Unchanged |
| 18 | VTIP | Vanguard Short-term Tips | 0% | — | Unchanged |
| 19 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 21 | EFA | Ishares Msci Eafe ETF | -0.2% | +0.44% | Add |
| 22 | EAGG | Ishares Esg Aware US Aggrega | -0.2% | +0.34% | Trim |
| 23 | BSV | Vanguard Short-term Bond ETF | -0.6% | +5.40% | Add |
| 24 | ICF | Ishares Select U.s. Reit ETF | -0.7% | +3.47% | Add |
| 25 | BIV | Vanguard Intermediate-term B | -0.9% | +3.28% | Add |
| 26 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 27 | AAPL | Apple Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Brewster Financial Planning LLC reported a total U.S. public equity portfolio value of $181.5M across 27 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, EFA, BIV) accounted for 72.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
GOOG
市值: $292.3K
Top Position Liquidated / Trimmed
IWB
前期市值: $36.4M
During Q3 2025, Brewster Financial Planning LLC's top holdings by market value included IWB (27.3%)、EFA (18.9%)、BIV (13.4%). The largest single position, IWB, represented 27.3% of total portfolio value.
In Q3 2025, Brewster Financial Planning LLC made 20 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 5 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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