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CIK: 0001898145
Total reported value
$181.5M
$181.5M
26 檔
74.3%
As reported in its official Q4 2025 Form 13F filing, Brewster Financial Planning LLC's tracked investment portfolio stood at $181.5M with 26 total positions.
In Q4 2025, Brewster Financial Planning LLC displayed an active expansion posture, initiating 0 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 26.95% | — | -1.04% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.01% | -0.01% | +0.09% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.45% | -0.11% | +3.28% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 11.98% | -1.11% | -0.48% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.45% | +0.10% | +2.49% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 6.21% | -0.38% | +3.51% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.73% | +0.04% | +13.39% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 1.63% | +0.16% | +16.87% | |
| 9 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.43% | +0.44% | +12.28% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.87% | — | -1.74% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.72% | -0.01% | +1.47% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.65% | +0.21% | -1.73% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | — | -1.23% | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.47% | +0.14% | +0.66% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.43% | +0.29% | -1.23% | |
| 16 | L | Loews CORP | Stock-Financials | 0.31% | -0.03% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | +0.04% | — | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 0.28% | — | +0.45% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | — | +5.88% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.01% | -1.33% | |
| 21 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.20% | — | +3.34% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | -0.01% | — | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.19% | +0.08% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | — | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.18% | +0.04% | +0.26% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.18% | +0.02% | +2.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | +0.2% | +16.87% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +13.39% | Add |
| 3 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +12.28% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.09% | Add |
| 5 | BIV | Vanguard Intermediate-term B | +0.1% | +3.28% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -1.33% | Trim |
| 7 | VEU | Vanguard Ftse All-world Ex-u | 0% | +1.47% | Add |
| 8 | WFC | Wells Fargo & Co | 0% | +0.45% | Add |
| 9 | DFAX | Dimensional World Ex US Core | 0% | -1.23% | Trim |
| 10 | L | Loews CORP | 0% | — | Unchanged |
| 11 | VTIP | Vanguard Short-term Tips | 0% | +5.88% | Add |
| 12 | EUSB | Ishr Esg Advn Universal Bd-$ | 0% | +3.34% | Add |
| 13 | BSV | Vanguard Short-term Bond ETF | — | +2.49% | Add |
| 14 | ESML | Ishares Esg Aware Msci USA S | — | +0.66% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | — | Unchanged |
| 17 | SCHO | Schwab Short-term US Treas | — | +2.46% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 19 | ESGU | Ishares Esg Aware Msci USA | 0% | -1.23% | Trim |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | 0% | -1.73% | Trim |
| 21 | CVX | Chevron CORP | 0% | +0.26% | Add |
| 22 | DFAC | Dimensional US Core Equity 2 | 0% | -1.74% | Trim |
| 23 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 24 | IWM | Ishares Russell 2000 ETF | -0.1% | -0.48% | Trim |
| 25 | ICF | Ishares Select U.s. Reit ETF | -0.1% | +3.51% | Add |
| 26 | IWB | Ishares Russell 1000 ETF | -0.3% | -1.04% | Trim |
| 27 | AAPL | Apple Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Brewster Financial Planning LLC reported a total U.S. public equity portfolio value of $181.5M across 26 disclosed positions in Q4 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWB, EFA, BIV) accounted for 74.3% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $213.6K
During Q4 2025, Brewster Financial Planning LLC's top holdings by market value included IWB (26.9%)、EFA (19.0%)、BIV (13.4%). The largest single position, IWB, represented 26.9% of total portfolio value.
In Q4 2025, Brewster Financial Planning LLC made 22 total portfolio adjustments, initiating 0 new buys, adding to 14 positions, trimming 7 holdings, and fully liquidating 1 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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