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CIK: 0001898145
Total reported value
$182.1M
$182.1M
26 檔
74.6%
According to the latest 13F quarterly dataset, Brewster Financial Planning LLC managed an equity portfolio of $182.1M at the end of Q1 2026, spanning 26 distinct U.S. exchange-listed positions.
In Q1 2026, Brewster Financial Planning LLC displayed an active expansion posture, initiating 0 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 25.88% | +0.88% | +2.15% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.22% | -0.65% | +1.56% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.48% | -1.22% | +2.70% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.24% | +1.09% | +3.07% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.39% | -1.05% | +1.58% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 6.62% | +0.13% | +4.52% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.88% | +0.09% | +11.30% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 1.77% | +0.10% | +10.50% | |
| 9 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.40% | -0.12% | -0.31% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.84% | +0.03% | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.72% | — | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.64% | — | -0.22% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | -0.01% | -1.38% | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.47% | +0.03% | -0.85% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.41% | +0.01% | — | |
| 16 | L | Loews CORP | Stock-Financials | 0.31% | -0.02% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | — | -0.95% | |
| 18 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.28% | -0.02% | — | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | — | — | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.24% | -0.06% | -0.26% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 0.24% | -0.02% | +0.49% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.02% | — | |
| 23 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.19% | -0.01% | — | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.18% | +0.01% | — | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.18% | -0.02% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICF | Ishares Select U.s. Reit ETF | +0.4% | +4.52% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +0.3% | +3.07% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.2% | +1.56% | Add |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +11.30% | Add |
| 5 | SUB | Ishares Short-term National | +0.1% | +10.50% | Add |
| 6 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 7 | CVX | Chevron CORP | +0.1% | -0.26% | Trim |
| 8 | BIV | Vanguard Intermediate-term B | 0% | +2.70% | Add |
| 9 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 10 | DFAX | Dimensional World Ex US Core | — | -1.38% | Trim |
| 11 | ESML | Ishares Esg Aware Msci USA S | — | -0.85% | Trim |
| 12 | L | Loews CORP | — | — | Unchanged |
| 13 | SCHO | Schwab Short-term US Treas | — | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 16 | VTIP | Vanguard Short-term Tips | 0% | — | Unchanged |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | 0% | -0.22% | Trim |
| 18 | EUSB | Ishr Esg Advn Universal Bd-$ | 0% | — | Unchanged |
| 19 | ESGU | Ishares Esg Aware Msci USA | 0% | — | Unchanged |
| 20 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 21 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.95% | Trim |
| 23 | EAGG | Ishares Esg Aware US Aggrega | 0% | -0.31% | Trim |
| 24 | WFC | Wells Fargo & Co | 0% | +0.49% | Add |
| 25 | BSV | Vanguard Short-term Bond ETF | -0.1% | +1.58% | Add |
| 26 | IWB | Ishares Russell 1000 ETF | -1.1% | +2.15% | Add |
According to official SEC Form 13F filings, Brewster Financial Planning LLC reported a total U.S. public equity portfolio value of $182.1M across 26 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 74.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
EAGG
前期市值: $2.3M
During Q1 2026, Brewster Financial Planning LLC's top holdings by market value included IWB (25.9%)、EFA (19.2%)、BIV (13.5%). The largest single position, IWB, represented 25.9% of total portfolio value.
In Q1 2026, Brewster Financial Planning LLC made 15 total portfolio adjustments, initiating 0 new buys, adding to 9 positions, trimming 6 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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