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CIK: 0001898145
Total reported value
$181.5M
$181.5M
30 檔
81.6%
The Q2 2026 SEC filing reveals that Brewster Financial Planning LLC held a total portfolio value of $181.5M, covering 30 public equity positions.
In Q2 2026, Brewster Financial Planning LLC displayed an active expansion posture, initiating 4 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 26.76% | — | -0.80% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 18.57% | -0.01% | -0.47% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 13.33% | -1.11% | -0.97% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 12.26% | -0.11% | +0.81% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 10.34% | +0.10% | +0.67% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 6.75% | -0.38% | +2.72% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.97% | +0.04% | +14.30% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 1.87% | +0.16% | +16.67% | |
| 9 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.28% | +0.44% | +0.87% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.87% | — | — | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.72% | -0.01% | -0.78% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.64% | +0.21% | +1.00% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.50% | +0.14% | -0.77% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.50% | — | -1.10% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.43% | — | — | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.42% | +0.29% | -1.37% | |
| 17 | L | Loews CORP | Stock-Financials | 0.29% | -0.03% | -2.81% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | +0.04% | -6.95% | |
| 19 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.26% | +0.08% | -4.67% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | — | +6.37% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.01% | — | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 0.22% | — | +0.49% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.19% | -0.01% | -1.49% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.18% | +0.04% | +1.04% | |
| 25 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.18% | — | +2.74% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | — | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.16% | +0.02% | — | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.15% | +0.01% | — | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.13% | — | — | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.12% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +1.1% | -0.97% | Trim |
| 2 | IWB | Ishares Russell 1000 ETF | +0.9% | -0.80% | Trim |
| 3 | VT | Vanguard Tot World Stk ETF | +0.4% | NEW | New buy |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.2% | NEW | New buy |
| 5 | ICF | Ishares Select U.s. Reit ETF | +0.1% | +2.72% | Add |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | New buy |
| 7 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | NEW | New buy |
| 8 | SUB | Ishares Short-term National | +0.1% | +16.67% | Add |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +14.30% | Add |
| 10 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 11 | ESML | Ishares Esg Aware Msci USA S | 0% | -0.77% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 13 | ESGU | Ishares Esg Aware Msci USA | 0% | -1.37% | Trim |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -1.49% | Trim |
| 15 | VEU | Vanguard Ftse All-world Ex-u | — | -0.78% | Trim |
| 16 | ESGD | Ishares Trust Ishares Esg Aw | — | +1.00% | Add |
| 17 | VTI | Vanguard Total Stock Mkt ETF | — | -6.95% | Trim |
| 18 | VTIP | Vanguard Short-term Tips | — | +6.37% | Add |
| 19 | DFAX | Dimensional World Ex US Core | 0% | -1.10% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 21 | EUSB | Ishr Esg Advn Universal Bd-$ | 0% | +2.74% | Add |
| 22 | WFC | Wells Fargo & Co | 0% | +0.49% | Add |
| 23 | L | Loews CORP | 0% | -2.81% | Trim |
| 24 | SCHO | Schwab Short-term US Treas | 0% | — | Unchanged |
| 25 | MPC | Marathon Petroleum CORP | 0% | -4.67% | Trim |
| 26 | CVX | Chevron CORP | -0.1% | +1.04% | Add |
| 27 | EAGG | Ishares Esg Aware US Aggrega | -0.1% | +0.87% | Add |
| 28 | EFA | Ishares Msci Eafe ETF | -0.7% | -0.47% | Trim |
| 29 | BSV | Vanguard Short-term Bond ETF | -1.1% | +0.67% | Add |
| 30 | BIV | Vanguard Intermediate-term B | -1.2% | +0.81% | Add |
According to official SEC Form 13F filings, Brewster Financial Planning LLC reported a total U.S. public equity portfolio value of $181.5M across 30 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IWB, EFA, IWM) accounted for 81.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
VT
市值: $776.7K
Top Position Liquidated / Trimmed
IWB
前期市值: $42.8M
During Q2 2026, Brewster Financial Planning LLC's top holdings by market value included IWB (26.8%)、EFA (18.6%)、IWM (13.3%). The largest single position, IWB, represented 26.8% of total portfolio value.
In Q2 2026, Brewster Financial Planning LLC made 26 total portfolio adjustments, initiating 4 new buys, adding to 11 positions, trimming 11 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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