Brewster Financial Planning LLC Portfolio Holdings

Brewster Financial Planning LLC

  • $161 Million
  • Q4 2025

Brewster Financial Planning LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $161 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $43.2M, Ishares Tr Msci Eafe ETF with a value of $30.7M, Vanguard Bd Index Fd Inc Inter with a value of $21.9M, Ishares Russell 2000 ETF with a value of $18.8M, and Vanguard Bd Index Fd Inc Short with a value of $18.6M.

Examining the 13F form we can see an increase of $2.18M in the current position value, from $159M to 161M.

Below you can find more details about Brewster Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
ETFs: $158 Million
Financial Services: $1.22 Million
Energy: $684,000
Communication Services: $338,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.9B
$501,000 0.31% of portfolio
4,802
Q2 2025 Added 33.31%
$317B
$408,000 0.25% of portfolio
4,893
Q4 2025 Added 0.45%
$99.7B
$385,000 0.24% of portfolio
1,927
Q4 2024 New
$1.74T
$338,000 0.21% of portfolio
1,184
Q4 2025 Reduced 1.33%
$303B
$299,000 0.19% of portfolio
1,934
Q4 2025 Added 0.26%
$662B
$307,000 0.19% of portfolio
604
Q2 2024 Added 5.96%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $161 Million
  • Prior Value $159 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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