Skip to content
Disclosery

Brewster Financial Planning LLC

Follow

13F filer, CIK 1898145, BROOKLYN, NY

Brewster Financial Planning LLC reported $182,128,262 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-14. Its ten largest share positions make up 94.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898145-26-000003

Period
2026-06-30
Reported value
$182M
Holdings
30
Top 10 weight
94.01%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTnew+4,949$777K
SUBadded+4,573$487K
VTEBadded+8,894$450K
ICFadded+4,811$325K
SCHPnew+10,492$278K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWBreduced-964-$395K
IWMreduced-795-$239K
EFAreduced-1,548-$161K
VTIreduced-102-$37.7K
MPCreduced-90-$23K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001898145-26-000003, largest first. % of portfolio is the value over $182,128,262, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,303 shares; 2024Q4: 120,074 shares; 2025Q1: 118,718 shares; 2025Q2: 119,766 shares; 2025Q3: 118,692 shares; 2025Q4: 117,456 shares; 2026Q1: 119,982 shares; 2026Q2: 119,018 shares 119,018$48.7M26.76%-964Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,643 shares; 2024Q4: 305,097 shares; 2025Q1: 315,398 shares; 2025Q2: 320,433 shares; 2025Q3: 321,842 shares; 2025Q4: 322,130 shares; 2026Q1: 327,140 shares; 2026Q2: 325,592 shares 325,592$33.8M18.57%-1,548Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,918 shares; 2024Q4: 72,427 shares; 2025Q1: 73,875 shares; 2025Q2: 78,994 shares; 2025Q3: 79,580 shares; 2025Q4: 79,198 shares; 2026Q1: 81,627 shares; 2026Q2: 80,832 shares 80,832$24.3M13.33%-795Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,179 shares; 2024Q4: 231,817 shares; 2025Q1: 252,335 shares; 2025Q2: 263,510 shares; 2025Q3: 272,155 shares; 2025Q4: 281,086 shares; 2026Q1: 288,668 shares; 2026Q2: 291,009 shares 291,009$22.3M12.26%+2,341Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,825 shares; 2024Q4: 203,698 shares; 2025Q1: 207,709 shares; 2025Q2: 218,902 shares; 2025Q3: 230,714 shares; 2025Q4: 236,460 shares; 2026Q1: 240,196 shares; 2026Q2: 241,799 shares 241,799$18.8M10.34%+1,603Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,816 shares; 2024Q4: 150,644 shares; 2025Q1: 154,379 shares; 2025Q2: 158,035 shares; 2025Q3: 163,512 shares; 2025Q4: 169,259 shares; 2026Q1: 176,916 shares; 2026Q2: 181,727 shares 181,727$12.3M6.75%+4,811Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,012 shares; 2024Q4: 24,070 shares; 2025Q1: 32,660 shares; 2025Q2: 36,745 shares; 2025Q3: 49,290 shares; 2025Q4: 55,892 shares; 2026Q1: 62,210 shares; 2026Q2: 71,104 shares 71,104$3.6M1.97%+8,894Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,421 shares; 2024Q4: 10,105 shares; 2025Q1: 14,096 shares; 2025Q2: 15,596 shares; 2025Q3: 21,247 shares; 2025Q4: 24,831 shares; 2026Q1: 27,438 shares; 2026Q2: 32,011 shares 32,011$3.41M1.87%+4,573Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,417 shares; 2024Q4: 42,935 shares; 2025Q1: 43,475 shares; 2025Q2: 43,300 shares; 2025Q3: 43,448 shares; 2025Q4: 48,782 shares; 2026Q1: 48,632 shares; 2026Q2: 49,055 shares 49,055$2.33M1.28%+423Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,270 shares; 2024Q4: 37,270 shares; 2025Q1: 37,270 shares; 2025Q2: 36,521 shares; 2025Q3: 36,521 shares; 2025Q4: 35,885 shares; 2026Q1: 35,885 shares; 2026Q2: 35,885 shares 35,885$1.59M0.87%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,866 shares; 2024Q4: 15,145 shares; 2025Q1: 15,145 shares; 2025Q2: 15,639 shares; 2025Q3: 15,625 shares; 2025Q4: 15,854 shares; 2026Q1: 15,854 shares; 2026Q2: 15,731 shares 15,731$1.32M0.72%-123Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,113 shares; 2024Q4: 11,776 shares; 2025Q1: 11,371 shares; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares; 2025Q4: 11,174 shares; 2026Q1: 11,149 shares; 2026Q2: 11,260 shares 11,260$1.16M0.64%+111Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,830 shares; 2024Q4: 16,196 shares; 2025Q1: 16,196 shares; 2025Q2: 16,575 shares; 2025Q3: 16,575 shares; 2025Q4: 16,685 shares; 2026Q1: 16,543 shares; 2026Q2: 16,415 shares 16,415$918K0.5%-128Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,051 shares; 2024Q4: 25,205 shares; 2025Q1: 25,469 shares; 2025Q2: 25,469 shares; 2025Q3: 25,469 shares; 2025Q4: 25,155 shares; 2026Q1: 24,809 shares; 2026Q2: 24,537 shares 24,537$904K0.5%-272Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,949 shares 4,949$777K0.43%newTimeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,304 shares; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,743 shares; 2026Q1: 4,743 shares; 2026Q2: 4,678 shares 4,678$766K0.42%-65Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares; 2026Q2: 4,667 shares 4,667$528K0.29%-135Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756 shares; 2024Q4: 756 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,467 shares; 2026Q2: 1,365 shares 1,365$505K0.28%-102Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares; 2026Q2: 1,837 shares 1,837$470K0.26%-90Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,448 shares; 2024Q4: not reported; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares; 2026Q2: 8,601 shares 8,601$432K0.24%+515Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184$418K0.23%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,804 shares; 2025Q1: 4,826 shares; 2025Q2: 4,848 shares; 2025Q3: 4,871 shares; 2025Q4: 4,893 shares; 2026Q1: 4,917 shares; 2026Q2: 4,941 shares 4,941$408K0.22%+24Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,547 shares; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares; 2025Q4: 3,821 shares; 2026Q1: 3,821 shares; 2026Q2: 3,764 shares 3,764$342K0.19%-57Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,934 shares; 2026Q1: 1,929 shares; 2026Q2: 1,949 shares 1,949$323K0.18%+20Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,762 shares; 2025Q1: 4,762 shares; 2025Q2: 6,857 shares; 2025Q3: 6,999 shares; 2025Q4: 7,233 shares; 2026Q1: 7,233 shares; 2026Q2: 7,431 shares 7,431$323K0.18%+198Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604$302K0.17%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares; 2025Q3: 11,717 shares; 2025Q4: 12,005 shares; 2026Q1: 12,005 shares; 2026Q2: 12,005 shares 12,005$290K0.16%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,492 shares 10,492$278K0.15%newTimeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,921 shares 4,921$238K0.13%newTimeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,896 shares 3,896$213K0.12%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001898145-26-000003 base2026-07-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001898145-26-000003 Quarter ended 2026-06-302026-07-14acceptance time not in the bulk data set
13F-HR 0001898145-26-000002 Quarter ended 2026-03-312026-05-04acceptance time not in the bulk data set
13F-HR 0001898145-26-000001 Quarter ended 2025-12-312026-01-14acceptance time not in the bulk data set
13F-HR 0001898145-25-000006 Quarter ended 2025-09-302025-10-08acceptance time not in the bulk data set
13F-HR 0001898145-25-000004 Quarter ended 2025-06-302025-07-15acceptance time not in the bulk data set
13F-HR 0001898145-25-000003 Quarter ended 2025-03-312025-04-22acceptance time not in the bulk data set
13F-HR 0001898145-25-000001 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR/A 0001898145-24-000006 Quarter ended 2024-09-302024-10-10acceptance time not in the bulk data set
13F-HR 0001898145-24-000005 Quarter ended 2024-09-302024-10-07acceptance time not in the bulk data set
13F-HR 0001898145-24-000004 Quarter ended 2024-06-302024-07-18acceptance time not in the bulk data set
13F-HR 0001898145-24-000002 Quarter ended 2024-03-312024-04-17acceptance time not in the bulk data set
13F-HR 0001898145-24-000001 Quarter ended 2023-12-312024-01-17acceptance time not in the bulk data set
13F-HR 0001898145-23-000004 Quarter ended 2023-09-302023-10-17acceptance time not in the bulk data set
13F-HR 0001898145-23-000003 Quarter ended 2023-06-302023-07-17acceptance time not in the bulk data set
13F-HR 0001898145-23-000002 Quarter ended 2023-03-312023-04-27acceptance time not in the bulk data set
13F-HR 0001898145-23-000001 Quarter ended 2022-12-312023-01-13acceptance time not in the bulk data set
13F-HR 0001898145-22-000004 Quarter ended 2022-09-302022-10-27acceptance time not in the bulk data set
13F-HR 0001898145-22-000003 Quarter ended 2022-06-302022-07-26acceptance time not in the bulk data set
13F-HR 0001898145-22-000002 Quarter ended 2022-03-312022-04-21acceptance time not in the bulk data set
13F-HR 0001898145-22-000001 Quarter ended 2021-12-312022-01-24acceptance time not in the bulk data set