Skip to content
Disclosery

Brewster Financial Planning LLC

Follow

13F filer, CIK 1898145, BROOKLYN, NY

Brewster Financial Planning LLC reported $159,014,143 across 27 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 94.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898145-25-000006

Period
2025-09-30
Reported value
$159M
Holdings
27
Top 10 weight
94.61%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+11,812$932K
BIVadded+8,645$675K
VTEBadded+12,545$628K
SUBadded+5,651$603K
ICFadded+5,477$337K

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-1,074-$393K
VEUreduced-14-$999

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, Q3 2025

Share positions as resolved from 13F-HR 0001898145-25-000006, largest first. % of portfolio is the value over $159,014,143, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,074 shares; 2025Q1: 118,718 shares; 2025Q2: 119,766 shares; 2025Q3: 118,692 shares 118,692$43.4M27.28%-1,074Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,097 shares; 2025Q1: 315,398 shares; 2025Q2: 320,433 shares; 2025Q3: 321,842 shares 321,842$30.1M18.9%+1,409Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231,817 shares; 2025Q1: 252,335 shares; 2025Q2: 263,510 shares; 2025Q3: 272,155 shares 272,155$21.3M13.37%+8,645Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,427 shares; 2025Q1: 73,875 shares; 2025Q2: 78,994 shares; 2025Q3: 79,580 shares 79,580$19.3M12.11%+586Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,698 shares; 2025Q1: 207,709 shares; 2025Q2: 218,902 shares; 2025Q3: 230,714 shares 230,714$18.2M11.45%+11,812Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,644 shares; 2025Q1: 154,379 shares; 2025Q2: 158,035 shares; 2025Q3: 163,512 shares 163,512$10.1M6.34%+5,477Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,070 shares; 2025Q1: 32,660 shares; 2025Q2: 36,745 shares; 2025Q3: 49,290 shares 49,290$2.47M1.55%+12,545Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,105 shares; 2025Q1: 14,096 shares; 2025Q2: 15,596 shares; 2025Q3: 21,247 shares 21,247$2.27M1.43%+5,651Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,935 shares; 2025Q1: 43,475 shares; 2025Q2: 43,300 shares; 2025Q3: 43,448 shares 43,448$2.09M1.31%+148Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,270 shares; 2025Q1: 37,270 shares; 2025Q2: 36,521 shares; 2025Q3: 36,521 shares 36,521$1.41M0.89%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,145 shares; 2025Q1: 15,145 shares; 2025Q2: 15,639 shares; 2025Q3: 15,625 shares 15,625$1.12M0.7%-14Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,776 shares; 2025Q1: 11,371 shares; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares 11,371$1.06M0.66%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,205 shares; 2025Q1: 25,469 shares; 2025Q2: 25,469 shares; 2025Q3: 25,469 shares 25,469$799K0.5%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,196 shares; 2025Q1: 16,196 shares; 2025Q2: 16,575 shares; 2025Q3: 16,575 shares 16,575$747K0.47%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares 4,802$699K0.44%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares 1,481$486K0.31%0Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares 4,802$482K0.3%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,804 shares; 2025Q1: 4,826 shares; 2025Q2: 4,848 shares; 2025Q3: 4,871 shares 4,871$408K0.26%+23Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares 7,637$387K0.24%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares 1,927$371K0.23%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares 3,821$308K0.19%0Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,762 shares; 2025Q1: 4,762 shares; 2025Q2: 6,857 shares; 2025Q3: 6,999 shares 6,999$307K0.19%+142Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares 604$304K0.19%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares 1,929$300K0.19%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200$292K0.18%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares; 2025Q3: 11,717 shares 11,717$286K0.18%+863Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares 839$214K0.13%newTimeline

How Q3 2025 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 0001898145-25-000006 base2025-10-08acceptance time not in the bulk data set