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Brewster Financial Planning LLC

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13F filer, CIK 1898145, BROOKLYN, NY

Brewster Financial Planning LLC reported $162,726,351 across 26 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-14. Its ten largest share positions make up 94.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898145-26-000001

Period
2025-12-31
Reported value
$163M
Holdings
26
Top 10 weight
94.72%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BIVadded+8,931$696K
BSVadded+5,746$453K
SUBadded+3,584$382K
ICFadded+5,747$343K
VTEBadded+6,602$332K

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-1,236-$462K
AAPLexited-839-$214K
IWMreduced-382-$94K
DFACreduced-636-$25.2K
ESGDreduced-197-$18.7K

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, Q4 2025

Share positions as resolved from 13F-HR 0001898145-26-000001, largest first. % of portfolio is the value over $162,726,351, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,074 shares; 2025Q1: 118,718 shares; 2025Q2: 119,766 shares; 2025Q3: 118,692 shares; 2025Q4: 117,456 shares 117,456$43.9M26.95%-1,236Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,097 shares; 2025Q1: 315,398 shares; 2025Q2: 320,433 shares; 2025Q3: 321,842 shares; 2025Q4: 322,130 shares 322,130$30.9M19.01%+288Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231,817 shares; 2025Q1: 252,335 shares; 2025Q2: 263,510 shares; 2025Q3: 272,155 shares; 2025Q4: 281,086 shares 281,086$21.9M13.45%+8,931Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,427 shares; 2025Q1: 73,875 shares; 2025Q2: 78,994 shares; 2025Q3: 79,580 shares; 2025Q4: 79,198 shares 79,198$19.5M11.98%-382Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,698 shares; 2025Q1: 207,709 shares; 2025Q2: 218,902 shares; 2025Q3: 230,714 shares; 2025Q4: 236,460 shares 236,460$18.6M11.45%+5,746Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,644 shares; 2025Q1: 154,379 shares; 2025Q2: 158,035 shares; 2025Q3: 163,512 shares; 2025Q4: 169,259 shares 169,259$10.1M6.21%+5,747Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,070 shares; 2025Q1: 32,660 shares; 2025Q2: 36,745 shares; 2025Q3: 49,290 shares; 2025Q4: 55,892 shares 55,892$2.81M1.73%+6,602Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,105 shares; 2025Q1: 14,096 shares; 2025Q2: 15,596 shares; 2025Q3: 21,247 shares; 2025Q4: 24,831 shares 24,831$2.65M1.63%+3,584Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,935 shares; 2025Q1: 43,475 shares; 2025Q2: 43,300 shares; 2025Q3: 43,448 shares; 2025Q4: 48,782 shares 48,782$2.33M1.43%+5,334Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,270 shares; 2025Q1: 37,270 shares; 2025Q2: 36,521 shares; 2025Q3: 36,521 shares; 2025Q4: 35,885 shares 35,885$1.42M0.87%-636Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,145 shares; 2025Q1: 15,145 shares; 2025Q2: 15,639 shares; 2025Q3: 15,625 shares; 2025Q4: 15,854 shares 15,854$1.17M0.72%+229Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,776 shares; 2025Q1: 11,371 shares; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares; 2025Q4: 11,174 shares 11,174$1.06M0.65%-197Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,205 shares; 2025Q1: 25,469 shares; 2025Q2: 25,469 shares; 2025Q3: 25,469 shares; 2025Q4: 25,155 shares 25,155$823K0.51%-314Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,196 shares; 2025Q1: 16,196 shares; 2025Q2: 16,575 shares; 2025Q3: 16,575 shares; 2025Q4: 16,685 shares 16,685$767K0.47%+110Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,743 shares 4,743$707K0.43%-59Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares 4,802$506K0.31%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares 1,481$497K0.31%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,804 shares; 2025Q1: 4,826 shares; 2025Q2: 4,848 shares; 2025Q3: 4,871 shares; 2025Q4: 4,893 shares 4,893$456K0.28%+22Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 8,086 shares 8,086$400K0.25%+449Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,184 shares 1,184$372K0.23%-16Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,762 shares; 2025Q1: 4,762 shares; 2025Q2: 6,857 shares; 2025Q3: 6,999 shares; 2025Q4: 7,233 shares 7,233$318K0.2%+234Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares; 2025Q4: 3,821 shares 3,821$315K0.19%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares 1,927$313K0.19%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604$304K0.19%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,934 shares 1,934$295K0.18%+5Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares; 2025Q3: 11,717 shares; 2025Q4: 12,005 shares 12,005$293K0.18%+288Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC839$214Kshares

How Q4 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 0001898145-26-000001 base2026-01-14acceptance time not in the bulk data set