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Brewster Financial Planning LLC

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13F filer, CIK 1898145, BROOKLYN, NY

Brewster Financial Planning LLC reported $165,328,016 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 94.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001898145-26-000002

Period
2026-03-31
Reported value
$165M
Holdings
26
Top 10 weight
94.72%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IWBadded+2,526$901K
IWMadded+2,429$602K
BIVadded+7,582$585K
EFAadded+5,010$487K
ICFadded+7,657$474K

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
DFAXreduced-346-$11.8K
EAGGreduced-150-$7.13K
ESMLreduced-142-$6.68K
VTIreduced-14-$4.49K
ESGDreduced-25-$2.39K

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, Q1 2026

Share positions as resolved from 13F-HR 0001898145-26-000002, largest first. % of portfolio is the value over $165,328,016, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,074 shares; 2025Q1: 118,718 shares; 2025Q2: 119,766 shares; 2025Q3: 118,692 shares; 2025Q4: 117,456 shares; 2026Q1: 119,982 shares 119,982$42.8M25.88%+2,526Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,097 shares; 2025Q1: 315,398 shares; 2025Q2: 320,433 shares; 2025Q3: 321,842 shares; 2025Q4: 322,130 shares; 2026Q1: 327,140 shares 327,140$31.8M19.22%+5,010Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231,817 shares; 2025Q1: 252,335 shares; 2025Q2: 263,510 shares; 2025Q3: 272,155 shares; 2025Q4: 281,086 shares; 2026Q1: 288,668 shares 288,668$22.3M13.48%+7,582Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,427 shares; 2025Q1: 73,875 shares; 2025Q2: 78,994 shares; 2025Q3: 79,580 shares; 2025Q4: 79,198 shares; 2026Q1: 81,627 shares 81,627$20.2M12.24%+2,429Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 203,698 shares; 2025Q1: 207,709 shares; 2025Q2: 218,902 shares; 2025Q3: 230,714 shares; 2025Q4: 236,460 shares; 2026Q1: 240,196 shares 240,196$18.8M11.39%+3,736Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150,644 shares; 2025Q1: 154,379 shares; 2025Q2: 158,035 shares; 2025Q3: 163,512 shares; 2025Q4: 169,259 shares; 2026Q1: 176,916 shares 176,916$10.9M6.62%+7,657Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,070 shares; 2025Q1: 32,660 shares; 2025Q2: 36,745 shares; 2025Q3: 49,290 shares; 2025Q4: 55,892 shares; 2026Q1: 62,210 shares 62,210$3.1M1.88%+6,318Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,105 shares; 2025Q1: 14,096 shares; 2025Q2: 15,596 shares; 2025Q3: 21,247 shares; 2025Q4: 24,831 shares; 2026Q1: 27,438 shares 27,438$2.92M1.77%+2,607Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,935 shares; 2025Q1: 43,475 shares; 2025Q2: 43,300 shares; 2025Q3: 43,448 shares; 2025Q4: 48,782 shares; 2026Q1: 48,632 shares 48,632$2.31M1.4%-150Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,270 shares; 2025Q1: 37,270 shares; 2025Q2: 36,521 shares; 2025Q3: 36,521 shares; 2025Q4: 35,885 shares; 2026Q1: 35,885 shares 35,885$1.39M0.84%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,145 shares; 2025Q1: 15,145 shares; 2025Q2: 15,639 shares; 2025Q3: 15,625 shares; 2025Q4: 15,854 shares; 2026Q1: 15,854 shares 15,854$1.19M0.72%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,776 shares; 2025Q1: 11,371 shares; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares; 2025Q4: 11,174 shares; 2026Q1: 11,149 shares 11,149$1.07M0.64%-25Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,205 shares; 2025Q1: 25,469 shares; 2025Q2: 25,469 shares; 2025Q3: 25,469 shares; 2025Q4: 25,155 shares; 2026Q1: 24,809 shares 24,809$843K0.51%-346Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,196 shares; 2025Q1: 16,196 shares; 2025Q2: 16,575 shares; 2025Q3: 16,575 shares; 2025Q4: 16,685 shares; 2026Q1: 16,543 shares 16,543$778K0.47%-142Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,743 shares; 2026Q1: 4,743 shares 4,743$671K0.41%0Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares 4,802$513K0.31%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,467 shares 1,467$471K0.28%-14Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares 1,927$471K0.28%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,637 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares 8,086$404K0.24%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,934 shares; 2026Q1: 1,929 shares 1,929$399K0.24%-5Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,804 shares; 2025Q1: 4,826 shares; 2025Q2: 4,848 shares; 2025Q3: 4,871 shares; 2025Q4: 4,893 shares; 2026Q1: 4,917 shares 4,917$391K0.24%+24Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares 1,184$340K0.21%0Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,762 shares; 2025Q1: 4,762 shares; 2025Q2: 6,857 shares; 2025Q3: 6,999 shares; 2025Q4: 7,233 shares; 2026Q1: 7,233 shares 7,233$315K0.19%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,930 shares; 2025Q1: 3,930 shares; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares; 2025Q4: 3,821 shares; 2026Q1: 3,821 shares 3,821$302K0.18%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,854 shares; 2025Q3: 11,717 shares; 2025Q4: 12,005 shares; 2026Q1: 12,005 shares 12,005$291K0.18%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares 604$289K0.18%0Timeline

How Q1 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 0001898145-26-000002 base2026-05-04acceptance time not in the bulk data set