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Brewster Financial Planning LLC

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13F filer, CIK 1898145, BROOKLYN, NY

Brewster Financial Planning LLC reported $181,483,977 across 31 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 93.13% of the portfolio.

Accepted , ingested 13F-HR 0001898145-26-000005

Period
2026-09-30
Reported value
$181M
Holdings
31
Top 10 weight
93.13%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EAGGadded+19,761$894K
BIVadded+11,523$840K
ESGUadded+3,020$504K
BSVadded+6,119$467K
ESGDadded+3,672$378K

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-2,318-$965K
IWMreduced-1,013-$282K
EFAreduced-1,333-$138K
MPCreduced-279-$110K
DFACreduced-436-$19.4K

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 2026

Share positions as resolved from 13F-HR 0001898145-26-000005, largest first. % of portfolio is the value over $181,483,977, 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; 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; 2026Q3: 116,700 shares 116,700$48.6M26.76%-2,318Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 324,259 shares 324,259$33.7M18.56%-1,333Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 79,819 shares 79,819$22.2M12.22%-1,013Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 302,532 shares 302,532$22M12.15%+11,523Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 247,918 shares 247,918$18.9M10.44%+6,119Timeline
ICFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 183,905 shares 183,905$11.6M6.37%+2,178Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,257 shares 35,257$3.69M2.03%+3,246Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,089 shares 77,089$3.65M2.01%+5,985Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 68,816 shares 68,816$3.11M1.72%+19,761Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 35,449 shares 35,449$1.58M0.87%-436Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,932 shares 14,932$1.54M0.85%+3,672Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,609 shares 15,609$1.3M0.71%-122Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,698 shares 7,698$1.28M0.71%+3,020Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,424 shares 22,424$1.17M0.64%+6,009Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,537 shares 24,537$908K0.5%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,949 shares; 2026Q3: 4,949 shares 4,949$781K0.43%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,558 shares 1,558$616K0.34%-279Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,535 shares 1,535$574K0.32%+170Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,508 shares 4,508$471K0.26%-159Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,743 shares 8,743$430K0.24%+142Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,184 shares 1,184$403K0.22%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,966 shares 4,966$398K0.22%+25Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,929 shares 1,929$394K0.22%-20Timeline
EUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,945 shares 7,945$330K0.18%+514Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,554 shares 3,554$327K0.18%-210Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,505 shares 13,505$322K0.18%+1,500Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares; 2026Q3: 604 shares 604$301K0.17%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,492 shares; 2026Q3: 11,264 shares 11,264$283K0.16%+772Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,921 shares; 2026Q3: 5,220 shares 5,220$245K0.13%+299Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,896 shares; 2026Q3: 3,812 shares 3,812$206K0.11%-84Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 609 shares 609$201K0.11%newTimeline

How Q3 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 0001898145-26-000005 base2026-10-13