§ 13F · FUND PROFILE
Brewster Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.2T (13F)Positions · 26Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 117K | $43.9T | 27.0% | −1% |
| 2 | EFA | ISHARES TR | 322K | $30.9T | 19.0% | ±0% |
| 3 | BIV | VANGUARD BD INDEX FDS | 281K | $21.9T | 13.5% | +3% |
| 4 | IWM | ISHARES TR | 79K | $19.5T | 12.0% | ±0% |
| 5 | BSV | VANGUARD BD INDEX FDS | 236K | $18.6T | 11.5% | +2% |
| 6 | ICF | ISHARES TR | 169K | $10.1T | 6.2% | +4% |
| 7 | VTEB | VANGUARD MUN BD FDS | 56K | $2.8T | 1.7% | +13% |
| 8 | SUB | ISHARES TR | 25K | $2.6T | 1.6% | +17% |
| 9 | EAGG | ISHARES TR | 49K | $2.3T | 1.4% | +12% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 36K | $1.4T | 0.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BREWSTER SIGNAL
AC read
Brewster Financial Planning LLC is a Other fund managing $148222.1 trillion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed