§ 13F · FUND PROFILE
Brewster Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159M (13F)Positions · 27Turnover · — · Q1Filed · May 4, 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 · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 120K | $43M | 25.9% | +2% |
| 2 | EFA | ISHARES TR | 327K | $32M | 19.2% | +2% |
| 3 | BIV | VANGUARD BD INDEX FDS | 289K | $22M | 13.5% | +3% |
| 4 | IWM | ISHARES TR | 82K | $20M | 12.2% | +3% |
| 5 | BSV | VANGUARD BD INDEX FDS | 240K | $19M | 11.4% | +2% |
| 6 | ICF | ISHARES TR | 177K | $11M | 6.6% | +5% |
| 7 | VTEB | VANGUARD MUN BD FDS | 62K | $3M | 1.9% | +11% |
| 8 | SUB | ISHARES TR | 27K | $3M | 1.8% | +11% |
| 9 | EAGG | ISHARES TR | 49K | $2M | 1.4% | ±0% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 36K | $1M | 0.8% | ±0% |
§ 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 $159 million in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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