Brewster Financial Planning LLC
Brewster Financial Planning LLC reported 30 positions worth $182.1M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: IWB (26.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWB | SH | $48.7M | 26.76% | 119,018 | — | — | |
| ▸ 2 | EFA | SH | $33.8M | 18.57% | 325,592 | — | — | |
| ▸ 3 | IWM | SH | $24.3M | 13.33% | 80,832 | — | — | |
| ▸ 4 | BIV | SH | $22.3M | 12.26% | 291,009 | — | — | |
| ▸ 5 | BSV | SH | $18.8M | 10.34% | 241,799 | — | — | |
| ▸ 6 | ICF | SH | $12.3M | 6.75% | 181,727 | — | — | |
| ▸ 7 | VTEB | SH | $3.6M | 1.97% | 71,104 | — | — | |
| ▸ 8 | SUB | SH | $3.4M | 1.87% | 32,011 | — | — | |
| ▸ 9 | EAGG | SH | $2.3M | 1.28% | 49,055 | — | — | |
| ▸ 10 | DFAC | SH | $1.6M | 0.87% | 35,885 | — | — |
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Frequently Asked Questions
What stocks does Brewster Financial Planning LLC hold as of Q2 2026?
Brewster Financial Planning LLC reported 30 positions worth $182.1M in its Q2 2026 13F filing. Largest positions: IWB (26.8%), EFA (18.6%), IWM (13.3%), BIV (12.3%) and BSV (10.3%).
What did Brewster Financial Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Brewster Financial Planning LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.