Brewster Financial Planning LLC

Portfolio Overview

Brewster Financial Planning LLC disclosed 30 positions worth $182.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 4 new positions and exited 0 — including a new stake in $DOV. The portfolio is most concentrated in Other (87.8% of disclosed assets). All figures are sourced directly from Brewster Financial Planning LLC’s Form 13F-HR filing with the SEC under CIK 1898145.

• ISHARES TR - RUS 1000 ETF

  —

  Quality

  $48.7M119,018 sh

• ISHARES TR - MSCI EAFE ETF

  —

  Quality

  $33.8M325,592 sh

• ISHARES TR - RUSSELL 2000 ETF

  —

  Quality

  $24.3M80,832 sh

• VANGUARD BD INDEX FDS - INTERMED TERM

  —

  Quality

  $22.3M291,009 sh
• 

  Meta Platforms, Inc.

  $META

  80.9

  Quality

  $18.8M241,799 sh

• ISHARES TR - SELECT US REIT

  —

  Quality

  $12.3M181,727 sh

• VANGUARD MUN BD FDS - TAX EXEMPT BD

  —

  Quality

  $3.6M71,104 sh

• ISHARES TR - SHRT NAT MUN ETF

  —

  Quality

  $3.4M32,011 sh

• ISHARES TR - ESG AWR US AGRGT

  —

  Quality

  $2.3M49,055 sh

• DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

  —

  Quality

  $1.6M35,885 sh

Company	Quality	Value	Shares
ISHARES TR - RUS 1000 ETF	—	$48.7M	119,018
ISHARES TR - MSCI EAFE ETF	—	$33.8M	325,592
ISHARES TR - RUSSELL 2000 ETF	—	$24.3M	80,832
VANGUARD BD INDEX FDS - INTERMED TERM	—	$22.3M	291,009
Meta Platforms, Inc.$META	80.9	$18.8M	241,799
ISHARES TR - SELECT US REIT	—	$12.3M	181,727
VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$3.6M	71,104
ISHARES TR - SHRT NAT MUN ETF	—	$3.4M	32,011
ISHARES TR - ESG AWR US AGRGT	—	$2.3M	49,055
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$1.6M	35,885

Showing top 10 of 30 holdings.

Full Holdings — Brewster Financial Planning LLC (Q2 2026)

All 30 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR - RUS 1000 ETF	$48.7M	26.8%	-1%	—
2	—	ISHARES TR - MSCI EAFE ETF	$33.8M	18.6%	-0%	—
3	—	ISHARES TR - RUSSELL 2000 ETF	$24.3M	13.3%	-1%	—
4	—	VANGUARD BD INDEX FDS - INTERMED TERM	$22.3M	12.3%	+1%	—
5	$META	Meta Platforms, Inc.	$18.8M	10.3%	+1%	80.9
6	—	ISHARES TR - SELECT US REIT	$12.3M	6.8%	+3%	—
7	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$3.6M	2.0%	+14%	—
8	—	ISHARES TR - SHRT NAT MUN ETF	$3.4M	1.9%	+17%	—
9	—	ISHARES TR - ESG AWR US AGRGT	$2.3M	1.3%	+1%	—
10	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$1.6M	0.9%	+0%	—
11	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$1.3M	0.7%	-1%	—
12	—	ISHARES TR - ESG AW MSCI EAFE	$1.2M	0.6%	+1%	—
13	—	ISHARES TR - ESG AWARE MSCI	$918,091	0.5%	-1%	—
14	—	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$903,944	0.5%	-1%	—
15	$DOV	DOVER Corp	$776,746	0.4%	NEW	63.1
16	—	ISHARES TR - ESG AWR MSCI USA	$765,649	0.4%	-1%	—
17	$L	LOEWS CORP	$528,352	0.3%	-3%	75.2
18	—	VANGUARD INDEX FDS - TOTAL STK MKT	$505,105	0.3%	-7%	—
19	$MPC	Marathon Petroleum Corp	$469,666	0.3%	-5%	50.7
20	—	VANGUARD MALVERN FDS - STRM INFPROIDX	$432,029	0.2%	+6%	—
21	$GOOGL	Alphabet Inc.	$418,343	0.2%	+0%	80.2
22	$WFC	WELLS FARGO & COMPANY/MN	$408,352	0.2%	+0%	—
23	—	SPDR SERIES TRUST - ST STR PR SP1500	$341,734	0.2%	-1%	—
24	$CVX	CHEVRON CORP	$323,067	0.2%	+1%	54.7
25	—	ISHARES TR - ESG ADVAN ETF	$322,877	0.2%	+3%	—
26	$BRK.B	BERKSHIRE HATHAWAY INC	$302,236	0.2%	+0%	64.5
27	—	SCHWAB STRATEGIC TR - SHT TM US TRES	$289,801	0.2%	+0%	—
28	—	SCHWAB STRATEGIC TR - US TIPS ETF	$278,038	0.1%	NEW	—
29	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$238,325	0.1%	NEW	—
30	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	$213,073	0.1%	NEW	—