Data as of Q4 2025 (Dec 31, 2025)

Brewster Financial Planning LLC

•CIK: 1898145•Filing: Q4 2025

**Brewster Financial Planning LLC** manages $163M across a diversified portfolio of 26 positions. The fund exhibits significant overweighting in broad market and sector-specific ETFs, notably holding IWB at $43.9M and EFA at $30.9M. Key allocations also include substantial positions in BIV ($21.9M) and IWM ($19.5M). This structure suggests a tactical, ETF-heavy approach targeting broad market exposure and specific growth sectors.

Total AUM
$162.7M
QoQ Performance
+2.3%
Positions
15
Top 10 Concentration
94.7%
Latest Filing
Q4 2025

Top Holdings Allocation

IWB
EFA
BIV
IWM
BSV
ICF
IWB27.0%
EFA19.0%
BIV13.5%
IWM12.0%
BSV11.5%
ICF6.2%
VTEB1.7%
SUB1.6%

📈 Biggest Buys

BIV
VANGUARD BD INDEX FDS
+3.3%
13.5% of portfolio
BSV
VANGUARD BD INDEX FDS
+2.5%
11.5% of portfolio
SUB
ISHARES TR
+16.9%
1.6% of portfolio
ICF
ISHARES TR
+3.5%
6.2% of portfolio
VTEB
VANGUARD MUN BD FDS
+13.4%
1.7% of portfolio

📉 Biggest Sells

IWB
ISHARES TR
-1.0%
27.0% of portfolio
IWM
ISHARES TR
-0.5%
12.0% of portfolio
DFAC
DIMENSIONAL ETF TRUST
-1.7%
0.9% of portfolio
ESGD
ISHARES TR
-1.7%
0.7% of portfolio
DFAX
DIMENSIONAL ETF TRUST
-1.2%
0.5% of portfolio

Sector Breakdown

Other99.1%
Financial0.5%
Technology0.2%
Energy0.2%

🚪 Exited Positionssold since Q3 2025

AAPL
APPLE INC
SOLD
$213.6K

Changes from Q3 2025

↑14 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IWB27.0%
ISHARES TR
$43.9M
EFA19.0%
ISHARES TR
$30.9M
BIV13.5%
VANGUARD BD INDEX FDS
$21.9M
IWM12.0%
ISHARES TR
$19.5M
BSV11.5%
VANGUARD BD INDEX FDS
$18.6M

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