Investor
Brewster Financial Planning LLC
CIK 0001898145 · filed 2026-05-04 · SEC filing
13F book
$165.3M
Positions
26
Largest name
25.9%
Ishares Tr
Est. mark
−$1.3M
Price effect on 26 names still held. Flow $3.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 120K | $42.8M | 25.9% | −$1.98M | Added−$1.08M |
| Ishares Tr | — | 327.1K | $31.8M | 19.2% | $354.3K | Added$841K |
| Vanguard Bd Index Fds | — | 288.7K | $22.3M | 13.5% | −$196.8K | Added$388.4K |
| Ishares Tr | — | 81.6K | $20.2M | 12.2% | $145.7K | Added$748.1K |
| Vanguard Bd Index Fds | — | 240.2K | $18.8M | 11.4% | −$94.6K | Added$198.4K |
| Ishares Tr | — | 176.9K | $10.9M | 6.6% | $375.8K | Added$849.6K |
| Vanguard Mun Bd Fds | — | 62.2K | $3.1M | 1.9% | −$22.4K | Added$292.8K |
| Ishares Tr | — | 27.4K | $2.92M | 1.8% | −$4.97K | Added$272.7K |
| Ishares Tr | — | 48.6K | $2.31M | 1.4% | −$14.6K | Cut−$21.8K |
| Dimensional Etf Trust | — | 35.9K | $1.39M | 0.8% | −$26.2K | Held |
| Vanguard Intl Equity Index F | — | 15.9K | $1.19M | 0.7% | $24.4K | Held |
| Ishares Tr | — | 11.1K | $1.07M | 0.6% | $5.91K | Cut$3.53K |
| Dimensional Etf Trust | — | 24.8K | $842.8K | 0.5% | $30.8K | Cut$19.4K |
| Ishares Tr | — | 16.5K | $777.9K | 0.5% | $17.2K | Cut$10.7K |
| Ishares Tr | — | 4.74K | $670.8K | 0.4% | −$35.9K | Held |
| Loews Corp | L | 4.8K | $512.6K | 0.3% | $6.87K | Held |
| Vanguard Index Fds | — | 1.47K | $470.6K | 0.3% | −$21.2K | Cut−$25.9K |
| Marathon Pete Corp | — | 1.93K | $470.5K | 0.3% | $157.1K | Held |
| Vanguard Malvern Fds | — | 8.09K | $403.9K | 0.2% | $3.96K | Held |
| Chevron Corp New | CVX | 1.93K | $399.1K | 0.2% | $105.1K | Cut$104.3K |
| Wells Fargo Co New | — | 4.92K | $391.4K | 0.2% | −$66.6K | Added−$64.7K |
| Alphabet Inc | — | 1.18K | $339.6K | 0.2% | −$31.9K | Held |
| Ishares Tr | — | 7.23K | $314.6K | 0.2% | −$2.97K | Held |
| Spdr Series Trust | — | 3.82K | $302.1K | 0.2% | −$13.1K | Held |
| Schwab Strategic Tr | — | 12K | $291.4K | 0.2% | −$1.2K | Held |
| Berkshire Hathaway Inc Del | — | 604 | $289.4K | 0.2% | −$14.2K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.