Latest Brewster Financial Planning LLC Stock Portfolio
About Brewster Financial Planning LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Brewster Financial Planning LLC reported an equity portfolio of $159 Millions as of 30 Sep, 2025.
The top stock holdings of Brewster Financial Planning LLC are IJR, IJR, BIV. The fund has invested 27.3% of it's portfolio in ISHARES TR and 18.9% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR) and VANGUARD INTL EQUITY INDEX F (VEU). Brewster Financial Planning LLC opened new stock positions in APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD MUN BD FDS (VTEB) and SCHWAB STRATEGIC TR (FNDA).
The top stock holdings of Brewster Financial Planning LLC are IJR, IJR, BIV. The fund has invested 27.3% of it's portfolio in ISHARES TR and 18.9% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR) and VANGUARD INTL EQUITY INDEX F (VEU). Brewster Financial Planning LLC opened new stock positions in APPLE INC (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD MUN BD FDS (VTEB) and SCHWAB STRATEGIC TR (FNDA).
Brewster Financial Planning LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| apple inc | 213,635 |
New stocks bought by Brewster Financial Planning LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 36.23 |
| vanguard mun bd fds | 34.14 |
| schwab strategic tr | 7.95 |
| vanguard bd index fds | 5.4 |
| ishares tr | 3.47 |
| vanguard bd index fds | 3.28 |
| ishares tr | 2.07 |
| ishares tr | 0.74 |
Additions to existing portfolio by Brewster Financial Planning LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -0.9 |
| vanguard intl equity index f | -0.09 |
Brewster Financial Planning LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 98.7 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 98.7 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 98.7 |
| S&P 500 | 1.3 |
Brewster Financial Planning LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Brewster Financial Planning LLC
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.13 | 839 | 213,635 | new | |||
| AAXJ | ishares tr | 1.43 | 21,247 | 2,268,760 | added | 36.23 | ||
| AGT | ishares tr | 0.66 | 11,371 | 1,057,280 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.44 | 4,802 | 699,172 | unchanged | 0.00 | ||
| BGRN | ishares tr | 1.31 | 43,448 | 2,086,810 | added | 0.34 | ||
| BGRN | ishares tr | 0.47 | 16,575 | 747,201 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.19 | 3,821 | 308,164 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 13.37 | 272,155 | 21,252,600 | added | 3.28 | ||
| BIV | vanguard bd index fds | 11.45 | 230,714 | 18,205,600 | added | 5.4 | ||
| CVX | chevron corp new | 0.19 | 1,929 | 299,555 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 0.89 | 36,521 | 1,408,620 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 0.50 | 25,469 | 799,218 | unchanged | 0.00 | ||
| DMXF | ishares tr | 0.19 | 6,999 | 307,397 | added | 2.07 | ||
| FNDA | schwab strategic tr | 0.18 | 11,717 | 285,895 | added | 7.95 | ||
| GOOG | alphabet inc | 0.18 | 1,200 | 292,260 | unchanged | 0.00 | ||
| IJR | ishares tr | 27.28 | 118,692 | 43,379,600 | reduced | -0.9 | ||
| IJR | ishares tr | 18.90 | 321,842 | 30,050,400 | added | 0.44 | ||
| IJR | ishares tr | 12.11 | 79,580 | 19,255,200 | added | 0.74 | ||
| IJR | ishares tr | 6.34 | 163,512 | 10,075,600 | added | 3.47 | ||
| L | loews corp | 0.30 | 4,802 | 482,073 | unchanged | 0.00 | ||