Brewster Financial Planning LLC

Q3 2025 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
27
Total value ($000)
$159,014
Net value change ($000)
+10,792 (7.3%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWB 2,711 6.7%
IWM 2,209 13.0%
EFA 1,407 4.9%
BIV 873 4.3%
VTEB 666 37.0%
SUB 611 36.9%
ICF 411 4.3%
AAPL 214 NEW
DFAC 100 7.6%
GOOGL 79 37.1%
Top Reduces (Value $000, Stocks/ETFs)
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Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type