Brewster Financial Planning LLC

Q4 2025 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$162,726
Net value change ($000)
+3,712 (2.3%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
EFA 884 2.9%
BIV 638 3.0%
IWB 483 1.1%
SUB 380 16.7%
VTEB 343 13.9%
EAGG 247 11.8%
IWM 240 1.2%
GOOGL 80 27.4%
VEU 51 4.6%
WFC 48 11.8%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -214 -100.0%
MPC -58 -15.6%
CVX -5 -1.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type