Brewster Financial Planning LLC

Q1 2026 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$165,328
Net value change ($000)
+2,602 (1.6%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ICF 849 8.4%
EFA 841 2.7%
IWM 748 3.8%
BIV 388 1.8%
VTEB 293 10.4%
SUB 273 10.3%
MPC 158 50.5%
CVX 104 35.3%
VEU 25 2.1%
DFAX 20 2.4%
Top Reduces (Value $000, Stocks/ETFs)
IWB -1,082 -2.5%
WFC -65 -14.3%
ESGU -36 -5.1%
GOOGL -32 -8.6%
DFAC -27 -1.9%
VTI -26 -5.2%
EAGG -22 -0.9%
BRK-B -15 -4.9%
SPTM -13 -4.1%
EUSB -3 -0.9%
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