Brewster Financial Planning LLC

Q2 2026 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$182,128
Net value change ($000)
+16,800 (10.2%)
New positions
4
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,957 13.9%
IWM 4,043 20.0%
EFA 2,047 6.4%
ICF 1,341 12.2%
VT 777 NEW
VTEB 492 15.9%
SUB 486 16.6%
SCHP 278 NEW
BNDX 238 NEW
ESGE 213 NEW
Top Reduces (Value $000, Stocks/ETFs)
CVX -76 -19.0%
SCHO -1 -0.3%
MPC -1 -0.2%
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