Brewster Financial Planning LLC

Q3 2026 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$181,484
Net value change ($000)
-644 (-0.4%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EAGG 788 33.9%
ESGU 518 67.6%
ESGD 381 32.9%
SUB 278 8.2%
ESML 248 27.0%
JPM 201 NEW
MPC 146 31.1%
CVX 71 22.0%
VTI 69 13.7%
VTEB 55 1.5%
Top Reduces (Value $000, Stocks/ETFs)
IWM -2,105 -8.7%
ICF -722 -5.9%
BIV -278 -1.2%
IWB -176 -0.4%
EFA -135 -0.4%
L -57 -10.8%
VEU -22 -1.7%
DFAC -16 -1.0%
GOOGL -15 -3.6%
SPTM -15 -4.4%
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