Brewster Financial Planning LLC
All 13F Filings
- Location
- Brooklyn, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 182,128
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 30 | 182,128 | 13F-HR | Brewster Financial Planning LLC |
| Q1 2026 | 5/4/2026 | 26 | 165,328 | 13F-HR | Brewster Financial Planning LLC |
| Q4 2025 | 1/14/2026 | 26 | 162,726 | 13F-HR | Brewster Financial Planning LLC |
| Q3 2025 | 10/8/2025 | 27 | 159,014 | 13F-HR | Brewster Financial Planning LLC |
| Q2 2025 | 7/15/2025 | 26 | 148,222 | 13F-HR | Brewster Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.449 K | 1.3% | 46 | 0 | 46 |
| ETFs | 160.8 K | 88.3% | 16.75 K | 0 | 16.75 K |
| Debt | 18.84 K | 10.3% | 5 | 0 | 5 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
182,128
Holdings
30
QoQ value change ($000)
16,800
(10.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.