StockDriftsStockDriftsTop 30 Brewster Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 26.76% | 119.0K | $48.7M | -0.80%(-964) | $254.58(+66.42%) | 2026-06-30 | |
| EFA | ISHARES TR | 18.57% | 325.6K | $33.8M | -0.47%(-1.55K) | $77.77(+39.57%) | 2026-06-30 | |
| IWM | ISHARES TR | 13.33% | 80.8K | $24.3M | -0.97%(-795) | $217.43(+38.61%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 12.26% | 291.0K | $22.3M | +0.81%(+2.34K) | $82.77(-8.74%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 10.34% | 241.8K | $18.8M | +0.67%(+1.60K) | $79.93(-3.03%) | 2026-06-30 | |
| ICF | ISHARES TR | 6.75% | 181.7K | $12.3M | +2.72%(+4.81K) | $67.01(+1.06%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 1.97% | 71.1K | $3.6M | +14.30%(+8.89K) | $50.09(-0.50%) | 2026-06-30 | |
| SUB | ISHARES TR | 1.87% | 32.0K | $3.4M | +16.67%(+4.57K) | $106.08(+0.18%) | 2026-06-30 | |
| EAGG | ISHARES TR | 1.28% | 49.1K | $2.3M | +0.87%(+423) | $48.31(-3.44%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 0.87% | 35.9K | $1.6M | +0.00%(+0) | $27.72(+65.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.34% | +38.03% | — | — | +22.53% |
| Top 20 Holdings Unweighted | +11.02% | +36.84% | — | — | +21.13% |
Brewster Financial Planning LLC reports $182.13M in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are IWB (26.8%), EFA (18.6%) and IWM (13.3%). The top 20 holdings account for 98.28% of reported assets. Its disclosed equity book has returned +38.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brewster Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1898145). View Brewster Financial Planning LLC’s 13F filings on SEC