Brewster Financial Planning LLC - Portfolio Stock Holdings
Brewster Financial Planning LLC disclosed 31 stock positions in a recent SEC 13F filing. $181,483,949 of stock holdings were filed, with the largest holdings including IWB, EFA, and IWM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $239,734,631 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
31Est. Stock Holding Value:
$181,483,949Top Stock Holdings By Sector
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Portfolio Stock Holdings - Brewster Financial Planning LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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