Brewster Financial Planning LLC Portfolio Holdings

Brewster Financial Planning LLC

  • $135 Million
  • Q1 2025

Brewster Financial Planning LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $36.4M, Ishares Tr Msci Eafe ETF with a value of $25.8M, Vanguard Bd Index Fd Inc Inter with a value of $19.3M, Vanguard Bd Index Fd Inc Short with a value of $16.3M, and Ishares Russell 2000 ETF with a value of $14.7M.

Examining the 13F form we can see an increase of $3.27M in the current position value, from $132M to 135M.

Below you can find more details about Brewster Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Million
ETFs: $133 Million
Financial Services: $998,000
Energy: $602,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $135 Million
  • Prior Value $132 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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