Brewster Financial Planning LLC ETF holdings
Brooklyn, NY
Reported $179.7M in 24 ETFs in its Form 13F for June 30, 2026.
ETF value
$179.7M
ETFs held
24
Change from prior quarter
+10.3%
With price moves
ETFs as a share of its 13F
98.7%
of $182.1M
Top 10 of 24 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | $48.7M | 119,018 | −964 shares |
| EFA | iShares MSCI EAFE ETF | $33.8M | 325,592 | −1,548 shares |
| IWM | iShares Russell 2000 ETF | $24.3M | 80,832 | −795 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $22.3M | 291,009 | +2,341 shares |
| BSV | Vanguard Short-Term Bond ETF | $18.8M | 241,799 | +1,603 shares |
| ICF | iShares Select U.S. REIT ETF | $12.3M | 181,727 | +4,811 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $3.6M | 71,104 | +8,894 shares |
| SUB | iShares Short-Term National Muni Bond ETF | $3.4M | 32,011 | +4,573 shares |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $2.3M | 49,055 | +423 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $1.6M | 35,885 | No change |
14 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001898145. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Brewster Financial Planning LLC own?
Brewster Financial Planning LLC reported 24 ETF positions worth $179.7M in its Form 13F for June 30, 2026. The largest was IWB, at $48.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.