Brewster Financial Planning
Brewster Financial Planning reported 31 stocks worth $181M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IWB (26.8%), EFA (18.6%) and IWM (12.2%). Compared with Q2 2026, the fund opened new positions in JPM, added to BIV, BSV and ICF and trimmed IWB, EFA and IWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWB Ishares TR | $48.6M | 26.8% | 117K | −2,318 (−2%) | 8 of 8 | |
| 2 |  EFA Ishares TR | $33.7M | 18.6% | 324K | −1,333 (−0%) | 8 of 8 | |
| 3 |  IWM Ishares TR | $22.2M | 12.2% | 80K | −1,013 (−1%) | 8 of 8 | |
| 4 |  BIV Vanguard Intermediate | $22M | 12.2% | 303K | +12K (+4%) | 8 of 8 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $18.9M | 10.4% | 248K | +6,119 (+3%) | 8 of 8 | |
| 6 |  ICF Ishares Select U.s. REIT ETF | $11.6M | 6.4% | 184K | +2,178 (+1%) | 8 of 8 | |
| 7 |  SUB Ishares Short Term Ntnl | $3.7M | 2.0% | 35K | +3,246 (+10%) | 8 of 8 | |
| 8 |  VTEB Vanguard Mun BD Fds | $3.7M | 2.0% | 77K | +5,985 (+8%) | 8 of 8 | |
| 9 |  EAGG Ishares TR | $3.1M | 1.7% | 69K | +20K (+40%) | 8 of 8 | |
| 10 | DIMENSIONAL ETF TRUST | $1.6M | 0.9% | 35K | −436 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brewster Financial Planning 13F FAQ
What does Brewster Financial Planning own?
Brewster Financial Planning reported 31 stocks worth $181M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IWB (26.8%), EFA (18.6%) and IWM (12.2%). The table above lists every position in the filing (the top 10 without an account).
What did Brewster Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 16 added to, 10 trimmed and 0 sold out. New positions include JPM.
When will Brewster Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Brewster Financial Planning's portfolio worth?
The Q3 2026 filing reports $181M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.