13F Filings History of Brewster Financial Planning LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$162,726,351
Signature - Title
Charles Brewster - CCO & Managing Member
Location
Brooklyn, NY
Summary
This page shows a list of all the recent 13F filings made by Brewster Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Brewster Financial Planning LLC reported 26 stock holdings with total value $162,726,351 as of Q4 2025. Top holdings included IWB, EFA, BIV, IWM, and BSV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 26 $162,726,351 +$2,552,847 -$837,240 +$1,715,607 IWB, EFA, BIV, IWM, BSV 13F-HR 14 Jan 2026, 09:29
Q3 2025 27 $159,014,143 +$3,699,521 -$393,525 +$3,305,996 IWB, EFA, BIV, IWM, BSV 13F-HR 08 Oct 2025, 16:52
Q2 2025 26 $148,222,079 +$4,703,871 -$63,893 +$4,639,978 IWB, EFA, BIV, BSV, IWM 13F-HR 15 Jul 2025, 13:18
Q1 2025 25 $135,282,350 +$4,971,974 -$1,137,265 +$3,834,709 IWB, EFA, BIV, BSV, IWM 13F-HR 22 Apr 2025, 10:30
Q4 2024 26 $132,018,485 +$8,017,025 -$1,468,397 +$6,548,628 IWB, EFA, BIV, IWM, BSV 13F-HR 23 Jan 2025, 18:32
Q3 2024 20 $128,968,330 +$2,635,032 -$190,308 +$2,444,724 IWB, EFA, BIV, IWM, BSV Restatement 10 Oct 2024, 09:22
Q2 2024 19 $118,881,459 +$3,139,191 -$606,720 +$2,532,471 IWB, EFA, BIV, IWM, BSV 13F-HR 18 Jul 2024, 12:22
Q1 2024 16 $116,258,187 +$1,598,181 -$1,137,054 +$461,127 IWB, EFA, BIV, IWM, BSV 13F-HR 17 Apr 2024, 12:37
Q4 2023 16 $110,557,348 +$1,259,101 -$286,560 +$972,541 IWB, EFA, BIV, IWM, BSV 13F-HR 17 Jan 2024, 10:39
Q3 2023 15 $99,889,084 +$1,530,060 -$754,935 +$775,125 IWB, EFA, BIV, IWM, BSV 13F-HR 17 Oct 2023, 09:45
Q2 2023 15 $103,530,807 +$2,503,339 -$1,730,745 +$772,594 IWB, EFA, BIV, IWM, BSV 13F-HR 17 Jul 2023, 14:26
Q1 2023 13 $99,688,308 +$725,321 -$275,209 +$450,112 IWB, EFA, BIV, BSV, IWM 13F-HR 27 Apr 2023, 09:46
Q4 2022 13 $94,371,004 +$3,080,367 $0 +$3,080,367 IWB, EFA, BIV, BSV, IWM 13F-HR 13 Jan 2023, 11:38
Q3 2022 12 $85,582,000 +$1,064,122 -$7,301 +$1,056,821 IWB, EFA, BIV, BSV, IWM 13F-HR 27 Oct 2022, 12:10
Q2 2022 12 $90,038,000 +$304,433 -$737,809 -$433,376 IWB, EFA, BIV, BSV, IWM 13F-HR 26 Jul 2022, 13:37
Q1 2022 13 $103,993,000 +$869,392 -$295,521 +$573,871 IWB, EFA, IWM, BIV, BSV 13F-HR 21 Apr 2022, 10:44
Q4 2021 13 $109,970,000 $0 $0 $0 IWB, EFA, IWM, BIV, BSV 13F-HR 24 Jan 2022, 13:53