Brewster Financial Planning LLC holds a concentrated book of 30 stocks worth $182.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Tot World STK ETF and trimmed Ishares Russell 1000 ETF. Their largest long position is Ishares Russell 1000 ETF at 27% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1898145/holdings"
Use Arkolith to show Brewster Financial Planning LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Brewster Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 30 / 30 | $84.7B |
| MORGAN STANLEY | 30 / 30 | $72.1B |
| BANK OF AMERICA CORP /DE/ | 30 / 30 | $65.6B |
| FMR LLC | 30 / 30 | $63.9B |
| GOLDMAN SACHS GROUP INC | 30 / 30 | $32.1B |
| WELLS FARGO & COMPANY/MN | 30 / 30 | $23.4B |
| ROYAL BANK OF CANADA | 30 / 30 | $20.4B |
| ENVESTNET ASSET MANAGEMENT INC | 30 / 30 | $19.8B |
Ranked by how many of Brewster Financial Planning LLC's top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 ETF | $48.7M | 119.0K | 26.8% | ▼−0.8% Reduced · −964 sh | |
| 2 | Ishares TR MSCI EAFE ETF | $33.8M | 325.6K | 18.6% | ▼−0.5% Reduced · −2K sh | |
| 3 | Ishares TR RUSSELL 2000 ETF | $24.3M | 80.8K | 13.3% | ▼−1.0% Reduced · −795 sh | |
| 4 | Vanguard BD Index FDS INTERMED TERM | $22.3M | 291.0K | 12.3% | ▲+0.8% Added · +2K sh | |
| 5 | Vanguard BD Index FDS SHORT TRM BOND | $18.8M | 241.8K | 10.3% | ▲+0.7% Added · +2K sh | |
| 6 | Ishares TR SELECT US REIT | $12.3M | 181.7K | 6.7% | ▲+2.7% Added · +5K sh | |
| 7 | Vanguard Mun BD FDS TAX EXEMPT BD | $3.6M | 71.1K | 2.0% | ▲+14% Added · +9K sh | |
| 8 | Ishares TR SHRT NAT MUN ETF | $3.4M | 32.0K | 1.9% | ▲+17% Added · +5K sh | |
| 9 | Ishares TR ESG AWR US AGRGT | $2.3M | 49.1K | 1.3% | ▲+0.9% Added · +423 sh | |
| 10 | Dimensional ETF Trust US COR EQU 2 ETF | $1.6M | 35.9K | 0.9% | —Held | |
| 11 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.3M | 15.7K | 0.7% | ▼−0.8% Reduced · −123 sh | |
| 12 | Ishares TR ESG AW MSCI EAFE | $1.2M | 11.3K | 0.6% | ▲+1.0% Added · +111 sh | |
| 13 | Ishares TR ESG AWARE MSCI | $918K | 16.4K | 0.5% | ▼−0.8% Reduced · −128 sh | |
| 14 | Dimensional ETF Trust WORLD EX US CORE | $904K | 24.5K | 0.5% | ▼−1.1% Reduced · −272 sh | |
| 15 | Vanguard Intl Equity Index F TT WRLD ST ETF | $777K | 4.9K | 0.4% | ▲New New position | |
| 16 | Ishares TR ESG AWR MSCI USA | $766K | 4.7K | 0.4% | ▼−1.4% Reduced · −65 sh | |
| 17 | Loews Corp COM | $528K | 4.7K | 0.3% | ▼−2.8% Reduced · −135 sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $505K | 1.4K | 0.3% | ▼−7.0% Reduced · −102 sh | |
| 19 | Marathon Pete Corp COM | $470K | 1.8K | 0.3% | ▼−4.7% Reduced · −90 sh | |
| 20 | Vanguard Malvern FDS STRM INFPROIDX | $432K | 8.6K | 0.2% | ▲+6.4% Added · +515 sh | |
| 21 | Alphabet Inc CAP STK CL C | $418K | 1.2K | 0.2% | —Held | |
| 22 | Wells Fargo & Co COM | $408K | 4.9K | 0.2% | ▲+0.5% Added · +24 sh | |
| 23 | SPDR Series Trust ST STR PR SP1500 | $342K | 3.8K | 0.2% | ▼−1.5% Reduced · −57 sh | |
| 24 | Chevron Corporation COM | $323K | 1.9K | 0.2% | ▲+1.0% Added · +20 sh | |
| 25 | Ishares TR ESG ADVAN ETF | $323K | 7.4K | 0.2% | ▲+2.7% Added · +198 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $302K | 604 | 0.2% | —Held | |
| 27 | Schwab Strategic TR SHT TM US TRES | $290K | 12.0K | 0.2% | —Held | |
| 28 | Schwab Strategic TR US TIPS ETF | $278K | 10.5K | 0.2% | ▲New New position | |
| 29 | Vanguard Charlotte FDS TOTAL INT BD ETF | $238K | 4.9K | 0.1% | ▲New New position | |
| 30 | Ishares Inc ESG AWR MSCI EM | $213K | 3.9K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 30 | $182.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 26 | $165.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 26 | $162.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 27 | $159.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 26 | $148.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 25 | $135.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 26 | $132.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 20 | $129.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.