Brewster Financial Planning LLC has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists the firm's contact information and identifies Charles Brewster as the CCO and Managing Member.
The report details a portfolio consisting of 31 individual equity positions. The largest holding in the portfolio is the iShares MSCI EAFE ETF, which accounts for 324,259 shares. This is followed by the iShares Russell 2000 ETF, held in the amount of 116,700 shares.
The portfolio is heavily weighted toward ETFs, with several funds comprising the top holdings. The iShares ESG Aware MSCI USA ETF is held in 769,8 shares, while the iShares ESG Aware MSCI EAFE ETF is held in 14,932 shares. Other notable ETF positions include the Vanguard Mid-Cap Total Stock Market ETF (15,35 shares) and the iShares ESG Aware US Aggregate Bond ETF (68,816 shares).
Among the individual stock holdings, Berkshire Hathaway Inc. Class B is listed with 604 shares. Other individual equities include Chevron Corporation (1,929 shares), JPMorgan Chase & Co. (609 shares), and Marathon Petroleum Corp. (1,558 shares).
