Brewster Financial Planning LLC
Net buyer this quarter
$182M
9
+$361K
18.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BSVN | $18.8M | 10.34% | 2.54% | +0.7% | Q4 2021 |
 ICF | $12.3M | 6.75% | Not reported | +2.7% | Q4 2021 |
 DFAX | $904K | 0.50% | Not reported | -1.1% | Q4 2021 |
 L | $528K | 0.29% | 0.00% | -2.8% | Q4 2024 |
 MPC | $470K | 0.26% | 0.00% | -4.7% | Q4 2024 |
 GOOG | $418K | 0.23% | Not reported | Not reported | Q4 2024 |
 WFC | $408K | 0.22% | 0.00% | +0.5% | Q4 2024 |
 CVX | $323K | 0.18% | 0.00% | +1.0% | Q4 2024 |
 BRK.B | $302K | 0.17% | Not reported | Not reported | Q4 2023 |
| Q1 2026 | |||||
| BSVN | $18.8M | 11.39% | 2.52% | +1.6% | Q4 2021 |
| ICF | $10.9M | 6.62% | Not reported | +4.5% | Q4 2021 |
| DFAX | $843K | 0.51% | Not reported | -1.4% | Q4 2021 |
| L | $513K | 0.31% | 0.00% | Not reported | Q4 2024 |
| MPC | $471K | 0.28% | 0.00% | Not reported | Q4 2024 |
| CVX | $399K | 0.24% | 0.00% | -0.3% | Q4 2024 |
| WFC | $391K | 0.24% | 0.00% | +0.5% | Q4 2024 |
| GOOG | $340K | 0.21% | Not reported | Not reported | Q4 2024 |
| BRK.B | $289K | 0.18% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| BSVN | $18.6M | 11.45% | 2.50% | +2.5% | Q4 2021 |
| ICF | $10.1M | 6.21% | Not reported | +3.5% | Q4 2021 |
| DFAX | $823K | 0.51% | Not reported | -1.2% | Q4 2021 |
| L | $506K | 0.31% | 0.00% | Not reported | Q4 2024 |
| WFC | $456K | 0.28% | 0.00% | +0.5% | Q4 2024 |
| GOOG | $372K | 0.23% | Not reported | -1.3% | Q4 2024 |
| MPC | $313K | 0.19% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $304K | 0.19% | Not reported | Not reported | Q4 2023 |
| CVX | $295K | 0.18% | 0.00% | +0.3% | Q4 2024 |
| Q3 2025 | |||||
| BSVN | $18.2M | 11.45% | 2.44% | +5.4% | Q4 2021 |
| ICF | $10.1M | 6.34% | Not reported | +3.5% | Q4 2021 |
| DFAX | $799K | 0.50% | Not reported | Not reported | Q4 2021 |
| L | $482K | 0.30% | 0.00% | Not reported | Q4 2024 |
| WFC | $408K | 0.26% | 0.00% | +0.5% | Q4 2024 |
| MPC | $371K | 0.23% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $304K | 0.19% | Not reported | Not reported | Q4 2023 |
| CVX | $300K | 0.19% | 0.00% | Not reported | Q4 2024 |
| GOOG | $292K | 0.18% | Not reported | Not reported | Q4 2024 |
 AAPL | $214K | 0.13% | 0.00% | Not reported | Q4 2024 |