Brewster Financial Planning LLC

Brewster Financial Planning LLC reported 30 holdings worth US$182M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Brewster Financial Planning LLC reported 30 holdings worth US$182M as of Jun 30, 2026. Largest: Loews Corporation, Marathon Petroleum Corporation and Alphabet Inc (google) Class C. Filed Jul 14, 2026 (Form 13F).

Holdings
30
Value as reported
US$182M

The filing in full

CompanySharesValue as reported% of portfolio
Loews Corporation4,667US$528K0.29%
Marathon Petroleum Corporation1,837US$470K0.26%
Alphabet Inc (google) Class C1,171US$418K0.23%
Wells Fargo & Company4,941US$408K0.22%
Chevron Corporation1,949US$323K0.18%
Berkshire Hathaway Inc.604US$302K0.17%

Source

View original at SEC

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