Brewster Financial Planning LLC
RIA/Wealth
Brewster Financial Planning LLC is a RIA/Wealth based in Brooklyn, NY led by Charles Erskine Scott Brewster, reporting $204.6M in AUM as of Q3 2025 with 99% ETF concentration, 95% concentrated in top 10 holdings, and 27% allocation to IWB.
Managing PartnerCharles Erskine Scott Brewster
- Portfolio Value
- $159.0M
- Positions
- 27
- Top Holding
- IWB at 27.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Brewster Financial Planning LLC's portfolio (94.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $43.4M | 27.28% | -$392.5K Sold | — 118.7K shares | |
ETF ETF | $30.1M | 18.90% | +$131.6K Bought | — 321.8K shares | |
ETF ETF | $21.3M | 13.37% | +$675.1K Bought | — 272.2K shares | |
ETF ETF | $19.3M | 12.11% | +$141.8K Bought | — 79.6K shares | |
ETF ETF | $18.2M | 11.45% | +$932.1K Bought | — 230.7K shares | |
ETF ETF | $10.1M | 6.34% | +$337.5K Bought | — 163.5K shares | |
ETF ETF | $2.5M | 1.55% | +$628.1K Bought | — 49.3K shares | |
ETF ETF | $2.3M | 1.43% | +$603.4K Bought | — 21.2K shares | |
ETF ETF | $2.1M | 1.31% | +$7.1K Bought | — 43.4K shares | |
ETF ETF | $1.4M | 0.89% | — | — 36.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Brewster Financial Planning LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+36.23% | |
+34.14% | |
+7.95% | |
+5.4% | |
+3.47% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-0.9% | |
-0.09% |
Analytics
Portfolio insights and performance metrics for Brewster Financial Planning LLC
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