Brewster Financial Planning LLC
CIK
1898145
Location
BROOKLYN, NY
Portfolio Value
Micro
$2,063,087
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,478
/ 8,603
▲ 87
· as of Mar 2026
Top Industry
Insurance - Property & Casualty
24.8%
3Y Alpha vs SPY
-1.9%
Period ended 3 months ago
Filed May 4, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.6%
SPY
+54.1%
Annualised alpha
-1.8%
Max drawdown
−15.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.8%
−2.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
2,068
Moderately concentrated−43
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 57.8% | $1,193,443 |
| Energy | 42.2% | $869,644 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WFC | Wells Fargo & Company/Mn | +24 | 4,917 | $391,442 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | −5 | 1,929 | $399,110 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$2,063,087 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| L |
Loews Corp
Financial Services
|
Held | 4,802 | $512,565 | 24.84% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Held | 1,927 | $470,534 | 22.81% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,929 | $399,110 | 19.35% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 4,917 | $391,442 | 18.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 604 | $289,436 | 14.03% |