Braun-Bostich & Associates Inc.

CIK 0001740842 · CANONSBURG, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Braun-Bostich & Associates Inc. reported 135 positions worth $179.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VOO (7.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$179.1M
2026 Q2
Positions
135
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.3%
Est. Net Flow (Q)
2026 Q2
10 / 135 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$14.2M7.93%20,684
2TLTISHARES TRSH$10.1M5.64%116,937
3DYNFBLACKROCK ETF TRUSTSH$7.8M4.35%114,658
4SPYGSPDR SERIES TRUSTSH$7.1M3.98%59,933
5COROBLACKROCK ETF TRUSTSH$7.1M3.96%193,847
6BNDXVANGUARD CHARLOTTE FDSSH$6.5M3.62%134,018
7RDVYFIRST TR EXCHANGE TRADED FDSH$5.4M3.04%67,095
8SPYVSPDR SERIES TRUSTSH$5.3M2.96%87,227
9IALTBLACKROCK ETF TRUSTSH$5.2M2.93%186,920
10VGITVANGUARD SCOTTSDALE FDSSH$5.1M2.87%87,050

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Braun-Bostich & Associates Inc. hold as of Q2 2026?

Braun-Bostich & Associates Inc. reported 135 positions worth $179.1M in its Q2 2026 13F filing. Largest positions: VOO (7.9%), TLT (5.6%), DYNF (4.4%), SPYG (4.0%) and CORO (4.0%).

What did Braun-Bostich & Associates Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Braun-Bostich & Associates Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.