Braun-Bostich & Associates Inc.
Sector Allocation
- Other78.7%$137.8M
- Technology8.1%$14.2M
- Financials4.4%$7.7M
- Healthcare2.2%$3.9M
- Industrials2.0%$3.6M
- Consumer Discretionary1.7%$3.0M
- Consumer Staples1.4%$2.5M
- Energy1.0%$1.8M
- Communication Services0.2%$281,312
- Real Estate0.1%$227,480
AUM History
13fpro.ai/research/fund/braun-bostich-and-associates-inc-1740842
Conviction and streaks
Diversifying · top 10 = 40.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$11.7M
- VANGUARD$8.2M
- BLACKROCK$7.8M
- SPDR$7.3M
- BLACKROCK$7.1M
- VANGUARD$6.9M
- BLACKROCK$6.5M
- FIRST$5.1M
- SPDR$5.1M
- VANGUARD$4.3M
- ISHARES$3.4M
- BLACKROCK$3.3M
- ISHARES$3.3M
- BLACKROCK$3.2M
- BLACKROCK$3.1M
- BLACKROCK$2.7M
- ISHARES$2.7M
AAPL
$2.6MIAU
$2.4MMSFT
$2.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/braun-bostich-and-associates-inc-1740842
Braun-Bostich & Associates Inc. 13F holdings — Q3 2026
$175.1M portfolio (-2.2% QoQ) · 135 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$11.7M
6.7% of stocks
-19%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$8.2M
4.7% of stocks
+66%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
BLACKROCK ETF TRUST - ISHARES US EQUIT
$7.8M
4.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500GRW
$7.3M
4.2% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$7.1M
4.0% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$6.9M
3.9% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
BLACKROCK ETF TRUST - ISHA SYST AL ETF
$6.5M
3.7% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$5.1M
2.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST STR P500VAL
$5.1M
2.9% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$4.3M
2.5% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $11.7M | 6.7% | -19% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $8.2M | 4.7% | +66% | — | — | — | — | |
| 3 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $7.8M | 4.5% | -1% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500GRW | $7.3M | 4.2% | -0.4% | — | — | — | — | |
| 5 | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $7.1M | 4.0% | +0.4% | — | — | — | — | |
| 6 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $6.9M | 3.9% | +10% | — | — | — | — | |
| 7 | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $6.5M | 3.7% | +17% | — | — | — | — | |
| 8 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $5.1M | 2.9% | -2% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST STR P500VAL | $5.1M | 2.9% | -5% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $4.3M | 2.5% | -4% | — | — | — | — |
All holdings — Braun-Bostich & Associates Inc. (Q3 2026)
135 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $3.4M | 1.9% | 42K | -0.7% | — | — | 13F |
| 12 | — | BLACKROCK ETF TRUST - ISHA U S IND ETFetf/fund | — | $3.3M | 1.9% | 91K | New | — | — | 13F |
| 13 | — | ISHARES TR - 20 YR TR BD ETFetf/fund | — | $3.3M | 1.9% | 42K | -64% | — | — | 13F |
| 14 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund | — | $3.2M | 1.8% | 65K | +66% | — | — | 13F |
| 15 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $3.1M | 1.7% | 65K | -12% | — | — | 13F |
| 16 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $2.7M | 1.6% | 62K | -3% | — | — | 13F |
| 17 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $2.7M | 1.5% | 34K | +113% | — | — | 13F |
| 18 | Apple Inc. | Technology | $2.6M | 1.5% | 7,804 | +6% | 11+ qtrsAdded 2 qtrs in a row | 75.7 | 13F | |
| 19 | ISHARES GOLD TRUSTetf/fund | Financials | $2.4M | 1.4% | 31K | +65% | 8 qtrsAdded 2 qtrs in a row | — | 13F | |
| 20 | MICROSOFT CORP | Technology | $2.4M | 1.4% | 4,638 | -3% | 11+ qtrsTrimmed 3 qtrs in a row | 79.8 | 13F | |
| 21 | — | ISHARES TR - MBS ETFetf/fund | — | $2.3M | 1.3% | 26K | -3% | — | — | 13F |
| 22 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $2.2M | 1.3% | 29K | -3% | — | — | 13F |
| 23 | NVR INC | Industrials | $2.1M | 1.2% | 348 | -0.6% | 11+ qtrs | 55.7 | 13F | |
| 24 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETFetf/fund | — | $2.1M | 1.2% | 41K | +0.6% | — | — | 13F |
| 25 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $2.0M | 1.2% | 9,121 | -6% | — | — | 13F |
| 26 | — | ISHARES TR - EAFE GRWTH ETF | — | $2.0M | 1.1% | 16K | +101% | |||
| 27 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $1.9M | 1.1% | 32K | -15% | |||
| 28 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.8M | 1.0% | 20K | +0.8% | |||
| 29 | — | ISHARES TR - CORE INTL AGGR | — | $1.8M | 1.0% | 37K | +71% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $1.8M | 1.0% | 7,777 | +2% | |||
| 31 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.7M | 1.0% | 29K | +0.1% | |||
| 32 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.7M | 1.0% | 6,345 | -0.5% | |||
| 33 | — | ISHARES TR - CORE UNIVRSL USD | — | $1.6M | 0.9% | 37K | +264% | |||
| 34 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $1.6M | 0.9% | 75K | +1% | |||
| 35 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $1.6M | 0.9% | 34K | -61% | |||
| 36 | $AVGO | Broadcom Inc. | Technology | $1.6M | 0.9% | 4,475 | -4% | |||
| 37 | — | ISHARES TR - US TREAS BD ETF | — | $1.5M | 0.8% | 68K | +156% | |||
| 38 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $1.4M | 0.8% | 56K | -17% | |||
| 39 | — | ISHARES TR - BROAD USD HIGH | — | $1.3M | 0.8% | 37K | -1% | |||
| 40 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.7% | 7,941 | -4% | |||
| 41 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.7% | 3,418 | -2% | |||
| 42 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.2M | 0.7% | 4,703 | -0.9% | |||
| 43 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.0M | 0.6% | 9,496 | +6% | |||
| 44 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $1.0M | 0.6% | 7,867 | +5% | |||
| 45 | — | ISHARES TR - MSCI INTL VLU FT | — | $986K | 0.6% | 23K | -1% | |||
| 46 | $LRCX | LAM RESEARCH CORP | Technology | $958K | 0.6% | 2,915 | -5% | |||
| 47 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $941K | 0.5% | 19K | +1% | |||
| 48 | $JPM | JPMORGAN CHASE & CO | Financials | $888K | 0.5% | 2,683 | +4% | |||
| 49 | $SPY | SPDR S&P 500 ETF TRUST | — | $884K | 0.5% | 1,159 | -5% | |||
| 50 | $META | Meta Platforms, Inc. | Technology | $879K | 0.5% | 1,212 | -7% | |||
| 51 | $TSLA | Tesla, Inc. | Consumer Discretionary | $850K | 0.5% | 2,395 | +0.3% | |||
| 52 | $CAT | CATERPILLAR INC | Industrials | $779K | 0.5% | 961 | -1% | |||
| 53 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $764K | 0.4% | 13K | -0.2% | |||
| 54 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $751K | 0.4% | 1,469 | -1% | |||
| 55 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $736K | 0.4% | 1,478 | +1% | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $695K | 0.4% | 6,688 | -8% | |||
| 57 | — | ISHARES TR - EUROPE ETF | — | $623K | 0.4% | 8,759 | -3% | |||
| 58 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $537K | 0.3% | 4,783 | +0.1% | |||
| 59 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $532K | 0.3% | 12K | +19% | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $524K | 0.3% | 5,814 | — | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $504K | 0.3% | 554 | +13% | |||
| 62 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $479K | 0.3% | 6,788 | -1% | |||
| 63 | $LLY | ELI LILLY & Co | Healthcare | $478K | 0.3% | 413 | +0.5% | |||
| 64 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $469K | 0.3% | 2,397 | -7% | |||
| 65 | — | ISHARES TR - EAFE SML CP ETF | — | $469K | 0.3% | 5,558 | -0.6% | |||
| 66 | — | ISHARES TR - SYSTEMATIC BD ET | — | $454K | 0.3% | 5,388 | +16% | |||
| 67 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $453K | 0.3% | 1,593 | +0.4% | |||
| 68 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $451K | 0.3% | 609 | -0.8% | |||
| 69 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $450K | 0.3% | 3,099 | -1% | |||
| 70 | — | VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF | — | $442K | 0.3% | 6,712 | New | |||
| 71 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $438K | 0.3% | 14K | +113% | |||
| 72 | $MA | Mastercard Inc | Financials | $436K | 0.3% | 791 | +4% | |||
| 73 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $435K | 0.3% | 9,478 | +3% | |||
| 74 | — | ISHARES TR - ESG AWR US AGRGT | — | $417K | 0.2% | 9,212 | +13% | |||
| 75 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $403K | 0.2% | 4,046 | +16% | |||
| 76 | — | ISHARES TR - TIPS BD ETF | — | $394K | 0.2% | 3,784 | New | |||
| 77 | — | ISHARES TR - MSCI USA MMENTM | — | $394K | 0.2% | 1,240 | -87% | |||
| 78 | $MRK | Merck & Co., Inc. | Healthcare | $390K | 0.2% | 2,684 | -7% | |||
| 79 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $390K | 0.2% | 4,773 | -7% | |||
| 80 | — | ISHARES TR - NATIONAL MUN ETF | — | $386K | 0.2% | 3,815 | -20% | |||
| 81 | $ABBV | AbbVie Inc. | Healthcare | $372K | 0.2% | 1,421 | +1% | |||
| 82 | $V | VISA INC. | Financials | $367K | 0.2% | 1,021 | +7% | |||
| 83 | $PH | Parker-Hannifin Corp | Industrials | $363K | 0.2% | 380 | +0.3% | |||
| 84 | — | DBX ETF TR - XTRACK USD HIGH | — | $360K | 0.2% | 10K | +8% | |||
| 85 | $KO | COCA COLA CO | Consumer Staples | $358K | 0.2% | 4,157 | +0.6% | |||
| 86 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $354K | 0.2% | 2,679 | -2% | |||
| 87 | — | ISHARES TR - ISHS 5-10YR INVT | — | $336K | 0.2% | 6,668 | New | |||
| 88 | — | ISHARES TR - MSCI EMG MKT ETF | — | $330K | 0.2% | 4,944 | -6% | |||
| 89 | $BLK | BlackRock, Inc. | Financials | $322K | 0.2% | 304 | -0.7% | |||
| 90 | $CSCO | CISCO SYSTEMS, INC. | Technology | $321K | 0.2% | 2,987 | -8% | |||
| 91 | $SHEL | Shell plc | Energy | $321K | 0.2% | 3,372 | +0.1% | |||
| 92 | $TD | TORONTO DOMINION BANK | Financials | $317K | 0.2% | 2,698 | -3% | |||
| 93 | — | ISHARES TR - ESG AWRE USD ETF | — | $312K | 0.2% | 14K | -5% | |||
| 94 | — | ISHARES TR - S&P 100 ETF | — | $309K | 0.2% | 810 | -19% | |||
| 95 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $305K | 0.2% | 5,612 | +19% | |||
| 96 | $BNY | Bank of New York Mellon Corp | Financials | $305K | 0.2% | 2,112 | +4% | |||
| 97 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $301K | 0.2% | 6,359 | +56% | |||
| 98 | $PEP | PEPSICO INC | Consumer Staples | $301K | 0.2% | 2,375 | -3% | |||
| 99 | — | ISHARES TR - ESG MSCI KLD ETF | — | $295K | 0.2% | 2,017 | -1% | |||
| 100 | $CSX | CSX CORP | Industrials | $287K | 0.2% | 6,180 | +3% | |||
| 101 | $QCOM | QUALCOMM INC/DE | Technology | $284K | 0.2% | 1,541 | -5% | |||
| 102 | $NFLX | NETFLIX INC | Communication Services | $281K | 0.2% | 4,043 | +3% | |||
| 103 | — | ISHARES TR - ESG AWR MSCI USA | — | $279K | 0.2% | 1,674 | -3% | |||
| 104 | $TT | Trane Technologies plc | Technology | $278K | 0.2% | 616 | -1.0% | |||
| 105 | $ASML | ASML HOLDING NV | Technology | $275K | 0.2% | 152 | -8% | |||
| 106 | $RY | ROYAL BANK OF CANADA | Financials | $274K | 0.2% | 1,394 | -0.9% | |||
| 107 | $GOOG | Alphabet Inc. | Technology | $268K | 0.1% | 786 | +11% | |||
| 108 | $SAP | SAP SE | Technology | $265K | 0.1% | 1,272 | New | |||
| 109 | — | ISHARES TR - RUS 1000 VAL ETF | — | $265K | 0.1% | 1,067 | — | |||
| 110 | — | ISHARES TR - CORE US AGGBD ET | — | $264K | 0.1% | 2,792 | +0.6% | |||
| 111 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $263K | 0.1% | 1,766 | -3% | |||
| 112 | $NVS | NOVARTIS AG | Healthcare | $256K | 0.1% | 1,798 | -16% | |||
| 113 | — | SPDR SERIES TRUST - ST STR TIPS ETF | — | $256K | 0.1% | 11K | New | |||
| 114 | — | ISHARES TR - CORE S&P MCP ETF | — | $254K | 0.1% | 3,525 | — | |||
| 115 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | — | $250K | 0.1% | 5,835 | +6% | |||
| 116 | — | ISHARES TR - ESG MSCI USA ETF | — | $248K | 0.1% | 3,641 | -4% | |||
| 117 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $248K | 0.1% | 704 | — | |||
| 118 | — | ISHARES TR - CORE S&P500 ETF | — | $247K | 0.1% | 323 | -2% | |||
| 119 | — | GRANITESHARES ETF TR - BBG COMMD K 1 | — | $243K | 0.1% | 8,706 | -2% | |||
| 120 | $HSBC | HSBC HOLDINGS PLC | Financials | $240K | 0.1% | 2,420 | -4% | |||
| 121 | — | SPDR SERIES TRUST - ST INTER ETF | — | $238K | 0.1% | 8,709 | New | |||
| 122 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $231K | 0.1% | 1,052 | +10% | |||
| 123 | $MMM | 3M CO | Healthcare | $231K | 0.1% | 1,405 | -1% | |||
| 124 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $228K | 0.1% | 621 | -4% | |||
| 125 | $PLD | Prologis, Inc. | Real Estate | $227K | 0.1% | 1,752 | +2% | |||
| 126 | — | ISHARES TR - CRE U S REIT ETF | — | $227K | 0.1% | 3,693 | +6% | |||
| 127 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $226K | 0.1% | 2,822 | -2% | |||
| 128 | $INTC | INTEL CORP | Technology | $219K | 0.1% | 1,819 | +6% | |||
| 129 | — | ABRDN ETFS - BBRG ALL COMD K1 | — | $215K | 0.1% | 8,312 | New | |||
| 130 | $MCD | MCDONALDS CORP | Consumer Discretionary | $215K | 0.1% | 930 | -7% | |||
| 131 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $214K | 0.1% | 7,123 | -4% | |||
| 132 | $BNS | BANK OF NOVA SCOTIA | Financials | $212K | 0.1% | 2,338 | -4% | |||
| 133 | $COP | CONOCOPHILLIPS | Energy | $205K | 0.1% | 1,641 | New | |||
| 134 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $205K | 0.1% | 1,224 | -6% | |||
| 135 | $PM | Philip Morris International Inc. | Consumer Staples | $201K | 0.1% | 1,051 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 52 added to, 69 trimmed, 10 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
- BLACKROCK ETF TRUST - ISHA U S IND ETF$3.3M
first bought this quarter
- VANGUARD SCOTTSDALE FDS - TOTAL WLD BD ETF$442K
first bought this quarter
- ISHARES TR - TIPS BD ETF$394K
first bought this quarter
- ISHARES TR - ISHS 5-10YR INVT$336K
first bought this quarter
$SAPSAP SE$265K
first bought this quarter
- SPDR SERIES TRUST - ST STR TIPS ETF$256K
first bought this quarter
+4 more in the Excel export
Added to (52)
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+66%
now $8.2M
- ISHARES TR - EAFE VALUE ETF+113%
now $2.7M
- BLACKROCK ETF TRUST - ISHA LA CORE ETF+66%
now $3.2M
- ISHARES TR - CORE UNIVRSL USD+264%
now $1.6M
- ISHARES TR - EAFE GRWTH ETF+101%
now $2.0M
- BLACKROCK ETF TRUST - ISHA SYST AL ETF+17%
now $6.5M
+46 more in the Excel export
Trimmed (69)
- ISHARES TR - 20 YR TR BD ETF-64%
now $3.3M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-19%
now $11.7M
- FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT-61%
now $1.6M
- ISHARES TR - MSCI USA MMENTM-87%
now $394K
- BLACKROCK ETF TRUST - ISHA I IN TE ETF-12%
now $3.1M
- GLOBAL X FDS - DEFENSE TECH ETF-15%
now $1.9M
+63 more in the Excel export
Sold out (10)
- ISHARES TR - 10-20 YR TRS ETFwas $2.3M
$SOSOUTHERN COwas $244K
held 6 qtrs
$BUDAnheuser-Busch InBev SA/NVwas $243K
held 1 qtr
$CMCANADIAN IMPERIAL BANK OF COMMERCE /CAN/was $214K
held 1 qtr
$MOALTRIA GROUP, INC.was $214K
$PEGPUBLIC SERVICE ENTERPRISE GROUP INCwas $209K
+4 more in the Excel export
Holdings by quarter
Every 13F Braun-Bostich & Associates Inc. has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Braun-Bostich & Associates?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Braun-Bostich & Associates's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 39% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Braun-Bostich & Associates Inc. disclosed 135 positions worth $175.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 10 new positions and exited 10. The portfolio is most concentrated in Other (78.7% of disclosed assets). All figures are sourced directly from Braun-Bostich & Associates Inc.’s Form 13F-HR filing with the SEC under CIK 1740842.
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