Braun-Bostich & Associates Inc. 13F Holdings · Q2 2026
Braun-Bostich & Associates Inc. reported 135 securities worth $179.10M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (7.93%), TLT (5.64%), DYNF (4.35%). Among its top 25 positions this quarter: 1 new, 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $14.2M | 7.93% | 20,684 | Added |
| 2 | TLT | ISHARES TR | $10.1M | 5.64% | 116,937 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $7.8M | 4.35% | 114,658 | Trimmed |
| 4 | SPYG | SPDR SERIES TRUST | $7.1M | 3.98% | 59,933 | Trimmed |
| 5 | CORO | BLACKROCK ETF TRUST | $7.1M | 3.96% | 193,847 | Trimmed |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $6.5M | 3.62% | 134,018 | Added |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.4M | 3.04% | 67,095 | Added |
| 8 | SPYV | SPDR SERIES TRUST | $5.3M | 2.96% | 87,227 | Trimmed |
| 9 | IALT | BLACKROCK ETF TRUST | $5.2M | 2.93% | 186,920 | New |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $5.1M | 2.87% | 87,050 | Added |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $4.8M | 2.67% | 57,762 | Added |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | $4.3M | 2.41% | 86,705 | Added |
| 13 | BAI | BLACKROCK ETF TRUST | $3.9M | 2.16% | 73,453 | Trimmed |
| 14 | IEMG | ISHARES INC | $3.5M | 1.95% | 42,248 | Trimmed |
| 15 | MTUM | ISHARES TR | $3.2M | 1.78% | 9,284 | Trimmed |
| 16 | THRO | BLACKROCK ETF TRUST | $2.7M | 1.53% | 63,603 | Trimmed |
| 17 | MBB | ISHARES TR | $2.5M | 1.39% | 26,356 | Added |
| 18 | NVR | NVR INC | $2.4M | 1.33% | 350 | Trimmed |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $2.3M | 1.31% | 29,642 | Added |
| 20 | SHLD | GLOBAL X FDS | $2.3M | 1.26% | 37,760 | Added |
| 21 | TLH | ISHARES TR | $2.3M | 1.26% | 22,488 | Added |
| 22 | AAPL | APPLE INC | $2.1M | 1.19% | 7,377 | Added |
| 23 | QUAL | ISHARES TR | $2.1M | 1.19% | 9,694 | Trimmed |
| 24 | SCHC | SCHWAB STRATEGIC TR | $2.0M | 1.10% | 41,087 | Trimmed |
| 25 | BLCR | BLACKROCK ETF TRUST | $2.0M | 1.09% | 38,853 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR