§ 13F · FUND PROFILE
Braun-Bostich & Associates Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159M (13F)Positions · 123Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | 108K | $9M | 5.8% | +4% |
| 2 | DYNF | BLACKROCK ETF TRUST | 117K | $7M | 4.3% | −16% |
| 3 | SPYV | SPDR SERIES TRUST | 116K | $7M | 4.1% | −14% |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 132K | $6M | 4.0% | +25% |
| 5 | CORO | BLACKROCK ETF TRUST | 194K | $6M | 3.9% | NEW |
| 6 | SPYG | SPDR SERIES TRUST | 63K | $6M | 3.8% | +6% |
| 7 | VOO | VANGUARD INDEX FDS | 10K | $6M | 3.7% | +56% |
| 8 | QUAL | ISHARES TR | 26K | $5M | 3.1% | ±0% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 78K | $5M | 2.9% | +256% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 56K | $5M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAUN-BOSTICH SIGNAL
AC read
Braun-Bostich & Associates Inc. is a Other fund managing $159 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed