§ 13F · FUND PROFILE
Braun-Bostich & Associates Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146.5T (13F)Positions · 118Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | 103K | $9.0T | 5.6% | −6% |
| 2 | DYNF | BLACKROCK ETF TRUST | 140K | $8.5T | 5.3% | ±0% |
| 3 | SPYV | SPDR SERIES TRUST | 135K | $7.7T | 4.7% | +34% |
| 4 | SPYG | SPDR SERIES TRUST | 59K | $6.3T | 3.9% | −1% |
| 5 | IEMG | ISHARES INC | 93K | $6.3T | 3.9% | +20% |
| 6 | QUAL | ISHARES TR | 26K | $5.2T | 3.2% | −31% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 106K | $5.1T | 3.1% | +3% |
| 8 | EFV | ISHARES TR | 71K | $5.1T | 3.1% | −10% |
| 9 | OEF | ISHARES TR | 14K | $4.9T | 3.0% | +3% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 57K | $4.8T | 2.9% | +2% |
§ 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 $146481.3 trillion in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed