13F Insight
DOSSIER · 13F-HR · Q3 2026

Braun-Bostich & Associates Inc.

$175M in tracked AUM across 135 positions as of Q3 2026.

B&
CIK 0001740842 · last filed Sep 30, 2026
Total AUM
$175M
as of Q3 2026
Holdings
135
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Braun-Bostich & Associates Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$12M17K6.7%02
VGIT
VANGUARD SCOTTSDALE FDS
$8M144K4.7%03
DYNF
BLACKROCK ETF TRUST
$8M113K4.5%04
SPYG
SPDR SERIES TRUST
$7M60K4.2%05
CORO
BLACKROCK ETF TRUST
$7M195K4.0%06
BNDX
VANGUARD CHARLOTTE FDS
$7M147K3.9%07
IALT
BLACKROCK ETF TRUST
$7M219K3.7%08
RDVY
FIRST TR EXCHANGE TRADED FD
$5M66K2.9%09
SPYV
SPDR SERIES TRUST
$5M83K2.9%10
VCIT
VANGUARD SCOTTSDALE FDS
$4M55K2.5%

Filing history

2026Q3Sep 30
$175M▼ 2.2%
135 positionsView →2026Q2Jun 30
$179M▲ 12.2%
135 positionsView →2026Q1Mar 31
$160M▼ 1.5%
126 positionsView →2025Q4Dec 31
$162M▲ 2.1%
125 positionsView →2025Q3Sep 30
$159M▲ 8.4%
123 positionsLocked2025Q2Jun 30
$146M▲ 8.4%
118 positionsLocked2025Q1Mar 31
$135M▼ 2.6%
111 positionsLocked2024Q4Dec 31
$139M▼ 3.3%
108 positionsLocked2024Q3Sep 30
$143M▲ 6.7%
113 positionsLocked2024Q2Jun 30
$135M▲ 12.6%
110 positionsLocked2024Q1Mar 31
$119M▲ 7.9%
125 positionsLocked2023Q4Dec 31
$111M▲ 106.6%
121 positionsLocked
Showing 12 of 33