Braun-Bostich & Associates Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Braun-Bostich & Associates Inc. disclosed 130 stock positions valued at approximately $179.10M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and BLACKROCK ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 130
- Portfolio Value
- $179.10M
Holdings by Sector
Braun-Bostich & Associates Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 7.93% | 20,684 | +10,827 | +109.84% | $14,205,997 |
| ISHARES TR | TLT | Other | 5.64% | 116,937 | +9,249 | +8.59% | $10,105,696 |
| BLACKROCK ETF TRUST | DYNF | Other | 4.35% | 114,658 | -2,822 | -2.40% | $7,797,891 |
| SPDR SERIES TRUST | SPYG | Other | 3.98% | 59,933 | -2,705 | -4.32% | $7,131,428 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.62% | 134,018 | +2,053 | +1.56% | $6,490,492 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 3.04% | 67,095 | +674 | +1.01% | $5,438,721 |
| SPDR SERIES TRUST | SPYV | Other | 2.96% | 87,227 | -29,097 | -25.01% | $5,302,529 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.87% | 87,050 | +8,621 | +10.99% | $5,134,209 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.67% | 57,762 | +1,608 | +2.86% | $4,774,029 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 2.41% | 86,705 | +9,843 | +12.81% | $4,316,175 |
| ISHARES INC | IEMG | Other | 1.95% | 42,248 | -21,613 | -33.84% | $3,499,824 |
| ISHARES TR | MTUM | Other | 1.78% | 9,284 | -2,919 | -23.92% | $3,182,834 |
| ISHARES TR | MBB | Other | 1.39% | 26,356 | +517 | +2.00% | $2,491,169 |
| NVR INC | NVR | Consumer Cyclical | 1.33% | 350 | -2 | -0.57% | $2,384,690 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.31% | 29,642 | +559 | +1.92% | $2,342,607 |
| ISHARES TR | TLH | Other | 1.26% | 22,488 | +951 | +4.42% | $2,256,671 |
| GLOBAL X FDS | SHLD | Other | 1.26% | 37,760 | +2,939 | +8.44% | $2,254,650 |
| APPLE INC | AAPL | Technology | 1.19% | 7,377 | +1,000 | +15.68% | $2,134,609 |
| ISHARES TR | QUAL | Other | 1.19% | 9,694 | -16,372 | -62.81% | $2,127,154 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.10% | 41,087 | -958 | -2.28% | $1,977,106 |
| ISHARES TR | EMB | Other | 1.07% | 19,928 | +284 | +1.45% | $1,921,856 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.00% | 67,772 | +604 | +0.90% | $1,795,958 |
| MICROSOFT CORP | MSFT | Technology | 1.00% | 4,806 | -115 | -2.34% | $1,792,734 |
| BROADCOM INC | AVGO | Technology | 0.98% | 4,665 | -1,104 | -19.14% | $1,762,204 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.97% | 73,667 | -2,746 | -3.59% | $1,744,435 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.97% | 28,991 | -878 | -2.94% | $1,730,473 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.90% | 6,374 | -129 | -1.98% | $1,618,805 |
| NVIDIA CORPORATION | NVDA | Technology | 0.85% | 7,633 | +50 | +0.66% | $1,527,287 |
| ISHARES GOLD TR | IAU | Other | 0.79% | 18,746 | +933 | +5.24% | $1,415,510 |
| ISHARES TR | USHY | Other | 0.77% | 37,129 | +60 | +0.16% | $1,374,516 |
Showing 30 of 130 holdings in the latest reporting period.