Braun-Bostich & Associates Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Braun-Bostich & Associates Inc. disclosed 135 stock positions valued at approximately $175.09M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD SCOTTSDALE FDS, and BLACKROCK ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 135
- Portfolio Value
- $175.09M
Holdings by Sector
Braun-Bostich & Associates Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 6.69% | 16,710 | -3,974 | -19.21% | $11,711,511 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 4.67% | 144,191 | +57,141 | +65.64% | $8,169,862 |
| BLACKROCK ETF TRUST | DYNF | Other | 4.48% | 113,279 | -1,379 | -1.20% | $7,845,704 |
| SPDR SERIES TRUST | SPYG | Other | 4.20% | 59,696 | -237 | -0.40% | $7,347,384 |
| BLACKROCK ETF TRUST | CORO | Other | 4.04% | 194,589 | +742 | +0.38% | $7,073,310 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 3.93% | 146,903 | +12,885 | +9.61% | $6,885,344 |
| BLACKROCK ETF TRUST | IALT | Other | 3.74% | 219,078 | +32,158 | +17.20% | $6,541,669 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 2.93% | 65,600 | -1,495 | -2.23% | $5,135,824 |
| SPDR SERIES TRUST | SPYV | Other | 2.90% | 83,058 | -4,169 | -4.78% | $5,077,336 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.47% | 55,177 | -2,585 | -4.48% | $4,320,911 |
| ISHARES INC | IEMG | Other | 1.94% | 41,943 | -305 | -0.72% | $3,404,094 |
| BLACKROCK ETF TRUST | INRO | Other | 1.91% | 90,743 | +90,743 | +100.00% | $3,339,996 |
| ISHARES TR | TLT | Other | 1.88% | 42,223 | -74,714 | -63.89% | $3,284,105 |
| BLACKROCK ETF TRUST | BLCR | Other | 1.81% | 64,558 | +25,705 | +66.16% | $3,160,760 |
| BLACKROCK ETF TRUST | BAI | Other | 1.74% | 64,733 | -8,720 | -11.87% | $3,054,750 |
| BLACKROCK ETF TRUST | THRO | Other | 1.56% | 62,004 | -1,599 | -2.51% | $2,726,936 |
| ISHARES TR | EFV | Other | 1.52% | 33,587 | +17,836 | +113.24% | $2,658,075 |
| APPLE INC | AAPL | Technology | 1.48% | 7,804 | +427 | +5.79% | $2,598,888 |
| ISHARES GOLD TR | IAU | Other | 1.38% | 30,875 | +12,129 | +64.70% | $2,411,338 |
| MICROSOFT CORP | MSFT | Technology | 1.36% | 4,638 | -168 | -3.50% | $2,378,830 |
| ISHARES TR | MBB | Other | 1.31% | 25,522 | -834 | -3.16% | $2,287,282 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.27% | 28,877 | -765 | -2.58% | $2,230,748 |
| NVR INC | NVR | Consumer Cyclical | 1.22% | 348 | -2 | -0.57% | $2,141,728 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.17% | 41,350 | +263 | +0.64% | $2,056,749 |
| ISHARES TR | QUAL | Other | 1.16% | 9,121 | -573 | -5.91% | $2,027,051 |
| ISHARES TR | EFG | Other | 1.12% | 16,342 | +8,218 | +101.16% | $1,958,262 |
| GLOBAL X FDS | SHLD | Other | 1.10% | 31,934 | -5,826 | -15.43% | $1,918,595 |
| ISHARES TR | EMB | Other | 1.04% | 20,092 | +164 | +0.82% | $1,825,157 |
| ISHARES TR | IAGG | Other | 1.04% | 36,861 | +15,335 | +71.24% | $1,813,561 |
| NVIDIA CORPORATION | NVDA | Technology | 1.01% | 7,777 | +144 | +1.89% | $1,776,111 |
Showing 30 of 135 holdings in the latest reporting period.