account_balance

Investment manager · 13F filer · SEC CIK 1740842

Braun-Bostich & Associates Inc.

Reported value$175Mas of Sep 30, 2026
Positions135 10 new, 10 sold out
Top 10 weight40.0%VOO alone is 7%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 6.7% Trimmed −19%
VGIT Vanguard Scottsdale FDS 4.7% Added +66%
DYNF BlackRock ETF Trust 4.5% Held
SPYG SPDR Series Trust 4.2% Held
CORO BlackRock ETF Trust 4.0% Held
BNDX Vanguard Charlotte FDS 3.9% Added +10%
IALT BlackRock ETF Trust 3.7% Added +17%
RDVY First Tr Exchange Traded Fd 2.9% Trimmed −2%
SPYV SPDR Series Trust 2.9% Trimmed −5%
VCIT Vanguard Scottsdale FDS 2.5% Trimmed −4%
IEMG iShares Inc 1.9% Held
INRO BlackRock ETF Trust 1.9% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • INRO $3.34M
  • BNDW $442K
  • TIP $394K
  • IGIB $336K
arrow_upwardAdded
  • IUSB +264%
  • GOVT +156%
  • EFV +113%
  • SPIB +113%
arrow_downwardTrimmed
  • MTUM −87%
  • TLT −64%
  • LMBS −61%
  • MUB −20%
remove_circleSold out
  • TLH $2.26M
  • SO $244K
  • BUD $243K
  • CM $214K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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