13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001740842
Total reported value
$179.1M
$179.1M
118 檔
19.1%
As reported in its official Q2 2025 Form 13F filing, Braun-Bostich & Associates Inc.'s tracked investment portfolio stood at $179.1M with 118 total positions.
In Q2 2025, Braun-Bostich & Associates Inc. displayed an active expansion posture, initiating 11 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.29% | -0.21% | +26.82% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.82% | -1.94% | +2.68% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.65% | +0.07% | -0.12% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.00% | +0.14% | -10.01% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.59% | -1.56% | +39.93% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | +4.24% | -40.07% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.38% | -1.16% | +15.92% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.35% | -0.35% | +8.91% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.06% | -0.24% | +0.75% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.87% | -0.25% | +3.31% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 2.65% | +0.20% | +1.99% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.39% | +0.01% | -1.09% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.35% | +0.05% | +45.25% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.14% | -1.01% | |
| 15 | NVR | Nvr Inc | Stock-Consumer Disc | 1.95% | -0.12% | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.88% | -0.84% | +1035.78% | |
| 17 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.77% | -0.37% | -0.95% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.70% | +0.56% | NEW | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 1.56% | -0.15% | +2.35% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.51% | -0.13% | -0.68% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.49% | -0.10% | +0.74% | |
| 22 | IAU | Ishares Gold Trust | ETF-Commodities | 1.37% | -0.19% | -4.96% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.37% | -0.13% | +13.13% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.34% | -0.01% | +103.96% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | -0.14% | -3.04% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.24% | -0.09% | -3.24% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.14% | -0.12% | +2.43% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.07% | -0.05% | +2.02% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.04% | -13.08% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 1.02% | -0.06% | -5.11% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.96% | +0.18% | +2.12% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.02% | -2.72% | |
| 33 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.89% | -0.09% | -21.60% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.07% | +3.61% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.85% | -0.06% | -1.30% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.10% | +0.95% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.28% | +3.11% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | — | -1.22% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.13% | -0.17% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.56% | +0.02% | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.05% | -3.94% | |
| 42 | IEV | Ishares Europe ETF | ETF-Other | 0.54% | -0.02% | -7.89% | |
| 43 | IVLU | Ishares Msci International V | ETF-Other | 0.54% | -0.05% | +0.56% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.51% | +0.26% | NEW | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.06% | +15.02% | |
| 46 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.50% | — | -19.60% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.50% | -0.05% | +3.70% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.03% | -6.62% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.01% | +4.04% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.46% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +1.7% | +1035.78% | Add |
| 2 | EFV | Ishares Msci Eafe Value ETF | +1% | +39.93% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.9% | +45.25% | Add |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +26.82% | Add |
| 5 | OEF | Ishares S&p 100 ETF | +0.7% | +103.96% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | -3.04% | Trim |
| 7 | MSFT | Microsoft CORP | +0.4% | -1.01% | Trim |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | +15.92% | Add |
| 9 | SCHC | Schwab Intl Small-cap Equity | +0.3% | +13.13% | Add |
| 10 | HYLB | Xtrackers Usd High Yield Cor | +0.2% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.2% | -2.72% | Trim |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | NEW | New buy |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.2% | NEW | New buy |
| 14 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 15 | TT | Trane Technologies plc | +0.2% | NEW | New buy |
| 16 | USRT | Ishares Core US Reit ETF | +0.2% | NEW | New buy |
| 17 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | -0.12% | Trim |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | NEW | New buy |
| 20 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 21 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 22 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 23 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +2.02% | Add |
| 24 | MUB | Ishares National Muni Bond E | +0.1% | +69.73% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.02% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +3.61% | Add |
| 27 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +2.68% | Add |
| 28 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +8.91% | Add |
| 29 | TSLA | Tesla Inc | +0.1% | -1.22% | Trim |
| 30 | IBM | Intl Business Machines CORP | +0.1% | +23.17% | Add |
| 31 | VONG | Vanguard Russell 1000 Growth | +0.1% | — | Unchanged |
| 32 | THRO | Ishares U.s. Thematic Rotati | 0% | -0.95% | Trim |
| 33 | RDVY | First Trust Rising Dividend | 0% | +1.99% | Add |
| 34 | EFG | Ishares Msci Eafe Growth ETF | — | -3.04% | Trim |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -10.01% | Trim |
| 36 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +3.31% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.62% | Trim |
| 38 | SPSB | Ss Spdr P St C CORP ETF | -0.2% | EXIT | Sold out |
| 39 | VONV | Vanguard Russell 1000 Value | -0.2% | -19.60% | Trim |
| 40 | BCI | Abrdn Bloomberg All Commodit | -0.2% | EXIT | Sold out |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.2% | -34.68% | Trim |
| 42 | SPIP | Ss Spdr P Tips ETF | -0.2% | EXIT | Sold out |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -12.18% | Trim |
| 44 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -41.33% | Trim |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -57.61% | Trim |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -31.21% | Trim |
| 47 | USHY | Ishares Broad Usd High Yield | -0.3% | -21.60% | Trim |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | -0.8% | EXIT | Sold out |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1.5% | -90.62% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | -2.3% | -40.07% | Trim |
According to official SEC Form 13F filings, Braun-Bostich & Associates Inc. reported a total U.S. public equity portfolio value of $179.1M across 118 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TLT, QUAL, DYNF) accounted for 19.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
HYLB
市值: $332.5K
Top Position Liquidated / Trimmed
HEFA
前期市值: $1.1M
During Q2 2025, Braun-Bostich & Associates Inc.'s top holdings by market value included TLT (6.3%)、QUAL (4.8%)、DYNF (4.7%). The largest single position, TLT, represented 6.3% of total portfolio value.
In Q2 2025, Braun-Bostich & Associates Inc. made 49 total portfolio adjustments, initiating 11 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.