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
$175.1M
$175.1M
135 檔
26.5%
At the close of Q2 2026, Braun-Bostich & Associates Inc. disclosed equity holdings valued at approximately $175.1M, spread across 135 reported holdings.
In Q2 2026, Braun-Bostich & Associates Inc. adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.93% | -1.24% | +109.84% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 5.64% | -3.76% | +8.59% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.35% | +0.13% | -2.40% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.98% | +0.22% | -4.32% | |
| 5 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 3.96% | +0.08% | -0.02% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.62% | +0.31% | +1.56% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 3.04% | -0.11% | +1.01% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.96% | -0.06% | -25.01% | |
| 9 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 2.93% | +0.81% | — | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.87% | +1.80% | +10.99% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.67% | -0.20% | +2.86% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.41% | -1.47% | +12.81% | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.16% | -0.42% | -21.51% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.95% | -0.01% | -33.84% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.78% | -1.56% | -23.92% | |
| 16 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.53% | +0.03% | -24.18% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.39% | -0.08% | +2.00% | |
| 18 | NVR | Nvr Inc | Stock-Consumer Disc | 1.33% | -0.11% | -0.57% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.31% | -0.04% | +1.92% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.26% | -1.26% | EXIT | |
| 21 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.26% | -0.16% | +8.44% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.29% | +15.68% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.19% | -0.03% | -62.81% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.10% | +0.07% | -2.28% | |
| 25 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.09% | +0.72% | -4.48% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.07% | -0.03% | +1.45% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | -0.20% | +0.90% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | +0.36% | -2.34% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | -0.08% | -19.14% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 0.97% | -0.03% | -3.59% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.97% | +0.01% | -2.94% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | +0.06% | -1.98% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.16% | +0.66% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.79% | +0.59% | +5.24% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.77% | -0.02% | +0.16% | |
| 36 | LRCX | Lam Research CORP | Stock-Tech | 0.74% | -0.19% | -29.72% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | -0.02% | -0.66% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.67% | +0.85% | -67.05% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.63% | EXIT | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.04% | -12.10% | |
| 41 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.61% | +0.43% | +19.49% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | -0.17% | -8.00% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | -0.14% | -17.57% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.56% | +0.56% | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.07% | -0.08% | |
| 46 | IVLU | Ishares Msci International V | ETF-Other | 0.54% | +0.02% | -1.47% | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.54% | — | -24.93% | |
| 48 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.53% | +0.05% | — | |
| 49 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.53% | +0.06% | -0.54% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | +0.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +4.2% | +109.84% | Add |
| 2 | IALT | Ishrs Sys Alt Act ETF | +2.9% | NEW | New buy |
| 3 | EFG | Ishares Msci Eafe Growth ETF | +0.6% | NEW | New buy |
| 4 | GOVT | Ishares US Treasury Bond ETF | +0.3% | NEW | New buy |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | NEW | New buy |
| 6 | AMAT | Applied Materials Inc | +0.3% | -8.00% | Trim |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | -21.51% | Trim |
| 8 | RDVY | First Trust Rising Dividend | +0.2% | +1.01% | Add |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.2% | +15.68% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | -29.72% | Trim |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 13 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -4.32% | Trim |
| 15 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | New buy |
| 16 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | NEW | New buy |
| 17 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 18 | BMO | Bank Of Montreal | +0.1% | NEW | New buy |
| 19 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 20 | CM | Can Imperial Bk Of Commerce | +0.1% | NEW | New buy |
| 21 | BNS | Bank Of Nova Scotia | +0.1% | NEW | New buy |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 23 | LIN | Linde plc | +0.1% | NEW | New buy |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | -2.40% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.66% | Trim |
| 26 | CAT | Caterpillar Inc | +0.1% | -17.57% | Trim |
| 27 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | -0.02% | Trim |
| 28 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +19.49% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +13.00% | Add |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -0.70% | Trim |
| 31 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | 0% | -4.48% | Trim |
| 32 | ASML | ASML Holding N.V. | 0% | -1.79% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.97% | Trim |
| 34 | QCOM | Qualcomm Inc | 0% | -7.36% | Trim |
| 35 | NVDA | Nvidia CORP | 0% | +0.66% | Add |
| 36 | VONG | Vanguard Russell 1000 Growth | 0% | — | Unchanged |
| 37 | LMBS | First Trust Low Duration Opp | 0% | +12.81% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.49% | Add |
| 39 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 40 | SYSB | Ishares Systematic Bond ETF | 0% | +19.37% | Add |
| 41 | EEM | Ishares Msci Emerging Market | 0% | -0.43% | Trim |
| 42 | TD | Toronto-dominion Bank | 0% | -8.40% | Trim |
| 43 | ABBV | Abbvie Inc | 0% | +2.11% | Add |
| 44 | LLY | Eli Lilly & Co | 0% | -13.84% | Trim |
| 45 | RY | Royal Bank Of Canada | 0% | -6.32% | Trim |
| 46 | USXF | Ishares Esg Advance Msci USA | 0% | -3.77% | Trim |
| 47 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 49 | TSLA | Tesla Inc | — | -0.08% | Trim |
| 50 | VONV | Vanguard Russell 1000 Value | — | -0.54% | Trim |
According to official SEC Form 13F filings, Braun-Bostich & Associates Inc. reported a total U.S. public equity portfolio value of $175.1M across 135 disclosed positions in Q2 2026.
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 VOO, TLT, DYNF) accounted for 26.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
IALT
市值: $5.2M
Top Position Liquidated / Trimmed
ICVT
前期市值: $408.4K
During Q2 2026, Braun-Bostich & Associates Inc.'s top holdings by market value included VOO (7.9%)、TLT (5.6%)、DYNF (4.3%). The largest single position, VOO, represented 7.9% of total portfolio value.
In Q2 2026, Braun-Bostich & Associates Inc. made 137 total portfolio adjustments, initiating 16 new buys, adding to 37 positions, trimming 77 holdings, and fully liquidating 7 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.