Braun-Bostich & Associates
Braun-Bostich & Associates reported 135 stocks worth $175M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VOO (6.7%), VGIT (4.7%) and DYNF (4.5%). Compared with Q2 2026, the fund opened new positions in INRO, XOM and BNDW, added to VGIT, CORO and BNDX, trimmed VOO, DYNF and SPYG and sold out of TLH, XOM and SO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $11.7M | 6.7% | 17K | −3,974 (−19%) | 8 of 8 | |
| 2 |  VGIT Vanguard Scottsdale Fds | $8.2M | 4.7% | 144K | +57K (+66%) | 8 of 8 | |
| 3 |  DYNF Blackrock ETF Trust | $7.8M | 4.5% | 113K | −1,379 (−1%) | 8 of 8 | |
| 4 |  SPYG Spdr Series Trust | $7.3M | 4.2% | 60K | −237 (−0%) | 8 of 8 | |
| 5 |  CORO Ishares International Country Rotation Active ETF | $7.1M | 4.0% | 195K | +742 (+0%) | 3 of 8 | |
| 6 |  BNDX Vanguard Total | $6.9M | 3.9% | 147K | +13K (+10%) | 8 of 8 | |
| 7 |  IALT Blackrock ETF Trust | $6.5M | 3.7% | 219K | +32K (+17%) | 2 of 8 | |
| 8 |  RDVY First TR Exchange Traded FD | $5.1M | 2.9% | 66K | −1,495 (−2%) | 8 of 8 | |
| 9 |  SPYV State Street | $5.1M | 2.9% | 83K | −4,169 (−5%) | 8 of 8 | |
| 10 |  VCIT Vanguard Scottsdale Fds | $4.3M | 2.5% | 55K | −2,585 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TLH Ishares TR | $2.3M | 22K |
 XOM Exxon Mobil Corp | $1.1M | 8,288 |
 SO Southern Co | $244K | 2,552 |
 BUD Anheuser Busch Inbev Sa/nv | $243K | 2,946 |
 CM Canadian Imperial BK Comm | $214K | 1,865 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Braun-Bostich & Associates 13F FAQ
What does Braun-Bostich & Associates own?
Braun-Bostich & Associates reported 135 stocks worth $175M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VOO (6.7%), VGIT (4.7%) and DYNF (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Braun-Bostich & Associates buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 50 added to, 68 trimmed and 11 sold out. New positions include INRO, XOM and BNDW. It sold all of TLH, XOM and SO.
When will Braun-Bostich & Associates file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Braun-Bostich & Associates's portfolio worth?
The Q3 2026 filing reports $175M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.