Braun-Bostich & Associates Inc.

Est. AUM

$159.6M

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	20 YR TR BD ETF	$9.3M	107688	5.85%	SOLE
2	BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.8M	117480	4.28%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$6.6M	116324	4.12%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$6.3M	131965	3.97%	SOLE
5	BLACKROCK ETF TRUST	ISHARES INTL CTR	$6.2M	193891	3.91%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$6.1M	62638	3.84%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.9M	9857	3.69%	SOLE
8	ISHARES TR	MSCI USA QLT FCT	$5.0M	26066	3.13%	SOLE
9	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.7M	78429	2.93%	SOLE
10	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.6M	56154	2.91%	SOLE
11	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.5M	66421	2.84%	SOLE
12	ISHARES INC	CORE MSCI EMKT	$4.5M	63861	2.79%	SOLE
13	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$3.8M	76862	2.40%	SOLE
14	ISHARES TR	EAFE VALUE ETF	$3.6M	47806	2.23%	SOLE
15	BLACKROCK ETF TRUST	ISHARES A I INNO	$3.1M	93581	1.93%	SOLE
16	BLACKROCK ETF TRUST	ISHARES US THEMA	$3.0M	83886	1.90%	SOLE
17	ISHARES TR	MSCI USA MMENTM	$2.9M	12203	1.83%	SOLE
18	GLOBAL X FDS	DEFENSE TECH ETF	$2.5M	34821	1.55%	SOLE
19	ISHARES TR	MBS ETF	$2.5M	25839	1.54%	SOLE
20	NVR INC	COM	$2.3M	352	1.45%	SOLE
21	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.3M	29083	1.44%	SOLE
22	ISHARES TR	10-20 YR TRS ETF	$2.2M	21537	1.36%	SOLE
23	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.0M	42045	1.23%	SOLE
24	ISHARES TR	JPMORGAN USD EMG	$1.8M	19644	1.16%	SOLE
25	MICROSOFT CORP	COM	$1.8M	4921	1.14%	SOLE
26	SCHWAB STRATEGIC TR	US TIPS ETF	$1.8M	67168	1.12%	SOLE
27	BROADCOM INC	COM	$1.8M	5769	1.12%	SOLE
28	BLACKROCK ETF TRUST	ISHARES LARGE CA	$1.7M	40675	1.05%	SOLE
29	SCHWAB STRATEGIC TR	US REIT ETF	$1.6M	76413	1.03%	SOLE
30	APPLE INC	COM	$1.6M	6377	1.01%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.6M	29869	1.01%	SOLE
32	JOHNSON & JOHNSON	COM	$1.6M	6503	1.00%	SOLE
33	ISHARES GOLD TR	ISHARES NEW	$1.6M	17813	0.98%	SOLE
34	EXXON MOBIL CORP	COM	$1.4M	8549	0.91%	SOLE
35	ISHARES TR	BROAD USD HIGH	$1.4M	37069	0.86%	SOLE
36	NVIDIA CORPORATION	COM	$1.3M	7583	0.83%	SOLE
37	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.3M	24388	0.79%	SOLE
38	AMAZON COM INC	COM	$1.1M	5398	0.70%	SOLE
39	ALPHABET INC	CAP STK CL A	$1.0M	3495	0.63%	SOLE
40	WALMART INC	COM	$941K	7569	0.59%	SOLE
41	ISHARES TR	MSCI INTL VLU FT	$939K	23658	0.59%	SOLE
42	LAM RESEARCH CORP	COM NEW	$929K	4350	0.58%	SOLE
43	ISHARES TR	CORE INTL AGGR	$901K	18015	0.56%	SOLE
44	TESLA INC	COM	$889K	2391	0.56%	SOLE
45	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$841K	8969	0.53%	SOLE
46	CATERPILLAR INC	COM	$835K	1178	0.52%	SOLE
47	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$820K	7477	0.51%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$793K	1219	0.50%	SOLE
49	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$769K	13139	0.48%	SOLE
50	META PLATFORMS INC	CL A	$734K	1283	0.46%	SOLE

1–50 of 126

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.