Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Braun-Bostich & Associates Inc. (CIK 1740842) reported $159.6M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TLT ($9.3M, 5.85%), DYNF ($6.8M, 4.28%), SPYV ($6.6M, 4.12%), BNDX ($6.3M, 3.97%), CORO ($6.2M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $9.3M | 5.85% | 107,688 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $6.8M | 4.28% | 117,480 | Trimmed |
| 3 | SPYV | SPDR SERIES TRUST | $6.6M | 4.12% | 116,324 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $6.3M | 3.97% | 131,965 | Added |
| 5 | CORO | BLACKROCK ETF TRUST | $6.2M | 3.91% | 193,891 | New |
| 6 | SPYG | SPDR SERIES TRUST | $6.1M | 3.84% | 62,638 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $5.9M | 3.69% | 9,857 | Added |
| 8 | QUAL | ISHARES TR | $5.0M | 3.13% | 26,066 | Trimmed |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $4.7M | 2.93% | 78,429 | Added |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $4.6M | 2.91% | 56,154 | Trimmed |
| 11 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.5M | 2.84% | 66,421 | Added |
| 12 | IEMG | ISHARES INC | $4.5M | 2.79% | 63,861 | Trimmed |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.8M | 2.40% | 76,862 | Added |
| 14 | EFV | ISHARES TR | $3.6M | 2.23% | 47,806 | Trimmed |
| 15 | BAI | BLACKROCK ETF TRUST | $3.1M | 1.93% | 93,581 | Added |
| 16 | THRO | BLACKROCK ETF TRUST | $3.0M | 1.90% | 83,886 | Added |
| 17 | MTUM | ISHARES TR | $2.9M | 1.83% | 12,203 | Added |
| 18 | SHLD | GLOBAL X FDS | $2.5M | 1.55% | 34,821 | Added |
| 19 | MBB | ISHARES TR | $2.5M | 1.54% | 25,839 | Trimmed |
| 20 | NVR | NVR INC | $2.3M | 1.45% | 352 | Trimmed |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $2.3M | 1.44% | 29,083 | Trimmed |
| 22 | TLH | ISHARES TR | $2.2M | 1.36% | 21,537 | Added |
| 23 | SCHC | SCHWAB STRATEGIC TR | $2.0M | 1.23% | 42,045 | Trimmed |
| 24 | EMB | ISHARES TR | $1.8M | 1.16% | 19,644 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 1.14% | 4,921 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31