Braun-Bostich & Associates Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Braun-Bostich & Associates Inc. held in its portfolio 122 assets valued at $162,005,374 (i.e. $162.01M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($14.47M), ISHARES TR ($9.01M), and BLACKROCK ETF TRUST ($8.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 122 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Braun-Bostich & Associates Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 206189 | 14469226 | STATE STREET SPD |
| ISHARES TR | 103313 | 9004761 | 20 YR TR BD ETF |
| BLACKROCK ETF TRUST | 140025 | 8514920 | ISHARES US EQUIT |
| ISHARES INC | 93321 | 6273038 | CORE MSCI EMKT |
| ISHARES TR | 26135 | 5190934 | MSCI USA QLT FCT |
| VANGUARD CHARLOTTE FDS | 105603 | 5102737 | TOTAL INT BD ETF |
| ISHARES TR | 71302 | 5091676 | EAFE VALUE ETF |
| ISHARES TR | 14367 | 4927450 | S&P 100 ETF |
| VANGUARD SCOTTSDALE FDS | 56926 | 4767553 | INT-TERM CORP |
| FIRST TR EXCHANGE TRADED FD | 65552 | 4553897 | RISNG DIVD ACHIV |
| VANGUARD INDEX FDS | 6310 | 3956972 | S&P 500 ETF SHS |
| FIRST TR EXCHANGE-TRADED FD | 74141 | 3706309 | FST LOW OPPT EFT |
| MICROSOFT CORP | 6466 | 3127087 | COM |
| BLACKROCK ETF TRUST II | 58968 | 3111741 | ISHARES FLEXIBLE |
| BLACKROCK ETF TRUST | 79589 | 3068952 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 86544 | 2881915 | ISHARES A I INNO |
| ISHARES TR | 11497 | 2877814 | MSCI USA MMENTM |
| NVR INC | 385 | 2807716 | COM |
| ISHARES TR | 26109 | 2486099 | MBS ETF |
| ISHARES GOLD TR | 29706 | 2411236 | ISHARES NEW |
| VANGUARD SCOTTSDALE FDS | 29796 | 2375635 | SHRT TRM CORP BD |
| BROADCOM INC | 6403 | 2216078 | COM |
| ISHARES TR | 20916 | 2126530 | 10-20 YR TRS ETF |
| SCHWAB STRATEGIC TR | 44801 | 2039790 | INTL SCEQT ETF |
| ISHARES TR | 19986 | 1924252 | JPMORGAN USD EMG |
| APPLE INC | 6649 | 1807597 | COM |
| SCHWAB STRATEGIC TR | 67265 | 1781850 | US TIPS ETF |
| VANGUARD INTL EQUITY INDEX F | 31583 | 1697902 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 77188 | 1612457 | US REIT ETF |
| NVIDIA CORPORATION | 7833 | 1460855 | COM |
| JOHNSON & JOHNSON | 6975 | 1443476 | COM |
| GLOBAL X FDS | 21766 | 1410219 | DEFENSE TECH ETF |
| ISHARES TR | 37345 | 1396517 | BROAD USD HIGH |
| ABRDN SILVER ETF TRUST | 20271 | 1371130 | PHYSCL SILVR SHS |
| VANGUARD SCOTTSDALE FDS | 22008 | 1318939 | INTER TERM TREAS |
| AMAZON COM INC | 5468 | 1262124 | COM |
| ALPHABET INC | 3708 | 1160604 | CAP STK CL A |
| TESLA INC | 2397 | 1077979 | COM |
| EXXON MOBIL CORP | 8948 | 1076802 | COM |
| VANGUARD SCOTTSDALE FDS | 7477 | 910325 | VNG RUS1000GRW |
| ISHARES TR | 23658 | 900187 | MSCI INTL VLU FT |
| WALMART INC | 7845 | 874011 | COM |
| META PLATFORMS INC | 1273 | 840295 | CL A |
| VANGUARD SCOTTSDALE FDS | 8770 | 809471 | VNG RUS1000VAL |
| SPDR S&P 500 ETF TR | 1128 | 769206 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 13072 | 767719 | SHORT TERM TREAS |
| JPMORGAN CHASE & CO. | 2346 | 755928 | COM |
| LAM RESEARCH CORP | 4353 | 745147 | COM NEW |
| VANGUARD INDEX FDS | 2360 | 742928 | LARGE CAP ETF |
| CATERPILLAR INC | 1210 | 693173 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1366 | 686620 | CL B NEW |
| ISHARES TR | 9860 | 676396 | EUROPE ETF |
| VANGUARD TAX-MANAGED FDS | 10609 | 662744 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 13003 | 612181 | MTG-BKD SECS ETF |
| ELI LILLY & CO | 519 | 557759 | COM |
| HOME DEPOT INC | 1573 | 541097 | COM |
| VANGUARD SCOTTSDALE FDS | 5350 | 532432 | VNG RUS2000IDX |
| ISHARES TR | 4798 | 513914 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 1045 | 509814 | GROWTH ETF |
| MCDONALDS CORP | 1607 | 491147 | COM |
| PROCTER AND GAMBLE CO | 3288 | 471203 | COM |
| ISHARES TR | 5983 | 463862 | EAFE SML CP ETF |
| APPLIED MATLS INC | 1762 | 452816 | COM |
| BLACKROCK ETF TRUST | 5791 | 429060 | ISHARES US CARBO |
| MASTERCARD INCORPORATED | 734 | 419026 | CL A |
| ISHARES TR | 17743 | 414915 | ESG AWRE USD ETF |
| TJX COS INC NEW | 2678 | 411368 | COM |
| ISHARES TR | 4050 | 398925 | CONV BD ETF |
| INVESCO QQQ TR | 620 | 380872 | UNIT SER 1 |
| CISCO SYS INC | 4936 | 380220 | COM |
| VISA INC | 1077 | 377715 | COM CL A |
| NETFLIX INC | 4000 | 375040 | COM |
| SELECT SECTOR SPDR TR | 2600 | 374322 | STATE STREET TEC |
| ISHARES TR | 7590 | 363182 | ESG AWR US AGRGT |
| MERCK & CO INC | 3407 | 358621 | COM |
| UNITED BANKSHARES INC WEST V | 9244 | 354970 | COM |
| PEPSICO INC | 2450 | 351624 | COM |
| COSTCO WHSL CORP NEW | 399 | 344074 | COM |
| ALPHABET INC | 1094 | 343297 | CAP STK CL C |
| DBX ETF TR | 9270 | 341414 | XTRACK USD HIGH |
| PARKER-HANNIFIN CORP | 384 | 337521 | COM |
| ISHARES TR | 3735 | 335254 | SYSTEMATIC BD ET |
| BLACKROCK INC | 312 | 333946 | COM |
| COCA COLA CO | 4519 | 315923 | COM |
| ABBVIE INC | 1376 | 314402 | COM |
| NOVARTIS AG | 2233 | 307864 | SPONSORED ADR |
| INTERNATIONAL BUSINESS MACHS | 1031 | 305393 | COM |
| ISHARES TR | 5556 | 303969 | MSCI EMG MKT ETF |
| ISHARES TR | 5961 | 298110 | CORE INTL AGGR |
| TORONTO DOMINION BK ONT | 3158 | 297484 | COM NEW |
| ISHARES TR | 2277 | 293346 | ESG MSCI KLD 400 |
| QUALCOMM INC | 1699 | 290614 | COM |
| UNITEDHEALTH GROUP INC | 854 | 281914 | COM |
| SHELL PLC | 3638 | 267320 | SPON ADS |
| ISHARES TR | 2655 | 265181 | CORE US AGGBD ET |
| ISHARES TR | 1769 | 263546 | ESG AWR MSCI USA |
| ROYAL BK CDA | 1521 | 259315 | COM |
| SAP SE | 1060 | 257485 | SPON ADR |
| ISHARES TR | 3866 | 255156 | CORE S&P MCP ETF |
| WELLS FARGO CO NEW | 2687 | 250428 | COM |
| 3M CO | 1549 | 247995 | COM |
| BANK NEW YORK MELLON CORP | 2127 | 246923 | COM |
| ISHARES TR | 4301 | 244985 | CRE U S REIT ETF |
| ISHARES TR | 350 | 239729 | CORE S&P500 ETF |
| SOUTHERN CO | 2708 | 236138 | COM |
| LOWES COS INC | 971 | 234166 | COM |
| GILEAD SCIENCES INC | 1846 | 226578 | COM |
| ISHARES TR | 3931 | 226347 | ESG MSCI USA ETF |
| ISHARES TR | 4129 | 222471 | ISHS 5-10YR INVT |
| CSX CORP | 6094 | 220908 | COM |
| TRANE TECHNOLOGIES PLC | 567 | 220676 | SHS |
| MARSH & MCLENNAN COS INC | 1180 | 218914 | COM |
| HSBC HLDGS PLC | 2749 | 216264 | SPON ADR NEW |
| UBER TECHNOLOGIES INC | 2645 | 216123 | COM |
| BANK AMERICA CORP | 3880 | 213400 | COM |
| INTUIT | 322 | 213299 | COM |
| S&P GLOBAL INC | 404 | 211126 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 2605 | 209182 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 3226 | 206593 | SPONSORED ADR |
| VANGUARD BD INDEX FDS | 2604 | 205221 | SHORT TRM BOND |
| ASTRAZENECA PLC | 2191 | 201419 | SPONSORED ADR |
| ACCENTURE PLC IRELAND | 749 | 200957 | SHS CLASS A |
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