Braun-Bostich & Associates Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Braun-Bostich & Associates Inc. reported 123 stock positions worth $158.7 million. Its top holding was iShares 20+ Year Treasury BD (TLT) at 6.2% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 5.2%) and iShares MSCI USA Quality Fac (QUAL, 4.6%). Compared with Q2 2025, it opened 11 new positions, sold out of 6, added to 46 and reduced 60. The biggest buy was a new position in Ishrs AI in and Tech Act ETF (BAI) and the biggest sale SS Technology Select Sector (XLK, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001740842
- Portfolio Value
- $158.7M (Q3 2025)
- SEC Filing
- 0001951757-25-001254 ↗ filed Nov 3, 2025
Holdings Value
Holdings 123 stocks · $158.7M
| TLT iShares 20+ Year Treasury BD | 6.19% | 109,863 | $9.8M | Add +5.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.22% | 139,877 | $8.3M | Add +11.9% |
| QUAL iShares MSCI USA Quality Fac | 4.63% | 37,799 | $7.4M | Reduce -2.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.94% | 59,915 | $6.3M | Reduce -2.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.52% | 101,052 | $5.6M | Add +6.8% |
| EFV iShares MSCI Eafe Value ETF | 3.40% | 79,589 | $5.4M | Reduce -4.0% |
| IEMG iShares Core MSCI Emerging | 3.24% | 78,076 | $5.1M | Add +70.0% |
| BNDX Vanguard Total Intl Bond ETF | 3.20% | 102,740 | $5.1M | Add +3.7% |
| VCIT Vanguard Int-Term Corporate | 2.96% | 55,798 | $4.7M | Add +3.3% |
| OEF iShares S&P 100 ETF | 2.91% | 13,893 | $4.6M | Add +115.9% |
| RDVY First Trust Rising Dividend | 2.76% | 65,141 | $4.4M | Add +5.5% |
| VOO Vanguard S&P 500 ETF | 2.68% | 6,940 | $4.3M | Reduce -24.4% |
| LMBS First Trust Low Duration Opp | 2.30% | 73,218 | $3.6M | Add +2.9% |
| MSFT Microsoft Corp. | 2.11% | 6,459 | $3.3M | Reduce -0.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.08% | 61,970 | $3.3M | Reduce -22.2% |
| NVR NVR Inc. | 1.94% | 384 | $3.1M | Reduce -0.5% |
| THRO iShares U.S. Thematic Rotati | 1.89% | 79,176 | $3.0M | Add +8.4% |
| BAI Ishrs AI in and Tech Act ETF | 1.74% | 81,041 | $2.8M | New |
| MBB iShares MBS ETF | 1.52% | 25,326 | $2.4M | Add +4.2% |
| IAU iShares Gold Trust | 1.48% | 32,197 | $2.3M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.46% | 29,074 | $2.3M | Add +4.5% |
| AVGO Broadcom Inc. | 1.36% | 6,526 | $2.2M | Reduce -2.9% |
| TLH iShares 10-20 Year Treasury | 1.34% | 20,685 | $2.1M | Reduce -3.8% |
| SCHC Schwab Intl Small-Cap Equity | 1.30% | 45,465 | $2.1M | Reduce -3.2% |
| EMB iShares JP Morgan Usd Emergi | 1.19% | 19,889 | $1.9M | Add +1.7% |
| MTUM iShares MSCI USA Momentum Fa | 1.14% | 7,034 | $1.8M | Add +7.4% |
| SCHP Schwab U.S. Tips ETF | 1.10% | 64,832 | $1.7M | Add +3.9% |
| AAPL Apple Inc. | 1.06% | 6,597 | $1.7M | Reduce -3.8% |
| VWO Vanguard Ftse Emerging Marke | 1.04% | 30,613 | $1.7M | Reduce -2.7% |
| SCHH Schwab US REIT ETF | 1.00% | 73,900 | $1.6M | Add +4.6% |
| NVDA Nvidia Corp. | 0.97% | 8,242 | $1.5M | Reduce -4.7% |
| JNJ Johnson & Johnson | 0.89% | 7,577 | $1.4M | Reduce -0.0% |
| USHY iShares Broad Usd High Yield | 0.86% | 36,105 | $1.4M | Add +4.2% |
| SHLD Global X Defense Tech ETF | 0.85% | 19,289 | $1.4M | New |
| VGIT Vanguard Intermediate-Term T | 0.82% | 21,701 | $1.3M | Add +4.2% |
| AMZN Amazon.com Inc. | 0.76% | 5,469 | $1.2M | Reduce -7.0% |
| TSLA Tesla Inc. | 0.70% | 2,499 | $1.1M | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.64% | 4,184 | $1.0M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.63% | 8,923 | $1.0M | Add +2.9% |
| VONG Vanguard Russell 1000 Growth | 0.57% | 7,477 | $901K | No change |
| SIVR Abrdn Physical Silver Shares | 0.56% | 20,023 | $891K | New |
| WMT Walmart Inc. | 0.55% | 8,544 | $881K | Add +2.0% |
| IVLU iShares MSCI International V | 0.53% | 23,759 | $843K | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.52% | 2,627 | $829K | Reduce -4.7% |
| IEV iShares Europe ETF | 0.49% | 11,956 | $783K | Reduce -4.9% |
| VONV Vanguard Russell 1000 Value | 0.49% | 8,619 | $770K | Add +0.4% |
| VGSH Vanguard Short-Term Treasury | 0.48% | 12,909 | $760K | Add +4.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 1,110 | $739K | Reduce -2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.46% | 2,360 | $727K | No change |
| HD Home Depot Inc. | 0.42% | 1,639 | $664K | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,316 | $662K | Reduce -9.4% |
| META Meta Platforms Inc. Class A | 0.39% | 833 | $612K | Add +6.1% |
| CAT Caterpillar Inc. | 0.38% | 1,254 | $598K | Reduce -5.4% |
| LRCX Lam Research Corp. | 0.37% | 4,354 | $583K | Add +0.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.35% | 11,980 | $563K | Add +1.5% |
| PG The Procter & Gamble Co. | 0.35% | 3,572 | $549K | Reduce -0.2% |
| VTWO Vanguard Russell 2000 ETF | 0.34% | 5,461 | $534K | Reduce -7.6% |
| MUB iShares National Muni Bond E | 0.32% | 4,809 | $512K | Add +29.0% |
| NFLX Netflix Inc. | 0.32% | 418 | $501K | Reduce -4.6% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 8,155 | $489K | Reduce -5.9% |
| MCD McDonald's Corp. | 0.31% | 1,607 | $488K | Add +9.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 797 | $478K | Reduce -11.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 970 | $465K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.29% | 6,032 | $463K | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.28% | 1,817 | $443K | No change |
| MA Mastercard Inc. Class A | 0.28% | 769 | $437K | Reduce -7.7% |
| PEP Pepsico Inc. | 0.27% | 3,081 | $433K | Add +9.6% |
| LCTU iShares U.S. Carbon Transiti | 0.27% | 5,899 | $428K | Reduce -3.1% |
| XLK SS Technology Select Sector | 0.27% | 1,505 | $424K | Reduce -88.9% |
| ICVT iShares Convertible Bond ETF | 0.27% | 4,219 | $422K | Reduce -2.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.25% | 16,931 | $399K | Add +11.7% |
| COST Costco Wholesale Corp. | 0.25% | 422 | $391K | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 2,670 | $386K | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.24% | 503 | $384K | Reduce -4.5% |
| AMAT Applied Materials Inc. | 0.24% | 1,874 | $384K | Add +4.2% |
| V Visa Inc. Class A | 0.23% | 1,084 | $370K | Reduce -14.3% |
| CSCO Cisco Systems Inc. | 0.23% | 5,331 | $365K | Add +1.3% |
| BLK BlackRock Inc. | 0.23% | 312 | $364K | No change |
| UBSI United Bankshares Inc. | 0.22% | 9,256 | $344K | Add +4.4% |
| EAGG iShares ESG Aware US Aggrega | 0.21% | 7,082 | $340K | Add +2.4% |
| HYLB Xtrackers Usd High Yield Cor | 0.21% | 9,143 | $339K | Add +1.5% |
| EEM iShares MSCI Emerging Market | 0.21% | 6,345 | $339K | Reduce -12.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.20% | 3,089 | $319K | Add +4.6% |
| ABBV Abbvie Inc. | 0.20% | 1,369 | $317K | Reduce -5.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 1,111 | $313K | Reduce -8.3% |
| KO The Coca-Cola Co. | 0.19% | 4,592 | $305K | Add +5.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.18% | 6,222 | $291K | Reduce -61.6% |
| PH Parker Hannifin Corp. | 0.18% | 381 | $289K | Reduce -0.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.18% | 2,263 | $285K | Reduce -3.1% |
| SAP Sap SE-Sponsored ADR | 0.18% | 1,052 | $281K | Reduce -7.8% |
| MMM 3M Co. | 0.17% | 1,766 | $274K | Reduce -14.7% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 2,127 | $273K | Reduce -6.9% |
| QCOM Qualcomm Inc. | 0.17% | 1,625 | $270K | Add +0.5% |
| SHEL Shell PLC-ADR | 0.17% | 3,775 | $270K | Reduce -4.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 2,308 | $263K | Reduce -89.6% |
| MRK Merck & Co. Inc. | 0.16% | 3,095 | $260K | Add +7.1% |
| AGG iShares Core U.S. Aggregate | 0.16% | 2,590 | $260K | Reduce -2.5% |
| WFC Wells Fargo & Co. | 0.16% | 3,073 | $258K | Add +2.9% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.16% | 5,651 | $258K | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.16% | 378 | $253K | Reduce -4.8% |
Portfolio Sells Q2 2025 → Q3 2025
| XLK SS Technology Select Sector | Reduce -88.9% | 0.27% | −2.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -89.6% | 0.17% | −1.54 |
| VOO Vanguard S&P 500 ETF | Reduce -24.4% | 2.68% | −0.88 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -22.2% | 2.08% | −0.79 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -61.6% | 0.18% | −0.33 |
| EFV iShares MSCI Eafe Value ETF | Reduce -4.0% | 3.40% | −0.19 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.1% | 4.63% | −0.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.17 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.15 |
| PM Philip Morris International | Sold out | 0.00% | −0.15 |
| TLH iShares 10-20 Year Treasury | Reduce -3.8% | 1.34% | −0.15 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.15 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.14 |
| AMZN Amazon.com Inc. | Reduce -7.0% | 0.76% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.4% | 2.11% | −0.09 |
| NFLX Netflix Inc. | Reduce -4.6% | 0.32% | −0.08 |
| V Visa Inc. Class A | Reduce -14.3% | 0.23% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -9.4% | 0.42% | −0.07 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -3.2% | 1.30% | −0.06 |
| SAP Sap SE-Sponsored ADR | Reduce -7.8% | 0.18% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.5% | 3.94% | −0.05 |
| IEV iShares Europe ETF | Reduce -4.9% | 0.49% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -8.3% | 0.20% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -7.7% | 0.28% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.25% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.35% | −0.04 |
| MMM 3M Co. | Reduce -14.7% | 0.17% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.9% | 0.30% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 0.24% | −0.04 |
| INTU Intuit Inc. | Reduce -0.9% | 0.14% | −0.04 |
| USXF iShares ESG Advance MSCI USA | Reduce -16.4% | 0.16% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.9% | 0.31% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -12.3% | 0.21% | −0.02 |
| SPGI S&P Global Inc. | Reduce -1.4% | 0.13% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.7% | 0.52% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -10.3% | 0.15% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -4.2% | 0.29% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -4.5% | 0.17% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.7% | 1.04% | −0.02 |
| SO The Southern Co. | Reduce -6.0% | 0.15% | −0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -3.9% | 0.16% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -6.9% | 0.17% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -2.5% | 0.16% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Reduce -7.6% | 0.34% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -0.5% | 0.13% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 0.47% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Reduce -3.1% | 0.27% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -1.8% | 0.15% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -4.8% | 0.16% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| BAI Ishrs AI in and Tech Act ETF | New | 1.74% | +1.74 |
| OEF iShares S&P 100 ETF | Add +115.9% | 2.91% | +1.58 |
| IEMG iShares Core MSCI Emerging | Add +70.0% | 3.24% | +1.36 |
| SHLD Global X Defense Tech ETF | New | 0.85% | +0.85 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +11.9% | 5.22% | +0.57 |
| SIVR Abrdn Physical Silver Shares | New | 0.56% | +0.56 |
| ESGU iShares ESG Aware MSCI USA | New | 0.16% | +0.16 |
| ORCL Oracle Corp. | New | 0.16% | +0.16 |
| IAGG iShares Intl Aggregate Bond | New | 0.15% | +0.15 |
| BNY Bank of New York Mellon Corp. | New | 0.15% | +0.15 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +6.8% | 3.52% | +0.14 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.14% | +0.14 |
| LOW Lowe's Cos Inc. | New | 0.14% | +0.14 |
| LIN Linde PLC | New | 0.13% | +0.13 |
| BCI Abrdn Bloomberg All Commodit | New | 0.13% | +0.13 |
| THRO iShares U.S. Thematic Rotati | Add +8.4% | 1.89% | +0.11 |
| RDVY First Trust Rising Dividend | Add +5.5% | 2.76% | +0.11 |
| IAU iShares Gold Trust | Add +0.2% | 1.48% | +0.11 |
| LRCX Lam Research Corp. | Add +0.5% | 0.37% | +0.08 |
| MTUM iShares MSCI USA Momentum Fa | Add +7.4% | 1.14% | +0.06 |
| MUB iShares National Muni Bond E | Add +29.0% | 0.32% | +0.06 |
| PEP Pepsico Inc. | Add +9.6% | 0.27% | +0.02 |
| AMAT Applied Materials Inc. | Add +4.2% | 0.24% | +0.02 |
| HD Home Depot Inc. | Add +1.8% | 0.42% | +0.02 |
| MCD McDonald's Corp. | Add +9.4% | 0.31% | +0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +11.7% | 0.25% | +0.01 |
| MO Altria Group Inc. | Add +2.7% | 0.15% | +0.01 |
| MRK Merck & Co. Inc. | Add +7.1% | 0.16% | +0.01 |
| WFC Wells Fargo & Co. | Add +2.9% | 0.16% | −0.00 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +5.5% | 0.14% | −0.00 |
| SPIB SS SPDR P Int C Corp. ETF | Add +5.4% | 0.14% | −0.00 |
| UBSI United Bankshares Inc. | Add +4.4% | 0.22% | −0.00 |
| WMT Walmart Inc. | Add +2.0% | 0.55% | −0.00 |
| XOM Exxon Mobil Corp. | Add +2.9% | 0.63% | −0.00 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.17% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +4.6% | 0.20% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +2.4% | 0.21% | −0.01 |
| META Meta Platforms Inc. Class A | Add +6.1% | 0.39% | −0.01 |
| HYLB Xtrackers Usd High Yield Cor | Add +1.5% | 0.21% | −0.01 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.49% | −0.01 |
| TT Trane Technologies PLC | Add +1.6% | 0.15% | −0.02 |
| SCHH Schwab US REIT ETF | Add +4.6% | 1.00% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Add +4.3% | 0.48% | −0.02 |
| KO The Coca-Cola Co. | Add +5.4% | 0.19% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Add +1.5% | 0.35% | −0.02 |
| CSCO Cisco Systems Inc. | Add +1.3% | 0.23% | −0.02 |
| MRSH Marsh & McLennan Cos | Add +3.2% | 0.16% | −0.02 |
| USHY iShares Broad Usd High Yield | Add +4.2% | 0.86% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Add +4.2% | 0.82% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Add +3.9% | 1.10% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $179.1M | VOO, TLT, DYNF, SPYG, CORO |
| Q1 2026 | 126 | $159.6M | TLT, DYNF, SPYV, BNDX, CORO |
| Q4 2025 | 125 | $162.0M | TLT, DYNF, SPYV, SPYG, IEMG |
| Q3 2025 | 123 | $158.7M | TLT, DYNF, QUAL, SPYG, SPYV |
| Q2 2025 | 118 | $146.5M | TLT, QUAL, DYNF, SPYG, EFV |
| Q1 2025 | 111 | $135.1M | VOO, TLT, QUAL, DYNF, SPYG |
| Q4 2024 | 108 | $138.8M | VOO, TLT, DYNF, QUAL, SPYG |
| Q3 2024 | 113 | $143.5M | VOO, TLT, QUAL, DYNF, SPYG |
| Q2 2024 | 110 | $134.5M | VOO, TLT, SPYG, DYNF, QUAL |
| Q1 2024 | 125 | $119.4M | VOO, IUSB, TLT, MSFT, NVR |