Braun-Bostich & Associates Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Braun-Bostich & Associates Inc. reported 126 stock positions worth $159.6 million. Its top holding was iShares 20+ Year Treasury BD (TLT) at 5.8% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 4.3%) and SS SPDR P S&P 500 Value ETF (SPYV, 4.1%). Compared with Q4 2025, it opened 12 new positions, sold out of 11, added to 36 and reduced 72. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale iShares S&P 100 ETF (OEF, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- CANONSBURG, PA
- CIK
- 0001740842
- Portfolio Value
- $159.6M (Q1 2026)
- SEC Filing
- 0001951757-26-000605 ↗ filed Apr 15, 2026
Holdings Value
Holdings 126 stocks · $159.6M
| TLT iShares 20+ Year Treasury BD | 5.85% | 107,688 | $9.3M | Add +4.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.28% | 117,480 | $6.8M | Reduce -16.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.12% | 116,324 | $6.6M | Reduce -14.0% |
| BNDX Vanguard Total Intl Bond ETF | 3.97% | 131,965 | $6.3M | Add +25.0% |
| CORO Ish Intl CTRY Rot Act ETF | 3.91% | 193,891 | $6.2M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.84% | 62,638 | $6.1M | Add +5.6% |
| VOO Vanguard S&P 500 ETF | 3.69% | 9,857 | $5.9M | Add +56.2% |
| QUAL iShares MSCI USA Quality Fac | 3.13% | 26,066 | $5.0M | Reduce -0.3% |
| VGIT Vanguard Intermediate-Term T | 2.93% | 78,429 | $4.7M | Add +256.4% |
| VCIT Vanguard Int-Term Corporate | 2.91% | 56,154 | $4.6M | Reduce -1.4% |
| RDVY First Trust Rising Dividend | 2.84% | 66,421 | $4.5M | Add +1.3% |
| IEMG iShares Core MSCI Emerging | 2.79% | 63,861 | $4.5M | Reduce -31.6% |
| LMBS First Trust Low Duration Opp | 2.40% | 76,862 | $3.8M | Add +3.7% |
| EFV iShares MSCI Eafe Value ETF | 2.23% | 47,806 | $3.6M | Reduce -33.0% |
| BAI Ishrs AI in and Tech Act ETF | 1.93% | 93,581 | $3.1M | Add +8.1% |
| THRO iShares U.S. Thematic Rotati | 1.90% | 83,886 | $3.0M | Add +5.4% |
| MTUM iShares MSCI USA Momentum Fa | 1.83% | 12,203 | $2.9M | Add +6.1% |
| SHLD Global X Defense Tech ETF | 1.55% | 34,821 | $2.5M | Add +60.0% |
| MBB iShares MBS ETF | 1.54% | 25,839 | $2.5M | Reduce -1.0% |
| NVR NVR Inc. | 1.45% | 352 | $2.3M | Reduce -8.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.44% | 29,083 | $2.3M | Reduce -2.4% |
| TLH iShares 10-20 Year Treasury | 1.36% | 21,537 | $2.2M | Add +3.0% |
| SCHC Schwab Intl Small-Cap Equity | 1.23% | 42,045 | $2.0M | Reduce -6.2% |
| EMB iShares JP Morgan Usd Emergi | 1.16% | 19,644 | $1.8M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.14% | 4,921 | $1.8M | Reduce -23.9% |
| SCHP Schwab U.S. Tips ETF | 1.12% | 67,168 | $1.8M | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.12% | 5,769 | $1.8M | Reduce -9.9% |
| BLCR iShares LRG CP CR Act ETF-Ui | 1.05% | 40,675 | $1.7M | New |
| SCHH Schwab US REIT ETF | 1.03% | 76,413 | $1.6M | Reduce -1.0% |
| AAPL Apple Inc. | 1.01% | 6,377 | $1.6M | Reduce -4.1% |
| VWO Vanguard Ftse Emerging Marke | 1.01% | 29,869 | $1.6M | Reduce -5.4% |
| JNJ Johnson & Johnson | 1.00% | 6,503 | $1.6M | Reduce -6.8% |
| IAU iShares Gold Trust | 0.98% | 17,813 | $1.6M | Reduce -40.0% |
| XOM Exxon Mobil Corp. | 0.91% | 8,549 | $1.5M | Reduce -4.5% |
| USHY iShares Broad Usd High Yield | 0.86% | 37,069 | $1.4M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.83% | 7,583 | $1.3M | Reduce -3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.79% | 24,388 | $1.3M | Reduce -58.6% |
| AMZN Amazon.com Inc. | 0.70% | 5,398 | $1.1M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.63% | 3,495 | $1.0M | Reduce -5.7% |
| WMT Walmart Inc. | 0.59% | 7,569 | $941K | Reduce -3.5% |
| IVLU iShares MSCI International V | 0.59% | 23,658 | $939K | No change |
| LRCX Lam Research Corp. | 0.58% | 4,350 | $929K | Reduce -0.1% |
| IAGG iShares Intl Aggregate Bond | 0.56% | 18,015 | $901K | Add +202.2% |
| TSLA Tesla Inc. | 0.56% | 2,391 | $889K | Reduce -0.3% |
| VONV Vanguard Russell 1000 Value | 0.53% | 8,969 | $841K | Add +2.3% |
| CAT Caterpillar Inc. | 0.52% | 1,178 | $835K | Reduce -2.6% |
| VONG Vanguard Russell 1000 Growth | 0.51% | 7,477 | $820K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,219 | $793K | Add +8.1% |
| VGSH Vanguard Short-Term Treasury | 0.48% | 13,139 | $769K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.46% | 1,283 | $734K | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 1,456 | $698K | Add +6.6% |
| JPM JPMorgan Chase & Co. | 0.42% | 2,284 | $672K | Reduce -2.6% |
| IEV iShares Europe ETF | 0.39% | 9,167 | $623K | Reduce -7.0% |
| HD Home Depot Inc. | 0.35% | 1,692 | $556K | Add +7.6% |
| AMAT Applied Materials Inc. | 0.35% | 1,613 | $551K | Reduce -8.5% |
| VTWO Vanguard Russell 2000 ETF | 0.33% | 5,189 | $520K | Reduce -3.0% |
| MUB iShares National Muni Bond E | 0.32% | 4,822 | $512K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.31% | 3,388 | $489K | Add +3.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.30% | 10,156 | $477K | Reduce -21.9% |
| COST Costco Wholesale Corp. | 0.29% | 468 | $466K | Add +17.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.28% | 5,736 | $450K | Reduce -4.1% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 6,875 | $441K | Reduce -35.2% |
| LLY Eli Lilly & Co. | 0.27% | 477 | $439K | Reduce -8.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 2,716 | $434K | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 969 | $423K | Reduce -7.3% |
| ICVT iShares Convertible Bond ETF | 0.26% | 4,012 | $408K | Reduce -0.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.25% | 17,047 | $394K | Reduce -3.9% |
| MA Mastercard Inc. Class A | 0.25% | 784 | $392K | Add +6.8% |
| MRK Merck & Co. Inc. | 0.25% | 3,254 | $391K | Reduce -4.5% |
| EAGG iShares ESG Aware US Aggrega | 0.24% | 8,179 | $389K | Add +7.8% |
| UBSI United Bankshares Inc. | 0.24% | 9,208 | $381K | Reduce -0.4% |
| LCTU iShares U.S. Carbon Transiti | 0.24% | 5,430 | $381K | Reduce -6.2% |
| NFLX Netflix Inc. | 0.24% | 3,915 | $376K | Reduce -2.1% |
| PEP Pepsico Inc. | 0.23% | 2,390 | $371K | Reduce -2.5% |
| MCD McDonald's Corp. | 0.22% | 1,155 | $359K | Reduce -28.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 620 | $358K | No change |
| OEF iShares S&P 100 ETF | 0.22% | 1,090 | $347K | Reduce -92.4% |
| SYSB iShares Systematic Bond ETF | 0.22% | 3,877 | $345K | Add +3.8% |
| XLK SS Technology Select Sector | 0.22% | 2,588 | $344K | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.22% | 384 | $344K | No change |
| NVS Novartis AG-Sponsored ADR | 0.21% | 2,196 | $335K | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.21% | 4,303 | $334K | Reduce -12.8% |
| KO The Coca-Cola Co. | 0.21% | 4,381 | $333K | Reduce -3.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 6,383 | $318K | New |
| HYLB Xtrackers Usd High Yield Cor | 0.20% | 8,749 | $316K | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 0.20% | 1,094 | $314K | No change |
| SHEL Shell PLC-ADR | 0.19% | 3,340 | $311K | Reduce -8.2% |
| EEM iShares MSCI Emerging Market | 0.19% | 5,300 | $301K | Reduce -4.6% |
| ABBV Abbvie Inc. | 0.19% | 1,376 | $299K | No change |
| BLK BlackRock Inc. | 0.19% | 311 | $299K | Reduce -0.3% |
| V Visa Inc. Class A | 0.19% | 988 | $299K | Reduce -8.3% |
| TD Toronto-Dominion Bank | 0.18% | 3,047 | $284K | Reduce -3.5% |
| AGG iShares Core U.S. Aggregate | 0.17% | 2,772 | $275K | Add +4.4% |
| SIVR Abrdn Physical Silver Shares | 0.17% | 3,842 | $275K | Reduce -81.0% |
| TT Trane Technologies PLC | 0.17% | 635 | $265K | Add +12.0% |
| SO The Southern Co. | 0.17% | 2,736 | $264K | Add +1.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 2,110 | $256K | Reduce -7.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.16% | 2,155 | $256K | Add +1.3% |
| GILD Gilead Sciences Inc. | 0.16% | 1,821 | $254K | Reduce -1.4% |
| COMB Graniteshares Bcom Broad STR | 0.16% | 9,615 | $253K | New |
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Reduce -92.4% | 0.22% | −2.82 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -58.6% | 0.79% | −1.13 |
| IEMG iShares Core MSCI Emerging | Reduce -31.6% | 2.79% | −1.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -16.1% | 4.28% | −0.97 |
| EFV iShares MSCI Eafe Value ETF | Reduce -33.0% | 2.23% | −0.92 |
| MSFT Microsoft Corp. | Reduce -23.9% | 1.14% | −0.79 |
| SIVR Abrdn Physical Silver Shares | Reduce -81.0% | 0.17% | −0.67 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -14.0% | 4.12% | −0.62 |
| IAU iShares Gold Trust | Reduce -40.0% | 0.98% | −0.50 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -70.2% | 0.13% | −0.33 |
| NVR NVR Inc. | Reduce -8.6% | 1.45% | −0.28 |
| AVGO Broadcom Inc. | Reduce -9.9% | 1.12% | −0.25 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.17 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.16 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.14 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.13 |
| VEA Vanguard Ftse Developed ETF | Reduce -35.2% | 0.28% | −0.13 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.13 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.13 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.13 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.13 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.13 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.12 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.12 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.56% | −0.11 |
| AAPL Apple Inc. | Reduce -4.1% | 1.01% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -5.7% | 0.63% | −0.09 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -21.9% | 0.30% | −0.08 |
| MCD McDonald's Corp. | Reduce -28.1% | 0.22% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.70% | −0.07 |
| NVDA Nvidia Corp. | Reduce -3.2% | 0.83% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.3% | 3.13% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -8.1% | 0.27% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.3% | 0.27% | −0.05 |
| V Visa Inc. Class A | Reduce -8.3% | 0.19% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 0.42% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -6.4% | 0.15% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.4% | 1.01% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.7% | 1.16% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.4% | 2.91% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -6.2% | 1.23% | −0.03 |
| IEV iShares Europe ETF | Reduce -7.0% | 0.39% | −0.03 |
| LCTU iShares U.S. Carbon Transiti | Reduce -6.2% | 0.24% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -12.8% | 0.21% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.4% | 1.44% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -7.3% | 0.16% | −0.02 |
| USRT iShares Core US REIT ETF | Reduce -17.3% | 0.13% | −0.02 |
| BLK BlackRock Inc. | Reduce -0.3% | 0.19% | −0.02 |
| XLK SS Technology Select Sector | Reduce -0.5% | 0.22% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -6.0% | 0.13% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 3.91% | +3.91 |
| VGIT Vanguard Intermediate-Term T | Add +256.4% | 2.93% | +2.11 |
| VOO Vanguard S&P 500 ETF | Add +56.2% | 3.69% | +1.25 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 1.05% | +1.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +25.0% | 3.97% | +0.82 |
| SHLD Global X Defense Tech ETF | Add +60.0% | 1.55% | +0.67 |
| IAGG iShares Intl Aggregate Bond | Add +202.2% | 0.56% | +0.38 |
| TLT iShares 20+ Year Treasury BD | Add +4.2% | 5.85% | +0.29 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.20% | +0.20 |
| COMB Graniteshares Bcom Broad STR | New | 0.16% | +0.16 |
| BAI Ishrs AI in and Tech Act ETF | Add +8.1% | 1.93% | +0.15 |
| MO Altria Group Inc. | New | 0.14% | +0.14 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.14% | +0.14 |
| PLD Prologis Inc. | New | 0.14% | +0.14 |
| COP Conocophillips | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | New | 0.13% | +0.13 |
| FDX FedEx Corp. | New | 0.13% | +0.13 |
| BCI Abrdn Bloomberg All Commodit | New | 0.13% | +0.13 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.13% | +0.13 |
| LMBS First Trust Low Duration Opp | Add +3.7% | 2.40% | +0.11 |
| COST Costco Wholesale Corp. | Add +17.3% | 0.29% | +0.08 |
| MTUM iShares MSCI USA Momentum Fa | Add +6.1% | 1.83% | +0.06 |
| TLH iShares 10-20 Year Treasury | Add +3.0% | 1.36% | +0.05 |
| RDVY First Trust Rising Dividend | Add +1.3% | 2.84% | +0.03 |
| TT Trane Technologies PLC | Add +12.0% | 0.17% | +0.03 |
| VONV Vanguard Russell 1000 Value | Add +2.3% | 0.53% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.1% | 0.50% | +0.02 |
| SO The Southern Co. | Add +1.0% | 0.17% | +0.02 |
| EAGG iShares ESG Aware US Aggrega | Add +7.8% | 0.24% | +0.02 |
| TJX TJX Companies Inc. | Add +1.4% | 0.27% | +0.02 |
| PG The Procter & Gamble Co. | Add +3.0% | 0.31% | +0.02 |
| HD Home Depot Inc. | Add +7.6% | 0.35% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.6% | 0.44% | +0.01 |
| SYSB iShares Systematic Bond ETF | Add +3.8% | 0.22% | +0.01 |
| THRO iShares U.S. Thematic Rotati | Add +5.4% | 1.90% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +4.4% | 0.17% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +0.5% | 0.48% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +1.3% | 0.16% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +4.8% | 0.13% | +0.01 |
| PEG Public Service Enterprise GP | Add +0.8% | 0.13% | +0.00 |
| MUB iShares National Muni Bond E | Add +0.5% | 0.32% | +0.00 |
| MMM 3M Co. | Add +5.0% | 0.15% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.4% | 0.16% | −0.01 |
| WFC Wells Fargo & Co. | Add +11.0% | 0.15% | −0.01 |
| MA Mastercard Inc. Class A | Add +6.8% | 0.25% | −0.01 |
| QCOM Qualcomm Inc. | Add +3.2% | 0.14% | −0.04 |
| META Meta Platforms Inc. Class A | Add +0.8% | 0.46% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.6% | 3.84% | −0.06 |
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 |