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Braun-Bostich & Associates Inc. — 13F Holdings & Portfolio

CIK 1740842 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Braun-Bostich & Associates Inc. manages $179.1M in 13F-reported U.S. long-equity assets across 135 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (7.93%), TLT (5.64%), DYNF (4.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions and exited 7; 59 existing positions rose in reported value and 23 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$179.1M

Long-equity book

Holdings
135

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+16 / −7 / ↑59 / ↓23

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO7.9% · +110%TLT5.6% · +9%DYNF4.4% · -2%SPYG4.0% · -4%CORO4.0% · -0%BNDX3.6% · +2%RDVY3.0% · +1%SPYV3.0% · -25%IALT2.9% · newVGIT2.9% · +11%VCIT2.7% · +3%LMBS2.4% · +13%BAI2.2% · -22%IEMG2.0% · -34%MTUM1.8% · -24%THRO1.5% · -24%MBB1.4% · +2%NVR1.3% · -1%VCSH1.3% · +2%TLH1.3% · +4%SHLD1.3% · +8%AAPL1.2% · +16%QUAL1.2% · -63%SCHC1.1% · -2%BLCR1.1% · -4%EMB1.1% · +1%SCHP1.0% · +1%MSFT1.0% · -2%AVGO1.0% · -19%SCHH1.0% · -4%VWO1.0% · -3%JNJ0.9% · -2%NVDA0.9% · +1%IAU0.8% · +5%USHY0.8% · +0%LRCX0.7% · -30%GOOGL0.7% · -1%EFV0.7% · -67%XOM0.6% · -3%AMZN0.6% · -12%IAGG0.6% · +20%AMAT0.6% · -8%CAT0.6% · -18%EFG0.6% · newTSLA0.6% · -0%IVLU0.5% · -2%BINC0.5% · -25%VONG0.5% · 0%VONV0.5% · -0%SPY0.5% · +0%JPM0.5% · +13%WMT0.5% · -4%VGSH0.4% · +1%META0.4% · +1%BRK.B0.4% · +0%IEV0.4% · -2%GOVT0.3% · newVTWO0.3% · -8%HD0.3% · -6%MUB0.3% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 41.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 7, 2026.

Assets Under Management
$249.6M
Discretionary
$244.7M
Employees
7
Accounts
972
Address
1600 ASHWOOD DRIVE
STE 1601
CANONSBURG, PA 15317
Phone
(724) 942-2639
Website
Name Title / Status Ownership Type
BRAUN-BOSTICH, AMY, JO ControlOWNER, CHIEF EXECUTIVE OFFICER, AND PRIVATE WEALTH ADVISOR
since May 2017
50–75%Individual
KIRBY, CASSANDRA, LYNNCHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND PRIVATE WEALTH ADVISOR
since Sep 2018
25–50%Individual
Ownership & leadership changes · 5 filings with changes since May 4, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 7, 2026 filing
  • ChangedBRAUN-BOSTICH, AMY, JO · ownership 75% or more → 50–75%
  • ChangedKIRBY, CASSANDRA, LYNN · ownership 10–25% → 25–50%
Mar 13, 2023 filing
  • ChangedBRAUN-BOSTICH, AMY, JO · title OWNER, CHIEF EXECUTIVE OFFICER, PRIVATE WEALTH ADVISOR → OWNER, CHIEF EXECUTIVE OFFICER, AND PRIVATE WEALTH ADVISOR
  • ChangedKIRBY, CASSANDRA, LYNN · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, AND PRIVATE WEALTH ADVISOR
Mar 14, 2022 filing
  • ChangedKIRBY, CASSANDRA, LYNN · ownership 5–10% → 10–25%
Nov 13, 2019 filing
  • ChangedKIRBY, CASSANDRA, LYNN · ownership Less than 5% → 5–10%
Sep 4, 2018 filing
  • AddedKIRBY, CASSANDRA, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedBRAUN-BOSTICH, AMY, JO · title OWNER, CHIEF EXECUTIVE OFFICER, PRIVATE WEALTH ADVISOR, AND CHIEF COMPLIANCE OFFICER → OWNER, CHIEF EXECUTIVE OFFICER, PRIVATE WEALTH ADVISOR
May 4, 2017 filing (earliest on record)
  • ListedBRAUN-BOSTICH, AMY, JO · OWNER, CHIEF EXECUTIVE OFFICER, PRIVATE WEALTH ADVISOR, AND CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 59 →

Top Trims

Show all 23 →

New Positions

Show all 16 →

Exited Positions

Show all 7 →

Braun-Bostich & Associates Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $14.2M 7.93% 20,684 SH
2 ISHARES TR TLT 464287432 $10.1M 5.64% 116,937 SH
3 BLACKROCK ETF TRUST DYNF 09290C103 $7.8M 4.35% 114,658 SH
4 SPDR SERIES TRUST SPYG 78464A409 $7.1M 3.98% 59,933 SH
5 BLACKROCK ETF TRUST CORO 09290C764 $7.1M 3.96% 193,847 SH
6 VANGUARD CHARLOTTE FDS BNDX 92203J407 $6.5M 3.62% 134,018 SH
7 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $5.4M 3.04% 67,095 SH
8 SPDR SERIES TRUST SPYV 78464A508 $5.3M 2.96% 87,227 SH
9 BLACKROCK ETF TRUST IALT 09290C665 $5.2M 2.93% 186,920 SH
10 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $5.1M 2.87% 87,050 SH
11 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $4.8M 2.67% 57,762 SH
12 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $4.3M 2.41% 86,705 SH
13 BLACKROCK ETF TRUST BAI 09290C780 $3.9M 2.16% 73,453 SH
14 ISHARES INC IEMG 46434G103 $3.5M 1.95% 42,248 SH
15 ISHARES TR MTUM 46432F396 $3.2M 1.78% 9,284 SH
16 BLACKROCK ETF TRUST THRO 09290C806 $2.7M 1.53% 63,603 SH
17 ISHARES TR MBB 464288588 $2.5M 1.39% 26,356 SH
18 NVR INC NVR 62944T105 $2.4M 1.33% 350 SH
19 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $2.3M 1.31% 29,642 SH
20 ISHARES TR TLH 464288653 $2.3M 1.26% 22,488 SH
21 GLOBAL X FDS SHLD 37960A529 $2.3M 1.26% 37,760 SH
22 APPLE INC AAPL 037833100 $2.1M 1.19% 7,377 SH
23 ISHARES TR QUAL 46432F339 $2.1M 1.19% 9,694 SH
24 SCHWAB STRATEGIC TR SCHC 808524888 $2.0M 1.10% 41,087 SH
25 BLACKROCK ETF TRUST BLCR 09290C855 $2.0M 1.09% 38,853 SH
26 ISHARES TR EMB 464288281 $1.9M 1.07% 19,928 SH
27 SCHWAB STRATEGIC TR SCHP 808524870 $1.8M 1.00% 67,772 SH
28 MICROSOFT CORP MSFT 594918104 $1.8M 1.00% 4,806 SH
29 BROADCOM INC AVGO 11135F101 $1.8M 0.98% 4,665 SH
30 SCHWAB STRATEGIC TR SCHH 808524847 $1.7M 0.97% 73,667 SH
31 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.7M 0.97% 28,991 SH
32 JOHNSON & JOHNSON JNJ 478160104 $1.6M 0.90% 6,374 SH
33 NVIDIA CORPORATION NVDA 67066G104 $1.5M 0.85% 7,633 SH
34 ISHARES GOLD TR IAU 464285204 $1.4M 0.79% 18,746 SH
35 ISHARES TR USHY 46435U853 $1.4M 0.77% 37,129 SH
36 LAM RESEARCH CORP LRCX 512807306 $1.3M 0.74% 3,057 SH
37 ALPHABET INC GOOGL 02079K305 $1.2M 0.69% 3,472 SH
38 ISHARES TR EFV 464288877 $1.2M 0.67% 15,751 SH
39 EXXON MOBIL CORP XOM 30231G102 $1.1M 0.63% 8,288 SH
40 AMAZON COM INC AMZN 023135106 $1.1M 0.63% 4,745 SH
41 ISHARES TR IAGG 46435G672 $1.1M 0.61% 21,526 SH
42 APPLIED MATLS INC AMAT 038222105 $1.1M 0.60% 1,484 SH
43 CATERPILLAR INC CAT 149123101 $1.0M 0.58% 971 SH
44 ISHARES TR EFG 464288885 $1.0M 0.56% 8,124 SH
45 TESLA INC TSLA 88160R101 $1.0M 0.56% 2,389 SH
46 ISHARES TR IVLU 46435G409 $974.9K 0.54% 23,311 SH
47 BLACKROCK ETF TRUST II BINC 092528603 $958.2K 0.54% 18,307 SH
48 VANGUARD SCOTTSDALE FDS VONG 92206C680 $955.6K 0.53% 7,477 SH
49 VANGUARD SCOTTSDALE FDS VONV 92206C714 $948.4K 0.53% 8,921 SH
50 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $914.8K 0.51% 1,225 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $179.1M 135 0001951757-26-001030
2026-03-31 2026-04-15 $159.6M 126 0001951757-26-000605
2025-12-31 2026-01-14 $162.0M 125 0001951757-26-000091
Filer Information
Address
1600 ASHWOOD DRIVE
SUITE 1601
CANONSBURG, PA 15317
Phone
(724) 942-2639
Filing Manager
Braun-Bostich & Associates Inc.
CANONSBURG, PA
Signatory
Cassandra Kirby
Chief Compliance Officer