StockDriftsStockDriftsTop 50 Braun-Bostich & Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.69% | 16.7K | $11.7M | -19.21%(-3.97K) | $555.39(+27.32%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 4.67% | 144.2K | $8.2M | +65.64%(+57.14K) | $59.04(-3.45%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.48% | 113.3K | $7.8M | -1.20%(-1.38K) | $45.34(+52.38%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4.2% | 59.7K | $7.3M | -0.40%(-237) | $75.83(+60.00%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 4.04% | 194.6K | $7.1M | +0.38%(+742) | $31.63(+13.05%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.93% | 146.9K | $6.9M | +9.61%(+12.88K) | $49.41(-4.66%) | 2026-09-30 | |
| IALT | BLACKROCK ETF TRUST | 3.74% | 219.1K | $6.5M | +17.20%(+32.16K) | $27.75(+7.30%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.93% | 65.6K | $5.1M | -2.23%(-1.50K) | $55.32(+43.80%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 2.9% | 83.1K | $5.1M | -4.78%(-4.17K) | $50.70(+25.24%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.47% | 55.2K | $4.3M | -4.48%(-2.58K) | $81.79(-3.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.50% | +38.63% | +4.60% | +25.21% |
| Top 20 Holdings Unweighted | +11.15% | +37.31% | +4.36% | +23.81% |
Braun-Bostich & Associates INC reports $175.09M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.7%), VGIT (4.7%) and DYNF (4.5%). The top 20 holdings account for 56.63% of reported assets. Its disclosed equity book has returned +38.63% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Braun-Bostich & Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1740842). View Braun-Bostich & Associates INC’s 13F filings on SEC