StockDriftsStockDriftsTop 50 Braun-Bostich & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.93% | 20.7K | $14.2M | +109.84%(+10.83K) | $555.39(+28.03%) | 2026-06-30 | |
| TLT | ISHARES TR | 5.64% | 116.9K | $10.1M | +8.59%(+9.25K) | $95.30(-13.54%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 4.35% | 114.7K | $7.8M | -2.40%(-2.82K) | $45.34(+54.45%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.98% | 59.9K | $7.1M | -4.32%(-2.71K) | $75.83(+61.92%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 3.96% | 193.8K | $7.1M | -0.02%(-44) | $31.61(+16.85%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.62% | 134.0K | $6.5M | +1.56%(+2.05K) | $49.58(-3.51%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.04% | 67.1K | $5.4M | +1.01%(+674) | $55.32(+51.00%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.96% | 87.2K | $5.3M | -25.01%(-29.10K) | $50.70(+25.04%) | 2026-06-30 | |
| IALT | BLACKROCK ETF TRUST | 2.93% | 186.9K | $5.2M | new | $27.55(+5.49%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.87% | 87.0K | $5.1M | +10.99%(+8.62K) | $59.84(-2.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.26% | +37.73% | +4.79% | +26.35% |
| Top 20 Holdings Unweighted | +11.23% | +37.62% | +4.66% | +25.59% |
Braun-Bostich & Associates Inc. reports $179.10M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are VOO (7.9%), TLT (5.6%) and DYNF (4.3%). The top 20 holdings account for 59.07% of reported assets. Its disclosed equity book has returned +37.73% on a three-year cumulative basis. Figures reflect the Q2 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