Braun-Bostich & Associates Inc.

Registered adviser

CIK

1740842

Location

CANONSBURG, PA

Portfolio Value

Small $161,952,381

Diversification

Diversified

Filing Date

Global Rank

#6,724 / 8,811 ▲ 469 · as of Jun 2026

Top Industry

Semiconductors 11.0%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 288336

Roster of Oct 1, 2026

Regulatory AUM

$249,638,585

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$249,638,585	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$221,342,520	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$203,658,601	Individuals and high net worth (98%)
May 2023 to Mar 2024	$181,251,620	Individuals and high net worth (98%)
Apr 2023	$181,251,620	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$212,049,257	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 75.6% of the book (60%+)

Turnover

Low turnover

29.3% over the last four quarters (under 30%)

Horizon

Horizon unknown

The value-weighted holding period is at least 10.0 quarters, but 4.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 77.6%; sector active share 70.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

135 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.1%

−0.2 pts

Top 5

61.3%

−0.7 pts

Top 10

75.1%

−0.5 pts

HHI

927

Diversified−46

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	78.5%	$127,103,177	77
Technology	7.2%	$11,629,945	12
Financial Services	3.3%	$5,269,200	14
Consumer Cyclical	3.2%	$5,185,672	6
Healthcare	2.3%	$3,666,898	7
Communication Services	1.6%	$2,604,115	4
Consumer Defensive	1.5%	$2,508,911	6
Industrials	1.2%	$1,938,708	5
Energy	1.1%	$1,818,276	3
Real Estate	0.1%	$227,479	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+57,141	144,191	$8,169,862
GOVT	iShares U.S. Treasury Bond ETF	+41,618	68,223	$1,492,037
IALT		+32,158	219,078	$6,541,669
IUSB	iShares Core Universal USD Bond ETF	+27,061	37,303	$1,644,689
BLCR		+25,705	64,558	$3,160,759
EFV	iShares MSCI EAFE Value ETF	+17,836	33,587	$0
IAGG	iShares Core International Aggregate Bond ETF	+15,335	36,861	$1,813,561
BNDX	Vanguard Total International Bond ETF	+12,885	146,903	$6,885,343
IAU	Ishares Gold Trust	+12,129	30,875	$2,411,337
EFG	iShares MSCI EAFE Growth ETF	+8,218	16,342	$0
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+7,199	13,558	$437,652
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+2,290	6,359	$301,162
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+1,874	11,985	$532,253
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+1,032	9,212	$416,843
SCHH	Schwab U.S. REIT ETF	+908	74,575	$1,643,633
BAC	Bank Of America Corp /De/	+908	5,612	$305,461
SYSB	iShares Systematic Bond ETF	+760	5,388	$454,100
CORO		+742	194,589	$7,073,310
HYLB	Xtrackers USD High Yield Corporate Bond ETF	+714	10,219	$359,913
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+575	9,496	$1,032,215
STIP	iShares 0-5 Year TIPS Bond ETF	+566	4,046	$403,386
AAPL	Apple Inc.	+427	7,804	$2,598,888
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+390	7,867	$1,014,292
—		+323	5,835	$0
SCHC	Schwab International Small-Cap Equity ETF	+263	41,350	$2,056,749
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TLT	iShares 20+ Year Treasury Bond ETF	−74,714	42,223	$3,284,104
LMBS	First Trust Low Duration Opportunities ETF	−52,806	33,899	$1,642,745
SCHP	Schwab U.S. TIPS ETF	−11,737	56,035	$1,408,159
BAI	BlackRock ETF Trust	−8,720	64,733	$3,054,750
MTUM	iShares MSCI USA Momentum Factor ETF	−8,044	1,240	$0
SHLD	Global X Defense Tech ETF	−5,826	31,934	$0
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−4,169	83,058	$5,077,335
VOO	VANGUARD 500 INDEX FUND	−3,974	16,710	$11,711,370
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−2,585	55,177	$4,320,910
THRO		−1,599	62,004	$2,726,935
RDVY	First Trust Rising Dividend Achievers ETF	−1,495	65,600	$5,135,824
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−1,379	113,279	$7,845,703
MUB	iShares National Muni Bond ETF	−953	3,815	$385,696
MBB	iShares MBS ETF	−834	25,522	$2,287,281
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−765	28,877	$2,230,748
SUSC	iShares ESG Aware USD Corporate Bond ETF	−694	14,196	$311,531
WMT	Walmart Inc.	−596	6,688	$695,016
QUAL	iShares MSCI USA Quality Factor ETF	−573	9,121	$0
USHY	iShares Broad USD High Yield Corporate Bond ETF	−452	36,677	$1,310,102
LCTU		−354	4,773	$389,810
XOM	ExxonMobil Holdings Corp	−347	7,941	$1,292,397
EEM	iShares MSCI Emerging Markets ETF	−333	4,944	$330,209
NVS	Novartis AG	−332	1,798	$256,340
IVLU	iShares MSCI Intl Value Factor ETF	−322	22,989	$985,998
IEMG	iShares Trust	−305	41,943	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
INRO		90,743	$3,339,995
BNDW	Vanguard Scottsdale Funds	6,712	$441,991
TIP	iShares TIPS Bond ETF	3,784	$393,687
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	6,668	$335,733
SAP	Sap SE	1,272	$265,186
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	10,510	$256,128
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	8,709	$237,581
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	8,312	$215,031
COP	Conocophillips	1,641	$205,371
PM	Philip Morris International Inc.	1,051	$200,551
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
TLH	iShares 10-20 Year Treasury Bond ETF	22,488	$2,256,670
SO	Southern Co	2,552	$244,251
BUD	Anheuser-Busch InBev SA/NV	2,946	$242,750
CM	Canadian Imperial Bank Of Commerce /Can/	1,865	$214,475
MO	Altria Group, Inc.	2,969	$213,619
PEG	Public Service Enterprise Group Inc	2,574	$208,905
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	6,914	$207,489
IJR	iShares Core S&P Small-Cap ETF	1,385	$205,409
LIN	Linde PLC	392	$203,424
LOW	Lowes Companies Inc	908	$200,204
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

135 tracked positions · $161,952,381 total · filing declares 135 positions · $175,088,615 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 135 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	16,710	-3,974	$11,711,370	−17.6%	7.23%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	144,191	+57,141	$8,169,862	+59.1%	5.04%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	113,279	-1,379	$7,845,703	+0.6%	4.84%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	59,696	-237	$7,347,383	+3.0%	4.54%
CORO		Added	194,589	+742	$7,073,310	−0.3%	4.37%
BNDX	Vanguard Total International Bond ETF	Added	146,903	+12,885	$6,885,343	+6.1%	4.25%
IALT		Added	219,078	+32,158	$6,541,669	+24.8%	4.04%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	65,600	-1,495	$5,135,824	−5.6%	3.17%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	83,058	-4,169	$5,077,335	−4.2%	3.14%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	55,177	-2,585	$4,320,910	−9.5%	2.67%
INRO		NEW	90,743	NEW	$3,339,995	NEW	2.06%
TLT	iShares 20+ Year Treasury Bond ETF	Reduced	42,223	-74,714	$3,284,104	−67.5%	2.03%
BLCR		Added	64,558	+25,705	$3,160,759	+61.5%	1.95%
BAI	BlackRock ETF Trust	Reduced	64,733	-8,720	$3,054,750	−21.1%	1.89%
THRO		Reduced	62,004	-1,599	$2,726,935	−0.5%	1.68%
AAPL	Apple Inc. Technology	Added	7,804	+427	$2,598,888	+21.8%	1.60%
IAU	Ishares Gold Trust	Added	30,875	+12,129	$2,411,337	+70.4%	1.49%
MSFT	Microsoft Corp Technology	Reduced	4,638	-168	$2,378,830	+32.7%	1.47%
MBB	iShares MBS ETF	Reduced	25,522	-834	$2,287,281	−8.2%	1.41%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	28,877	-765	$2,230,748	−4.8%	1.38%
NVR	Nvr Inc Consumer Cyclical	Reduced	348	-2	$2,141,727	−10.2%	1.32%
SCHC	Schwab International Small-Cap Equity ETF	Added	41,350	+263	$2,056,749	+4.0%	1.27%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Added	20,092	+164	$1,825,157	−5.0%	1.13%
IAGG	iShares Core International Aggregate Bond ETF	Added	36,861	+15,335	$1,813,561	+66.5%	1.12%
NVDA	Nvidia Corp Technology	Added	7,777	+144	$1,776,111	+16.3%	1.10%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	29,018	+27	$1,721,057	−0.5%	1.06%
JNJ	Johnson & Johnson Healthcare	Reduced	6,345	-29	$1,679,775	+3.8%	1.04%
IUSB	iShares Core Universal USD Bond ETF	Added	37,303	+27,061	$1,644,689	+248.0%	1.02%
SCHH	Schwab U.S. REIT ETF	Added	74,575	+908	$1,643,633	−5.8%	1.01%
LMBS	First Trust Low Duration Opportunities ETF	Reduced	33,899	-52,806	$1,642,745	−61.9%	1.01%
AVGO	Broadcom Inc. Technology	Reduced	4,475	-190	$1,571,575	−10.8%	0.97%
GOVT	iShares U.S. Treasury Bond ETF	Added	68,223	+41,618	$1,492,037	+146.2%	0.92%
SCHP	Schwab U.S. TIPS ETF	Reduced	56,035	-11,737	$1,408,159	−21.6%	0.87%
USHY	iShares Broad USD High Yield Corporate Bond ETF	Reduced	36,677	-452	$1,310,102	−4.7%	0.81%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,941	-347	$1,292,397	+14.1%	0.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,418	-54	$1,176,065	−5.2%	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,703	-42	$1,171,752	+3.6%	0.72%
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	Added	9,496	+575	$1,032,215	+8.8%	0.64%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	7,867	+390	$1,014,292	+6.1%	0.63%
IVLU	iShares MSCI Intl Value Factor ETF	Reduced	22,989	-322	$985,998	+1.1%	0.61%
LRCX	Lam Research Corp Technology	Reduced	2,915	-142	$957,606	−27.7%	0.59%
BINC		Added	18,520	+213	$940,630	−1.8%	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,683	+102	$887,616	+5.1%	0.55%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,159	-66	$883,888	−3.4%	0.55%
META	Meta Platforms, Inc. Communication Services	Reduced	1,212	-87	$878,918	+20.1%	0.54%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,395	+6	$849,769	−15.4%	0.52%
CAT	Caterpillar Inc Industrials	Reduced	961	-10	$779,169	−24.6%	0.48%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	13,269	-24	$763,763	−1.3%	0.47%
AMAT	Applied Materials Inc /De Technology	Reduced	1,469	-15	$751,217	−30.0%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,478	+17	$735,970	+0.7%	0.45%

Showing the top 50 of 135 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.