Braun-Bostich & Associates Inc.

Q4 2025 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$162,005
Net value change ($000)
+3,270 (2.1%)
New positions
8
Sold out positions
7
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYV 2,090 37.4%
IEMG 1,126 21.9%
MTUM 1,074 59.5%
SIVR 480 53.9%
SYSB 335 NEW
OEF 303 6.6%
TD 297 NEW
RY 259 NEW
DYNF 234 2.8%
META 228 37.3%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -2,161 -29.4%
TLT -813 -8.3%
STIP -319 -100.0%
EFV -307 -5.7%
VOO -293 -6.9%
IUSB -291 -100.0%
NVR -277 -9.0%
EFG -263 -100.0%
ORCL -248 -100.0%
MO -235 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type