Braun-Bostich & Associates Inc.

Q1 2026 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$159,625
Net value change ($000)
-2,380 (-1.5%)
New positions
12
Sold out positions
10
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CORO 6,234 NEW
VGIT 3,351 254.1%
VOO 1,933 48.9%
BLCR 1,670 NEW
BNDX 1,238 24.3%
SHLD 1,057 75.0%
IAGG 603 202.3%
XOM 373 34.6%
TLT 330 3.7%
VTEB 318 NEW
Top Reduces (Value $000, Stocks/ETFs)
OEF -4,580 -93.0%
BINC -1,846 -59.3%
IEMG -1,819 -29.0%
DYNF -1,680 -19.7%
EFV -1,538 -30.2%
MSFT -1,305 -41.7%
SPYV -1,099 -14.3%
SIVR -1,096 -79.9%
IAU -841 -34.9%
VV -533 -71.7%
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