Braun-Bostich & Associates Inc.

Q2 2026 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$179,098
Net value change ($000)
+19,473 (12.2%)
New positions
16
Sold out positions
7
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 8,316 141.2%
IALT 5,243 NEW
EFG 1,011 NEW
SPYG 998 16.3%
DYNF 963 14.1%
RDVY 904 19.9%
CORO 861 13.8%
BAI 789 25.6%
TLT 771 8.3%
GOVT 606 NEW
Top Reduces (Value $000, Stocks/ETFs)
QUAL -2,873 -57.5%
EFV -2,348 -66.1%
SPYV -1,279 -19.4%
IEMG -954 -21.4%
ICVT -408 -100.0%
XOM -317 -21.9%
BINC -308 -24.3%
THRO -296 -9.7%
SIVR -275 -100.0%
COP -216 -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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type