Braun-Bostich & Associates Inc.

Q3 2026 13F-HR Holdings

Location
Canonsburg, PA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$175,089
Net value change ($000)
-4,009 (-2.2%)
New positions
11
Sold out positions
11
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
INRO 3,340 NEW
VGIT 3,036 59.1%
EFV 1,452 120.4%
IALT 1,299 24.8%
EXXONMOBIL HOLDINGS CORP 1,292 NEW
BLCR 1,204 61.5%
IUSB 1,172 247.8%
IAU 995 70.3%
EFG 947 93.7%
GOVT 886 146.2%
Top Reduces (Value $000, Stocks/ETFs)
TLT -6,822 -67.5%
MTUM -2,789 -87.6%
LMBS -2,673 -61.9%
VOO -2,494 -17.6%
TLH -2,257 -100.0%
XOM -1,133 -100.0%
BAI -817 -21.1%
VCIT -453 -9.5%
SCHP -388 -21.6%
LRCX -367 -27.7%
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.
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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