Braun-Bostich & Associates Inc.

All 13F Filings

Location
Canonsburg, PA
Most recent 13F
Q1 2026
Holdings value ($000)
159,625
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/15/2026 126 159,625 13F-HR Braun-Bostich & Associates Inc.
Q4 2025 1/14/2026 125 162,005 13F-HR Braun-Bostich & Associates Inc.
Q3 2025 11/3/2025 123 158,735 13F-HR Braun-Bostich & Associates Inc.
Q2 2025 7/8/2025 118 146,481 13F-HR Braun-Bostich & Associates Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 36.55 K 22.9% 0 54.32 K -54.32 K
ETFs 123.1 K 77.1% 55.81 K 0 55.81 K
Debt 0 0.0% 0 205 -205
Other 0 0.0% 0 3.662 K -3.662 K
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Fund Snapshot

Q1 2026
Latest filed
4/15/2026
Total value ($000)
159,625
Holdings
126
QoQ value change ($000)
-2,380 (-1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.