Braun-Bostich & Associates Inc.
All 13F Filings
- Location
- Canonsburg, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 159,625
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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.