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Braun-Bostich & Associates Inc. - Portfolio Stock Holdings

Braun-Bostich & Associates Inc. disclosed 145 stock positions in a recent SEC 13F filing. $175,088,613 of stock holdings were filed, with the largest holdings including VOO, VGIT, and DYNF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $249,638,585 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

145

Est. Stock Holding Value:

$175,088,613

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Braun-Bostich & Associates Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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