Braun-Bostich & Associates Inc.: 13F holdings
CIK 17408422026Q2
| Positions | 135 |
|---|
| Reported value | $179.1m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 135 (+9 vs prior quarter) |
|---|
| Reported value | $179.1m (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 20,684 | $14.2m | 7.9% |
| TLT ISHARES TR | 116,937 | $10.1m | 5.6% |
| DYNF BLACKROCK ETF TRUST | 114,658 | $7.8m | 4.4% |
| SPYG SPDR SERIES TRUST | 59,933 | $7.1m | 4.0% |
| CORO BLACKROCK ETF TRUST | 193,847 | $7.1m | 4.0% |
| BNDX VANGUARD CHARLOTTE FDS | 134,018 | $6.5m | 3.6% |
| RDVY FIRST TR EXCHANGE TRADED FD | 67,095 | $5.4m | 3.0% |
| SPYV SPDR SERIES TRUST | 87,227 | $5.3m | 3.0% |
| IALT BLACKROCK ETF TRUST | 186,920 | $5.2m | 2.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 87,050 | $5.1m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1740842")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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