Braun Bostich & Associates Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $147 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $9.18M, Blackrock ETF Tr U S Equity Fa with a value of $8.4M, Spdr Portfolio S&P 500 Value E with a value of $7.59M, Spdr Portfolio with a value of $6.21M, and Vanguard Total International B with a value of $5.22M.

Examining the 13F form we can see an increase of $1.37M in the current position value, from $145M to 147M.

Braun Bostich & Associates Inc. is based out at Canonsburg, PA

Below you can find more details about Braun Bostich & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $112 Million
Technology: $11 Million
Consumer Cyclical: $6.72 Million
Financial Services: $4.22 Million
Healthcare: $3.55 Million
Communication Services: $2.55 Million
Consumer Defensive: $2.53 Million
Industrials: $1.69 Million
Other: $1.79 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $147 Million
  • Prior Value $145 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
Track This Portfolio

Track Braun Bostich & Associates Inc. Portfolio

Follow Braun Bostich & Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Braun Bostich & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Braun Bostich & Associates Inc. with notifications on news.