Braun-Bostich & Associates Inc. holds a diversified book of 135 stocks worth $179.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Vanguard S&P 500 ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +8% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1740842/holdings"
Use Arkolith to show Braun-Bostich & Associates Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Braun-Bostich & Associates Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $14.2M | 20.7K | 7.9% | ▲+110% Added · +11K sh | |
| 2 | Ishares TR 20 YR TR BD ETF | $10.1M | 116.9K | 5.6% | ▲+8.6% Added · +9K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $7.8M | 114.7K | 4.4% | ▼−2.4% Reduced · −3K sh | |
| 4 | SPDR Series Trust ST STR P500GRW | $7.1M | 59.9K | 4.0% | ▼−4.3% Reduced · −3K sh | |
| 5 | BlackRock ETF Trust ISHA IN CTRY ETF | $7.1M | 193.8K | 4.0% | ▼~0% Reduced · −44 sh | |
| 6 | Vanguard Charlotte FDS TOTAL INT BD ETF | $6.5M | 134.0K | 3.6% | ▲+1.6% Added · +2K sh | |
| 7 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.4M | 67.1K | 3.0% | ▲+1.0% Added · +674 sh | |
| 8 | SPDR Series Trust ST STR P500VAL | $5.3M | 87.2K | 3.0% | ▼−25% Reduced · −29K sh | |
| 9 | BlackRock ETF Trust ISHA SYST AL ETF | $5.2M | 186.9K | 2.9% | ▲New New position | |
| 10 | Vanguard Scottsdale FDS INTER TERM TREAS | $5.1M | 87.0K | 2.9% | ▲+11% Added · +9K sh | |
| 11 | Vanguard Scottsdale FDS INT-TERM CORP | $4.8M | 57.8K | 2.7% | ▲+2.9% Added · +2K sh | |
| 12 | First TR Exchange-Traded FD FST LOW OPPT EFT | $4.3M | 86.7K | 2.4% | ▲+13% Added · +10K sh | |
| 13 | BlackRock ETF Trust ISHA I IN TE ETF | $3.9M | 73.5K | 2.2% | ▼−22% Reduced · −20K sh | |
| 14 | Ishares Inc CORE MSCI EMKT | $3.5M | 42.2K | 2.0% | ▼−34% Reduced · −22K sh | |
| 15 | Ishares TR MSCI USA MMENTM | $3.2M | 9.3K | 1.8% | ▼−24% Reduced · −3K sh | |
| 16 | BlackRock ETF Trust ISHA US THEM ETF | $2.7M | 63.6K | 1.5% | ▼−24% Reduced · −20K sh | |
| 17 | Ishares TR MBS ETF | $2.5M | 26.4K | 1.4% | ▲+2.0% Added · +517 sh | |
| 18 | NVR Inc COM | $2.4M | 350 | 1.3% | ▼−0.6% Reduced · −2 sh | |
| 19 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.3M | 29.6K | 1.3% | ▲+1.9% Added · +559 sh | |
| 20 | Ishares TR 10-20 YR TRS ETF | $2.3M | 22.5K | 1.3% | ▲+4.4% Added · +951 sh | |
| 21 | Global X FDS DEFENSE TECH ETF | $2.3M | 37.8K | 1.3% | ▲+8.4% Added · +3K sh | |
| 22 | Apple Inc COM | $2.1M | 7.4K | 1.2% | ▲+16% Added · +1K sh | |
| 23 | Ishares TR MSCI USA QLT FCT | $2.1M | 9.7K | 1.2% | ▼−63% Reduced · −16K sh | |
| 24 | Schwab Strategic TR INTL SCEQT ETF | $2.0M | 41.1K | 1.1% | ▼−2.3% Reduced · −958 sh | |
| 25 | BlackRock ETF Trust ISHA LA CORE ETF | $2.0M | 38.9K | 1.1% | ▼−4.5% Reduced · −2K sh | |
| 26 | Ishares TR JPMORGAN USD EMG | $1.9M | 19.9K | 1.1% | ▲+1.4% Added · +284 sh | |
| 27 | Schwab Strategic TR US TIPS ETF | $1.8M | 67.8K | 1.0% | ▲+0.9% Added · +604 sh | |
| 28 | Microsoft Corp COM | $1.8M | 4.8K | 1.0% | ▼−2.3% Reduced · −115 sh | |
| 29 | Broadcom Inc COM | $1.8M | 4.7K | 1.0% | ▼−19% Reduced · −1K sh | |
| 30 | Schwab Strategic TR US REIT ETF | $1.7M | 73.7K | 1.0% | ▼−3.6% Reduced · −3K sh | |
| 31 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.7M | 29.0K | 1.0% | ▼−2.9% Reduced · −878 sh | |
| 32 | Johnson & Johnson COM | $1.6M | 6.4K | 0.9% | ▼−2.0% Reduced · −129 sh | |
| 33 | Nvidia Corporation COM | $1.5M | 7.6K | 0.9% | ▲+0.7% Added · +50 sh | |
| 34 | Ishares Gold TR ISHARES NEW | $1.4M | 18.7K | 0.8% | ▲+5.2% Added · +933 sh | |
| 35 | Ishares TR BROAD USD HIGH | $1.4M | 37.1K | 0.8% | ▲+0.2% Added · +60 sh | |
| 36 | Lam Research Corp COM NEW | $1.3M | 3.1K | 0.7% | ▼−30% Reduced · −1K sh | |
| 37 | Alphabet Inc CAP STK CL A | $1.2M | 3.5K | 0.7% | ▼−0.7% Reduced · −23 sh | |
| 38 | Ishares TR EAFE VALUE ETF | $1.2M | 15.8K | 0.7% | ▼−67% Reduced · −32K sh | |
| 39 | Exxon Mobil Corp COM | $1.1M | 8.3K | 0.6% | ▼−3.0% Reduced · −261 sh | |
| 40 | Amazon Com Inc COM | $1.1M | 4.7K | 0.6% | ▼−12% Reduced · −653 sh | |
| 41 | Ishares TR CORE INTL AGGR | $1.1M | 21.5K | 0.6% | ▲+19% Added · +4K sh | |
| 42 | Applied Matls Inc COM | $1.1M | 1.5K | 0.6% | ▼−8.0% Reduced · −129 sh | |
| 43 | Caterpillar Inc COM | $1.0M | 971 | 0.6% | ▼−18% Reduced · −207 sh | |
| 44 | Ishares TR EAFE GRWTH ETF | $1.0M | 8.1K | 0.6% | ▲New New position | |
| 45 | Tesla Inc COM | $1.0M | 2.4K | 0.6% | ▼−0.1% Reduced · −2 sh | |
| 46 | Ishares TR MSCI INTL VLU FT | $975K | 23.3K | 0.5% | ▼−1.5% Reduced · −347 sh | |
| 47 | BlackRock ETF Trust II ISHA FLEX IN ETF | $958K | 18.3K | 0.5% | ▼−25% Reduced · −6K sh | |
| 48 | Vanguard Scottsdale FDS VNG RUS1000GRW | $956K | 7.5K | 0.5% | —Held | |
| 49 | Vanguard Scottsdale FDS VNG RUS1000VAL | $948K | 8.9K | 0.5% | ▼−0.5% Reduced · −48 sh | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $915K | 1.2K | 0.5% | ▲+0.5% Added · +6 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.