Braun-Bostich & Associates Inc. has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of September 30, 2026. The filing lists 135 separate holdings managed by the firm.
The largest position in the portfolio is BlackRock ETF Trust's iShares Core S&P 500 ETF, which comprises 11,711,511 shares valued at $16,710,000. The firm also holds significant stakes in other major index funds, including iShares Core MSCI Emerging Markets ETF (3,404,094 shares) and iShares Core S&P 500 ETF (2,473,700 shares).
Individual stock holdings are led by Microsoft Corporation, with 2,378,830 shares, and NVIDIA Corporation, with 1,776,111 shares. Other notable individual stock positions include Apple Inc. (2,598,888 shares), Amazon.com Inc. (1,171,752 shares), and Johnson & Johnson (1,679,775 shares).
The filing also details a substantial allocation to exchange-traded funds (ETFs), with BlackRock ETF Trust holding a total of 32,172,000 shares across various funds. Other significant ETF holdings include iShares Gold Trust (2,411,338 shares) and Vanguard Index Funds S&P 500 ETF (11,711,511 shares).
