Institutional Fund
Braun-Bostich & Associates Inc.
Canonsburg, PACIK 17408425 filings on record
Portfolio Value
$159.63M
Q1 2026
Holdings
126
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-1.5%
from $162.01M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.8%
- Blackrock ETF Trust4.3%
- Spdr Series Trust4.1%
- Vanguard Charlotte Fds4.0%
- Blackrock ETF Trust3.9%
- Spdr Series Trust3.8%
- Other74.0%
Portfolio Holdings
126 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 107.7K | $9.34M | 5.8% | +4.4K | Added |
| 2 | Blackrock ETF Trust | 117.5K | $6.83M | 4.3% | −22.5K | Reduced |
| 3 | Spdr Series Trust | 116.3K | $6.58M | 4.1% | −18.9K | Reduced |
| 4 | Vanguard Charlotte Fds | 132.0K | $6.34M | 4.0% | +26.4K | Added |
| 5 | Blackrock ETF Trust | 193.9K | $6.23M | 3.9% | +193.9K | New |
| 6 | Spdr Series Trust | 62.6K | $6.13M | 3.8% | +3.3K | Added |
| 7 | Vanguard Index Fds | 9.9K | $5.89M | 3.7% | +3.5K | Added |
| 8 | Ishares Tr | 26.1K | $5.00M | 3.1% | −69 | Reduced |
| 9 | Vanguard Scottsdale Fds | 78.4K | $4.67M | 2.9% | +56.4K | Added |
| 10 | Vanguard Scottsdale Fds | 56.2K | $4.65M | 2.9% | −772 | Reduced |
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