Braun-Bostich & Associates Inc.
SEC Form 13F institutional filer · CIK 0001740842
13F-HR · 57 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
59.9%
Braun-Bostich & Associates Inc. — $56.4M AUM allocation strategy
Braun-Bostich & Associates Inc. files SEC Form 13F and reports $56.4M of long US equity value across 57 reported holdings for 2026-03-31.
Its largest sector bet is Financials 14.1%, followed by Information Technology 13.3% and Consumer Discretionary 7.7%.
The top 10 holdings account for 60% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Braun-Bostich & Associates Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$56.4M
total across 57 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
60% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +2.83K sh · +$1.86M+$WFC +296 sh · −$13K+$HD +119 sh · +$15.2K
Biggest trims (shares)
−$BLK −35.6K sh · −$1.98M−$IVV −18.4K sh · −$1.28M−$SCHW −3.63K sh · −$39.5K
Exited to nil (held last quarter, gone now)
$UNH ($282K last qtr)$MRSH ($219K last qtr)$UBER ($216K last qtr)$BAC ($213K last qtr)$INTU ($213K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage9.6%—
- Semiconductors5.5%—
- Asset Management & Custody Banks4.6%—
- Homebuilding4.1%—
- Systems Software3.3%—
- Interactive Media & Services3.1%—
- Technology Hardware, Storage & Peripherals2.9%—
- Pharmaceuticals2.8%—
- Other holdings64.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 186K | $5.39M | -3.63K | 9.6% |
| $BLK | BlackRock Inc | 39.3K | $2.57M | -35.6K | 4.6% |
| $NVR | NVR Inc | 352 | $2.32M | -33 | 4.1% |
| $MSFT | Microsoft Corporation | 4.92K | $1.82M | -1.54K | 3.2% |
| $AVGO | Broadcom Inc | 5.77K | $1.79M | -634 | 3.2% |
| $AAPL | Apple Inc | 6.38K | $1.62M | -272 | 2.9% |
| $JNJ | Johnson & Johnson | 6.5K | $1.59M | -472 | 2.8% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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