Braun-Bostich & Associates Inc.
•CIK: 1740842•Filing: Q4 2025
**Braun-Bostich & Associates Inc.** manages $162M across a diversified portfolio of 125 positions. The fund exhibits a pronounced allocation toward fixed income and defensive equity strategies, evidenced by top holdings including TLT at $9.0M and BNDX at $5.1M. Significant weight is also placed on broad market and sector-specific ETFs, notably SPYV ($7.7M) and SPYG ($6.3M). This structure suggests a tactical focus on yield generation and risk mitigation within current market cycles.
Total AUM
$162.0M
QoQ Performance
+2.1%
Positions
81
Top 10 Concentration
38.8%
Latest Filing
Q4 2025
Top Holdings Allocation
TLT
DYNF
TLT5.6%
DYNF5.3%
SPYV4.7%
SPYG3.9%
IEMG3.9%
QUAL3.2%
BNDX3.1%
EFV3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.7%
Technology8.1%
Consumer3.1%
ETF3.1%
Healthcare2.0%
Financial1.9%
Energy0.7%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW9 new positions
↑60 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023