Braun-Bostich & Associates Inc. has made a significant update with the release of its latest 13F-HR filing, detailing its investment holdings as of September 30, 2026. The report indicates that the firm holds a total of 135 different investments, valued at approximately $175 million. This update is crucial as it provides insights into the company's investment strategies and market positions.
Founded in Pennsylvania, Braun-Bostich & Associates Inc. operates in the asset management sector, focusing on a diverse array of investment opportunities. The firm has consistently filed reports with the SEC, demonstrating its commitment to transparency and regulatory compliance. The latest filing, dated October 20, 2026, is part of a series of 13F-HR filings that the company has submitted over the years, with the most recent prior filing being on July 24, 2026.
The most recent filing reveals a total of 135 holdings, with a reported total value of $175,088,615. This figure underscores the firm's active management approach and its ability to navigate the complexities of the financial markets. The filing was signed by Cassandra Kirby, the Chief Compliance Officer, indicating a structured and compliant approach to investment management.
Among the notable holdings listed in the filing are major companies such as Apple Inc., Amazon.com Inc., and Alphabet Inc. These investments reflect Braun-Bostich's strategy of diversifying its portfolio across various sectors, including technology and consumer goods. The firm has also invested in ETFs, indicating a trend towards passive investment strategies alongside active management.
With the total value of holdings reported at over $175 million, this filing may influence various stakeholders, including investors, analysts, and competitors within the asset management industry. The insights gained from Braun-Bostich's investment choices could provide valuable information for those looking to understand market trends and investment strategies in the current economic landscape.
As for what’s next, the filing does not specify any immediate actions or future filings. However, stakeholders will likely keep a close eye on Braun-Bostich's future filings to assess how the firm adapts its investment strategy in response to market conditions.