# EDGAR Filing Document

**Accession Number:** 0001740842
**File Stem:** 0001951757-26-000091
**Filing Date:** 2026-1
**Character Count:** 15949
**Document Hash:** cbae702f44d7e370993bf44a69e435af
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000091.hdr.sgml**: 20260114

**ACCESSION NUMBER**: 0001951757-26-000091

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260114

**DATE AS OF CHANGE**: 20260114

**EFFECTIVENESS DATE**: 20260114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Braun-Bostich & Associates Inc.
- **CENTRAL INDEX KEY:** 0001740842

**ORGANIZATION NAME:**
- **EIN:** 752997460
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18789
- **FILM NUMBER:** 26531902

**BUSINESS ADDRESS:**
- **STREET 1:** 1600 ASHWOOD DRIVE
- **STREET 2:** SUITE 1601
- **CITY:** CANONSBURG
- **STATE:** PA
- **ZIP:** 15317
- **BUSINESS PHONE:** (724) 942-2639

**MAIL ADDRESS:**
- **STREET 1:** 1600 ASHWOOD DRIVE
- **STREET 2:** SUITE 1601
- **CITY:** CANONSBURG
- **STATE:** PA
- **ZIP:** 15317

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Braun-Bostich  Associates Inc.<br>**Address:** 1600 ASHWOOD DRIVE<br>SUITE 1601<br>CANONSBURG, PA 15317

**Form 13F File Number:** 028-18789

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Cassandra Kirby<br>**Title:** Chief Compliance Officer<br>**Phone:** (724) 942-2639

**Signature, Place, and Date of Signing:**

Cassandra Kirby  Canonsburg, PA  01-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 125

**Form 13F Information Table Value Total:** $162005374

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 247995 | 1549 | SH |  | SOLE |  | 0 | 0 | 1549 |
| ABBVIE INC | COM | 00287Y109 |  | 314402 | 1376 | SH |  | SOLE |  | 0 | 0 | 1376 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 |  | 1371130 | 20271 | SH |  | SOLE |  | 0 | 0 | 20271 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 200957 | 749 | SH |  | SOLE |  | 0 | 0 | 749 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1160604 | 3708 | SH |  | SOLE |  | 0 | 0 | 3708 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 343297 | 1094 | SH |  | SOLE |  | 0 | 0 | 1094 |
| AMAZON COM INC | COM | 023135106 |  | 1262124 | 5468 | SH |  | SOLE |  | 0 | 0 | 5468 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 |  | 206593 | 3226 | SH |  | SOLE |  | 0 | 0 | 3226 |
| APPLE INC | COM | 037833100 |  | 1807597 | 6649 | SH |  | SOLE |  | 0 | 0 | 6649 |
| APPLIED MATLS INC | COM | 038222105 |  | 452816 | 1762 | SH |  | SOLE |  | 0 | 0 | 1762 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 201419 | 2191 | SH |  | SOLE |  | 0 | 0 | 2191 |
| BANK AMERICA CORP | COM | 060505104 |  | 213400 | 3880 | SH |  | SOLE |  | 0 | 0 | 3880 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 246923 | 2127 | SH |  | SOLE |  | 0 | 0 | 2127 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 686620 | 1366 | SH |  | SOLE |  | 0 | 0 | 1366 |
| BLACKROCK ETF TRUST | ISHARES US CARBO | 09290C509 |  | 429060 | 5791 | SH |  | SOLE |  | 0 | 0 | 5791 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 2881915 | 86544 | SH |  | SOLE |  | 0 | 0 | 86544 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 8514920 | 140025 | SH |  | SOLE |  | 0 | 0 | 140025 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 3068952 | 79589 | SH |  | SOLE |  | 0 | 0 | 79589 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 3111741 | 58968 | SH |  | SOLE |  | 0 | 0 | 58968 |
| BLACKROCK INC | COM | 09290D101 |  | 333946 | 312 | SH |  | SOLE |  | 0 | 0 | 312 |
| BROADCOM INC | COM | 11135F101 |  | 2216078 | 6403 | SH |  | SOLE |  | 0 | 0 | 6403 |
| CATERPILLAR INC | COM | 149123101 |  | 693173 | 1210 | SH |  | SOLE |  | 0 | 0 | 1210 |
| CISCO SYS INC | COM | 17275R102 |  | 380220 | 4936 | SH |  | SOLE |  | 0 | 0 | 4936 |
| COCA COLA CO | COM | 191216100 |  | 315923 | 4519 | SH |  | SOLE |  | 0 | 0 | 4519 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 344074 | 399 | SH |  | SOLE |  | 0 | 0 | 399 |
| CSX CORP | COM | 126408103 |  | 220908 | 6094 | SH |  | SOLE |  | 0 | 0 | 6094 |
| DBX ETF TR | XTRACK USD HIGH | 233051432 |  | 341414 | 9270 | SH |  | SOLE |  | 0 | 0 | 9270 |
| ELI LILLY  CO | COM | 532457108 |  | 557759 | 519 | SH |  | SOLE |  | 0 | 0 | 519 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1076802 | 8948 | SH |  | SOLE |  | 0 | 0 | 8948 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 4553897 | 65552 | SH |  | SOLE |  | 0 | 0 | 65552 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 3706309 | 74141 | SH |  | SOLE |  | 0 | 0 | 74141 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 226578 | 1846 | SH |  | SOLE |  | 0 | 0 | 1846 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 1410219 | 21766 | SH |  | SOLE |  | 0 | 0 | 21766 |
| HOME DEPOT INC | COM | 437076102 |  | 541097 | 1573 | SH |  | SOLE |  | 0 | 0 | 1573 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 |  | 216264 | 2749 | SH |  | SOLE |  | 0 | 0 | 2749 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 305393 | 1031 | SH |  | SOLE |  | 0 | 0 | 1031 |
| INTUIT | COM | 461202103 |  | 213299 | 322 | SH |  | SOLE |  | 0 | 0 | 322 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 380872 | 620 | SH |  | SOLE |  | 0 | 0 | 620 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2411236 | 29706 | SH |  | SOLE |  | 0 | 0 | 29706 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 6273038 | 93321 | SH |  | SOLE |  | 0 | 0 | 93321 |
| ISHARES TR | S 100 ETF | 464287101 |  | 4927450 | 14367 | SH |  | SOLE |  | 0 | 0 | 14367 |
| ISHARES TR | SYSTEMATIC BD ET | 46435U796 |  | 335254 | 3735 | SH |  | SOLE |  | 0 | 0 | 3735 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1924252 | 19986 | SH |  | SOLE |  | 0 | 0 | 19986 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 363182 | 7590 | SH |  | SOLE |  | 0 | 0 | 7590 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 398925 | 4050 | SH |  | SOLE |  | 0 | 0 | 4050 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 293346 | 2277 | SH |  | SOLE |  | 0 | 0 | 2277 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 298110 | 5961 | SH |  | SOLE |  | 0 | 0 | 5961 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 222471 | 4129 | SH |  | SOLE |  | 0 | 0 | 4129 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 513914 | 4798 | SH |  | SOLE |  | 0 | 0 | 4798 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 |  | 226347 | 3931 | SH |  | SOLE |  | 0 | 0 | 3931 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 5190934 | 26135 | SH |  | SOLE |  | 0 | 0 | 26135 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 2126530 | 20916 | SH |  | SOLE |  | 0 | 0 | 20916 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 463862 | 5983 | SH |  | SOLE |  | 0 | 0 | 5983 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 265181 | 2655 | SH |  | SOLE |  | 0 | 0 | 2655 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 263546 | 1769 | SH |  | SOLE |  | 0 | 0 | 1769 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 303969 | 5556 | SH |  | SOLE |  | 0 | 0 | 5556 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 255156 | 3866 | SH |  | SOLE |  | 0 | 0 | 3866 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 |  | 414915 | 17743 | SH |  | SOLE |  | 0 | 0 | 17743 |
| ISHARES TR | MBS ETF | 464288588 |  | 2486099 | 26109 | SH |  | SOLE |  | 0 | 0 | 26109 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 2877814 | 11497 | SH |  | SOLE |  | 0 | 0 | 11497 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 244985 | 4301 | SH |  | SOLE |  | 0 | 0 | 4301 |
| ISHARES TR | EUROPE ETF | 464287861 |  | 676396 | 9860 | SH |  | SOLE |  | 0 | 0 | 9860 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 1396517 | 37345 | SH |  | SOLE |  | 0 | 0 | 37345 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 9004761 | 103313 | SH |  | SOLE |  | 0 | 0 | 103313 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 5091676 | 71302 | SH |  | SOLE |  | 0 | 0 | 71302 |
| ISHARES TR | CORE S ETF | 464287200 |  | 239729 | 350 | SH |  | SOLE |  | 0 | 0 | 350 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 900187 | 23658 | SH |  | SOLE |  | 0 | 0 | 23658 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1443476 | 6975 | SH |  | SOLE |  | 0 | 0 | 6975 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 755928 | 2346 | SH |  | SOLE |  | 0 | 0 | 2346 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 745147 | 4353 | SH |  | SOLE |  | 0 | 0 | 4353 |
| LOWES COS INC | COM | 548661107 |  | 234166 | 971 | SH |  | SOLE |  | 0 | 0 | 971 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 218914 | 1180 | SH |  | SOLE |  | 0 | 0 | 1180 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 419026 | 734 | SH |  | SOLE |  | 0 | 0 | 734 |
| MCDONALDS CORP | COM | 580135101 |  | 491147 | 1607 | SH |  | SOLE |  | 0 | 0 | 1607 |
| MERCK  CO INC | COM | 58933Y105 |  | 358621 | 3407 | SH |  | SOLE |  | 0 | 0 | 3407 |
| META PLATFORMS INC | CL A | 30303M102 |  | 840295 | 1273 | SH |  | SOLE |  | 0 | 0 | 1273 |
| MICROSOFT CORP | COM | 594918104 |  | 3127087 | 6466 | SH |  | SOLE |  | 0 | 0 | 6466 |
| NETFLIX INC | COM | 64110L106 |  | 375040 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 307864 | 2233 | SH |  | SOLE |  | 0 | 0 | 2233 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1460855 | 7833 | SH |  | SOLE |  | 0 | 0 | 7833 |
| NVR INC | COM | 62944T105 |  | 2807716 | 385 | SH |  | SOLE |  | 0 | 0 | 385 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 337521 | 384 | SH |  | SOLE |  | 0 | 0 | 384 |
| PEPSICO INC | COM | 713448108 |  | 351624 | 2450 | SH |  | SOLE |  | 0 | 0 | 2450 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 471203 | 3288 | SH |  | SOLE |  | 0 | 0 | 3288 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 744573106 |  | 209182 | 2605 | SH |  | SOLE |  | 0 | 0 | 2605 |
| QUALCOMM INC | COM | 747525103 |  | 290614 | 1699 | SH |  | SOLE |  | 0 | 0 | 1699 |
| ROYAL BK CDA | COM | 780087102 |  | 259315 | 1521 | SH |  | SOLE |  | 0 | 0 | 1521 |
| S GLOBAL INC | COM | 78409V104 |  | 211126 | 404 | SH |  | SOLE |  | 0 | 0 | 404 |
| SAP SE | SPON ADR | 803054204 |  | 257485 | 1060 | SH |  | SOLE |  | 0 | 0 | 1060 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1612457 | 77188 | SH |  | SOLE |  | 0 | 0 | 77188 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 2039790 | 44801 | SH |  | SOLE |  | 0 | 0 | 44801 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 1781850 | 67265 | SH |  | SOLE |  | 0 | 0 | 67265 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 374322 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| SHELL PLC | SPON ADS | 780259305 |  | 267320 | 3638 | SH |  | SOLE |  | 0 | 0 | 3638 |
| SOUTHERN CO | COM | 842587107 |  | 236138 | 2708 | SH |  | SOLE |  | 0 | 0 | 2708 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 769206 | 1128 | SH |  | SOLE |  | 0 | 0 | 1128 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 206985 | 6122 | SH |  | SOLE |  | 0 | 0 | 6122 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 6326777 | 59295 | SH |  | SOLE |  | 0 | 0 | 59295 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 7680996 | 135205 | SH |  | SOLE |  | 0 | 0 | 135205 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R721 |  | 254468 | 5567 | SH |  | SOLE |  | 0 | 0 | 5567 |
| TESLA INC | COM | 88160R101 |  | 1077979 | 2397 | SH |  | SOLE |  | 0 | 0 | 2397 |
| TJX COS INC NEW | COM | 872540109 |  | 411368 | 2678 | SH |  | SOLE |  | 0 | 0 | 2678 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 297484 | 3158 | SH |  | SOLE |  | 0 | 0 | 3158 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 220676 | 567 | SH |  | SOLE |  | 0 | 0 | 567 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 216123 | 2645 | SH |  | SOLE |  | 0 | 0 | 2645 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 |  | 354970 | 9244 | SH |  | SOLE |  | 0 | 0 | 9244 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 281914 | 854 | SH |  | SOLE |  | 0 | 0 | 854 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 205221 | 2604 | SH |  | SOLE |  | 0 | 0 | 2604 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 5102737 | 105603 | SH |  | SOLE |  | 0 | 0 | 105603 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3956972 | 6310 | SH |  | SOLE |  | 0 | 0 | 6310 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 509814 | 1045 | SH |  | SOLE |  | 0 | 0 | 1045 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 742928 | 2360 | SH |  | SOLE |  | 0 | 0 | 2360 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1697902 | 31583 | SH |  | SOLE |  | 0 | 0 | 31583 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 1318939 | 22008 | SH |  | SOLE |  | 0 | 0 | 22008 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 4767553 | 56926 | SH |  | SOLE |  | 0 | 0 | 56926 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 767719 | 13072 | SH |  | SOLE |  | 0 | 0 | 13072 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2375635 | 29796 | SH |  | SOLE |  | 0 | 0 | 29796 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 910325 | 7477 | SH |  | SOLE |  | 0 | 0 | 7477 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 612181 | 13003 | SH |  | SOLE |  | 0 | 0 | 13003 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 532432 | 5350 | SH |  | SOLE |  | 0 | 0 | 5350 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 809471 | 8770 | SH |  | SOLE |  | 0 | 0 | 8770 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 662744 | 10609 | SH |  | SOLE |  | 0 | 0 | 10609 |
| VISA INC | COM CL A | 92826C839 |  | 377715 | 1077 | SH |  | SOLE |  | 0 | 0 | 1077 |
| WALMART INC | COM | 931142103 |  | 874011 | 7845 | SH |  | SOLE |  | 0 | 0 | 7845 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 250428 | 2687 | SH |  | SOLE |  | 0 | 0 | 2687 |

---