Brogan Financial
$250M 13F equity value
64 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Brogan Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 1,941,690 | $90M | 35.9% |
| OSCV | ETF SER SOLUTIONS | 821,442 | $35M | 13.9% |
| DRSK | ETF SER SOLUTIONS | 1,018,304 | $29M | 11.7% |
| RSP | INVESCO EXCHANGE TRADED FD T | 136,482 | $29M | 11.6% |
| DFAI | DIMENSIONAL ETF TRUST | 632,309 | $26M | 10.5% |
| SPYM | SPDR SERIES TRUST | 81,365 | $7M | 2.9% |
| AAPL | APPLE INC | 15,154 | $4M | 1.8% |
| AMZN | AMAZON COM INC | 5,723 | $1M | 0.5% |
| TXN | TEXAS INSTRS INC | 4,456 | $1M | 0.5% |
| MSFT | MICROSOFT CORP | 3,320 | $1M | 0.5% |
Track Brogan Financial's 13F portfolio: $250M in reported holdings, 64 positions. Top holdings and quarterly changes on SentiSense.
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