13F Insight
DOSSIER · 13F-HR · Q1 2026

Bragg Financial Advisors, Inc

Bragg Financial's asset manager based in Boston, MA — $3.2B in tracked AUM across 362 positions as of Q1 2026.

BF
Bragg Financial·Boston, MA·Asset Manager
CIK 0001327055 · last filed Mar 31, 2026
Total AUM
$3.2B
▼ 0.6%
vs prior
Holdings
362
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Bragg Financial Advisors, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$77M301K2.4%
02
VBR
VANGUARD INDEX FDS
$64M296K2.0%
03
MSFT
MICROSOFT CORP
$63M170K2.0%
04
SNX
TD SYNNEX CORPORATION
$53M315K1.7%
05
GOOG
ALPHABET INC
$52M181K1.6%
06
AMAT
APPLIED MATLS INC
$51M149K1.6%
07
UGI
UGI CORP NEW
$48M1.3M1.5%
08
RLI
RLI CORP
$46M811K1.5%
09
VBIL
VANGUARD INSTL INDEX FD
$46M606K1.4%
10
VBK
VANGUARD INDEX FDS
$42M138K1.3%

Filing history

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