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

BROGAN FINANCIAL, INC.

$227M in tracked AUM across 56 positions as of Q1 2026.

BF
CIK 0001889918 · last filed Mar 31, 2026
Total AUM
$227M
as of Q1 2026
Holdings
56
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BROGAN FINANCIAL, 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
ACIO
ETF SER SOLUTIONS
$82M1.9M35.9%02
OSCV
ETF SER SOLUTIONS
$32M818K14.2%03
DRSK
ETF SER SOLUTIONS
$28M1.0M12.1%04
RSP
INVESCO EXCHANGE TRADED FD T
$26M137K11.5%05
DFAI
DIMENSIONAL ETF TRUST
$24M628K10.8%06
SPYM
SPDR SERIES TRUST
$6M79K2.7%07
AAPL
APPLE INC
$4M16K1.7%08
LDOS
LEIDOS HOLDINGS INC
$1M8K0.5%09
MSFT
MICROSOFT CORP
$1M3K0.5%10
NVDA
NVIDIA CORPORATION
$995K6K0.4%

Filing history

2026Q1Mar 31
$227M▼ 0.6%
56 positionsView →2025Q4Dec 31
$229M▼ 2.5%
58 positionsView →2025Q3Sep 30
$235M▲ 4.8%
62 positionsView →2025Q2Jun 30
$224M▲ 8.8%
59 positionsLocked2025Q1Mar 31
$206M▲ 0.8%
60 positionsLocked2024Q4Dec 31
$204M▲ 16.2%
56 positionsLocked2024Q3Sep 30
$176M▲ 10.7%
52 positionsLocked2024Q2Jun 30
$159M▲ 4.7%
46 positionsLocked2024Q1Mar 31
$151M▲ 11.8%
43 positionsLocked2023Q4Dec 31
$135M▲ 18.9%
43 positionsLocked2023Q3Sep 30
$114M▼ 3.5%
36 positionsLocked2023Q2Jun 30
$118M▲ 1.9%
36 positionsLocked
Showing 12 of 14