13F Insight
DOSSIER · 13F-HR · Q2 2026

BROGAN FINANCIAL, INC.

$250M in tracked AUM across 64 positions as of Q2 2026.

BF
CIK 0001889918 · last filed Jun 30, 2026
Total AUM
$250M
as of Q2 2026
Holdings
64
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BROGAN FINANCIAL, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ACIO
ETF SER SOLUTIONS
$90M1.9M35.9%02
OSCV
ETF SER SOLUTIONS
$35M821K13.9%03
DRSK
ETF SER SOLUTIONS
$29M1.0M11.7%04
RSP
INVESCO EXCHANGE TRADED FD T
$29M136K11.6%05
DFAI
DIMENSIONAL ETF TRUST
$26M632K10.5%06
SPYM
SPDR SERIES TRUST
$7M81K2.9%07
AAPL
APPLE INC
$4M15K1.8%08
AMZN
AMAZON COM INC
$1M6K0.5%09
TXN
TEXAS INSTRS INC
$1M4K0.5%10
MSFT
MICROSOFT CORP
$1M3K0.5%

Filing history

2026Q2Jun 30
$250M▲ 9.7%
64 positionsView →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 positionsLocked
Showing 12 of 15