BROGAN FINANCIAL, INC.: 13F holdings
CIK 18899182026Q2
| Positions | 64 |
|---|
| Reported value | $249.5m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 64 (+8 vs prior quarter) |
|---|
| Reported value | $249.5m (+9.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ACIO ETF SER SOLUTIONS | 1,941,690 | $89.6m | 35.9% |
| OSCV ETF SER SOLUTIONS | 821,442 | $34.7m | 13.9% |
| DRSK ETF SER SOLUTIONS | 1,018,304 | $29.3m | 11.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 136,482 | $29.0m | 11.6% |
| DFAI DIMENSIONAL ETF TRUST | 632,309 | $26.1m | 10.5% |
| SPYM SPDR SERIES TRUST | 81,365 | $7.2m | 2.9% |
| AAPL APPLE INC | 15,154 | $4.4m | 1.8% |
| AMZN AMAZON COM INC | 5,723 | $1.4m | 0.5% |
| TXN TEXAS INSTRS INC | 4,456 | $1.3m | 0.5% |
| MSFT MICROSOFT CORP | 3,320 | $1.2m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1889918")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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