Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BROGAN FINANCIAL, INC. (CIK 1889918) reported $227.4M across 56 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ACIO ($81.7M, 35.91%), OSCV ($32.2M, 14.18%), DRSK ($27.5M, 12.10%), RSP ($26.3M, 11.55%), DFAI ($24.5M, 10.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | $81.7M | 35.91% | 1.9M | Added |
| 2 | OSCV | ETF SER SOLUTIONS | $32.2M | 14.18% | 817,618 | Added |
| 3 | DRSK | ETF SER SOLUTIONS | $27.5M | 12.10% | 1.0M | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $26.3M | 11.55% | 136,797 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $24.5M | 10.76% | 627,929 | Trimmed |
| 6 | SPLG | SPDR SERIES TRUST | $6.0M | 2.66% | 79,031 | Added |
| 7 | AAPL | APPLE INC | $3.9M | 1.73% | 15,507 | Trimmed |
| 8 | LDOS | LEIDOS HOLDINGS INC | $1.2M | 0.53% | 7,700 | Added |
| 9 | MSFT | MICROSOFT CORP | $1.2M | 0.52% | 3,183 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $994,560 | 0.44% | 5,703 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $979,229 | 0.43% | 1,639 | Added |
| 12 | XOM | EXXON MOBIL CORP | $965,245 | 0.42% | 5,689 | Added |
| 13 | AMZN | AMAZON COM INC | $904,100 | 0.40% | 4,341 | Trimmed |
| 14 | TXN | TEXAS INSTRS INC | $865,004 | 0.38% | 4,456 | Added |
| 15 | CAT | CATERPILLAR INC | $821,289 | 0.36% | 1,159 | Trimmed |
| 16 | IWF | ISHARES TR | $793,966 | 0.35% | 1,862 | Added |
| 17 | PG | PROCTER & GAMBLE CO | $771,839 | 0.34% | 5,344 | Trimmed |
| 18 | WMT | WALMART INC | $755,111 | 0.33% | 6,076 | Added |
| 19 | QQQ | INVESCO QQQ TR | $695,656 | 0.31% | 1,205 | Added |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $678,763 | 0.30% | 9,572 | Added |
| 21 | ABBV | ABBVIE INC | $670,561 | 0.29% | 3,083 | Trimmed |
| 22 | GLD | SPDR GOLD TR | $615,745 | 0.27% | 1,431 | Trimmed |
| 23 | ADME | ETF SER SOLUTIONS | $620,872 | 0.27% | 12,561 | Added |
| 24 | IWD | ISHARES TR | $568,143 | 0.25% | 2,659 | Added |
| 25 | CVX | CHEVRON CORPORATION | $555,464 | 0.24% | 2,685 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31