Brogan Financial, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $85.7B, Opus Small Cap Value ETF with a value of $31.7B, ETF Ser Solutions Aptus Define with a value of $28.9B, Invesco S&P 500 Equal Weight E with a value of $25.9B, and Dimensional ETF Tr with a value of $24.2B.
Examining the 13F form we can see an increase of $10.8B in the current position value, from $224B to 235B.
Brogan Financial, Inc. is based out at Knoxville, TN
Below you can find more details about Brogan Financial, Inc. portfolio as well as his latest detailed transactions.
