Brogan Financial, Inc. Portfolio Holdings

Brogan Financial, Inc.

  • $235 Billion
  • Q3 2025

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.

Portfolio value $235 Billion
ETFs: $208 Billion
Technology: $10.4 Billion
Consumer Cyclical: $2.53 Billion
Financial Services: $2.39 Billion
Healthcare: $2.18 Billion
Consumer Defensive: $2.18 Billion
Industrials: $2.15 Billion
Energy: $1.39 Billion
Other: $2.21 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $235 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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