account_balance
Investment manager · 13F filer · SEC CIK 1889918
Brogan Financial, Inc.
Reported value$274Mas of Sep 30, 2026
Positions69 8 new, 3 sold out
Top 10 weight88.0%ACIO alone is 33%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ACIOETF Ser Solutions
33.3%
OSCVETF Ser Solutions
11.9%
DRSKETF Ser Solutions
11.2%Added +11%
DFAIDimensional ETF Trust
10.2%Added +7%
SPYMSPDR Series Trust
8.0%Added +200%
JUCYETF Ser Solutions
6.0%New
DFAEDimensional ETF Trust
2.8%New
AAPLApple Inc.
1.9%
RSP1.5%
DUBS
QQQ0.9%
MSFT0.6%ACIOETF Ser Solutions
33.3%
OSCVETF Ser Solutions
11.9%
DRSKETF Ser Solutions
11.2%Added +11%
DFAIDimensional ETF Trust
10.2%
SPYMSPDR Series Trust
8.0%
JUCY6.0%
DFAE2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ACIO ETF Ser Solutions 33.3% Held
OSCV ETF Ser Solutions 11.9% Held
DRSK ETF Ser Solutions 11.2% Added +11%
DFAI Dimensional ETF Trust 10.2% Added +7%
SPYM SPDR Series Trust 8.0% Added +200%
JUCY ETF Ser Solutions 6.0% New
DFAE Dimensional ETF Trust 2.8% New
AAPL Apple Inc. 1.9% HeldRSP Invesco Exchange Traded Fd T 1.5% Trimmed −86%
DUBS ETF Ser Solutions 1.2% New
QQQ Invesco QQQ Tr 0.9% Added +156%
MSFT Microsoft Corp 0.6% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
- JUCY $16.4M
- DFAE $7.78M
- DUBS $3.35M
- TCAF $1.66M
arrow_upwardAdded
- SPYM +200%
- QQQ +156%
- DRSK +11%
- DFAI +7%
arrow_downwardTrimmed
- RSP −86%
- PG −6%
remove_circleSold out
- VEA $218K
- VTHR $201K
- ORLA $124K
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