Top 50 Brogan Financial, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | 35.91% | 1.95M | $81.7M | +1.28%(+24.65K) | $30.11(+53.26%) | 2026-03-31 | |
| OSCV | ETF SER SOLUTIONS | 14.18% | 817.6K | $32.2M | +1.16%(+9.35K) | $33.37(+26.50%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 12.1% | 1.01M | $27.5M | +1.83%(+18.08K) | $25.82(+11.21%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 11.55% | 136.8K | $26.3M | +1.09%(+1.48K) | $176.90(+21.49%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 10.76% | 627.9K | $24.5M | -0.74%(-4.67K) | $28.16(+47.68%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.66% | 79.0K | $6.0M | +0.23%(+183) | $67.06(+30.73%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.73% | 15.5K | $3.9M | -0.31%(-48) | $143.75(+114.70%) | 2026-03-31 | |
| LDOS | LEIDOS HOLDINGS INC | 0.53% | 7.7K | $1.2M | +0.09%(+7) | $97.26(+11.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.52% | 3.2K | $1.2M | -1.06%(-34) | $279.00(+39.96%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 0.44% | 5.7K | $995K | +4.34%(+237) | $124.59(+56.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.32% | +30.64% |
| Top 20 Holdings Unweighted | +9.69% | +31.96% |
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