BROGAN FINANCIAL, INC.
All 13F Filings
- Location
- Knoxville, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 249,525
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 64 | 249,525 | 13F-HR | BROGAN FINANCIAL, INC. |
| Q1 2026 | 5/11/2026 | 56 | 227,363 | 13F-HR | BROGAN FINANCIAL, INC. |
| Q4 2025 | 2/12/2026 | 58 | 228,814 | 13F-HR | BROGAN FINANCIAL, INC. |
| Q3 2025 | 11/13/2025 | 62 | 234,655 | 13F-HR | BROGAN FINANCIAL, INC. |
| Q2 2025 | 8/8/2025 | 59 | 223,842 | 13F-HR | BROGAN FINANCIAL, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.94 K | 10.4% | 2.971 K | 0 | 2.971 K |
| ETFs | 223.6 K | 89.6% | 19.19 K | 0 | 19.19 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
249,525
Holdings
64
QoQ value change ($000)
22,162
(9.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.