Brogan Financial, Inc.
Annual return '25
+29.9%
SPY '25
+17.7%
Alpha
+12.2ptsvs SPY
Invested
$227.4M
Holdings
56
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ACIO
ETF SER SOLUTIONS
Q4 2025: Exited (was 1.97M shares)
35.9%
02
$OSCV
ETF SER SOLUTIONS
Q4 2025: Exited (was 830.4k shares)
14.2%
03
$DRSK
ETF SER SOLUTIONS
Q4 2025: Exited (was 1.00M shares)
12.1%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 136.4k shares)
11.5%
05
$DFAI
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 665.0k shares)
10.8%
06
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 73.9k shares)
2.7%
07
$AAPL
APPLE INC
Q4 2025: Exited (was 15.6k shares)
1.7%
08
$LDOS
LEIDOS HOLDINGS INC
Q4 2025: Exited (was 7.7k shares)
0.5%
09
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 3.4k shares)
0.5%
10
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 5.9k shares)
0.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:29 UTC.