# EDGAR Filing Document

**Accession Number:** 0001889918
**File Stem:** 0001889918-26-000003
**Filing Date:** 2026-5
**Character Count:** 9802
**Document Hash:** f8f9f759f0bc611d090d0eed74fad1b6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001889918-26-000003.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0001889918-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BROGAN FINANCIAL, INC.
- **CENTRAL INDEX KEY:** 0001889918

**ORGANIZATION NAME:**
- **EIN:** 621859666
- **STATE OF INCORPORATION:** TN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23085
- **FILM NUMBER:** 26962937

**BUSINESS ADDRESS:**
- **STREET 1:** 2160 LAKESIDE CENTRE WAY
- **STREET 2:** SUITE 102
- **CITY:** KNOXVILLE
- **STATE:** TN
- **ZIP:** 37922
- **BUSINESS PHONE:** 1-865-862-6800

**MAIL ADDRESS:**
- **STREET 1:** 2160 LAKESIDE CENTRE WAY
- **STREET 2:** SUITE 102
- **CITY:** KNOXVILLE
- **STATE:** TN
- **ZIP:** 37922

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BROGAN FINANCIAL INC.<br>**Address:** 2160 LAKESIDE CENTRE WAY<br>SUITE 102<br>KNOXVILLE, TN 37922

**Form 13F File Number:** 028-23085

**CRD Number (if applicable):** 000133623

**SEC File Number (if applicable):** 801-69181

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** SARAH J SUTTON<br>**Title:** CCO<br>**Phone:** 662-470-1970

**Signature, Place, and Date of Signing:**

/s/SARAH J SUTTON  Hernando, MS  05-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 56

**Form 13F Information Table Value Total:** $227363297

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 | BBG001S5N9M6 | 314830 | 3066 | SH |  | SOLE |  | 0 | 0 | 3066 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 670561 | 3083 | SH |  | SOLE |  | 0 | 0 | 3083 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 373469 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 289163 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 904100 | 4341 | SH |  | SOLE |  | 0 | 0 | 4341 |
| AMERICAN TOWER CORP | COM | 03027X100 | BBG001S5NPQ6 | 315940 | 1831 | SH |  | SOLE |  | 0 | 0 | 1831 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 3935478 | 15507 | SH |  | SOLE |  | 0 | 0 | 15507 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 497410 | 1038 | SH |  | SOLE |  | 0 | 0 | 1038 |
| BLACKSTONE INC | COM | 09260D107 | BBG001S7H949 | 333228 | 2898 | SH |  | SOLE |  | 0 | 0 | 2898 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 821289 | 1159 | SH |  | SOLE |  | 0 | 0 | 1159 |
| CHEMED CORP NEW | COM | 16359R103 | BBG001S679X0 | 203029 | 537 | SH |  | SOLE |  | 0 | 0 | 537 |
| CHEVRON CORPORATION | COM | 166764100 | BBG001S67ZC5 | 555464 | 2685 | SH |  | SOLE |  | 0 | 0 | 2685 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 373466 | 4911 | SH |  | SOLE |  | 0 | 0 | 4911 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 378759 | 380 | SH |  | SOLE |  | 0 | 0 | 380 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | BBG002PHSZN7 | 333945 | 1688 | SH |  | SOLE |  | 0 | 0 | 1688 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | BBG00Y2PGDN6 | 24464101 | 627929 | SH |  | SOLE |  | 0 | 0 | 627929 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | BBG011DXXNJ2 | 678763 | 9572 | SH |  | SOLE |  | 0 | 0 | 9572 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | BBG001S6KBQ8 | 498974 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | BBG00PNSDG52 | 81652608 | 1945963 | SH |  | SOLE |  | 0 | 0 | 1945963 |
| ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 | BBG00LNDTHK8 | 27510198 | 1006593 | SH |  | SOLE |  | 0 | 0 | 1006593 |
| ETF SER SOLUTIONS | APTUS DRAWDOWN | 26922A784 | BBG00D20HG31 | 620872 | 12561 | SH |  | SOLE |  | 0 | 0 | 12561 |
| ETF SER SOLUTIONS | OPUS SML CP VL | 26922A446 | BBG00LG2DVN3 | 32246852 | 817618 | SH |  | SOLE |  | 0 | 0 | 817618 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 965245 | 5689 | SH |  | SOLE |  | 0 | 0 | 5689 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 466315 | 1418 | SH |  | SOLE |  | 0 | 0 | 1418 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 | BBG00KJR2NN7 | 26254002 | 136797 | SH |  | SOLE |  | 0 | 0 | 136797 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 695656 | 1205 | SH |  | SOLE |  | 0 | 0 | 1205 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 254780 | 3630 | SH |  | SOLE |  | 0 | 0 | 3630 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 235343 | 3485 | SH |  | SOLE |  | 0 | 0 | 3485 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 399319 | 611 | SH |  | SOLE |  | 0 | 0 | 611 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 793966 | 1862 | SH |  | SOLE |  | 0 | 0 | 1862 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | BBG001S562P7 | 568143 | 2659 | SH |  | SOLE |  | 0 | 0 | 2659 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | BBG019C1BQS3 | 402386 | 3161 | SH |  | SOLE |  | 0 | 0 | 3161 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 287886 | 1178 | SH |  | SOLE |  | 0 | 0 | 1178 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 427649 | 1454 | SH |  | SOLE |  | 0 | 0 | 1454 |
| LEIDOS HOLDINGS INC | COM | 525327102 | BBG001SKW6M9 | 1197516 | 7700 | SH |  | SOLE |  | 0 | 0 | 7700 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 296023 | 1253 | SH |  | SOLE |  | 0 | 0 | 1253 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 208055 | 1730 | SH |  | SOLE |  | 0 | 0 | 1730 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1178103 | 3183 | SH |  | SOLE |  | 0 | 0 | 3183 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 553547 | 5960 | SH |  | SOLE |  | 0 | 0 | 5960 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | BBG001S5TP26 | 305643 | 448 | SH |  | SOLE |  | 0 | 0 | 448 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 994560 | 5703 | SH |  | SOLE |  | 0 | 0 | 5703 |
| ORLA MNG LTD NEW | COM | 68634K106 | BBG00FGY26J8 | 203657 | 12626 | SH |  | SOLE |  | 0 | 0 | 12626 |
| PROCTER  GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 771839 | 5344 | SH |  | SOLE |  | 0 | 0 | 5344 |
| PROGRESSIVE CORP | COM | 743315103 | BBG001S5V509 | 223154 | 1126 | SH |  | SOLE |  | 0 | 0 | 1126 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 488757 | 890 | SH |  | SOLE |  | 0 | 0 | 890 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | BBG001S9B362 | 236634 | 669 | SH |  | SOLE |  | 0 | 0 | 669 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 | BBG003BW05L5 | 480577 | 5063 | SH |  | SOLE |  | 0 | 0 | 5063 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 615745 | 1431 | SH |  | SOLE |  | 0 | 0 | 1431 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 6049053 | 79031 | SH |  | SOLE |  | 0 | 0 | 79031 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 219333 | 590 | SH |  | SOLE |  | 0 | 0 | 590 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 865004 | 4456 | SH |  | SOLE |  | 0 | 0 | 4456 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 979229 | 1639 | SH |  | SOLE |  | 0 | 0 | 1639 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | BBG001TCHM11 | 374945 | 1270 | SH |  | SOLE |  | 0 | 0 | 1270 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 343757 | 1137 | SH |  | SOLE |  | 0 | 0 | 1137 |
| VULCAN MATLS CO | COM | 929160109 | BBG001S5X8R2 | 299866 | 1101 | SH |  | SOLE |  | 0 | 0 | 1101 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 755111 | 6076 | SH |  | SOLE |  | 0 | 0 | 6076 |

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