Bragg Financial Advisors, Inc
RIA/Wealth
Bragg Financial Advisors, Inc is a RIA/Wealth based in Charlotte, NC led by Benton Sellers Bragg, reporting $3.9B in AUM as of Q3 2025 with MSFT as the largest holding (3% allocation).
CEOBenton Sellers Bragg
- Portfolio Value
- $3.0B
- Positions
- 343
- Top Holding
- MSFT at 2.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Bragg Financial Advisors, Inc's portfolio (19.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $85.6M | 2.88% | -$178.7K Sold | 0.00% 165.3K shares | |
Consumer Electronics Technology | $77.2M | 2.59% | +$754.2K Bought | 0.00% 303.3K shares | |
ETF ETF | $61.4M | 2.06% | -$2.6M Sold | — 294.0K shares | |
Software - Application Technology | $58.7M | 1.97% | -$1.7M Sold | 0.66% 170.0K shares | |
Hardware, Equipment & Parts Technology | $57.7M | 1.94% | -$214.4K Sold | 0.44% 158.4K shares | |
Software - Infrastructure Technology | $53.9M | 1.81% | -$2.8M Sold | 0.01% 191.8K shares | |
Technology Distributors Technology | $51.3M | 1.72% | +$83.3K Bought | 0.39% 313.5K shares | |
Insurance - Property & Casualty Financial Services | $48.7M | 1.63% | +$21.9M Bought | 0.81% 746.2K shares | |
Internet Content & Information Communication Services | $46.1M | 1.55% | -$1.0M Sold | 0.00% 189.4K shares | |
Semiconductors Technology | $41.4M | 1.39% | -$1.8M Sold | 0.00% 125.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Bragg Financial Advisors, Inc's latest filing
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Bragg Financial Advisors, Inc
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