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Bragg Financial Advisors, Inc - Portfolio Stock Holdings

Bragg Financial Advisors, Inc disclosed 365 stock positions in a recent SEC 13F filing. $3,098,040,180 of stock holdings were filed, with the largest holdings including AAPL, VBR, and MSFT. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $4,671,122,824 and has 39 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

365

Est. Stock Holding Value:

$3,098,040,180

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bragg Financial Advisors, Inc

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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