Top Institutional Investors

BRIAN LOW FINANCIAL GROUP, LLC — 13F Holdings & Portfolio

CIK 2079080 · latest 13F-HR filed 2026-04-20

Backtest portfolio

BRIAN LOW FINANCIAL GROUP, LLC manages $147.2M in 13F-reported U.S. long-equity assets across 116 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SWP (12.81%), XOM (5.54%), MSFT (3.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 13, added to 50, and trimmed 21.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$147.2M

Long-equity book

Holdings

116

Distinct positions

Period

2026-03-31

Filed 2026-04-20

Q/Q Activity

+13 / −13 / ↑50 / ↓21

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP COM$2.3M +38.4%
  • STMICROELECTRONICS N V NY REGISTRY$1.2M +140.0%
  • SALESFORCE INC COM$536.1K +154.8%
  • NVIDIA CORPORATION COM$510.1K +29.2%
  • UNITED RENTALS INC COM$439.4K +60.3%
Show all 50 →

Top Trims

  • JPMORGAN CHASE & CO COM-$1.6M -44.1%
  • ORACLE CORP COM-$416.6K -17.2%
  • CAMECO CORP COM-$403.9K -32.4%
  • INTERNATIONAL BUSINESS MACHS COM-$296.3K -11.1%
  • ELI LILLY & CO COM-$207.1K -10.0%
Show all 21 →

New Positions

  • ASTRAZENECA PLC ORD$1.8M
  • BECTON DICKINSON & CO COM$801.1K
  • DELTA AIR LINES INC COM NEW$777.8K
  • INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF$703.8K
  • STATE STREET SPDR S&P REGIONAL BANKING ETF$652.8K
Show all 13 →

Exited Positions

  • JEFFERIES FINL GROUP INC$1.8M
  • ASTRAZENECA PLC$1.6M
  • APPLIED INDL TECHNOLOGIES IN$1.4M
  • SCOTTS MIRACLE-GRO CO$870.2K
  • NIKE INC$808.8K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SWP GROWTH & INCOME ETF SWP 56170L612 $18.8M 12.81% 708,588 SH
2 EXXON MOBIL CORP COM XOM 30231G102 $8.2M 5.54% 48,040 SH
3 MICROSOFT CORP COM MSFT 594918104 $5.5M 3.75% 14,919 SH
4 APPLE INC COM AAPL 037833100 $5.2M 3.56% 20,634 SH
5 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.6M 2.46% 12,596 SH
6 ISHARES MSCI EAFE ETF EFA 464287465 $3.4M 2.32% 35,093 SH
7 BROADCOM INC COM AVGO 11135F101 $3.0M 2.03% 9,655 SH
8 ISHARES MBS ETF MBB 464288588 $3.0M 2.01% 31,172 SH
9 STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF SPSB 78464A474 $2.4M 1.63% 79,941 SH
10 INTERNATIONAL BUSINESS MACHS COM IBM 459200101 $2.4M 1.61% 9,760 SH
11 NVIDIA CORPORATION COM NVDA 67066G104 $2.3M 1.53% 12,927 SH
12 INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF PID 46137V548 $2.2M 1.50% 99,068 SH
13 PROLOGIS INC. COM PLD 74340W103 $2.1M 1.42% 15,824 SH
14 STMICROELECTRONICS N V NY REGISTRY STM 861012102 $2.0M 1.37% 58,179 SH
15 ORACLE CORP COM ORCL 68389X105 $2.0M 1.36% 13,638 SH
16 JPMORGAN CHASE & CO COM JPM 46625H100 $2.0M 1.35% 6,749 SH
17 RTX CORPORATION COM RTX 75513E101 $1.9M 1.30% 9,914 SH
18 META PLATFORMS INC CL A META 30303M102 $1.9M 1.29% 3,329 SH
19 ELI LILLY & CO COM LLY 532457108 $1.9M 1.26% 2,024 SH
20 PHILIP MORRIS INTL INC COM PM 718172109 $1.8M 1.26% 11,174 SH
21 ASTRAZENECA PLC ORD AZN G0593M107 $1.8M 1.23% 9,162 SH
22 ISHARES 3-7 YEAR TREASURY BOND ETF IEI 464288661 $1.7M 1.18% 14,589 SH
23 BLACKSTONE INC COM BX 09260D107 $1.7M 1.14% 14,529 SH
24 ABBVIE INC COM ABBV 00287Y109 $1.7M 1.13% 7,650 SH
25 TJX COS INC NEW COM TJX 872540109 $1.6M 1.09% 10,000 SH
26 FREEPORT MCMORAN INC CL B FCX 35671D857 $1.6M 1.07% 26,804 SH
27 NEXTERA ENERGY INC COM NEE 65339F101 $1.6M 1.05% 16,695 SH
28 TOLL BROTHERS INC COM TOL 889478103 $1.5M 1.04% 11,213 SH
29 CITIGROUP INC COM NEW C 172967424 $1.5M 1.03% 13,345 SH
30 CENCORA INC COM COR 03073E105 $1.5M 1.02% 4,794 SH
31 AMERICAN EXPRESS CO COM AXP 025816109 $1.5M 0.99% 4,820 SH
32 MEDTRONIC PLC SHS MDT G5960L103 $1.4M 0.98% 16,590 SH
33 GOLDMAN SACHS GROUP INC COM GS 38141G104 $1.4M 0.97% 1,682 SH
34 FLOWSERVE CORP COM FLS 34354P105 $1.4M 0.96% 19,271 SH
35 PNC FINL SVCS GROUP INC COM PNC 693475105 $1.4M 0.94% 6,644 SH
36 EMERSON ELEC CO COM EMR 291011104 $1.4M 0.94% 10,540 SH
37 BLACKROCK INC COM BLK 09290D101 $1.4M 0.94% 1,432 SH
38 ISHARES RUSSELL 2000 ETF IWM 464287655 $1.4M 0.94% 5,552 SH
39 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF LQD 464287242 $1.4M 0.92% 12,489 SH
40 BAKER HUGHES COMPANY CL A BKR 05722G100 $1.3M 0.86% 20,758 SH
41 TOYOTA MOTOR CORP ADS TM 892331307 $1.3M 0.86% 6,125 SH
42 UNITED PARCEL SVCS INC CL B UPS 911312106 $1.3M 0.85% 12,775 SH
43 ENBRIDGE INC COM ENB 29250N105 $1.2M 0.81% 22,060 SH
44 TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TSM 874039100 $1.2M 0.81% 3,531 SH
45 UNION PAC CORP COM UNP 907818108 $1.2M 0.80% 4,858 SH
46 SILICON MOTION TECHNOLOGY CORP SPONSORED ADR SIMO 82706C108 $1.2M 0.80% 10,495 SH
47 UNITED RENTALS INC COM URI 911363109 $1.2M 0.79% 1,604 SH
48 ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF SHV 464288679 $1.1M 0.74% 9,858 SH
49 DARDEN RESTAURANTS INC COM DRI 237194105 $1.1M 0.73% 5,509 SH
50 DIGITAL RLTY TR INC COM DLR 253868103 $1.0M 0.69% 5,648 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-20 $147.2M 116 0002079080-26-000002
2025-12-31 2026-02-13 $141.1M 116 0002079080-26-000001