Brian Low Financial Group
Latest statistics and disclosures from Brian Low Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SWP, XOM, MSFT, AAPL, GOOGL, and represent 28.12% of Brian Low Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AZN, SWP, MSFT, STM, BDX, DAL, RSPN, BX, KRE, CRM.
- Started 13 new stock positions in RSPN, OKE, BKNG, PWR, ETN, DAL, ABNB, ASML, BDX, VZ. LNG, KRE, AZN.
- Reduced shares in these 10 stocks: JEF, AstraZeneca, , JPM, SMG, NKE, , BUG, KTB, CCJ.
- Sold out of its positions in AIT, AstraZeneca, DUK, BUG, URA, IEUR, JEF, KTB, MRK, NKE. SHEL, SMG, ESGV.
- Brian Low Financial Group was a net buyer of stock by $7.0M.
- Brian Low Financial Group has $147M in assets under management (AUM), dropping by 4.29%.
- Central Index Key (CIK): 0002079080
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Portfolio Holdings for Brian Low Financial Group
Brian Low Financial Group holds 116 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Swp Growth & Income Etf Etf (SWP) | 12.8 | $19M | +7% | 709k | 26.60 |
|
| Exxon Mobil Corp Stock (XOM) | 5.5 | $8.2M | 48k | 169.66 |
|
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| Microsoft Corp Stock (MSFT) | 3.8 | $5.5M | +31% | 15k | 370.17 |
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| Apple Stock (AAPL) | 3.6 | $5.2M | +9% | 21k | 253.80 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.5 | $3.6M | +12% | 13k | 287.57 |
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| Ishares Msci Eafe Etf Etf (EFA) | 2.3 | $3.4M | +7% | 35k | 97.13 |
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| Broadcom Stock (AVGO) | 2.0 | $3.0M | +7% | 9.7k | 309.52 |
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| Ishares Mbs Etf Etf (MBB) | 2.0 | $3.0M | 31k | 94.95 |
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| State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) | 1.6 | $2.4M | 80k | 30.07 |
|
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| International Business Machs Stock (IBM) | 1.6 | $2.4M | +8% | 9.8k | 242.40 |
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| Nvidia Corporation Stock (NVDA) | 1.5 | $2.3M | +38% | 13k | 174.40 |
|
| Invesco International Dividend Achievers Etf Etf (PID) | 1.5 | $2.2M | +7% | 99k | 22.25 |
|
| Prologis Reit (PLD) | 1.4 | $2.1M | +10% | 16k | 132.18 |
|
| Stmicroelectronics N V Ny Registry Adr (STM) | 1.4 | $2.0M | +80% | 58k | 34.55 |
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| Oracle Corp Stock (ORCL) | 1.4 | $2.0M | +9% | 14k | 147.11 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $2.0M | -38% | 6.7k | 294.18 |
|
| Rtx Corporation Stock (RTX) | 1.3 | $1.9M | +9% | 9.9k | 192.91 |
|
| Meta Platforms Inc Cl A Stock (META) | 1.3 | $1.9M | +5% | 3.3k | 572.19 |
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| Eli Lilly & Co Stock (LLY) | 1.3 | $1.9M | +5% | 2.0k | 919.80 |
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| Philip Morris Intl Stock (PM) | 1.3 | $1.8M | +12% | 11k | 165.34 |
|
| Astrazeneca Plc Ord Adr (AZN) | 1.2 | $1.8M | NEW | 9.2k | 197.22 |
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 1.2 | $1.7M | 15k | 118.60 |
|
|
| Blackstone Stock (BX) | 1.1 | $1.7M | +64% | 15k | 114.99 |
|
| Abbvie Stock (ABBV) | 1.1 | $1.7M | +8% | 7.7k | 217.49 |
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| Tjx Cos Stock (TJX) | 1.1 | $1.6M | +9% | 10k | 159.70 |
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| Freeport Mcmoran Inc Cl B Stock (FCX) | 1.1 | $1.6M | +10% | 27k | 58.78 |
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| Nextera Energy Stock (NEE) | 1.1 | $1.6M | +10% | 17k | 92.88 |
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| Toll Brothers Stock (TOL) | 1.0 | $1.5M | +11% | 11k | 136.47 |
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| Citigroup Stock (C) | 1.0 | $1.5M | 13k | 113.41 |
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| Cencora Stock (COR) | 1.0 | $1.5M | +11% | 4.8k | 314.14 |
|
| American Express Stock (AXP) | 1.0 | $1.5M | +71% | 4.8k | 302.48 |
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| Medtronic Stock (MDT) | 1.0 | $1.4M | +11% | 17k | 86.65 |
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| Goldman Sachs Group Stock (GS) | 1.0 | $1.4M | +20% | 1.7k | 846.03 |
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| Flowserve Corp Stock (FLS) | 1.0 | $1.4M | -16% | 19k | 73.51 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.9 | $1.4M | +9% | 6.6k | 208.07 |
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| Emerson Elec Stock (EMR) | 0.9 | $1.4M | +10% | 11k | 131.02 |
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| Blackrock Stock (BLK) | 0.9 | $1.4M | +10% | 1.4k | 961.74 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.9 | $1.4M | +8% | 5.6k | 248.02 |
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| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.9 | $1.4M | 13k | 108.99 |
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| Baker Hughes Company Cl A Stock (BKR) | 0.9 | $1.3M | -15% | 21k | 61.05 |
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| Toyota Motor Corp Ads Adr (TM) | 0.9 | $1.3M | +54% | 6.1k | 206.09 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.9 | $1.3M | +54% | 13k | 98.38 |
|
| Enbridge Stock (ENB) | 0.8 | $1.2M | +9% | 22k | 54.14 |
|
| Taiwan Semiconductor Manufact Adr (TSM) | 0.8 | $1.2M | +9% | 3.5k | 337.95 |
|
| Union Pac Corp Stock (UNP) | 0.8 | $1.2M | +10% | 4.9k | 242.64 |
|
| Silicon Motion Technology Corp Adr (SIMO) | 0.8 | $1.2M | +11% | 11k | 112.29 |
|
| United Rentals Stock (URI) | 0.8 | $1.2M | +78% | 1.6k | 728.56 |
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| Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) | 0.7 | $1.1M | 9.9k | 110.38 |
|
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| Darden Restaurants Stock (DRI) | 0.7 | $1.1M | +11% | 5.5k | 196.04 |
|
| Digital Rlty Tr Reit (DLR) | 0.7 | $1.0M | +14% | 5.6k | 180.21 |
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| Amazon Stock (AMZN) | 0.7 | $988k | +9% | 4.7k | 208.27 |
|
| Vaneck Semiconductor Etf Etf (SMH) | 0.7 | $961k | +4% | 2.5k | 383.40 |
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| Dicks Sporting Goods Stock (DKS) | 0.6 | $940k | +10% | 4.7k | 198.29 |
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| Entergy Corp Stock (ETR) | 0.6 | $933k | 8.3k | 112.36 |
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| State Street Spdr S&p Biotech Etf Etf (XBI) | 0.6 | $926k | +10% | 7.3k | 127.73 |
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| Walmart Stock (WMT) | 0.6 | $920k | 7.4k | 124.28 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.6 | $905k | -2% | 1.4k | 650.34 |
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| Salesforce Stock (CRM) | 0.6 | $882k | +261% | 4.7k | 186.67 |
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| Vanguard Growth Etf Etf (VUG) | 0.6 | $856k | -7% | 2.0k | 436.69 |
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| Cameco Corp Stock (CCJ) | 0.6 | $843k | -43% | 7.8k | 108.61 |
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| Ishares Msci Japan Etf Etf (EWJ) | 0.6 | $810k | +8% | 9.6k | 84.44 |
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| Becton Dickinson & Co Stock (BDX) | 0.5 | $801k | NEW | 5.1k | 157.23 |
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| Canadian Nat Res Ltd Med Term Stock (CNQ) | 0.5 | $798k | -33% | 16k | 48.73 |
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| Vanguard Value Etf Etf (VTV) | 0.5 | $788k | -9% | 4.0k | 196.19 |
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| Delta Air Lines Stock (DAL) | 0.5 | $778k | NEW | 12k | 66.48 |
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| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.5 | $736k | +9% | 17k | 43.66 |
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| Albemarle Corp Stock (ALB) | 0.5 | $720k | 4.0k | 179.53 |
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| Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN) | 0.5 | $704k | NEW | 12k | 57.58 |
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| Ishares U.s. Home Construction Etf Etf (ITB) | 0.4 | $656k | +9% | 7.2k | 90.55 |
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| State Street Spdr S&p Regional Banking Etf Etf (KRE) | 0.4 | $653k | NEW | 10k | 65.15 |
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| Tesla Stock (TSLA) | 0.4 | $634k | +29% | 1.7k | 371.75 |
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| Spdr Gold Shares Etf (GLD) | 0.4 | $521k | -9% | 1.2k | 430.29 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $444k | +13% | 743.00 | 597.31 |
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| Booking Holdings Stock (BKNG) | 0.3 | $442k | NEW | 105.00 | 4210.32 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.3 | $430k | -2% | 6.1k | 70.18 |
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| State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.3 | $416k | +10% | 9.1k | 45.65 |
|
| Public Svc Enterprise Group Stock (PEG) | 0.3 | $387k | 4.8k | 80.95 |
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| State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.3 | $384k | 3.9k | 97.90 |
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| Newmarket Corp Stock (NEU) | 0.2 | $360k | 561.00 | 640.95 |
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| Amgen Stock (AMGN) | 0.2 | $359k | -9% | 1.0k | 351.98 |
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| Chevron Corporation Stock (CVX) | 0.2 | $341k | -10% | 1.7k | 206.85 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $321k | 669.00 | 479.20 |
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| Uber Technologies Stock (UBER) | 0.2 | $314k | +20% | 4.4k | 71.93 |
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| American Elec Pwr Stock (AEP) | 0.2 | $302k | 2.3k | 131.08 |
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| Schwab Charles Corp Stock (SCHW) | 0.2 | $295k | +45% | 3.1k | 93.98 |
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| Quanta Svcs Stock (PWR) | 0.2 | $294k | NEW | 536.00 | 549.02 |
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| At&t Stock (T) | 0.2 | $276k | +7% | 9.5k | 28.99 |
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| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.2 | $274k | +14% | 3.5k | 78.67 |
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| Home Depot Stock (HD) | 0.2 | $272k | 828.00 | 328.91 |
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| Mplx Lp Com Unit Rep Stock (MPLX) | 0.2 | $270k | 4.7k | 57.07 |
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| Netflix Stock (NFLX) | 0.2 | $263k | +22% | 2.7k | 96.15 |
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| Establishment Labs Hldgs Stock (ESTA) | 0.2 | $261k | +10% | 4.6k | 56.78 |
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| Cheniere Energy Stock (LNG) | 0.2 | $259k | NEW | 912.00 | 283.76 |
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| Johnson & Johnson Stock (JNJ) | 0.2 | $259k | -11% | 1.1k | 244.49 |
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| Sysco Corp Stock (SYY) | 0.2 | $258k | 3.6k | 71.33 |
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| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 0.2 | $257k | -5% | 2.8k | 92.69 |
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| Vanguard Small-cap Growth Etf Etf (VBK) | 0.2 | $256k | -11% | 846.00 | 302.27 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.2 | $251k | -3% | 8.2k | 30.50 |
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| State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) | 0.2 | $248k | -15% | 3.2k | 76.54 |
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| Travelers Companies Stock (TRV) | 0.2 | $245k | 840.00 | 291.68 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $244k | -20% | 374.00 | 653.21 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.2 | $240k | +13% | 1.6k | 146.28 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.2 | $239k | +2% | 536.00 | 446.54 |
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| Ishares Core Msci Pacific Etf Etf (IPAC) | 0.2 | $237k | -8% | 3.1k | 76.52 |
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| Verizon Communications Stock (VZ) | 0.2 | $237k | NEW | 4.7k | 50.20 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.2 | $236k | -8% | 3.4k | 69.75 |
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| Southern Stock (SO) | 0.2 | $234k | 2.4k | 96.52 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.2 | $233k | NEW | 1.8k | 126.28 |
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| Oneok Stock (OKE) | 0.2 | $232k | NEW | 2.6k | 90.39 |
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| Eaton Corp Stock (ETN) | 0.2 | $226k | NEW | 633.00 | 357.67 |
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| Procter & Gamble Stock (PG) | 0.2 | $224k | 1.6k | 144.47 |
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| Ge Aerospace Stock (GE) | 0.1 | $219k | -10% | 772.00 | 283.84 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $212k | -11% | 975.00 | 217.24 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 0.1 | $210k | NEW | 159.00 | 1320.83 |
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| Village Farms Intl Stock (VFF) | 0.1 | $131k | 46k | 2.84 |
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| Prospect Cap Corp Cef (PSEC) | 0.1 | $105k | +303% | 40k | 2.61 |
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Past Filings by Brian Low Financial Group
SEC 13F filings are viewable for Brian Low Financial Group going back to 2025
- Brian Low Financial Group 2026 Q1 filed April 20, 2026
- Brian Low Financial Group 2025 Q4 filed Feb. 13, 2026
- Brian Low Financial Group 2025 Q3 filed Oct. 16, 2025
- Brian Low Financial Group 2025 Q2 filed July 31, 2025