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Manager Directed Portfolios shares owned by Brian Low Financial Group

Quarter-by-quarter ownership of Manager Directed Portfolios (SWP) shares owned by Brian Low Financial Group from 13F filings

Historical chart of Brian Low Financial Group investment in Manager Directed Portfolios

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All positions including Manager Directed Portfolios held by Brian Low Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Brian Low Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 625k 27.68
2025-06-30 $16M 611k 26.06

More positions owned by Brian Low Financial Group

Manager Directed Portfolios Swp Growth & Inc (SWP)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Eafe Etf (EFA)
Broadcom (AVGO)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Portfolio Short (SPSB)
NVIDIA Corporation (NVDA)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Brian Low Financial Group

Top funds holding Manager Directed Portfolios

Strategic Wealth Partners
Natural Investments
Brian Low Financial Group
Citadel Advisors
Simplicity Wealth
UBS Group
Parallel Advisors

View all funds holding Manager Directed Portfolios