Brian Low Financial Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Brian Low Financial Group, LLC reported 100 stock positions worth $106.8 million. Its top holding was SWP Growth & Income ETF (SWP) at 14.9% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Exxon Mobil (XOM, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- BATON ROUGE, LA
- CIK
- 0002079080
- Portfolio Value
- $106.8M (Q2 2025)
- SEC Filing
- 0001843867-25-000009 ↗ filed Jul 31, 2025
Holdings Value
Holdings 100 stocks · $106.8M
| SWP SWP Growth & Income ETF filed as MANAGER DIRECTED PORTFOLIOS | 14.89% | 610,486 | $15.9M | — |
| MSFT Microsoft Corp. | 4.67% | 10,031 | $5.0M | — |
| XOM Exxon Mobil Corp. | 4.63% | 45,872 | $4.9M | — |
| AAPL Apple Inc. | 3.30% | 17,157 | $3.5M | — |
| MBB iShares MBS ETF | 2.93% | 33,323 | $3.1M | — |
| EFA iShares MSCI Eafe ETF | 2.84% | 33,910 | $3.0M | — |
| JPM JPMorgan Chase & Co. | 2.51% | 9,235 | $2.7M | — |
| SPSB SS SPDR P St C Corp. ETF | 2.38% | 84,184 | $2.5M | — |
| AVGO Broadcom Inc. | 1.93% | 7,482 | $2.1M | — |
| NVDA Nvidia Corp. | 1.84% | 12,411 | $2.0M | — |
| PID Invesco International Divide | 1.83% | 95,371 | $2.0M | — |
| IEI iShares 3-7 Year Treasury Bo | 1.70% | 15,275 | $1.8M | — |
| ORCL Oracle Corp. | 1.60% | 7,840 | $1.7M | — |
| GOOGL Alphabet Inc. Class A | 1.60% | 9,713 | $1.7M | — |
| LLY Eli Lilly & Co. | 1.41% | 1,928 | $1.5M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.38% | 13,437 | $1.5M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.34% | 4,870 | $1.4M | — |
| CRM Salesforce Inc. | 1.12% | 4,378 | $1.2M | — |
| PM Philip Morris International | 1.08% | 6,307 | $1.1M | — |
| SHV iShares 0-1 Year Treasury Bo | 1.06% | 10,227 | $1.1M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.03% | 2,502 | $1.1M | — |
| IGV iShares Expanded Tech-Softwa | 0.98% | 9,516 | $1.0M | — |
| GS Goldman Sachs Group Inc. | 0.97% | 1,464 | $1.0M | — |
| KMI Kinder Morgan Inc. | 0.92% | 33,517 | $985K | — |
| AMZN Amazon.com Inc. | 0.91% | 4,423 | $970K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.90% | 5,455 | $964K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.90% | 13,767 | $962K | — |
| DLR Digital Realty Trust Inc. | 0.88% | 5,384 | $939K | — |
| HD Home Depot Inc. | 0.88% | 2,554 | $936K | — |
| ABBV Abbvie Inc. | 0.87% | 4,996 | $927K | — |
| RTX RTX Corp. | 0.87% | 6,345 | $927K | — |
| BX Blackstone Inc. | 0.85% | 6,097 | $912K | — |
| BLK BlackRock Inc. | 0.83% | 848 | $890K | — |
| AIT Applied Industrial Tech Inc. | 0.83% | 3,792 | $881K | — |
| ETN Eaton Corp. PLC | 0.81% | 2,438 | $870K | — |
| SMH Vaneck Semiconductor ETF | 0.81% | 3,097 | $864K | — |
| EMR Emerson Electric Co. | 0.80% | 6,439 | $859K | — |
| CCJ Cameco Corp. | 0.80% | 11,450 | $850K | — |
| ETR Entergy Corp. | 0.79% | 10,126 | $842K | — |
| IWM iShares Russell 2000 ETF | 0.79% | 3,887 | $839K | — |
| C Citigroup Inc. | 0.78% | 9,754 | $830K | — |
| MDT Medtronic PLC | 0.78% | 9,501 | $828K | — |
| DKS Dick's Sporting Goods Inc. | 0.77% | 4,168 | $824K | — |
| BKR Baker Hughes Co. | 0.76% | 21,184 | $812K | — |
| NEE Nextera Energy Inc. | 0.76% | 11,645 | $808K | — |
| DUK Duke Energy Corp. | 0.75% | 6,769 | $799K | — |
| COR Cencora Inc. | 0.74% | 2,651 | $795K | — |
| PLD Prologis Inc. | 0.74% | 7,546 | $793K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 1,270 | $785K | — |
| UNP Union Pacific Corp. | 0.70% | 3,254 | $749K | — |
| PNC PNC Financial Services Group | 0.69% | 3,930 | $733K | — |
| V Visa Inc. Class A | 0.68% | 2,058 | $731K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 5,892 | $728K | — |
| SYK Stryker Corp. | 0.67% | 1,796 | $711K | — |
| KRE SS SPDR S&P Regional Bank | 0.66% | 11,881 | $706K | — |
| EWJ iShares MSCI Japan ETF | 0.66% | 9,370 | $702K | — |
| TGT Target Corp. | 0.65% | 7,061 | $697K | — |
| RSPD Invesco S&P 500 Equal Weight | 0.62% | 12,533 | $667K | — |
| ROP Roper Technologies Inc. | 0.61% | 1,149 | $651K | — |
| IYT iShares US Transportation Et | 0.57% | 8,913 | $611K | — |
| EMLP First Trust North American E | 0.57% | 16,116 | $605K | — |
| MTCH Match Group Inc. | 0.52% | 18,042 | $557K | — |
| PEG Public Service Enterprise GP | 0.49% | 6,237 | $525K | — |
| VMC Vulcan Materials Co. | 0.48% | 1,985 | $518K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.45% | 2,114 | $479K | — |
| FCX Freeport-McMoran Inc. | 0.45% | 10,993 | $477K | — |
| WMT Walmart Inc. | 0.43% | 4,667 | $456K | — |
| TSLA Tesla Inc. | 0.42% | 1,416 | $450K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.39% | 4,380 | $418K | — |
| CVX Chevron Corp. | 0.37% | 2,763 | $396K | — |
| DGRO iShares Core Dividend Growth | 0.37% | 6,144 | $393K | — |
| NEU Newmarket Corp. | 0.36% | 561 | $388K | — |
| GBIL Goldman Sachs Access Treasur | 0.35% | 3,772 | $378K | — |
| ALB Albemarle Corp. | 0.35% | 6,010 | $377K | — |
| META Meta Platforms Inc. Class A | 0.35% | 504 | $372K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.31% | 1,213 | $336K | — |
| GLD SPDR Gold Shares | 0.31% | 1,086 | $331K | — |
| IPAC iShares Core MSCI Pacific Et | 0.30% | 4,724 | $325K | — |
| AMGN Amgen Inc. | 0.29% | 1,109 | $310K | — |
| IVV iShares Core S&P 500 ETF | 0.29% | 497 | $309K | — |
| UBER Uber Technologies Inc. | 0.28% | 3,215 | $300K | — |
| IEMG iShares Core MSCI Emerging | 0.28% | 4,902 | $294K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 578 | $281K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 3,859 | $281K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.26% | 1,406 | $274K | — |
| SYY Sysco Corp. | 0.25% | 3,517 | $266K | — |
| VOO Vanguard S&P 500 ETF | 0.24% | 459 | $261K | — |
| IEUR iShares Core MSCI Europe ETF | 0.24% | 3,918 | $259K | — |
| T AT&T Inc. | 0.23% | 8,550 | $247K | — |
| PG The Procter & Gamble Co. | 0.23% | 1,549 | $247K | — |
| MPLX MPLX LP | 0.23% | 4,728 | $244K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.23% | 5,967 | $242K | — |
| SO The Southern Co. | 0.22% | 2,609 | $240K | — |
| AEP American Electric Power | 0.22% | 2,305 | $239K | — |
| ENB Enbridge Inc. | 0.22% | 5,264 | $239K | — |
| SCHV Schwab US Large-Cap Value | 0.22% | 8,530 | $236K | — |
| SHEL Shell PLC-ADR | 0.21% | 3,230 | $227K | — |
| GE General Electric filed as GE AEROSPACE | 0.21% | 866 | $223K | — |
| OKE Oneok Inc. | 0.20% | 2,569 | $210K | — |
| VZ Verizon Communications Inc. | 0.19% | 4,725 | $204K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.