Brian Low Financial Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Brian Low Financial Group, LLC reported 116 stock positions worth $141.1 million. Its top holding was SWP Growth & Income ETF (SWP) at 12.9% of the portfolio, followed by Exxon Mobil (XOM, 4.2%) and Microsoft (MSFT, 3.9%). Compared with Q3 2025, it opened 18 new positions, sold out of 10, added to 46 and reduced 44. The biggest buy was Meta Platforms Class A (META, shares +286%) and the biggest sale an exit from Eaton (ETN).
- Most Recent 13F
- Q2 2026
- Location
- BATON ROUGE, LA
- CIK
- 0002079080
- Portfolio Value
- $141.1M (Q4 2025)
- SEC Filing
- 0002079080-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 116 stocks · $141.1M
| SWP SWP Growth & Income ETF filed as MANAGER DIRECTED PORTFOLIOS | 12.95% | 657,672 | $18.3M | Add +5.3% |
| XOM Exxon Mobil Corp. | 4.17% | 48,938 | $5.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.88% | 11,312 | $5.5M | Reduce -3.0% |
| AAPL Apple Inc. | 3.62% | 18,795 | $5.1M | Reduce -5.4% |
| JPM JPMorgan Chase & Co. | 2.52% | 11,016 | $3.5M | Add +7.4% |
| GOOGL Alphabet Inc. Class A | 2.48% | 11,197 | $3.5M | Reduce -9.7% |
| EFA iShares MSCI Eafe ETF | 2.23% | 32,731 | $3.1M | Reduce -0.2% |
| AVGO Broadcom Inc. | 2.19% | 8,943 | $3.1M | Reduce -2.6% |
| MBB iShares MBS ETF | 2.10% | 31,187 | $3.0M | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.89% | 8,987 | $2.7M | Add +13.8% |
| ORCL Oracle Corp. | 1.72% | 12,430 | $2.4M | Add +80.5% |
| SPSB SS SPDR P St C Corp. ETF | 1.71% | 79,759 | $2.4M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.48% | 3,169 | $2.1M | Add +285.5% |
| LLY Eli Lilly & Co. | 1.47% | 1,925 | $2.1M | Reduce -9.6% |
| PID Invesco International Divide | 1.44% | 92,094 | $2.0M | Add +1.3% |
| JEF Jefferies Financial Group Inc. | 1.31% | 29,763 | $1.8M | Add +43.4% |
| PLD Prologis Inc. | 1.30% | 14,336 | $1.8M | Add +52.8% |
| NVDA Nvidia Corp. | 1.24% | 9,353 | $1.7M | Reduce -25.9% |
| IEI iShares 3-7 Year Treasury Bo | 1.23% | 14,559 | $1.7M | Reduce -0.8% |
| RTX RTX Corp. | 1.18% | 9,052 | $1.7M | Add +15.7% |
| ABBV Abbvie Inc. | 1.14% | 7,019 | $1.6M | Add +8.5% |
| FLS Flowserve Corp. | 1.13% | 23,032 | $1.6M | Add +21.6% |
| PM Philip Morris International | 1.13% | 9,917 | $1.6M | Add +17.0% |
| AZN Astrazeneca PLC-Spons ADR | 1.10% | 16,893 | $1.6M | Reduce -4.7% |
| C Citigroup Inc. | 1.08% | 13,116 | $1.5M | Add +6.9% |
| COR Cencora Inc. | 1.03% | 4,308 | $1.5M | Add +19.5% |
| MDT Medtronic PLC | 1.02% | 14,924 | $1.4M | Add +18.4% |
| AIT Applied Industrial Tech Inc. | 1.01% | 5,578 | $1.4M | Add +16.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.99% | 9,124 | $1.4M | Add +22.8% |
| BLK BlackRock Inc. | 0.98% | 1,296 | $1.4M | Add +17.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.98% | 12,519 | $1.4M | Reduce -2.1% |
| BX Blackstone Inc. | 0.97% | 8,851 | $1.4M | Add +17.5% |
| TOL Toll Brothers Inc. | 0.96% | 10,025 | $1.4M | Add +87.3% |
| PNC PNC Financial Services Group | 0.90% | 6,061 | $1.3M | Reduce -5.6% |
| EMR Emerson Electric Co. | 0.89% | 9,505 | $1.3M | Add +18.7% |
| IWM iShares Russell 2000 ETF | 0.89% | 5,096 | $1.3M | Add +9.8% |
| CCJ Cameco Corp. | 0.88% | 13,630 | $1.2M | Add +25.1% |
| FCX Freeport-McMoran Inc. | 0.87% | 24,264 | $1.2M | Add +18.9% |
| GS Goldman Sachs Group Inc. | 0.87% | 1,394 | $1.2M | Add +16.4% |
| NEE Nextera Energy Inc. | 0.86% | 15,103 | $1.2M | Add +18.3% |
| BKR Baker Hughes Co. | 0.79% | 24,597 | $1.1M | Add +16.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.77% | 9,810 | $1.1M | Reduce -0.6% |
| AXP American Express Co. | 0.74% | 2,809 | $1.0M | Add +8.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 2,116 | $1.0M | Reduce -8.7% |
| UNP Union Pacific Corp. | 0.72% | 4,397 | $1.0M | Add +16.0% |
| AMZN Amazon.com Inc. | 0.71% | 4,332 | $1000K | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.70% | 3,229 | $981K | Add +19.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 1,431 | $976K | Reduce -6.8% |
| ENB Enbridge Inc. | 0.68% | 20,196 | $966K | Add +27.5% |
| DRI Darden Restaurants Inc. | 0.64% | 4,921 | $906K | New |
| SIMO Silicon Motion Technol-ADR | 0.62% | 9,403 | $872K | New |
| SMG Scotts Miracle-Gro Co. | 0.62% | 14,913 | $870K | New |
| SMH Vaneck Semiconductor ETF | 0.61% | 2,391 | $861K | Reduce -21.5% |
| TM Toyota Motor Corp. -Spon ADR | 0.60% | 3,966 | $849K | Add +16.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 4,445 | $849K | Reduce -9.0% |
| DKS Dick's Sporting Goods Inc. | 0.60% | 4,281 | $848K | Reduce -18.5% |
| STM Stmicroelectronics NV-NY SHS | 0.59% | 32,294 | $838K | New |
| CNQ Canadian Natural Resources | 0.59% | 24,672 | $835K | Add +49.5% |
| WMT Walmart Inc. | 0.58% | 7,388 | $823K | Add +17.7% |
| UPS United Parcel Service Class B | 0.58% | 8,290 | $822K | New |
| NKE Nike Inc. Class B | 0.57% | 12,696 | $809K | New |
| XBI SS SPDR S&P Biotech ETF | 0.57% | 6,574 | $802K | Reduce -1.4% |
| ETR Entergy Corp. | 0.54% | 8,305 | $768K | No change |
| DLR Digital Realty Trust Inc. | 0.54% | 4,915 | $760K | Reduce -26.9% |
| DUK Duke Energy Corp. | 0.52% | 6,240 | $731K | Reduce -24.0% |
| URI United Rentals Inc. | 0.52% | 901 | $729K | New |
| EWJ iShares MSCI Japan ETF | 0.51% | 8,853 | $715K | Reduce -2.7% |
| BUG Global X Cybersecurity ETF | 0.47% | 21,781 | $663K | Add +19.9% |
| KTB Kontoor Brands Inc. | 0.47% | 10,816 | $661K | New |
| ITB iShares U.S. Home Constructi | 0.45% | 6,589 | $635K | New |
| TSLA Tesla Inc. | 0.42% | 1,322 | $595K | Reduce -18.5% |
| EMLP First Trust North American E | 0.41% | 15,451 | $585K | Reduce -1.7% |
| ALB Albemarle Corp. | 0.40% | 4,010 | $567K | No change |
| GLD SPDR Gold Shares | 0.38% | 1,345 | $533K | Add +24.5% |
| URA Global X Uranium ETF | 0.35% | 11,611 | $496K | New |
| DGRO iShares Core Dividend Growth | 0.31% | 6,261 | $435K | Add +1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.30% | 3,917 | $418K | Reduce -18.8% |
| VOO Vanguard S&P 500 ETF | 0.29% | 655 | $411K | Add +3.0% |
| NEU Newmarket Corp. | 0.27% | 561 | $386K | No change |
| PEG Public Service Enterprise GP | 0.27% | 4,779 | $384K | Reduce -25.2% |
| AMGN Amgen Inc. | 0.26% | 1,125 | $368K | Add +0.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.26% | 8,260 | $367K | Add +21.5% |
| CRM Salesforce Inc. | 0.25% | 1,307 | $346K | Reduce -67.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 673 | $338K | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 0.23% | 471 | $323K | Reduce -26.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 3,844 | $308K | Reduce -0.4% |
| ESTA Establishment Labs Holdings | 0.22% | 4,174 | $304K | Reduce -23.2% |
| UBER Uber Technologies Inc. | 0.21% | 3,613 | $295K | Add +12.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.20% | 956 | $289K | Reduce -9.5% |
| HD Home Depot Inc. | 0.20% | 832 | $286K | Reduce -72.6% |
| CVX Chevron Corp. | 0.20% | 1,847 | $281K | Reduce -2.3% |
| SHEL Shell PLC-ADR | 0.20% | 3,830 | $281K | Add +18.6% |
| SYY Sysco Corp. | 0.19% | 3,617 | $267K | No change |
| AEP American Electric Power | 0.19% | 2,305 | $266K | No change |
| GE General Electric filed as GE AEROSPACE | 0.19% | 862 | $266K | Reduce -6.0% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 1,453 | $258K | Add +17.6% |
| SCHV Schwab US Large-Cap Value | 0.18% | 8,530 | $253K | No change |
| MPLX MPLX LP | 0.18% | 4,728 | $252K | No change |
| GLDM SPDR Gold Minishares Trust | 0.18% | 2,937 | $251K | New |
| IEMG iShares Core MSCI Emerging | 0.18% | 3,693 | $248K | Reduce -9.7% |
Portfolio Sells Q3 2025 → Q4 2025
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.83 |
| MSFT Microsoft Corp. | Reduce -3.0% | 3.88% | −0.81 |
| HD Home Depot Inc. | Reduce -72.6% | 0.20% | −0.75 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.70 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.65 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.63 |
| NVDA Nvidia Corp. | Reduce -25.9% | 1.24% | −0.59 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.55 |
| RSPD Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.54 |
| CRM Salesforce Inc. | Reduce -67.6% | 0.25% | −0.50 |
| DLR Digital Realty Trust Inc. | Reduce -26.9% | 0.54% | −0.36 |
| DKS Dick's Sporting Goods Inc. | Reduce -18.5% | 0.60% | −0.31 |
| AAPL Apple Inc. | Reduce -5.4% | 3.62% | −0.30 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.29 |
| DUK Duke Energy Corp. | Reduce -24.0% | 0.52% | −0.27 |
| MBB iShares MBS ETF | Reduce -1.7% | 2.10% | −0.24 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.22 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -1.6% | 1.71% | −0.20 |
| SILA Sila Realty Trust Inc. | Sold out | 0.00% | −0.17 |
| SMH Vaneck Semiconductor ETF | Reduce -21.5% | 0.61% | −0.16 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.16 |
| AVGO Broadcom Inc. | Reduce -2.6% | 2.19% | −0.16 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 2.23% | −0.15 |
| PEG Public Service Enterprise GP | Reduce -25.2% | 0.27% | −0.14 |
| TSLA Tesla Inc. | Reduce -18.5% | 0.42% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.7% | 0.73% | −0.13 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.8% | 1.23% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.1% | 0.98% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 4.17% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -9.0% | 0.60% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -26.6% | 0.23% | −0.10 |
| PNC PNC Financial Services Group | Reduce -5.6% | 0.90% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.8% | 0.69% | −0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -18.8% | 0.30% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.6% | 0.77% | −0.08 |
| EWJ iShares MSCI Japan ETF | Reduce -2.7% | 0.51% | −0.06 |
| EMLP First Trust North American E | Reduce -1.7% | 0.41% | −0.05 |
| IPAC iShares Core MSCI Pacific Et | Reduce -12.0% | 0.17% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -13.5% | 0.16% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -9.5% | 0.20% | −0.04 |
| T AT&T Inc. | Reduce -0.5% | 0.15% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 0.71% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -9.7% | 0.18% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 0.16% | −0.03 |
| CVX Chevron Corp. | Reduce -2.3% | 0.20% | −0.03 |
| IEUR iShares Core MSCI Europe ETF | Reduce -11.1% | 0.14% | −0.03 |
| GE General Electric | Reduce -6.0% | 0.19% | −0.03 |
| JNJ Johnson & Johnson | Reduce -10.3% | 0.17% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.4% | 0.22% | −0.02 |
| ESTA Establishment Labs Holdings | Reduce -23.2% | 0.22% | +0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | Add +285.5% | 1.48% | +1.01 |
| DRI Darden Restaurants Inc. | New | 0.64% | +0.64 |
| SIMO Silicon Motion Technol-ADR | New | 0.62% | +0.62 |
| SMG Scotts Miracle-Gro Co. | New | 0.62% | +0.62 |
| STM Stmicroelectronics NV-NY SHS | New | 0.59% | +0.59 |
| UPS United Parcel Service Class B | New | 0.58% | +0.58 |
| NKE Nike Inc. Class B | New | 0.57% | +0.57 |
| URI United Rentals Inc. | New | 0.52% | +0.52 |
| KTB Kontoor Brands Inc. | New | 0.47% | +0.47 |
| PLD Prologis Inc. | Add +52.8% | 1.30% | +0.46 |
| ITB iShares U.S. Home Constructi | New | 0.45% | +0.45 |
| TOL Toll Brothers Inc. | Add +87.3% | 0.96% | +0.39 |
| URA Global X Uranium ETF | New | 0.35% | +0.35 |
| FLS Flowserve Corp. | Add +21.6% | 1.13% | +0.35 |
| JEF Jefferies Financial Group Inc. | Add +43.4% | 1.31% | +0.25 |
| FCX Freeport-McMoran Inc. | Add +18.9% | 0.87% | +0.25 |
| ORCL Oracle Corp. | Add +80.5% | 1.72% | +0.21 |
| CNQ Canadian Natural Resources | Add +49.5% | 0.59% | +0.18 |
| GLDM SPDR Gold Minishares Trust | New | 0.18% | +0.18 |
| CCJ Cameco Corp. | Add +25.1% | 0.88% | +0.17 |
| TRV The Travelers Cos Inc. | New | 0.17% | +0.17 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.17% | +0.17 |
| RTX RTX Corp. | Add +15.7% | 1.18% | +0.16 |
| TJX TJX Companies Inc. | Add +22.8% | 0.99% | +0.16 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.16% | +0.16 |
| COR Cencora Inc. | Add +19.5% | 1.03% | +0.16 |
| IBM Intl Business Machines Corp. | Add +13.8% | 1.89% | +0.16 |
| SCHW Schwab (charles) Corp. | New | 0.15% | +0.15 |
| MRK Merck & Co. Inc. | New | 0.15% | +0.15 |
| ESGV Vanguard ESG US Stock ETF | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +16.4% | 0.87% | +0.13 |
| C Citigroup Inc. | Add +6.9% | 1.08% | +0.12 |
| NEE Nextera Energy Inc. | Add +18.3% | 0.86% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +19.5% | 0.70% | +0.11 |
| TM Toyota Motor Corp. -Spon ADR | Add +16.8% | 0.60% | +0.10 |
| MDT Medtronic PLC | Add +18.4% | 1.02% | +0.08 |
| WMT Walmart Inc. | Add +17.7% | 0.58% | +0.08 |
| GLD SPDR Gold Shares | Add +24.5% | 0.38% | +0.08 |
| EMR Emerson Electric Co. | Add +18.7% | 0.89% | +0.08 |
| AXP American Express Co. | Add +8.2% | 0.74% | +0.07 |
| ENB Enbridge Inc. | Add +27.5% | 0.68% | +0.06 |
| PM Philip Morris International | Add +17.0% | 1.13% | +0.06 |
| AIT Applied Industrial Tech Inc. | Add +16.4% | 1.01% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +21.5% | 0.26% | +0.03 |
| UNP Union Pacific Corp. | Add +16.0% | 0.72% | +0.03 |
| SHEL Shell PLC-ADR | Add +18.6% | 0.20% | +0.02 |
| PSEC Prospect Capital Corp. | New | 0.02% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +9.8% | 0.89% | +0.02 |
| AMGN Amgen Inc. | Add +0.7% | 0.26% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +17.6% | 0.18% | +0.01 |