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

0$50.0M$100.0M$150.0M$200.0M Q2 2025: $106.8M Q2 2025 Q3 2025: $128.9M Q3 2025 Q4 2025: $141.1M $141.1M Q4 2025 Q1 2026: $147.2M Q1 2026 Q2 2026: $171.4M Q2 2026

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%
IPAC iShares Core MSCI Pacific Et 0.17% 3,371 $247K Reduce -12.0%
JNJ Johnson & Johnson 0.17% 1,191 $246K Reduce -10.3%
TRV The Travelers Cos Inc. 0.17% 840 $244K New
VRTX Vertex Pharmaceuticals Inc. 0.17% 523 $237K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.16% 1,096 $232K Reduce -13.5%
PG The Procter & Gamble Co. 0.16% 1,550 $222K Reduce -2.5%
EMXC iShares MSCI Emr MRK Ex Chna 0.16% 3,053 $222K New
T AT&T Inc. 0.15% 8,806 $219K Reduce -0.5%
SCHW Schwab (charles) Corp. 0.15% 2,149 $215K New
MRK Merck & Co. Inc. 0.15% 2,023 $213K New
SO The Southern Co. 0.15% 2,425 $211K Add +0.0%
NFLX Netflix Inc. 0.15% 2,240 $210K Add +23.8%
ESGV Vanguard ESG US Stock ETF 0.15% 1,704 $206K New
IEUR iShares Core MSCI Europe ETF 0.14% 2,875 $204K Reduce -11.1%
VFF Village Farms International 0.12% 46,000 $168K No change
PSEC Prospect Capital Corp. 0.02% 10,000 $26K New

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 116$171.4MSWP, XOM, AAPL, MSFT, GOOGL
Q1 2026 116$147.2MSWP, XOM, MSFT, AAPL, GOOGL
Q4 2025 116$141.1MSWP, XOM, MSFT, AAPL, JPM
Q3 2025 108$128.9MSWP, MSFT, XOM, AAPL, JPM
Q2 2025 100$106.8MSWP, MSFT, XOM, AAPL, MBB