§ 13F · FUND PROFILE
BRIAN LOW FINANCIAL GROUP, LLC.
AUM · $171M (13F)Positions · 116Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | 772K | $22M | 12.5% | +9% |
| 2 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 47K | $6M | 3.8% | NEW |
| 3 | AAPL | APPLE INC COM | 22K | $6M | 3.8% | +8% |
| 4 | MSFT | MICROSOFT CORP COM | 17K | $6M | 3.7% | +13% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 12K | $4M | 2.6% | −3% |
| 6 | AVGO | BROADCOM INC COM | 11K | $4M | 2.4% | +13% |
| 7 | EFA | ISHARES MSCI EAFE ETF | 37K | $4M | 2.3% | +6% |
| 8 | MBB | ISHARES MBS ETF | 35K | $3M | 1.9% | +11% |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS COM | 12K | $3M | 1.9% | +19% |
| 10 | LLY | ELI LILLY & CO COM | 3K | $3M | 1.8% | +27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRIAN SIGNAL
AC read
BRIAN LOW FINANCIAL GROUP, LLC is a Other fund managing $171 million in assets. The fund runs a portfolio of 116 positions.
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