§ 13F · FUND PROFILE
BRIAN LOW FINANCIAL GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $107M (13F)Positions · 100Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | 709K | $19M | 12.8% | +8% |
| 2 | XOM | EXXON MOBIL CORP COM | 48K | $8M | 5.5% | −2% |
| 3 | MSFT | MICROSOFT CORP COM | 15K | $6M | 3.8% | +32% |
| 4 | AAPL | APPLE INC COM | 21K | $5M | 3.6% | +10% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 13K | $4M | 2.5% | +12% |
| 6 | EFA | ISHARES MSCI EAFE ETF | 35K | $3M | 2.3% | +7% |
| 7 | AVGO | BROADCOM INC COM | 10K | $3M | 2.0% | +8% |
| 8 | MBB | ISHARES MBS ETF | 31K | $3M | 2.0% | ±0% |
| 9 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 80K | $2M | 1.6% | ±0% |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS COM | 10K | $2M | 1.6% | +9% |
§ 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 $107 million in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed