Brian Low Financial Group, LLC Top Holdings and 13F Report (2026)

About Brian Low Financial Group, LLC

Investment Activity

Brian Low Financial Group, LLC has $147.18 million in total holdings as of March 31, 2026.
Brian Low Financial Group, LLC owns shares of 116 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 13.99% of the portfolio was purchased this quarter.
About 9.21% of the portfolio was sold this quarter.
This quarter, Brian Low Financial Group, LLC has purchased 116 new stocks and bought additional shares in 64 stocks.
Brian Low Financial Group, LLC sold shares of 28 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SWP GROWTH & INCOME ETF: $18,848,664
ExxonMobil: $8,150,401
Microsoft: $5,522,588
Apple: $5,236,810
Alphabet: $3,622,207

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $1,806,930 Holding
075887109 - Becton, Dickinson and Company: $801,087 Holding
247361702 - Delta Air Lines: $777,750 Holding
46137V324 - Invesco S&P 500 Equal Weight Industrials ETF: $703,816 Holding
78464A698 - SPDR S&P Regional Banking ETF: $652,803 Holding

Largest Purchases this Quarter

AstraZeneca: 9,162 shares (about $1.81M)
SWP GROWTH & INCOME ETF: 50,916 shares (about $1.35M)
Microsoft: 3,607 shares (about $1.34M)
STMicroelectronics: 25,885 shares (about $894.33K)
Becton, Dickinson and Company: 5,095 shares (about $801.09K)

Largest Sales this Quarter

JPMorgan Chase & Co.: 4,267 shares (about $1.26M)
Cameco: 5,867 shares (about $637.21K)
Canadian Natural Resources: 8,306 shares (about $404.75K)
Flowserve: 3,761 shares (about $276.47K)
Baker Hughes: 3,839 shares (about $234.38K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SWP GROWTH & INCOME ETF	$18,848,664	$1,354,382 â–²	7.7%	708,588	12.8%	ETF
XOM ExxonMobil	$8,150,401	$152,353 â–¼	-1.8%	48,040	5.5%	Energy
MSFT Microsoft	$5,522,588	$1,335,208 â–²	31.9%	14,919	3.8%	Computer and Technology
AAPL Apple	$5,236,810	$466,729 â–²	9.8%	20,634	3.6%	Computer and Technology
GOOGL Alphabet	$3,622,207	$402,308 â–²	12.5%	12,596	2.5%	Computer and Technology
EFA iShares MSCI EAFE ETF	$3,408,602	$229,422 â–²	7.2%	35,093	2.3%	Finance
AVGO Broadcom	$2,988,390	$220,376 â–²	8.0%	9,655	2.0%	Computer and Technology
MBB iShares MBS ETF	$2,959,809	$1,424 â–¼	0.0%	31,172	2.0%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,403,840	$5,473 â–²	0.2%	79,941	1.6%	ETF
IBM International Business Machines	$2,365,832	$187,376 â–²	8.6%	9,760	1.6%	Computer and Technology
NVDA NVIDIA	$2,254,498	$623,314 â–²	38.2%	12,927	1.5%	Computer and Technology
PID Invesco International Dividend Achievers ETF	$2,203,879	$155,144 â–²	7.6%	99,068	1.5%	Manufacturing
PLD Prologis	$2,091,676	$196,689 â–²	10.4%	15,824	1.4%	Finance
STM STMicroelectronics	$2,010,084	$894,327 â–²	80.2%	58,179	1.4%	Computer and Technology
ORCL Oracle	$2,006,228	$177,704 â–²	9.7%	13,638	1.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,985,388	$1,255,245 â–¼	-38.7%	6,749	1.3%	Finance
RTX RTX	$1,912,504	$166,288 â–²	9.5%	9,914	1.3%	Aerospace
META Meta Platforms	$1,904,822	$91,550 â–²	5.0%	3,329	1.3%	Computer and Technology
LLY Eli Lilly and Company	$1,861,670	$91,060 â–²	5.1%	2,024	1.3%	Medical
PM Philip Morris International	$1,847,509	$207,832 â–²	12.7%	11,174	1.3%	Consumer Staples
AZNCF AstraZeneca	$1,806,930	$1,806,930 â–²	New Holding	9,162	1.2%	Medical
IEI iShares 3-7 Year Treasury Bond ETF	$1,730,305	$3,558 â–²	0.2%	14,589	1.2%	ETF
BX Blackstone	$1,670,690	$652,913 â–²	64.2%	14,529	1.1%	Finance
ABBV AbbVie	$1,663,833	$137,239 â–²	9.0%	7,650	1.1%	Medical
TJX TJX Companies	$1,597,000	$139,897 â–²	9.6%	10,000	1.1%	Retail/Wholesale
FCX Freeport-McMoRan	$1,575,520	$149,299 â–²	10.5%	26,804	1.1%	Basic Materials
NEE NextEra Energy	$1,550,596	$147,862 â–²	10.5%	16,695	1.1%	Utilities
TOL Toll Brothers	$1,530,238	$162,126 â–²	11.9%	11,213	1.0%	Construction
C Citigroup	$1,513,461	$25,971 â–²	1.7%	13,345	1.0%	Financial Services
COR Cencora	$1,505,987	$152,672 â–²	11.3%	4,794	1.0%	Medical
AXP American Express	$1,457,954	$608,287 â–²	71.6%	4,820	1.0%	Finance
MDT Medtronic	$1,437,524	$144,359 â–²	11.2%	16,590	1.0%	Medical
GS The Goldman Sachs Group	$1,423,030	$243,658 â–²	20.7%	1,682	1.0%	Finance
FLS Flowserve	$1,416,611	$276,471 â–¼	-16.3%	19,271	1.0%	Industrials
PNC The PNC Financial Services Group	$1,382,446	$121,307 â–²	9.6%	6,644	0.9%	Finance
EMR Emerson Electric	$1,380,985	$135,609 â–²	10.9%	10,540	0.9%	Industrials
BLACKROCK INC COM	$1,377,207	$130,796 â–²	10.5%	1,432	0.9%	Stock
IWM iShares Russell 2000 ETF	$1,376,996	$113,096 â–²	8.9%	5,552	0.9%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,361,219	$3,270 â–¼	-0.2%	12,489	0.9%	Finance
BKR Baker Hughes	$1,267,300	$234,375 â–¼	-15.6%	20,758	0.9%	Energy
TM Toyota Motor	$1,262,301	$444,948 â–²	54.4%	6,125	0.9%	Auto/Tires/Trucks
UPS United Parcel Service	$1,256,821	$441,240 â–²	54.1%	12,775	0.9%	Transportation
ENB Enbridge	$1,194,328	$100,917 â–²	9.2%	22,060	0.8%	Energy
TSM Taiwan Semiconductor Manufacturing	$1,193,301	$102,061 â–²	9.4%	3,531	0.8%	Computer and Technology
UNP Union Pacific	$1,178,736	$111,856 â–²	10.5%	4,858	0.8%	Transportation
SIMO Silicon Motion Technology	$1,178,484	$122,621 â–²	11.6%	10,495	0.8%	Computer and Technology
URI United Rentals	$1,168,610	$512,178 â–²	78.0%	1,604	0.8%	Construction
SHV iShares Short Treasury Bond ETF	$1,088,171	$5,298 â–²	0.5%	9,858	0.7%	ETF
DRI Darden Restaurants	$1,079,984	$115,271 â–²	11.9%	5,509	0.7%	Retail/Wholesale
DLR Digital Realty Trust	$1,017,826	$132,094 â–²	14.9%	5,648	0.7%	Finance
AMZN Amazon.com	$987,825	$85,599 â–²	9.5%	4,743	0.7%	Retail/Wholesale
SMH VanEck Semiconductor ETF	$961,184	$44,474 â–²	4.9%	2,507	0.7%	Manufacturing
DKS DICK'S Sporting Goods	$939,696	$90,817 â–²	10.7%	4,739	0.6%	Retail/Wholesale
ETR Entergy	$933,150		0.0%	8,305	0.6%	Utilities
XBI SPDR S&P Biotech ETF	$926,298	$86,601 â–²	10.3%	7,252	0.6%	ETF
WALMART INC COM	$919,693	$1,491 â–²	0.2%	7,400	0.6%	Stock
SPY SPDR S&P 500 ETF Trust	$904,623	$26,014 â–¼	-2.8%	1,391	0.6%	Finance
CRM Salesforce	$882,400	$638,419 â–²	261.7%	4,727	0.6%	Computer and Technology
VUG Vanguard Growth ETF	$855,905	$68,123 â–¼	-7.4%	1,960	0.6%	ETF
CCJ Cameco	$843,139	$637,215 â–¼	-43.0%	7,763	0.6%	Basic Materials
EWJ iShares MSCI Japan ETF	$809,955	$62,402 â–²	8.3%	9,592	0.6%	ETF
BDX Becton, Dickinson and Company	$801,087	$801,087 â–²	New Holding	5,095	0.5%	Medical
CNQ Canadian Natural Resources	$797,515	$404,751 â–¼	-33.7%	16,366	0.5%	Energy
VTV Vanguard Value ETF	$788,296	$83,774 â–¼	-9.6%	4,018	0.5%	ETF
DAL Delta Air Lines	$777,750	$777,750 â–²	New Holding	11,699	0.5%	Transportation
EMLP First Trust North American Energy Infrastructure Fund	$735,889	$61,299 â–²	9.1%	16,855	0.5%	ETF
ALB Albemarle	$719,920		0.0%	4,010	0.5%	Basic Materials
RSPN Invesco S&P 500 Equal Weight Industrials ETF	$703,816	$703,816 â–²	New Holding	12,223	0.5%	ETF
ITB iShares U.S. Home Construction ETF	$655,582	$58,948 â–²	9.9%	7,240	0.4%	ETF
KRE SPDR S&P Regional Banking ETF	$652,803	$652,803 â–²	New Holding	10,020	0.4%	ETF
TSLA Tesla	$634,206	$142,752 â–²	29.0%	1,706	0.4%	Auto/Tires/Trucks
GLD SPDR Gold Shares	$521,081	$57,659 â–¼	-10.0%	1,211	0.4%	Finance
VOO Vanguard S&P 500 ETF	$443,805	$52,564 â–²	13.4%	743	0.3%	ETF
BKNG Booking	$442,084	$442,084 â–²	New Holding	105	0.3%	Retail/Wholesale
DGRO iShares Core Dividend Growth ETF	$429,647	$9,755 â–¼	-2.2%	6,122	0.3%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$415,601	$38,529 â–²	10.2%	9,104	0.3%	ETF
PEG Public Service Enterprise Group	$386,860		0.0%	4,779	0.3%	Utilities
SPYG SPDR Portfolio S&P 500 Growth ETF	$383,465		0.0%	3,917	0.3%	ETF
NEU NewMarket	$359,573		0.0%	561	0.2%	Basic Materials
AMGN Amgen	$359,376	$36,606 â–¼	-9.2%	1,021	0.2%	Medical
CVX Chevron	$341,308	$40,750 â–¼	-10.7%	1,650	0.2%	Energy
BRK.B Berkshire Hathaway	$320,585	$1,917 â–¼	-0.6%	669	0.2%	Finance
UBER Uber Technologies	$314,406	$54,523 â–²	21.0%	4,371	0.2%	Computer and Technology
AEP American Electric Power	$302,139		0.0%	2,305	0.2%	Utilities
SCHW Charles Schwab	$294,815	$92,852 â–²	46.0%	3,137	0.2%	Finance
PWR Quanta Services	$294,275	$294,275 â–²	New Holding	536	0.2%	Construction
T AT&T	$275,499	$20,207 â–²	7.9%	9,503	0.2%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$274,325	$34,143 â–²	14.2%	3,487	0.2%	Manufacturing
HD Home Depot	$272,337	$1,316 â–¼	-0.5%	828	0.2%	Retail/Wholesale
MPLX Mplx	$269,827		0.0%	4,728	0.2%	Energy
NFLX Netflix	$262,778	$47,402 â–²	22.0%	2,733	0.2%	Consumer Discretionary
ESTA Establishment Labs	$261,074	$24,075 â–²	10.2%	4,598	0.2%	Medical
CHENIERE ENERGY INC COM NEW	$258,789	$258,789 â–²	New Holding	912	0.2%	Stock
JNJ Johnson & Johnson	$258,668	$32,517 â–¼	-11.2%	1,058	0.2%	Medical
SYY Sysco	$257,573	$428 â–¼	-0.2%	3,611	0.2%	Consumer Staples
GLDM SPDR Gold MiniShares Trust	$256,566	$15,665 â–¼	-5.8%	2,768	0.2%	Finance
VBK Vanguard Small-Cap Growth ETF	$255,721	$33,250 â–¼	-11.5%	846	0.2%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$250,660	$9,516 â–¼	-3.7%	8,218	0.2%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$248,219	$46,000 â–¼	-15.6%	3,243	0.2%	ETF
TRV Travelers Companies	$245,011		0.0%	840	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Brian Low Financial Group, LLC Top Holdings and 13F Report (2026)

About Brian Low Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Brian Low Financial Group, LLC Top Holdings and 13F Report (2026)

About Brian Low Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrian Low Financial Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools