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 $171.43 million in total holdings as of June 30, 2026.
Brian Low Financial Group, LLC owns shares of 116 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 20.77% of the portfolio was purchased this quarter.
About 13.28% of the portfolio was sold this quarter.
This quarter, Brian Low Financial Group, LLC has purchased 116 new stocks and bought additional shares in 74 stocks.
Brian Low Financial Group, LLC sold shares of 21 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SWP GROWTH & INCOME ETF: $21,501,002
EXXONMOBIL HOLDINGS CORP COM SHS: $6,462,548
Apple: $6,435,813
Microsoft: $6,297,099
Alphabet: $4,385,967

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $6,462,548 Holding
75700L108 - Red Rock Resorts: $1,675,555 Holding
743315103 - Progressive: $1,492,669 Holding
90041L105 - Turning Point Brands: $1,324,563 Holding
464287689 - iShares Russell 3000 ETF: $917,186 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP COM SHS: 47,268 shares (about $6.46M)
SWP GROWTH & INCOME ETF: 62,984 shares (about $1.76M)
Red Rock Resorts: 25,754 shares (about $1.68M)
Progressive: 6,833 shares (about $1.49M)
Booking: 8,297 shares (about $1.48M)

Largest Sales this Quarter

STMicroelectronics: 54,503 shares (about $4.08M)
Tesla: 346 shares (about $145.53K)
Alphabet: 323 shares (about $115.43K)
SPDR Gold Shares: 125 shares (about $46.05K)
GE Aerospace: 96 shares (about $35.89K)

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	$21,501,002	$1,755,143 â–²	8.9%	771,572	12.5%	ETF
EXXONMOBIL HOLDINGS CORP COM SHS	$6,462,548	$6,462,548 â–²	New Holding	47,268	3.8%	Stock
AAPL Apple	$6,435,813	$465,281 â–²	7.8%	22,242	3.8%	Technology
MSFT Microsoft	$6,297,099	$731,882 â–²	13.2%	16,881	3.7%	Technology
GOOGL Alphabet	$4,385,967	$115,430 â–¼	-2.6%	12,273	2.6%	Communication Services
AVGO Broadcom	$4,119,485	$472,201 â–²	12.9%	10,905	2.4%	Technology
EFA iShares MSCI EAFE ETF	$3,871,374	$225,937 â–²	6.2%	37,268	2.3%	ETF
MBB iShares MBS ETF	$3,276,904	$330,535 â–²	11.2%	34,669	1.9%	ETF
IBM International Business Machines	$3,274,014	$529,500 â–²	19.3%	11,643	1.9%	Technology
LLY Eli Lilly and Company	$3,087,333	$659,687 â–²	27.2%	2,574	1.8%	Healthcare
META Meta Platforms	$2,988,473	$1,113,143 â–²	59.4%	5,305	1.7%	Communication Services
NVDA NVIDIA	$2,907,479	$320,941 â–²	12.4%	14,531	1.7%	Technology
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,680,540	$281,522 â–²	11.7%	89,322	1.6%	ETF
JPM JPMorgan Chase & Co.	$2,563,915	$354,817 â–²	16.1%	7,833	1.5%	Finance
PLD Prologis	$2,487,357	$343,686 â–²	16.0%	18,361	1.5%	Real Estate
ORCL Oracle	$2,456,591	$457,964 â–²	22.9%	16,763	1.4%	Technology
PID Invesco International Dividend Achievers ETF	$2,412,183	$212,876 â–²	9.7%	108,657	1.4%	ETF
PM Philip Morris International	$2,377,881	$356,393 â–²	17.6%	13,144	1.4%	Consumer Staples
WALMART INC COM	$2,307,266	$1,469,125 â–²	175.3%	20,371	1.3%	Stock
URI United Rentals	$2,287,305	$470,149 â–²	25.9%	2,019	1.3%	Industrials
ABBV AbbVie	$2,206,426	$281,339 â–²	14.6%	8,768	1.3%	Healthcare
RTX RTX	$2,032,887	$151,969 â–²	8.1%	10,715	1.2%	Industrials
AZNCF AstraZeneca	$2,031,209	$293,911 â–²	16.9%	10,712	1.2%	Healthcare
C Citigroup	$2,023,164	$155,359 â–²	8.3%	14,455	1.2%	Finance
PNC The PNC Financial Services Group	$1,964,509	$328,690 â–²	20.1%	7,979	1.1%	Finance
AXP American Express	$1,906,715	$276,350 â–²	17.0%	5,637	1.1%	Finance
IEI iShares 3-7 Year Treasury Bond ETF	$1,900,961	$187,453 â–²	10.9%	16,185	1.1%	ETF
TJX TJX Companies	$1,895,720	$380,720 â–²	25.1%	12,513	1.1%	Consumer Discretionary
BX Blackstone	$1,855,421	$145,793 â–²	8.5%	15,768	1.1%	Finance
GS The Goldman Sachs Group	$1,852,946	$151,715 â–²	8.9%	1,832	1.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,840,077	$153,778 â–²	9.1%	3,853	1.1%	Technology
NEE NextEra Energy	$1,828,087	$362,756 â–²	24.8%	20,828	1.1%	Utilities
FCX Freeport-McMoRan	$1,827,956	$142,257 â–²	8.4%	29,066	1.1%	Materials
EMR Emerson Electric	$1,825,299	$316,503 â–²	21.0%	12,751	1.1%	Industrials
DAL Delta Air Lines	$1,818,971	$723,243 â–²	66.0%	19,421	1.1%	Industrials
IWM iShares Russell 2000 ETF	$1,731,902	$63,699 â–²	3.8%	5,764	1.0%	ETF
SMH VanEck Semiconductor ETF	$1,679,734	$35,418 â–²	2.2%	2,561	1.0%	ETF
RRR Red Rock Resorts	$1,675,555	$1,675,555 â–²	New Holding	25,754	1.0%	Consumer Discretionary
COR Cencora	$1,660,244	$303,638 â–²	22.4%	5,867	1.0%	Healthcare
DLR Digital Realty Trust	$1,620,350	$606,082 â–²	59.8%	9,023	0.9%	Real Estate
UNP Union Pacific	$1,578,543	$257,061 â–²	19.5%	5,803	0.9%	Industrials
MDT Medtronic	$1,551,536	$253,700 â–²	19.5%	19,833	0.9%	Healthcare
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,505,255	$143,098 â–²	10.5%	13,801	0.9%	ETF
BKNG Booking	$1,497,572	$1,478,857 â–²	7,901.9%	8,402	0.9%	Consumer Discretionary
BLACKROCK INC COM	$1,495,264	$118,275 â–²	8.6%	1,555	0.9%	Stock
PGR Progressive	$1,492,669	$1,492,669 â–²	New Holding	6,833	0.9%	Finance
ENB Enbridge	$1,436,077	$240,204 â–²	20.1%	26,491	0.8%	Energy
DRI Darden Restaurants	$1,410,962	$276,053 â–²	24.3%	6,849	0.8%	Consumer Discretionary
CCJ Cameco	$1,362,072	$571,333 â–²	72.3%	13,372	0.8%	Energy
BDX Becton, Dickinson and Company	$1,342,448	$571,422 â–²	74.1%	8,871	0.8%	Healthcare
TPB Turning Point Brands	$1,324,563	$1,324,563 â–²	New Holding	15,618	0.8%	Consumer Staples
DKS DICK'S Sporting Goods	$1,310,281	$235,429 â–²	21.9%	5,777	0.8%	Consumer Discretionary
BKR Baker Hughes	$1,243,459	$91,407 â–²	7.9%	22,405	0.7%	Energy
SHV iShares Short Treasury Bond ETF	$1,224,454	$136,614 â–²	12.6%	11,096	0.7%	ETF
XBI SPDR S&P Biotech ETF	$1,159,973	$12,344 â–²	1.1%	7,330	0.7%	ETF
AMZN Amazon.com	$1,144,270	$13,824 â–²	1.2%	4,801	0.7%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$1,142,558	$103,801 â–²	10.0%	1,530	0.7%	ETF
VUG Vanguard Growth ETF	$995,168	$826,335 â–²	489.4%	11,553	0.6%	ETF
ETR Entergy	$950,696	$3,216 â–¼	-0.3%	8,277	0.6%	Utilities
EWJ iShares MSCI Japan ETF	$921,531	$26,862 â–²	3.0%	9,880	0.5%	ETF
IWV iShares Russell 3000 ETF	$917,186	$917,186 â–²	New Holding	2,151	0.5%	ETF
CNQ Canadian Natural Resources	$870,422	$223,965 â–²	34.6%	22,036	0.5%	Energy
VTV Vanguard Value ETF	$854,464	$21,138 â–¼	-2.4%	3,921	0.5%	ETF
RSPN Invesco S&P 500 Equal Weight Industrials ETF	$849,880	$67,645 â–²	8.6%	13,280	0.5%	ETF
KRE SPDR S&P Regional Banking ETF	$769,009	$19,012 â–²	2.5%	10,274	0.4%	ETF
FDN First Trust Dow Jones Internet Index Fund	$739,363	$739,363 â–²	New Holding	2,793	0.4%	ETF
TSLA Tesla	$572,016	$145,528 â–¼	-20.3%	1,360	0.3%	Consumer Discretionary
ALB Albemarle	$540,120	$1,350 â–¼	-0.2%	4,000	0.3%	Industrials
SPDW SPDR Portfolio Developed World ex-US ETF	$479,220	$20,459 â–²	4.5%	9,510	0.3%	ETF
VOO Vanguard S&P 500 ETF	$475,362	$35,034 â–¼	-6.9%	692	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$470,964	$6,973 â–²	1.5%	6,214	0.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$457,220	$8,804 â–¼	-1.9%	3,843	0.3%	ETF
NEU NewMarket	$443,886		0.0%	561	0.3%	Materials
GLD SPDR Gold Shares	$400,061	$46,048 â–¼	-10.3%	1,086	0.2%	ETF
PWR Quanta Services	$390,262	$4,320 â–²	1.1%	542	0.2%	Industrials
PEG Public Service Enterprise Group	$387,864		0.0%	4,779	0.2%	Utilities
ESTA Establishment Labs	$374,303	$20,251 â–¼	-5.1%	4,362	0.2%	Healthcare
AMGN Amgen	$372,449	$2,896 â–²	0.8%	1,029	0.2%	Healthcare
AMD Advanced Micro Devices	$353,193	$353,193 â–²	New Holding	608	0.2%	Technology
ASML ASML	$342,184	$25,863 â–²	8.2%	172	0.2%	Technology
BRK.B Berkshire Hathaway	$327,755	$7,005 â–¼	-2.1%	655	0.2%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$322,656	$34,066 â–¼	-9.5%	3,154	0.2%	ETF
UBER Uber Technologies	$320,896	$5,484 â–²	1.7%	4,447	0.2%	Industrials
IVV iShares Core S&P 500 ETF	$317,529	$37,444 â–²	13.4%	424	0.2%	ETF
AEP American Electric Power	$315,347		0.0%	2,305	0.2%	Utilities
SYY Sysco	$301,807		0.0%	3,611	0.2%	Consumer Staples
VBK Vanguard Small-Cap Growth ETF	$300,627	$8,777 â–¼	-2.8%	822	0.2%	ETF
HD Home Depot	$286,353	$5,642 â–¼	-1.9%	812	0.2%	Consumer Discretionary
SCHV Schwab U.S. Large-Cap Value ETF	$286,093	$35 â–²	0.0%	8,219	0.2%	ETF
CVX Chevron	$283,670	$10,113 â–²	3.7%	1,711	0.2%	Energy
ETN Eaton	$279,109	$9,375 â–²	3.5%	655	0.2%	Industrials
AMAT Applied Materials	$279,078	$279,078 â–²	New Holding	386	0.2%	Technology
TRV Travelers Companies	$277,301		0.0%	840	0.2%	Finance
STM STMicroelectronics	$275,296	$4,081,735 â–¼	-93.7%	3,676	0.2%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$270,804	$9,444 â–¼	-3.4%	3,269	0.2%	ETF
VRTX Vertex Pharmaceuticals	$269,228	$2,980 â–²	1.1%	542	0.2%	Healthcare
ABNB Airbnb	$268,169	$4,293 â–²	1.6%	1,874	0.2%	Consumer Discretionary
JNJ Johnson & Johnson	$267,815	$762 â–¼	-0.3%	1,055	0.2%	Healthcare
MPLX Mplx	$266,328		0.0%	4,728	0.2%	Energy
SO Southern	$258,086	$26,029 â–²	11.2%	2,697	0.2%	Utilities

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