BRIAN LOW FINANCIAL GROUP, LLC — Q1 2026 13F-HR

← BRIAN LOW FINANCIAL GROUP, LLC

Q1 2026 · 13F-HR

BRIAN LOW FINANCIAL GROUP, LLCholdings as filed

Filed 2026-04-20 · accession 0002079080-26-000002

$147.2M

Reported value

116

Positions

2026-03-31

Period end

View analyzed profile →PRO

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
56170L612	SWP	SWP GROWTH & INCOME ETF	$18.8M	12.8%	708,588	Common	SOLE
30231G102	XOM	EXXON MOBIL CORP COM	$8.2M	5.54%	48,040	Common	SOLE
594918104	MSFT	MICROSOFT CORP COM	$5.5M	3.75%	14,919	Common	SOLE
037833100	AAPL	APPLE INC COM	$5.2M	3.56%	20,634	Common	SOLE
02079K305	GOOGL	ALPHABET INC CAP STK CL A	$3.6M	2.46%	12,596	Common	SOLE
464287465	EFA	ISHARES MSCI EAFE ETF	$3.4M	2.32%	35,093	Common	SOLE
11135F101	AVGO	BROADCOM INC COM	$3.0M	2.03%	9,655	Common	SOLE
464288588	MBB	ISHARES MBS ETF	$3.0M	2.01%	31,172	Common	SOLE
78464A474	SPSB	STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	$2.4M	1.63%	79,941	Common	SOLE
459200101	IBM	INTERNATIONAL BUSINESS MACHS COM	$2.4M	1.61%	9,760	Common	SOLE
67066G104	NVDA	NVIDIA CORPORATION COM	$2.3M	1.53%	12,927	Common	SOLE
46137V548	PID	INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF	$2.2M	1.50%	99,068	Common	SOLE
74340W103	PLD	PROLOGIS INC. COM	$2.1M	1.42%	15,824	Common	SOLE
861012102	STM	STMICROELECTRONICS N V NY REGISTRY	$2.0M	1.37%	58,179	Common	SOLE
68389X105	ORCL	ORACLE CORP COM	$2.0M	1.36%	13,638	Common	SOLE
46625H100	JPM	JPMORGAN CHASE & CO COM	$2.0M	1.35%	6,749	Common	SOLE
75513E101	RTX	RTX CORPORATION COM	$1.9M	1.30%	9,914	Common	SOLE
30303M102	META	META PLATFORMS INC CL A	$1.9M	1.29%	3,329	Common	SOLE
532457108	LLY	ELI LILLY & CO COM	$1.9M	1.26%	2,024	Common	SOLE
718172109	PM	PHILIP MORRIS INTL INC COM	$1.8M	1.26%	11,174	Common	SOLE
G0593M107	AZN	ASTRAZENECA PLC ORD	$1.8M	1.23%	9,162	Common	SOLE
464288661	IEI	ISHARES 3-7 YEAR TREASURY BOND ETF	$1.7M	1.18%	14,589	Common	SOLE
09260D107	BX	BLACKSTONE INC COM	$1.7M	1.14%	14,529	Common	SOLE
00287Y109	ABBV	ABBVIE INC COM	$1.7M	1.13%	7,650	Common	SOLE
872540109	TJX	TJX COS INC NEW COM	$1.6M	1.09%	10,000	Common	SOLE
35671D857	FCX	FREEPORT MCMORAN INC CL B	$1.6M	1.07%	26,804	Common	SOLE
65339F101	NEE	NEXTERA ENERGY INC COM	$1.6M	1.05%	16,695	Common	SOLE
889478103	TOL	TOLL BROTHERS INC COM	$1.5M	1.04%	11,213	Common	SOLE
172967424	C	CITIGROUP INC COM NEW	$1.5M	1.03%	13,345	Common	SOLE
03073E105	COR	CENCORA INC COM	$1.5M	1.02%	4,794	Common	SOLE
025816109	AXP	AMERICAN EXPRESS CO COM	$1.5M	0.99%	4,820	Common	SOLE
G5960L103	MDT	MEDTRONIC PLC SHS	$1.4M	0.98%	16,590	Common	SOLE
38141G104	GS	GOLDMAN SACHS GROUP INC COM	$1.4M	0.97%	1,682	Common	SOLE
34354P105	FLS	FLOWSERVE CORP COM	$1.4M	0.96%	19,271	Common	SOLE
693475105	PNC	PNC FINL SVCS GROUP INC COM	$1.4M	0.94%	6,644	Common	SOLE
291011104	EMR	EMERSON ELEC CO COM	$1.4M	0.94%	10,540	Common	SOLE
09290D101	BLK	BLACKROCK INC COM	$1.4M	0.94%	1,432	Common	SOLE
464287655	IWM	ISHARES RUSSELL 2000 ETF	$1.4M	0.94%	5,552	Common	SOLE
464287242	LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	$1.4M	0.92%	12,489	Common	SOLE
05722G100	BKR	BAKER HUGHES COMPANY CL A	$1.3M	0.86%	20,758	Common	SOLE
892331307	TM	TOYOTA MOTOR CORP ADS	$1.3M	0.86%	6,125	Common	SOLE
911312106	UPS	UNITED PARCEL SVCS INC CL B	$1.3M	0.85%	12,775	Common	SOLE
29250N105	ENB	ENBRIDGE INC COM	$1.2M	0.81%	22,060	Common	SOLE
874039100	TSM	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	$1.2M	0.81%	3,531	Common	SOLE
907818108	UNP	UNION PAC CORP COM	$1.2M	0.80%	4,858	Common	SOLE
82706C108	SIMO	SILICON MOTION TECHNOLOGY CORP SPONSORED ADR	$1.2M	0.80%	10,495	Common	SOLE
911363109	URI	UNITED RENTALS INC COM	$1.2M	0.79%	1,604	Common	SOLE
464288679	SHV	ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	$1.1M	0.74%	9,858	Common	SOLE
237194105	DRI	DARDEN RESTAURANTS INC COM	$1.1M	0.73%	5,509	Common	SOLE
253868103	DLR	DIGITAL RLTY TR INC COM	$1.0M	0.69%	5,648	Common	SOLE
023135106	AMZN	AMAZON COM INC COM	$987,825	0.67%	4,743	Common	SOLE
92189F676	SMH	VANECK SEMICONDUCTOR ETF	$961,184	0.65%	2,507	Common	SOLE
253393102	DKS	DICKS SPORTING GOODS INC COM	$939,696	0.64%	4,739	Common	SOLE
29364G103	ETR	ENTERGY CORP NEW COM	$933,150	0.63%	8,305	Common	SOLE
78464A870	XBI	STATE STREET SPDR S&P BIOTECH ETF	$926,298	0.63%	7,252	Common	SOLE
931142103	WMT	WALMART INC COM	$919,693	0.62%	7,400	Common	SOLE
78462F103	SPY	STATE STREET SPDR S&P 500 ETF	$904,623	0.61%	1,391	Common	SOLE
79466L302	CRM	SALESFORCE INC COM	$882,400	0.60%	4,727	Common	SOLE
922908736	VUG	VANGUARD GROWTH ETF	$855,905	0.58%	1,960	Common	SOLE
13321L108	CCJ	CAMECO CORP COM	$843,139	0.57%	7,763	Common	SOLE
46434G822	EWJ	ISHARES MSCI JAPAN ETF	$809,955	0.55%	9,592	Common	SOLE
075887109	BDX	BECTON DICKINSON & CO COM	$801,087	0.54%	5,095	Common	SOLE
136385101	CNQ	CANADIAN NAT RES LTD MED TERM COM	$797,515	0.54%	16,366	Common	SOLE
922908744	VTV	VANGUARD VALUE ETF	$788,296	0.54%	4,018	Common	SOLE
247361702	DAL	DELTA AIR LINES INC COM NEW	$777,750	0.53%	11,699	Common	SOLE
33738D101	EMLP	FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	$735,889	0.50%	16,855	Common	SOLE
012653101	ALB	ALBEMARLE CORP COM	$719,920	0.49%	4,010	Common	SOLE
46137V324	RSPN	INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF	$703,816	0.48%	12,223	Common	SOLE
464288752	ITB	ISHARES U.S. HOME CONSTRUCTION ETF	$655,582	0.45%	7,240	Common	SOLE
78464A698	KRE	STATE STREET SPDR S&P REGIONAL BANKING ETF	$652,803	0.44%	10,020	Common	SOLE
88160R101	TSLA	TESLA INC COM	$634,206	0.43%	1,706	Common	SOLE
78463V107	GLD	SPDR GOLD SHARES	$521,081	0.35%	1,211	Common	SOLE
922908363	VOO	VANGUARD S&P 500 ETF	$443,805	0.30%	743	Common	SOLE
09857L108	BKNG	BOOKING HOLDINGS INC COM	$442,084	0.30%	105	Common	SOLE
46434V621	DGRO	ISHARES CORE DIVIDEND GROWTH ETF	$429,647	0.29%	6,122	Common	SOLE
78463X889	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$415,601	0.28%	9,104	Common	SOLE
744573106	PEG	PUBLIC SVC ENTERPRISE GROUP COM	$386,860	0.26%	4,779	Common	SOLE
78464A409	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	$383,465	0.26%	3,917	Common	SOLE
651587107	NEU	NEWMARKET CORP COM	$359,573	0.24%	561	Common	SOLE
031162100	AMGN	AMGEN INC COM	$359,376	0.24%	1,021	Common	SOLE
166764100	CVX	CHEVRON CORPORATION COM	$341,308	0.23%	1,650	Common	SOLE
084670702	BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	$320,585	0.22%	669	Common	SOLE
90353T100	UBER	UBER TECHNOLOGIES INC COM	$314,406	0.21%	4,371	Common	SOLE
025537101	AEP	AMERICAN ELEC PWR CO INC COM	$302,139	0.21%	2,305	Common	SOLE
808513105	SCHW	SCHWAB CHARLES CORP COM	$294,815	0.20%	3,137	Common	SOLE
74762E102	QURE	QUANTA SVCS INC COM	$294,275	0.20%	536	Common	SOLE
00206R102	T	AT&T INC COM	$275,499	0.19%	9,503	Common	SOLE
46434G764	EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	$274,325	0.19%	3,487	Common	SOLE
437076102	HD	HOME DEPOT INC COM	$272,337	0.19%	828	Common	SOLE
55336V100	MPLX	MPLX LP COM UNIT REP LTD	$269,827	0.18%	4,728	Common	SOLE
64110L106	NFLX	NETFLIX INC. COM	$262,778	0.18%	2,733	Common	SOLE
G31249108	ESTA	ESTABLISHMENT LABS HLDGS INC COM	$261,074	0.18%	4,598	Common	SOLE
16411R208	LNG	CHENIERE ENERGY INC COM NEW	$258,789	0.18%	912	Common	SOLE
478160104	JNJ	JOHNSON & JOHNSON COM	$258,668	0.18%	1,058	Common	SOLE
871829107	SYY	SYSCO CORP COM	$257,573	0.18%	3,611	Common	SOLE
98149E303	GLDM	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	$256,566	0.17%	2,768	Common	SOLE
922908595	VBK	VANGUARD SMALL-CAP GROWTH ETF	$255,721	0.17%	846	Common	SOLE
808524409	SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	$250,660	0.17%	8,218	Common	SOLE
78464A854	SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	$248,219	0.17%	3,243	Common	SOLE
89417E109	TRV	TRAVELERS COMPANIES INC COM	$245,011	0.17%	840	Common	SOLE
464287200	IVV	ISHARES CORE S&P 500 ETF	$244,301	0.17%	374	Common	SOLE
69608A108	PLTR	PALANTIR TECHNOLOGIES INC CL A	$240,338	0.16%	1,643	Common	SOLE
92532F100	VRTX	VERTEX PHARMACEUTICALS INC COM	$239,345	0.16%	536	Common	SOLE
46434V696	IPAC	ISHARES CORE MSCI PACIFIC ETF	$236,902	0.16%	3,096	Common	SOLE
92343V104	VZ	VERIZON COMMUNICATIONS INC COM	$236,693	0.16%	4,715	Common	SOLE
46434G103	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	$235,964	0.16%	3,383	Common	SOLE
842587107	SO	SOUTHERN CO COM	$234,069	0.16%	2,425	Common	SOLE
009066101	ABNB	AIRBNB INC COM CL A	$232,860	0.16%	1,844	Common	SOLE
682680103	OKE	ONEOK INC NEW COM	$232,212	0.16%	2,569	Common	SOLE
G29183103	ETN	EATON CORP PLC SHS	$226,405	0.15%	633	Common	SOLE
742718109	PG	PROCTER & GAMBLE CO COM	$223,930	0.15%	1,550	Common	SOLE
369604301	GE	GE AEROSPACE COM NEW	$219,128	0.15%	772	Common	SOLE
922908611	VBR	VANGUARD SMALL CAP VALUE ETF	$211,810	0.14%	975	Common	SOLE
N07059210	ASML	ASML HLDG NV N Y REGISTRY SHS	$210,012	0.14%	159	Common	SOLE
92707Y108	VFF	VILLAGE FARMS INTL INC COM	$130,640	0.09%	46,000	Common	SOLE
74348T102	PSEC	PROSPECT CAP CORP COM	$105,204	0.07%	40,308	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.