BRIAN LOW FINANCIAL GROUP, LLC

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Institutional

CIK 0002079080

$171.4M

Reported AUM

116

Positions

Q2 2026

Period

2026-07-28

Filed

Editorial summary

Summary for BRIAN LOW FINANCIAL GROUP, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	SWP	SWP GROWTH & INCOME ETF	$28.35	0.05%	16.51%	26.45%	$21.5M	12.54%	—	HELD
2	XOM	EXXONMOBIL HOLDINGS CORP COM SHS	$155.44	-0.97%	45.72%	236.23%	$6.5M	3.77%	—	HELD
3	AAPL	APPLE INC COM	$310.42	-6.90%	53.24%	108.42%	$6.4M	3.75%	—	HELD
4	MSFT	MICROSOFT CORP COM	$465.00	3.08%	-10.62%	60.10%	$6.3M	3.67%	—	HELD
5	GOOGL	ALPHABET INC CAP STK CL A	$355.99	6.69%	85.11%	143.37%	$4.4M	2.56%	—	HELD
6	AVGO	BROADCOM INC COM	$389.53	0.44%	35.65%	758.72%	$4.1M	2.40%	—	HELD
7	EFA	ISHARES MSCI EAFE ETF	$105.63	-0.57%	25.88%	54.22%	$3.9M	2.26%	—	HELD
8	MBB	ISHARES MBS ETF	$92.92	-0.40%	3.49%	0.83%	$3.3M	1.91%	—	HELD
9	IBM	INTERNATIONAL BUSINESS MACHS COM	$223.79	0.92%	-9.05%	98.69%	$3.3M	1.91%	—	HELD
10	LLY	ELI LILLY & CO COM	$1148.35	-0.57%	50.85%	361.96%	$3.1M	1.80%	—	HELD
11	META	META PLATFORMS INC CL A	$556.34	3.21%	-27.89%	43.33%	$3.0M	1.74%	—	HELD
12	NVDA	NVIDIA CORPORATION COM	$201.19	3.15%	12.42%	774.16%	$2.9M	1.70%	—	HELD
13	SPSB	STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	$29.94	-0.07%	3.37%	14.61%	$2.7M	1.56%	—	HELD
14	JPM	JPMORGAN CHASE & CO COM	$351.86	0.29%	23.57%	148.58%	$2.6M	1.50%	—	HELD
15	PLD	PROLOGIS INC. COM	$144.65	-1.05%	41.72%	23.52%	$2.5M	1.45%	—	HELD
16	ORCL	ORACLE CORP COM	$129.88	1.82%	-47.22%	53.10%	$2.5M	1.43%	—	HELD
17	PID	INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF	$23.23	-0.89%	17.61%	54.45%	$2.4M	1.41%	—	HELD
18	PM	PHILIP MORRIS INTL INC COM	$190.80	-0.62%	22.86%	136.97%	$2.4M	1.39%	—	HELD
19	WMT	WALMART INC COM	$111.21	0.09%	13.75%	139.00%	$2.3M	1.35%	—	HELD
20	URI	UNITED RENTALS INC COM	$1079.26	0.99%	25.36%	214.24%	$2.3M	1.33%	—	HELD
21	ABBV	ABBVIE INC COM	$250.88	-2.54%	32.88%	150.27%	$2.2M	1.29%	—	HELD
22	RTX	RTX CORPORATION COM	$215.15	0.36%	38.00%	178.86%	$2.0M	1.19%	—	HELD
23	AZN	ASTRAZENECA PLC ORD	$169.63	-1.00%	17.87%	62.01%	$2.0M	1.18%	—	HELD
24	C	CITIGROUP INC COM NEW	$132.44	0.09%	47.36%	117.15%	$2.0M	1.18%	—	HELD
25	PNC	PNC FINL SVCS GROUP INC COM	$249.87	0.47%	38.20%	56.36%	$2.0M	1.15%	—	HELD
26	AXP	AMERICAN EXPRESS CO COM	$336.25	-0.38%	15.49%	115.31%	$1.9M	1.11%	—	HELD
27	IEI	ISHARES 3-7 YEAR TREASURY BOND ETF	$116.48	-0.14%	1.30%	0.65%	$1.9M	1.11%	—	HELD
28	TJX	TJX COS INC NEW COM	$157.35	-1.20%	26.73%	132.46%	$1.9M	1.11%	—	HELD
29	BX	BLACKSTONE INC COM	$127.75	-0.25%	-22.11%	20.09%	$1.9M	1.08%	—	HELD
30	GS	GOLDMAN SACHS GROUP INC COM	$1017.98	-0.67%	47.34%	178.41%	$1.9M	1.08%	—	HELD
31	TSM	TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	$404.31	0.25%	—	—	$1.8M	1.07%	—	HELD
32	NEE	NEXTERA ENERGY INC COM	$86.93	-1.14%	—	—	$1.8M	1.07%	—	HELD
33	FCX	FREEPORT MCMORAN INC CL B	$62.62	-1.29%	—	—	$1.8M	1.07%	—	HELD
34	EMR	EMERSON ELEC CO COM	$149.82	0.79%	—	—	$1.8M	1.06%	—	HELD
35	DAL	DELTA AIR LINES INC COM NEW	$87.44	-1.30%	—	—	$1.8M	1.06%	—	HELD
36	IWM	ISHARES RUSSELL 2000 ETF	$291.24	-0.46%	—	—	$1.7M	1.01%	—	HELD
37	SMH	VANECK SEMICONDUCTOR ETF	$540.53	0.30%	—	—	$1.7M	0.98%	—	HELD
38	RRR	RED ROCK RESORTS INC CL A	$64.44	-0.75%	—	—	$1.7M	0.98%	—	HELD
39	COR	CENCORA INC COM	$311.34	-0.29%	—	—	$1.7M	0.97%	—	HELD
40	DLR	DIGITAL RLTY TR INC COM	$188.52	-2.42%	—	—	$1.6M	0.95%	—	HELD
41	UNP	UNION PAC CORP COM	$292.12	0.92%	—	—	$1.6M	0.92%	—	HELD
42	MDT	MEDTRONIC PLC SHS	$85.39	-0.37%	—	—	$1.6M	0.91%	—	HELD
43	LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	$106.27	-0.13%	—	—	$1.5M	0.88%	—	HELD
44	BKNG	BOOKING HOLDINGS INC COM	$192.90	-0.18%	—	—	$1.5M	0.87%	—	HELD
45	BLK	BLACKROCK INC COM	$1090.39	-0.73%	—	—	$1.5M	0.87%	—	HELD
46	PGR	PROGRESSIVE CORP COM	$211.42	-0.87%	—	—	$1.5M	0.87%	—	HELD
47	ENB	ENBRIDGE INC COM	$54.46	-1.75%	—	—	$1.4M	0.84%	—	HELD
48	DRI	DARDEN RESTAURANTS INC COM	$203.58	-1.64%	—	—	$1.4M	0.82%	—	HELD
49	CCJ	CAMECO CORP COM	$86.38	-2.10%	—	—	$1.4M	0.79%	—	HELD
50	BDX	BECTON DICKINSON & CO COM	$165.62	0.10%	—	—	$1.3M	0.78%	—	HELD
51	TPB	TURNING PT BRANDS INC COM	$74.61	-1.84%	—	—	$1.3M	0.77%	—	HELD
52	DKS	DICKS SPORTING GOODS INC COM	$195.91	-2.00%	—	—	$1.3M	0.76%	—	HELD
53	BKR	BAKER HUGHES COMPANY CL A	$60.49	0.98%	—	—	$1.2M	0.73%	—	HELD
54	SHV	ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	$110.40	0.03%	—	—	$1.2M	0.71%	—	HELD
55	XBI	STATE STREET SPDR S&P BIOTECH ETF	$147.01	-2.94%	—	—	$1.2M	0.68%	—	HELD
56	AMZN	AMAZON COM INC COM	$271.42	15.25%	—	—	$1.1M	0.67%	—	HELD
57	SPY	STATE STREET SPDR S&P 500 ETF	$746.85	0.70%	—	—	$1.1M	0.67%	—	HELD
58	VUG	VANGUARD GROWTH ETF	$85.18	1.08%	—	—	$995K	0.58%	—	HELD
59	ETR	ENTERGY CORP NEW COM	$107.62	-0.38%	—	—	$951K	0.55%	—	HELD
60	EWJ	ISHARES MSCI JAPAN ETF	$92.39	-0.96%	—	—	$922K	0.54%	—	HELD
61	IWV	ISHARES RUSSELL 3000 ETF	$424.87	0.58%	—	—	$917K	0.54%	—	HELD
62	CNQ	CANADIAN NAT RES LTD MED TERM COM	$47.68	0.85%	—	—	$870K	0.51%	—	HELD
63	VTV	VANGUARD VALUE ETF	$219.92	-0.28%	—	—	$854K	0.50%	—	HELD
64	RSPN	INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF	$62.68	0.53%	—	—	$850K	0.50%	—	HELD
65	KRE	STATE STREET SPDR S&P REGIONAL BANKING ETF	$76.07	0.23%	—	—	$769K	0.45%	—	HELD
66	FDN	FIRST TRUST DOW JONES INTERNET INDEX FUND	$274.73	2.57%	—	—	$739K	0.43%	—	HELD
67	TSLA	TESLA INC COM	$311.11	0.73%	—	—	$572K	0.33%	—	HELD
68	ALB	ALBEMARLE CORP COM	$117.64	-0.10%	—	—	$540K	0.32%	—	HELD
69	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$50.07	-0.69%	—	—	$479K	0.28%	—	HELD
70	VOO	VANGUARD S&P 500 ETF	$686.71	0.72%	—	—	$475K	0.28%	—	HELD
71	DGRO	ISHARES CORE DIVIDEND GROWTH ETF	$78.00	-0.30%	—	—	$471K	0.27%	—	HELD
72	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	$117.14	1.45%	—	—	$457K	0.27%	—	HELD
73	NEU	NEWMARKET CORP COM	$850.16	-1.94%	—	—	$444K	0.26%	—	HELD
74	GLD	SPDR GOLD SHARES	$371.53	-1.49%	—	—	$400K	0.23%	—	HELD
75	QURE	QUANTA SVCS INC COM	$43.63	3.41%	—	—	$390K	0.23%	—	HELD
76	PEG	PUBLIC SVC ENTERPRISE GROUP COM	$76.68	-1.12%	—	—	$388K	0.23%	—	HELD
77	ESTA	ESTABLISHMENT LABS HLDGS INC COM	$92.54	-1.01%	—	—	$374K	0.22%	—	HELD
78	AMGN	AMGEN INC COM	$385.16	-0.64%	—	—	$372K	0.22%	—	HELD
79	AMD	ADVANCED MICRO DEVICES INC COM	$476.15	-1.90%	—	—	$353K	0.21%	—	HELD
80	ASML	ASML HLDG NV N Y REGISTRY SHS	$1629.00	-1.36%	—	—	$342K	0.20%	—	HELD
81	BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	—	—	—	—	$328K	0.19%	—	HELD
82	EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	$92.12	1.03%	—	—	$323K	0.19%	—	HELD
83	UBER	UBER TECHNOLOGIES INC COM	$70.37	0.00%	—	—	$321K	0.19%	—	HELD
84	IVV	ISHARES CORE S&P 500 ETF	$750.46	0.71%	—	—	$318K	0.19%	—	HELD
85	AEP	AMERICAN ELEC PWR CO INC COM	$127.85	0.05%	—	—	$315K	0.18%	—	HELD
86	SYY	SYSCO CORP COM	$85.24	0.63%	—	—	$302K	0.18%	—	HELD
87	VBK	VANGUARD SMALL-CAP GROWTH ETF	$340.36	-0.30%	—	—	$301K	0.18%	—	HELD
88	HD	HOME DEPOT INC COM	$331.99	-0.41%	—	—	$286K	0.17%	—	HELD
89	SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	$34.07	-0.26%	—	—	$286K	0.17%	—	HELD
90	CVX	CHEVRON CORPORATION COM	$196.85	2.36%	—	—	$284K	0.17%	—	HELD
91	ETN	EATON CORP PLC SHS	$415.69	7.44%	—	—	$279K	0.16%	—	HELD
92	AMAT	APPLIED MATLS INC COM	$507.67	1.18%	—	—	$279K	0.16%	—	HELD
93	TRV	TRAVELERS COMPANIES INC COM	$374.37	-0.43%	—	—	$277K	0.16%	—	HELD
94	STM	STMICROELECTRONICS N V NY REGISTRY	$52.40	-1.24%	—	—	$275K	0.16%	—	HELD
95	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	$77.61	0.73%	—	—	$271K	0.16%	—	HELD
96	VRTX	VERTEX PHARMACEUTICALS INC COM	$477.10	-0.95%	—	—	$269K	0.16%	—	HELD
97	ABNB	AIRBNB INC COM CL A	$151.52	-0.37%	—	—	$268K	0.16%	—	HELD
98	JNJ	JOHNSON & JOHNSON COM	$256.32	0.20%	—	—	$268K	0.16%	—	HELD
99	MPLX	MPLX LP COM UNIT REP LTD	$58.45	1.46%	—	—	$266K	0.16%	—	HELD
100	SO	SOUTHERN CO COM	$94.61	0.28%	—	—	$258K	0.15%	—	HELD
101	SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	—	—	—	—	$255K	0.15%	—	HELD
102	GE	GE AEROSPACE COM NEW	—	—	—	—	$253K	0.15%	—	HELD
103	IPAC	ISHARES CORE MSCI PACIFIC ETF	—	—	—	—	$244K	0.14%	—	HELD
104	DDOG	DATADOG INC CL A COM	—	—	—	—	$237K	0.14%	—	HELD
105	PG	PROCTER & GAMBLE CO COM	—	—	—	—	$227K	0.13%	—	HELD
106	PLTR	PALANTIR TECHNOLOGIES INC CL A	—	—	—	—	$224K	0.13%	—	HELD
107	VBR	VANGUARD SMALL CAP VALUE ETF	—	—	—	—	$224K	0.13%	—	HELD
108	OKE	ONEOK INC NEW COM	—	—	—	—	$223K	0.13%	—	HELD
109	NFLX	NETFLIX INC. COM	—	—	—	—	$223K	0.13%	—	HELD
110	GLDM	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	—	—	—	—	$217K	0.13%	—	HELD
111	GEV	GE VERNOVA INC COM	—	—	—	—	$207K	0.12%	—	HELD
112	ECC	EAGLE POINT CR CO COM	—	—	—	—	$179K	0.10%	—	HELD
113	OXSQ	OXFORD SQUARE CAP CORP COM	—	—	—	—	$166K	0.10%	—	HELD
114	PSEC	PROSPECT CAP CORP COM	—	—	—	—	$128K	0.07%	—	HELD
115	VFF	VILLAGE FARMS INTL INC COM	—	—	—	—	$92K	0.05%	—	HELD
116	PNNT	PENNANTPARK INVT CORP COM	—	—	—	—	$49K	0.03%	—	HELD

Source: SEC EDGAR · accession 0002079080-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.