DOSSIER · 13F-HR · Q2 2026

BRIAN LOW FINANCIAL GROUP, LLC

$171M in tracked AUM across 116 positions as of Q2 2026.

BL
CIK 0002079080 · last filed Jun 30, 2026
Total AUM
$171M
as of Q2 2026
Holdings
116
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BRIAN LOW FINANCIAL GROUP, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SWP
SWP GROWTH & INCOME ETF
$22M772K12.5%
02
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$6M47K3.8%
03
AAPL
APPLE INC COM
$6M22K3.8%
04
MSFT
MICROSOFT CORP COM
$6M17K3.7%
05
GOOGL
ALPHABET INC CAP STK CL A
$4M12K2.6%
06
AVGO
BROADCOM INC COM
$4M11K2.4%
07
EFA
ISHARES MSCI EAFE ETF
$4M37K2.3%
08
MBB
ISHARES MBS ETF
$3M35K1.9%
09
IBM
INTERNATIONAL BUSINESS MACHS COM
$3M12K1.9%
10
LLY
ELI LILLY & CO COM
$3M3K1.8%

Filing history

2026Q2Jun 30
$171M 16.5%
116 positionsView →
2026Q1Mar 31
$147M 4.3%
116 positionsView →
2025Q4Dec 31
$141M 9.5%
116 positionsView →
2025Q3Sep 30
$129M 20.7%
108 positionsView →
2025Q2Jun 30
$107M
100 positionsLocked