13F Insight
DOSSIER · 13F-HR · Q1 2026

BRIAN LOW FINANCIAL GROUP, LLC

BRIAN LOW FINANCIAL's asset manager based in Stamford, CT — $147M in tracked AUM across 116 positions as of Q1 2026.

BL
BRIAN LOW FINANCIAL·Stamford, CT·Asset Manager
CIK 0002079080 · last filed Mar 31, 2026
Total AUM
$147M
▲ 0.7%
vs prior
Holdings
116
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BRIAN LOW FINANCIAL GROUP, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SWP
SWP GROWTH & INCOME ETF
$19M709K12.8%
02
XOM
EXXON MOBIL CORP COM
$8M48K5.5%
03
MSFT
MICROSOFT CORP COM
$6M15K3.8%
04
AAPL
APPLE INC COM
$5M21K3.6%
05
GOOGL
ALPHABET INC CAP STK CL A
$4M13K2.5%
06
EFA
ISHARES MSCI EAFE ETF
$3M35K2.3%
07
AVGO
BROADCOM INC COM
$3M10K2.0%
08
MBB
ISHARES MBS ETF
$3M31K2.0%
09
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$2M80K1.6%
10
IBM
INTERNATIONAL BUSINESS MACHS COM
$2M10K1.6%

Filing history

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