BRIAN LOW FINANCIAL GROUP, LLC

CIK 0002079080 • 5 13F filings • Jul 31, 2025 – Jul 28, 2026

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Filer information

Filed by: BRIAN LOW FINANCIAL GROUP, LLC, Consultant
Address: 4463 BLUEBONNET BOULEVARD, SUITE B, BATON ROUGE, LA, 70809
Phone: 513-562-1671
AUM: $141.1M

AUM over time

$171.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $128.9M108 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.5M	1.2%	6,467 SH	New
ALBEMARLE CORP	COM	$325K	0.3%	4,010 SH	New
ALPHABET INC	CAP STK CL A	$3.0M	2.3%	12,393 SH	New
AMAZON COM INC	COM	$961K	0.7%	4,377 SH	New
AMERICAN ELEC PWR CO INC	COM	$259K	0.2%	2,305 SH	New
AMERICAN EXPRESS CO	COM	$862K	0.7%	2,596 SH	New
AMGEN INC	COM	$315K	0.2%	1,117 SH	New
APPLE INC	COM	$5.1M	3.9%	19,859 SH	New
APPLIED INDL TECHNOLOGIES IN	COM	$1.3M	1.0%	4,790 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$1.4M	1.1%	17,730 SH	New
AT&T INC	COM	$250K	0.2%	8,851 SH	New
BAKER HUGHES COMPANY	CL A	$1.0M	0.8%	21,045 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$328K	0.3%	653 SH	New
BLACKROCK INC	COM	$1.3M	1.0%	1,100 SH	New
BLACKSTONE INC	COM	$1.3M	1.0%	7,535 SH	New
BROADCOM INC	COM	$3.0M	2.4%	9,183 SH	New
CAMECO CORP	COM	$914K	0.7%	10,896 SH	New
CANADIAN NAT RES LTD	COM	$527K	0.4%	16,500 SH	New
CENCORA INC	COM	$1.1M	0.9%	3,604 SH	New
CHEVRON CORP NEW	COM	$293K	0.2%	1,890 SH	New
CITIGROUP INC	COM NEW	$1.2M	1.0%	12,270 SH	New
DICKS SPORTING GOODS INC	COM	$1.2M	0.9%	5,255 SH	New
DIGITAL RLTY TR INC	COM	$1.2M	0.9%	6,725 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.0M	0.8%	8,206 SH	New
EATON CORP PLC	SHS	$1.1M	0.8%	2,865 SH	New
ELI LILLY & CO	COM	$1.6M	1.3%	2,130 SH	New
EMERSON ELEC CO	COM	$1.1M	0.8%	8,008 SH	New
ENBRIDGE INC	COM	$800K	0.6%	15,845 SH	New
ENTERGY CORP NEW	COM	$774K	0.6%	8,305 SH	New
ESTABLISHMENT LABS HLDGS INC	COM	$223K	0.2%	5,438 SH	New
EXXON MOBIL CORP	COM	$5.5M	4.3%	49,068 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$602K	0.5%	15,716 SH	New
FLOWSERVE CORP	COM	$1.0M	0.8%	18,942 SH	New
FREEPORT-MCMORAN INC	CL B	$800K	0.6%	20,406 SH	New
GE AEROSPACE	COM NEW	$276K	0.2%	917 SH	New
GLOBAL X FDS	CYBRSCURTY ETF	$639K	0.5%	18,170 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$371K	0.3%	3,697 SH	New
GOLDMAN SACHS GROUP INC	COM	$954K	0.7%	1,198 SH	New
HOME DEPOT INC	COM	$1.2M	1.0%	3,034 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.2M	1.7%	7,900 SH	New
INVESCO EXCHANGE TRADED FD T	INTL DIVI ACHI	$1.9M	1.5%	90,931 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL DIS	$700K	0.5%	12,128 SH	New
ISHARES INC	CORE MSCI EMKT	$270K	0.2%	4,090 SH	New
ISHARES INC	MSCI JPN ETF NEW	$730K	0.6%	9,097 SH	New
ISHARES TR	3 7 YR TREAS BD	$1.8M	1.4%	14,673 SH	New
ISHARES TR	CORE DIV GRWTH	$422K	0.3%	6,198 SH	New
ISHARES TR	CORE MSCI EURO	$220K	0.2%	3,235 SH	New
ISHARES TR	CORE MSCI PAC	$281K	0.2%	3,830 SH	New
ISHARES TR	CORE S&P500 ETF	$430K	0.3%	642 SH	New
ISHARES TR	IBOXX INV CP ETF	$1.4M	1.1%	12,789 SH	New
ISHARES TR	MBS ETF	$3.0M	2.3%	31,719 SH	New
ISHARES TR	MSCI EAFE ETF	$3.1M	2.4%	32,810 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.1M	0.9%	4,642 SH	New
ISHARES TR	SHORT TREAS BD	$1.1M	0.8%	9,869 SH	New
JEFFERIES FINL GROUP INC	COM	$1.4M	1.1%	20,763 SH	New
JOHNSON & JOHNSON	COM	$246K	0.2%	1,327 SH	New
JPMORGAN CHASE & CO.	COM	$3.2M	2.5%	10,259 SH	New
MANAGER DIRECTED PORTFOLIOS	SWP GROWTH & INC	$17.3M	13.4%	624,468 SH	New
MATCH GROUP INC NEW	COM	$807K	0.6%	22,858 SH	New
MEDTRONIC PLC	SHS	$1.2M	0.9%	12,603 SH	New
META PLATFORMS INC	CL A	$604K	0.5%	822 SH	New
MICROSOFT CORP	COM	$6.0M	4.7%	11,665 SH	New
MPLX LP	COM UNIT REP LTD	$236K	0.2%	4,728 SH	New
NETFLIX INC	COM	$217K	0.2%	181 SH	New
NEWMARKET CORP	COM	$465K	0.4%	561 SH	New
NEXTERA ENERGY INC	COM	$964K	0.7%	12,772 SH	New
NVIDIA CORPORATION	COM	$2.4M	1.8%	12,620 SH	New
ORACLE CORP	COM	$1.9M	1.5%	6,888 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$225K	0.2%	1,236 SH	New
PHILIP MORRIS INTL INC	COM	$1.4M	1.1%	8,478 SH	New
PNC FINL SVCS GROUP INC	COM	$1.3M	1.0%	6,421 SH	New
PROCTER AND GAMBLE CO	COM	$244K	0.2%	1,589 SH	New
PROLOGIS INC.	COM	$1.1M	0.8%	9,384 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$533K	0.4%	6,389 SH	New
RTX CORPORATION	COM	$1.3M	1.0%	7,827 SH	New
SALESFORCE INC	COM	$956K	0.7%	4,034 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$248K	0.2%	8,530 SH	New
SHELL PLC	SPON ADS	$231K	0.2%	3,230 SH	New
SILA REALTY TRUST INC	COMMON STOCK	$213K	0.2%	8,477 SH	New
SOUTHERN CO	COM	$230K	0.2%	2,424 SH	New
SPDR GOLD TR	GOLD SHS	$384K	0.3%	1,080 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$291K	0.2%	6,797 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.8%	1,536 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$302K	0.2%	3,859 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$2.5M	1.9%	81,017 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$504K	0.4%	4,822 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$668K	0.5%	6,664 SH	New
SPDR SERIES TRUST	S&P REGL BKG	$905K	0.7%	14,304 SH	New
STRYKER CORPORATION	COM	$834K	0.6%	2,256 SH	New
SYSCO CORP	COM	$298K	0.2%	3,617 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$755K	0.6%	2,702 SH	New
TESLA INC	COM	$721K	0.6%	1,622 SH	New
TJX COS INC NEW	COM	$1.1M	0.8%	7,432 SH	New
TOLL BROTHERS INC	COM	$739K	0.6%	5,353 SH	New
TOYOTA MOTOR CORP	ADS	$649K	0.5%	3,397 SH	New
UBER TECHNOLOGIES INC	COM	$316K	0.2%	3,221 SH	New
UNION PAC CORP	COM	$896K	0.7%	3,790 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$994K	0.8%	3,046 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.1M	0.9%	2,318 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$390K	0.3%	636 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$264K	0.2%	1,267 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$314K	0.2%	1,056 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$282K	0.2%	861 SH	New
VANGUARD INDEX FDS	VALUE ETF	$911K	0.7%	4,886 SH	New
VERIZON COMMUNICATIONS INC	COM	$204K	0.2%	4,641 SH	New
VILLAGE FARMS INTL INC	COM	$144K	0.1%	46,000 SH	New
VULCAN MATLS CO	COM	$710K	0.6%	2,307 SH	New
WALMART INC	COM	$647K	0.5%	6,279 SH	New

Sold (vs prior filing)

ABBVIE INC COM — $2.2M
ADVANCED MICRO DEVICES INC COM — $353K
AIRBNB INC COM CL A — $268K
ALBEMARLE CORP COM — $540K
ALPHABET INC CAP STK CL A — $4.4M
AMAZON COM INC COM — $1.1M
AMERICAN ELEC PWR CO INC COM — $315K
AMERICAN EXPRESS CO COM — $1.9M
AMGEN INC COM — $372K
APPLE INC COM — $6.4M
APPLIED MATLS INC COM — $279K
ASML HLDG NV N Y REGISTRY SHS — $342K
ASTRAZENECA PLC ORD — $2.0M
BAKER HUGHES COMPANY CL A — $1.2M
BECTON DICKINSON & CO COM — $1.3M
BERKSHIRE HATHAWAY INC DEL CL B NEW — $328K
BLACKROCK INC COM — $1.5M
BLACKSTONE INC COM — $1.9M
BOOKING HOLDINGS INC COM — $1.5M
BROADCOM INC COM — $4.1M
… and 96 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0002079080-26-000001	$141.1M	View
Oct 16, 2025	Q3 2025	13F-HR	0002079080-25-000002	$128.9M	View
Jul 28, 2026	Q2 2026