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: $171.4M116 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC COM	Stock	$2.2M	1.3%	8,768 SH	New
ADVANCED MICRO DEVICES INC COM	Stock	$353K	0.2%	608 SH	New
AIRBNB INC COM CL A	Stock	$268K	0.2%	1,874 SH	New
ALBEMARLE CORP COM	Stock	$540K	0.3%	4,000 SH	New
ALPHABET INC CAP STK CL A	Stock	$4.4M	2.6%	12,273 SH	New
AMAZON COM INC COM	Stock	$1.1M	0.7%	4,801 SH	New
AMERICAN ELEC PWR CO INC COM	Stock	$315K	0.2%	2,305 SH	New
AMERICAN EXPRESS CO COM	Stock	$1.9M	1.1%	5,637 SH	New
AMGEN INC COM	Stock	$372K	0.2%	1,029 SH	New
APPLE INC COM	Stock	$6.4M	3.8%	22,242 SH	New
APPLIED MATLS INC COM	Stock	$279K	0.2%	386 SH	New
ASML HLDG NV N Y REGISTRY SHS	ADR	$342K	0.2%	172 SH	New
ASTRAZENECA PLC ORD	ADR	$2.0M	1.2%	10,712 SH	New
BAKER HUGHES COMPANY CL A	Stock	$1.2M	0.7%	22,405 SH	New
BECTON DICKINSON & CO COM	Stock	$1.3M	0.8%	8,871 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$328K	0.2%	655 SH	New
BLACKROCK INC COM	Stock	$1.5M	0.9%	1,555 SH	New
BLACKSTONE INC COM	Stock	$1.9M	1.1%	15,768 SH	New
BOOKING HOLDINGS INC COM	Stock	$1.5M	0.9%	8,402 SH	New
BROADCOM INC COM	Stock	$4.1M	2.4%	10,905 SH	New
CAMECO CORP COM	Stock	$1.4M	0.8%	13,372 SH	New
CANADIAN NAT RES LTD MED TERM COM	Stock	$870K	0.5%	22,036 SH	New
CENCORA INC COM	Stock	$1.7M	1.0%	5,867 SH	New
CHEVRON CORPORATION COM	Stock	$284K	0.2%	1,711 SH	New
CITIGROUP INC COM NEW	Stock	$2.0M	1.2%	14,455 SH	New
DARDEN RESTAURANTS INC COM	Stock	$1.4M	0.8%	6,849 SH	New
DATADOG INC CL A COM	Stock	$237K	0.1%	912 SH	New
DELTA AIR LINES INC COM NEW	Stock	$1.8M	1.1%	19,421 SH	New
DICKS SPORTING GOODS INC COM	Stock	$1.3M	0.8%	5,777 SH	New
DIGITAL RLTY TR INC COM	REIT	$1.6M	0.9%	9,023 SH	New
EAGLE POINT CR CO COM	CEF	$179K	0.1%	48,000 SH	New
EATON CORP PLC SHS	Stock	$279K	0.2%	655 SH	New
ELI LILLY & CO COM	Stock	$3.1M	1.8%	2,574 SH	New
EMERSON ELEC CO COM	Stock	$1.8M	1.1%	12,751 SH	New
ENBRIDGE INC COM	Stock	$1.4M	0.8%	26,491 SH	New
ENTERGY CORP NEW COM	Stock	$951K	0.6%	8,277 SH	New
ESTABLISHMENT LABS HLDGS INC COM	Stock	$374K	0.2%	4,362 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	Stock	$6.5M	3.8%	47,268 SH	New
FIRST TRUST DOW JONES INTERNET INDEX FUND	ETF	$739K	0.4%	2,793 SH	New
FREEPORT MCMORAN INC CL B	Stock	$1.8M	1.1%	29,066 SH	New
GE AEROSPACE COM NEW	Stock	$253K	0.1%	676 SH	New
GE VERNOVA INC COM	Stock	$207K	0.1%	176 SH	New
GOLDMAN SACHS GROUP INC COM	Stock	$1.9M	1.1%	1,832 SH	New
HOME DEPOT INC COM	Stock	$286K	0.2%	812 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$3.3M	1.9%	11,643 SH	New
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF	ETF	$2.4M	1.4%	108,657 SH	New
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF	ETF	$850K	0.5%	13,280 SH	New
ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	$1.9M	1.1%	16,185 SH	New
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$471K	0.3%	6,214 SH	New
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$271K	0.2%	3,269 SH	New
ISHARES CORE MSCI PACIFIC ETF	ETF	$244K	0.1%	2,981 SH	New
ISHARES CORE S&P 500 ETF	ETF	$318K	0.2%	424 SH	New
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$1.5M	0.9%	13,801 SH	New
ISHARES MBS ETF	ETF	$3.3M	1.9%	34,669 SH	New
ISHARES MSCI EAFE ETF	ETF	$3.9M	2.3%	37,268 SH	New
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$323K	0.2%	3,154 SH	New
ISHARES MSCI JAPAN ETF	ETF	$922K	0.5%	9,880 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$1.7M	1.0%	5,764 SH	New
ISHARES RUSSELL 3000 ETF	ETF	$917K	0.5%	2,151 SH	New
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$1.2M	0.7%	11,096 SH	New
JOHNSON & JOHNSON COM	Stock	$268K	0.2%	1,055 SH	New
JPMORGAN CHASE & CO COM	Stock	$2.6M	1.5%	7,833 SH	New
MEDTRONIC PLC SHS	Stock	$1.6M	0.9%	19,833 SH	New
META PLATFORMS INC CL A	Stock	$3.0M	1.7%	5,305 SH	New
MICROSOFT CORP COM	Stock	$6.3M	3.7%	16,881 SH	New
MPLX LP COM UNIT REP LTD	Stock	$266K	0.2%	4,728 SH	New
NETFLIX INC. COM	Stock	$223K	0.1%	3,128 SH	New
NEWMARKET CORP COM	Stock	$444K	0.3%	561 SH	New
NEXTERA ENERGY INC COM	Stock	$1.8M	1.1%	20,828 SH	New
NVIDIA CORPORATION COM	Stock	$2.9M	1.7%	14,531 SH	New
ONEOK INC NEW COM	Stock	$223K	0.1%	2,569 SH	New
ORACLE CORP COM	Stock	$2.5M	1.4%	16,763 SH	New
OXFORD SQUARE CAP CORP COM	CEF	$166K	0.1%	126,000 SH	New
PALANTIR TECHNOLOGIES INC CL A	Stock	$224K	0.1%	1,923 SH	New
PENNANTPARK INVT CORP COM	CEF	$49K	0.0%	14,000 SH	New
PHILIP MORRIS INTL INC COM	Stock	$2.4M	1.4%	13,144 SH	New
PNC FINL SVCS GROUP INC COM	Stock	$2.0M	1.1%	7,979 SH	New
PROCTER & GAMBLE CO COM	Stock	$227K	0.1%	1,551 SH	New
PROGRESSIVE CORP COM	Stock	$1.5M	0.9%	6,833 SH	New
PROLOGIS INC. COM	REIT	$2.5M	1.5%	18,361 SH	New
PROSPECT CAP CORP COM	CEF	$128K	0.1%	55,306 SH	New
PUBLIC SVC ENTERPRISE GROUP COM	Stock	$388K	0.2%	4,779 SH	New
QUANTA SVCS INC COM	Stock	$390K	0.2%	542 SH	New
RED ROCK RESORTS INC CL A	Stock	$1.7M	1.0%	25,754 SH	New
RTX CORPORATION COM	Stock	$2.0M	1.2%	10,715 SH	New
SCHWAB U.S. LARGE-CAP VALUE ETF	ETF	$286K	0.2%	8,219 SH	New
SOUTHERN CO COM	Stock	$258K	0.2%	2,697 SH	New
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	ETF	$217K	0.1%	2,728 SH	New
SPDR GOLD SHARES	ETF	$400K	0.2%	1,086 SH	New
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	ETF	$479K	0.3%	9,510 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 ETF	ETF	$255K	0.1%	2,900 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	ETF	$457K	0.3%	3,843 SH	New
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF	ETF	$2.7M	1.6%	89,322 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$1.1M	0.7%	1,530 SH	New
STATE STREET SPDR S&P BIOTECH ETF	ETF	$1.2M	0.7%	7,330 SH	New
STATE STREET SPDR S&P REGIONAL BANKING ETF	ETF	$769K	0.4%	10,274 SH	New
STMICROELECTRONICS N V NY REGISTRY	ADR	$275K	0.2%	3,676 SH	New
SWP GROWTH & INCOME ETF	ETF	$21.5M	12.5%	771,572 SH	New
SYSCO CORP COM	Stock	$302K	0.2%	3,611 SH	New
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	ADR	$1.8M	1.1%	3,853 SH	New
TESLA INC COM	Stock	$572K	0.3%	1,360 SH	New
TJX COS INC NEW COM	Stock	$1.9M	1.1%	12,513 SH	New
TRAVELERS COMPANIES INC COM	Stock	$277K	0.2%	840 SH	New
TURNING PT BRANDS INC COM	Stock	$1.3M	0.8%	15,618 SH	New
UBER TECHNOLOGIES INC COM	Stock	$321K	0.2%	4,447 SH	New
UNION PAC CORP COM	Stock	$1.6M	0.9%	5,803 SH	New
UNITED RENTALS INC COM	Stock	$2.3M	1.3%	2,019 SH	New
VANECK SEMICONDUCTOR ETF	ETF	$1.7M	1.0%	2,561 SH	New
VANGUARD GROWTH ETF	ETF	$995K	0.6%	11,553 SH	New
VANGUARD S&P 500 ETF	ETF	$475K	0.3%	692 SH	New
VANGUARD SMALL CAP VALUE ETF	ETF	$224K	0.1%	920 SH	New
VANGUARD SMALL-CAP GROWTH ETF	ETF	$301K	0.2%	822 SH	New
VANGUARD VALUE ETF	ETF	$854K	0.5%	3,921 SH	New
VERTEX PHARMACEUTICALS INC COM	Stock	$269K	0.2%	542 SH	New
VILLAGE FARMS INTL INC COM	Stock	$92K	0.1%	46,000 SH	New
WALMART INC COM	Stock	$2.3M	1.3%	20,371 SH	New

Sold (vs prior filing)

ABBVIE INC — $927K
ALBEMARLE CORP — $377K
ALPHABET INC — $1.7M
AMAZON COM INC — $970K
AMERICAN ELEC PWR CO INC — $239K
AMGEN INC — $310K
APPLE INC — $3.5M
APPLIED INDL TECHNOLOGIES IN — $881K
ASTRAZENECA PLC — $962K
AT&T INC — $247K
BAKER HUGHES COMPANY — $812K
BERKSHIRE HATHAWAY INC DEL — $281K
BLACKROCK INC — $890K
BLACKSTONE INC — $912K
BROADCOM INC — $2.1M
CAMECO CORP — $850K
CENCORA INC — $795K
CHEVRON CORP NEW — $396K
CITIGROUP INC — $830K
DICKS SPORTING GOODS INC — $824K
… and 80 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