Brian Low Financial Group
$171M 13F equity value
128 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Brian Low Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | 771,572 | $22M | 12.5% |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 47,268 | $6M | 3.8% |
| AAPL | APPLE INC COM | 22,242 | $6M | 3.8% |
| MSFT | MICROSOFT CORP COM | 16,881 | $6M | 3.7% |
| GOOGL | ALPHABET INC CAP STK CL A | 12,273 | $4M | 2.6% |
| AVGO | BROADCOM INC COM | 10,905 | $4M | 2.4% |
| EFA | ISHARES MSCI EAFE ETF | 37,268 | $4M | 2.3% |
| MBB | ISHARES MBS ETF | 34,669 | $3M | 1.9% |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 11,643 | $3M | 1.9% |
| LLY | ELI LILLY & CO COM | 2,574 | $3M | 1.8% |
Track Brian Low Financial Group's 13F portfolio: $171M in reported holdings, 128 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}