BRIAN LOW FINANCIAL GROUP, LLC — 13F holdings

BRIAN LOW FINANCIAL GROUP, LLC reported 116 holdings worth $171M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

  1. SWP MANAGER DIRECTED PORTFOLIOS — $21.5M (12.5%)
  2. XOM EXXONMOBIL HOLDINGS CORP — $6.46M (3.8%)
  3. AAPL APPLE INC — $6.44M (3.8%)
  4. MSFT MICROSOFT CORP — $6.30M (3.7%)
  5. GOOGL ALPHABET INC — $4.39M (2.6%)
  6. AVGO BROADCOM INC — $4.12M (2.4%)
  7. EFA ISHARES TR — $3.87M (2.3%)
  8. MBB ISHARES TR — $3.28M (1.9%)
  9. IBM INTERNATIONAL BUSINESS MACHS — $3.27M (1.9%)
  10. LLY ELI LILLY & CO — $3.09M (1.8%)