BRIAN LOW FINANCIAL GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, BRIAN LOW FINANCIAL GROUP, LLC held in its portfolio 113 assets valued at $141,117,028 (i.e. $141.12M).
The most valuable assets in the portfolio included: MANAGER DIRECTED PORTFOLIOS ($18.27M), EXXON MOBIL CORP ($5.89M), and MICROSOFT CORP ($5.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 113 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BRIAN LOW FINANCIAL GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MANAGER DIRECTED PORTFOLIOS | 657672 | 18269404 | SWP GROWTH & INC |
| EXXON MOBIL CORP | 48938 | 5889145 | COM |
| MICROSOFT CORP | 11312 | 5470554 | COM |
| APPLE INC | 18795 | 5109634 | COM |
| SPDR SERIES TRUST | 94094 | 3936543 | STATE STREET SPD |
| JPMORGAN CHASE & CO. | 11016 | 3549471 | COM |
| ALPHABET INC | 11197 | 3504717 | CAP STK CL A |
| ISHARES TR | 32731 | 3143176 | MSCI EAFE ETF |
| BROADCOM INC | 8943 | 3095228 | COM |
| ISHARES TR | 31187 | 2969607 | MBS ETF |
| INTERNATIONAL BUSINESS MACHS | 8987 | 2662116 | COM |
| ORACLE CORP | 12430 | 2422808 | COM |
| META PLATFORMS INC | 3169 | 2092032 | CL A |
| ELI LILLY & CO | 1925 | 2068759 | COM |
| INVESCO EXCHANGE TRADED FD T | 92094 | 2026076 | INTL DIVI ACHI |
| JEFFERIES FINL GROUP INC | 29763 | 1844413 | COM |
| PROLOGIS INC. | 14336 | 1830131 | COM |
| NVIDIA CORPORATION | 9353 | 1744368 | COM |
| ISHARES TR | 14559 | 1737579 | 3 7 YR TREAS BD |
| RTX CORPORATION | 9052 | 1660203 | COM |
| ABBVIE INC | 7019 | 1603848 | COM |
| FLOWSERVE CORP | 23032 | 1597960 | COM |
| PHILIP MORRIS INTL INC | 9917 | 1590687 | COM |
| ASTRAZENECA PLC | 16893 | 1552973 | SPONSORED ADR |
| CITIGROUP INC | 13116 | 1530476 | COM NEW |
| CENCORA INC | 4308 | 1455027 | COM |
| MEDTRONIC PLC | 14924 | 1433599 | SHS |
| APPLIED INDL TECHNOLOGIES IN | 5578 | 1432263 | COM |
| TJX COS INC NEW | 9124 | 1401538 | COM |
| BLACKROCK INC | 1296 | 1387203 | COM |
| ISHARES TR | 12519 | 1379467 | IBOXX INV CP ETF |
| BLACKSTONE INC | 8851 | 1364293 | COM |
| TOLL BROTHERS INC | 10025 | 1355581 | COM |
| PNC FINL SVCS GROUP INC | 6061 | 1265184 | COM |
| EMERSON ELEC CO | 9505 | 1261448 | COM |
| ISHARES TR | 5096 | 1254487 | RUSSELL 2000 ETF |
| CAMECO CORP | 13630 | 1247009 | COM |
| FREEPORT-MCMORAN INC | 24264 | 1232390 | CL B |
| GOLDMAN SACHS GROUP INC | 1394 | 1225379 | COM |
| NEXTERA ENERGY INC | 15103 | 1212482 | COM |
| BAKER HUGHES COMPANY | 24597 | 1120148 | CL A |
| ISHARES TR | 9810 | 1080518 | TRUST ISHARE 0-1 |
| AMERICAN EXPRESS CO | 2809 | 1039190 | COM |
| VANGUARD INDEX FDS | 2116 | 1032463 | GROWTH ETF |
| UNION PAC CORP | 4397 | 1017174 | COM |
| AMAZON COM INC | 4332 | 999912 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 3229 | 981261 | SPONSORED ADS |
| SPDR S&P 500 ETF TR | 1431 | 975828 | TR UNIT |
| ENBRIDGE INC | 20196 | 965975 | COM |
| DARDEN RESTAURANTS INC | 4921 | 905562 | COM |
| SILICON MOTION TECHNOLOGY CO | 9403 | 871658 | SPONSORED ADR |
| SCOTTS MIRACLE-GRO CO | 14913 | 870174 | CL A |
| VANECK ETF TRUST | 2391 | 861071 | SEMICONDUCTR ETF |
| TOYOTA MOTOR CORP | 3966 | 848962 | ADS |
| VANGUARD INDEX FDS | 4445 | 848951 | VALUE ETF |
| DICKS SPORTING GOODS INC | 4281 | 847510 | COM |
| STMICROELECTRONICS N V | 32294 | 837706 | NY REGISTRY |
| CANADIAN NAT RES LTD | 24672 | 835147 | COM |
| WALMART INC | 7388 | 823089 | COM |
| UNITED PARCEL SERVICE INC | 8290 | 822294 | CL B |
| NIKE INC | 12696 | 808843 | CL B |
| ENTERGY CORP NEW | 8305 | 767631 | COM |
| DIGITAL RLTY TR INC | 4915 | 760400 | COM |
| DUKE ENERGY CORP NEW | 6240 | 731373 | COM NEW |
| UNITED RENTALS INC | 901 | 729197 | COM |
| ISHARES INC | 8853 | 714798 | MSCI JAPAN ETF |
| GLOBAL X FDS | 21781 | 663449 | CYBRSCURTY ETF |
| KONTOOR BRANDS INC | 10816 | 660749 | COM |
| ISHARES TR | 6589 | 634521 | US HOME CONS ETF |
| TESLA INC | 1322 | 594530 | COM |
| FIRST TR EXCHANGE-TRADED FD | 15451 | 585129 | NO AMER ENERGY |
| ALBEMARLE CORP | 4010 | 567174 | COM |
| SPDR GOLD TR | 1345 | 533037 | GOLD SHS |
| GLOBAL X FDS | 11611 | 496138 | GLOBAL X URANIUM |
| ISHARES TR | 6261 | 434643 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 655 | 410661 | S&P 500 ETF SHS |
| NEWMARKET CORP | 561 | 385553 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 4779 | 383754 | COM |
| AMGEN INC | 1125 | 368089 | COM |
| SPDR INDEX SHS FDS | 8260 | 366830 | PORTFOLIO DEVLPD |
| SALESFORCE INC | 1307 | 346253 | COM |
| BERKSHIRE HATHAWAY INC DEL | 673 | 338283 | CL B NEW |
| ISHARES TR | 471 | 322607 | CORE S&P500 ETF |
| ESTABLISHMENT LABS HLDGS INC | 4174 | 304201 | COM |
| UBER TECHNOLOGIES INC | 3613 | 295218 | COM |
| VANGUARD INDEX FDS | 956 | 288817 | SML CP GRW ETF |
| HOME DEPOT INC | 832 | 286334 | COM |
| CHEVRON CORP NEW | 1847 | 281490 | COM |
| SHELL PLC | 3830 | 281428 | SPON ADS |
| SYSCO CORP | 3617 | 266537 | COM |
| AMERICAN ELEC PWR CO INC | 2305 | 265790 | COM |
| GE AEROSPACE | 862 | 265564 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 1453 | 258271 | CL A |
| SCHWAB STRATEGIC TR | 8530 | 252584 | US LCAP VA ETF |
| MPLX LP | 4728 | 252333 | COM UNIT REP LTD |
| WORLD GOLD TR | 2937 | 250732 | SPDR GLD MINIS |
| ISHARES INC | 3693 | 248243 | CORE MSCI EMKT |
| ISHARES TR | 3371 | 246791 | CORE MSCI PAC |
| JOHNSON & JOHNSON | 1191 | 246461 | COM |
| TRAVELERS COMPANIES INC | 840 | 243650 | COM |
| VERTEX PHARMACEUTICALS INC | 523 | 237107 | COM |
| VANGUARD INDEX FDS | 1096 | 232122 | SM CP VAL ETF |
| PROCTER AND GAMBLE CO | 1550 | 222122 | COM |
| ISHARES INC | 3053 | 221927 | MSCI EMRG CHN |
| AT&T INC | 8806 | 218732 | COM |
| SCHWAB CHARLES CORP | 2149 | 214707 | COM |
| MERCK & CO INC | 2023 | 212937 | COM |
| SOUTHERN CO | 2425 | 211431 | COM |
| NETFLIX INC | 2240 | 210022 | COM |
| VANGUARD WORLD FD | 1704 | 206116 | ESG US STK ETF |
| ISHARES TR | 2875 | 204068 | CORE MSCI EURO |
| VILLAGE FARMS INTL INC | 46000 | 167900 | COM |
| PROSPECT CAP CORP | 10000 | 25900 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.