13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002079080
Total reported value
$171.4M
$171.4M
100 檔
19.0%
At the close of Q2 2025, Brian Low Financial Group, LLC disclosed equity holdings valued at approximately $171.4M, spread across 100 reported holdings.
During Q2 2025, Brian Low Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-Other | 14.89% | -0.27% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.08% | — | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.63% | -5.54% | EXIT | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.19% | — | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 2.93% | -0.10% | — | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.84% | -0.06% | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | +0.15% | — | |
| 8 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.38% | -0.07% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.93% | +0.37% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.17% | — | |
| 11 | PID | Invesco International Divide | ETF-Other | 1.83% | -0.09% | — | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.70% | -0.07% | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.60% | +0.07% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.10% | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.41% | +0.54% | — | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.38% | -0.04% | — | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.34% | +0.30% | — | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.60% | EXIT | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.08% | +0.13% | — | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.03% | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | — | — | |
| 22 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.98% | — | — | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.97% | +0.11% | — | |
| 24 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.92% | — | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | — | — | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -0.04% | — | |
| 27 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.90% | — | — | |
| 28 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.88% | +0.26% | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | -0.01% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | +0.16% | — | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.11% | — | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.85% | -0.06% | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.83% | -0.07% | — | |
| 34 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.83% | — | — | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.81% | +0.01% | — | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.81% | +0.33% | — | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.80% | +0.12% | — | |
| 38 | CCJ | Cameco CORP | Stock-Energy | 0.80% | +0.22% | — | |
| 39 | ETR | Entergy CORP | Stock-Utilities | 0.79% | -0.08% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.07% | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.78% | +0.15% | — | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.78% | -0.07% | — | |
| 43 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.77% | +0.12% | — | |
| 44 | BKR | Baker Hughes Co | Stock-Energy | 0.76% | -0.13% | — | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | +0.02% | — | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.75% | — | — | |
| 47 | COR | Cencora Inc | Stock-Healthcare | 0.74% | -0.05% | — | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.74% | +0.03% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | +0.06% | — | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | +0.12% | — |
According to official SEC Form 13F filings, Brian Low Financial Group, LLC reported a total U.S. public equity portfolio value of $171.4M across 100 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SWP, MSFT, XOM) accounted for 19.0% of total reported equity market value during Q2 2025.
During Q2 2025, Brian Low Financial Group, LLC's top holdings by market value included SWP (14.9%)、MSFT (4.7%)、XOM (4.6%). The largest single position, SWP, represented 14.9% of total portfolio value.
In Q2 2025, Brian Low Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.