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CIK: 0002079080
Total reported value
$171.4M
$171.4M
108 檔
21.7%
During the Q3 2025 filing period, Brian Low Financial Group, LLC (CIK: 0002079080) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $171.4M across 108 reported positions.
During Q3 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 | 13.41% | -0.27% | +2.29% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | -0.08% | +16.29% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.29% | -5.54% | EXIT | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.92% | +0.19% | +15.75% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | +0.15% | +11.09% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.38% | -0.06% | -3.24% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.35% | +0.37% | +22.73% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.34% | -0.10% | -4.81% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | +0.10% | +27.59% | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.90% | -0.07% | -3.76% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | +0.17% | +1.68% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.73% | +0.30% | +62.22% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.50% | +0.07% | -12.14% | |
| 14 | PID | Invesco International Divide | ETF-Other | 1.50% | -0.09% | -4.66% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.36% | -0.07% | -3.94% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.54% | +10.48% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.16% | +29.44% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.11% | -0.04% | -4.82% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.07% | +0.13% | +34.42% | |
| 20 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.06% | — | +28.79% | |
| 21 | JEF | Jefferies Financial Group In | Stock-Financials | 1.05% | — | — | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.02% | -0.11% | +23.36% | |
| 23 | PNC | Pnc Financial Services Group | Stock-Financials | 1.00% | +0.21% | +63.38% | |
| 24 | BX | Blackstone Inc | Stock-Financials | 1.00% | -0.06% | +23.59% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.00% | -0.07% | +29.72% | |
| 26 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 0.97% | — | +26.32% | |
| 27 | C | Citigroup Inc | Stock-Financials | 0.97% | +0.15% | +25.79% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.01% | +18.79% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.93% | -0.07% | +32.65% | |
| 30 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.91% | +0.12% | +26.08% | |
| 31 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.90% | +0.26% | +24.91% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.87% | -0.05% | +35.95% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | +0.07% | +19.42% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | — | -7.35% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.85% | -0.03% | -3.50% | |
| 36 | PLD | Prologis Inc | Stock-Real Estate | 0.83% | +0.03% | +24.36% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | +0.02% | +26.14% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.83% | +0.01% | +17.51% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.82% | +0.12% | +24.37% | |
| 40 | BKR | Baker Hughes Co | Stock-Energy | 0.80% | -0.13% | -0.66% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.06% | +20.94% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.79% | — | +21.23% | |
| 43 | FLS | Flowserve CORP | Stock-Industrials | 0.78% | -0.96% | EXIT | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.77% | +0.33% | -1.65% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | +0.02% | +9.68% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | — | -1.04% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.60% | EXIT | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.11% | -18.17% | |
| 49 | CCJ | Cameco CORP | Stock-Energy | 0.71% | +0.22% | -4.84% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | -0.04% | -10.43% |
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 108 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SWP, MSFT, XOM) accounted for 21.7% of total reported equity market value during Q3 2025.
During Q3 2025, Brian Low Financial Group, LLC's top holdings by market value included SWP (13.4%)、MSFT (4.7%)、XOM (4.3%). The largest single position, SWP, represented 13.4% of total portfolio value.
In Q3 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.
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