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CIK: 0002079080
Total reported value
$171.4M
$171.4M
116 檔
22.3%
The Q4 2025 SEC filing reveals that Brian Low Financial Group, LLC held a total portfolio value of $171.4M, covering 116 public equity positions.
In Q4 2025, Brian Low Financial Group, LLC displayed an active expansion posture, initiating 13 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-Other | 12.95% | -0.27% | +5.32% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 4.17% | -5.54% | EXIT | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.08% | -3.03% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.62% | +0.19% | -5.36% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | +0.15% | +7.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.48% | +0.10% | -9.65% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.23% | -0.06% | -0.24% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.19% | +0.37% | -2.61% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.10% | -0.10% | -1.68% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.89% | +0.30% | +13.76% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.72% | +0.07% | +80.46% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.71% | -0.07% | -1.55% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | +0.45% | +285.52% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | +0.54% | -9.62% | |
| 15 | PID | Invesco International Divide | ETF-Other | 1.44% | -0.09% | +1.28% | |
| 16 | JEF | Jefferies Financial Group In | Stock-Financials | 1.31% | — | +43.35% | |
| 17 | PLD | Prologis Inc | Stock-Real Estate | 1.30% | +0.03% | +52.77% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.17% | -25.89% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.23% | -0.07% | -0.78% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.18% | -0.11% | +15.65% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +0.16% | +8.54% | |
| 22 | FLS | Flowserve CORP | Stock-Industrials | 1.13% | -0.96% | EXIT | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.13% | +0.13% | +16.97% | |
| 24 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.10% | — | -4.72% | |
| 25 | C | Citigroup Inc | Stock-Financials | 1.08% | +0.15% | +6.89% | |
| 26 | COR | Cencora Inc | Stock-Healthcare | 1.03% | -0.05% | +19.53% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.07% | +18.42% | |
| 28 | AIT | Applied Industrial Tech Inc | Stock-Industrials | 1.01% | — | +16.45% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.99% | +0.02% | +22.77% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 0.98% | -0.07% | +17.82% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.98% | -0.04% | -2.11% | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.97% | -0.06% | +17.47% | |
| 33 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.96% | -1.04% | EXIT | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.90% | +0.21% | -5.61% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.89% | +0.12% | +18.69% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | +0.07% | +9.78% | |
| 37 | CCJ | Cameco CORP | Stock-Energy | 0.88% | +0.22% | +25.09% | |
| 38 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.87% | — | +18.91% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.87% | +0.11% | +16.36% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.86% | +0.02% | +18.25% | |
| 41 | BKR | Baker Hughes Co | Stock-Energy | 0.79% | -0.13% | +16.88% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.03% | -0.60% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.74% | +0.12% | +8.20% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | — | -8.71% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | +0.12% | +16.02% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | — | -1.03% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.26% | +19.50% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.06% | -6.84% | |
| 49 | ENB | Enbridge Inc | Stock-Energy | 0.68% | +0.03% | +27.46% | |
| 50 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.64% | +0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1% | +285.52% | Add |
| 2 | PLD | Prologis Inc | +0.5% | +52.77% | Add |
| 3 | TOL | Toll Brothers Inc | +0.4% | +87.28% | Add |
| 4 | FLS | Flowserve CORP | +0.4% | +21.59% | Add |
| 5 | JEF | Jefferies Financial Group In | +0.3% | +43.35% | Add |
| 6 | FCX | Freeport-mcmoran Inc | +0.3% | +18.91% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +80.46% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | -9.62% | Trim |
| 9 | CNQ | Canadian Natural Resources | +0.2% | +49.53% | Add |
| 10 | CCJ | Cameco CORP | +0.2% | +25.09% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +13.76% | Add |
| 12 | RTX | Rtx CORP | +0.2% | +15.65% | Add |
| 13 | COR | Cencora Inc | +0.2% | +19.53% | Add |
| 14 | TJX | Tjx Companies Inc | +0.2% | +22.77% | Add |
| 15 | ALB | Albemarle CORP | +0.2% | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -9.65% | Trim |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +16.36% | Add |
| 18 | C | Citigroup Inc | +0.1% | +6.89% | Add |
| 19 | NEE | Nextera Energy Inc | +0.1% | +18.25% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +7.38% | Add |
| 21 | XOM | Exxon Mobil CORP | -0.1% | -0.26% | Trim |
| 22 | DUK | Duke Energy CORP | -0.3% | -23.96% | Trim |
| 23 | DKS | Dick's Sporting Goods Inc | -0.3% | -18.53% | Trim |
| 24 | DLR | Digital Realty Trust Inc | -0.4% | -26.91% | Trim |
| 25 | SWP | Swp Growth & Income ETF | -0.5% | +5.32% | Add |
| 26 | CRM | Salesforce Inc | -0.5% | -67.60% | Trim |
| 27 | NVDA | Nvidia CORP | -0.6% | -25.89% | Trim |
| 28 | HD | Home Depot Inc | -0.8% | -72.58% | Trim |
| 29 | MSFT | Microsoft CORP | -0.8% | -3.03% | Trim |
| 30 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 31 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 32 | KRE | Ss Spdr S&p Regional Bank | — | EXIT | Sold out |
| 33 | SIMO | Silicon Motion Technol-adr | — | NEW | New buy |
| 34 | SMG | Scotts Miracle-gro Co | — | NEW | New buy |
| 35 | STM | Stmicroelectronics Nv-ny Shs | — | NEW | New buy |
| 36 | SYK | Stryker CORP | — | EXIT | Sold out |
| 37 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 38 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 39 | MTCH | Match Group Inc | — | EXIT | Sold out |
| 40 | URI | United Rentals Inc | — | NEW | New buy |
| 41 | VMC | Vulcan Materials Co | — | EXIT | Sold out |
| 42 | RSPD | Invesco S&p 500 Equal Weight | — | EXIT | Sold out |
| 43 | KTB | Kontoor Brands Inc | — | NEW | New buy |
| 44 | ITB | Ishares U.s. Home Constructi | — | NEW | New buy |
| 45 | URA | Global X Uranium ETF | — | NEW | New buy |
| 46 | GBIL | Goldman Sachs Access Treasur | — | EXIT | Sold out |
| 47 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 48 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 49 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 50 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
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 116 disclosed positions in Q4 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, XOM, MSFT) accounted for 22.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DRI
市值: $905.6K
Top Position Liquidated / Trimmed
ETN
前期市值: $1.1M
During Q4 2025, Brian Low Financial Group, LLC's top holdings by market value included SWP (12.9%)、XOM (4.2%)、MSFT (3.9%). The largest single position, SWP, represented 12.9% of total portfolio value.
In Q4 2025, Brian Low Financial Group, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 8 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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