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CIK: 0002079080
Total reported value
$171.4M
$171.4M
116 檔
24.1%
In Q1 2026, Brian Low Financial Group, LLC's U.S. equity holdings reached a combined market value of $171.4M, distributed across 116 disclosed stock positions.
In Q1 2026, Brian Low Financial Group, LLC displayed an active expansion posture, initiating 13 new positions and adding to 64 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-Other | 12.81% | -0.27% | +7.74% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 5.54% | -5.54% | EXIT | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.75% | -0.08% | +31.89% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.56% | +0.19% | +9.78% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | +0.10% | +12.49% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.32% | -0.06% | +7.22% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | +0.37% | +7.96% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.01% | -0.10% | -0.05% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.63% | -0.07% | +0.23% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.61% | +0.30% | +8.60% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.17% | +38.21% | |
| 12 | PID | Invesco International Divide | ETF-Other | 1.50% | -0.09% | +7.57% | |
| 13 | PLD | Prologis Inc | Stock-Real Estate | 1.42% | +0.03% | +10.38% | |
| 14 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 1.37% | -1.21% | +80.15% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.36% | +0.07% | +9.72% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.15% | -38.73% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.30% | -0.11% | +9.52% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | +0.45% | +5.05% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.54% | +5.14% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.26% | +0.13% | +12.68% | |
| 21 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.23% | -0.05% | — | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.18% | -0.07% | +0.21% | |
| 23 | BX | Blackstone Inc | Stock-Financials | 1.14% | -0.06% | +64.15% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | +0.16% | +8.99% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.09% | +0.02% | +9.60% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.07% | — | +10.47% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | +0.02% | +10.54% | |
| 28 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 1.04% | -1.04% | EXIT | |
| 29 | C | Citigroup Inc | Stock-Financials | 1.03% | +0.15% | +1.75% | |
| 30 | COR | Cencora Inc | Stock-Healthcare | 1.02% | -0.05% | +11.28% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.99% | +0.12% | +71.59% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 0.98% | -0.07% | +11.16% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.97% | +0.11% | +20.66% | |
| 34 | FLS | Flowserve CORP | Stock-Industrials | 0.96% | -0.96% | EXIT | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 0.94% | +0.21% | +9.62% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.94% | +0.12% | +10.89% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.94% | -0.07% | +10.49% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.94% | +0.07% | +8.95% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.92% | -0.04% | -0.24% | |
| 40 | BKR | Baker Hughes Co | Stock-Energy | 0.86% | -0.13% | -15.61% | |
| 41 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.86% | -0.86% | EXIT | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | -0.85% | EXIT | |
| 43 | ENB | Enbridge Inc | Stock-Energy | 0.81% | +0.03% | +9.23% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.26% | +9.35% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | +0.12% | +10.48% | |
| 46 | SIMO | Silicon Motion Technol-adr | Stock-Other | 0.80% | -0.80% | EXIT | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.79% | +0.54% | +78.02% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.74% | -0.03% | +0.49% | |
| 49 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.73% | +0.09% | +11.95% | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.69% | +0.26% | +14.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.4% | -1.83% | Trim |
| 2 | STM | Stmicroelectronics Nv-ny Shs | +0.8% | +80.15% | Add |
| 3 | CRM | Salesforce Inc | +0.4% | +261.67% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +38.21% | Add |
| 5 | URI | United Rentals Inc | +0.3% | +78.02% | Add |
| 6 | UPS | United Parcel Service-cl B | +0.3% | +54.10% | Add |
| 7 | TM | Toyota Motor CORP -spon Adr | +0.3% | +54.44% | Add |
| 8 | AXP | American Express Co | +0.3% | +71.59% | Add |
| 9 | FCX | Freeport-mcmoran Inc | +0.2% | +10.47% | Add |
| 10 | NEE | Nextera Energy Inc | +0.2% | +10.54% | Add |
| 11 | SIMO | Silicon Motion Technol-adr | +0.2% | +11.61% | Add |
| 12 | BX | Blackstone Inc | +0.2% | +64.15% | Add |
| 13 | DLR | Digital Realty Trust Inc | +0.2% | +14.91% | Add |
| 14 | PM | Philip Morris International | +0.1% | +12.68% | Add |
| 15 | ENB | Enbridge Inc | +0.1% | +9.23% | Add |
| 16 | PLD | Prologis Inc | +0.1% | +10.38% | Add |
| 17 | RTX | Rtx CORP | +0.1% | +9.52% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.35% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | +20.66% | Add |
| 20 | TJX | Tjx Companies Inc | +0.1% | +9.60% | Add |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +7.22% | Add |
| 22 | DRI | Darden Restaurants Inc | +0.1% | +11.95% | Add |
| 23 | ETR | Entergy CORP | +0.1% | — | Unchanged |
| 24 | ALB | Albemarle CORP | +0.1% | — | Unchanged |
| 25 | EMLP | First Trust North American E | +0.1% | +9.09% | Add |
| 26 | TOL | Toll Brothers Inc | +0.1% | +11.85% | Add |
| 27 | UNP | Union Pacific CORP | +0.1% | +10.48% | Add |
| 28 | BKR | Baker Hughes Co | +0.1% | -15.61% | Trim |
| 29 | PID | Invesco International Divide | +0.1% | +7.57% | Add |
| 30 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +10.31% | Add |
| 31 | IWM | Ishares Russell 2000 ETF | +0.1% | +8.95% | Add |
| 32 | EMR | Emerson Electric Co | +0.1% | +10.89% | Add |
| 33 | SCHW | Schwab (charles) CORP | +0.1% | +45.97% | Add |
| 34 | PSEC | Prospect Capital CORP | +0.1% | +303.08% | Add |
| 35 | PNC | Pnc Financial Services Group | 0% | +9.62% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | 0% | +4.85% | Add |
| 37 | WMT | Walmart Inc | 0% | +0.16% | Add |
| 38 | EWJ | Ishares Msci Japan ETF | 0% | +8.35% | Add |
| 39 | DKS | Dick's Sporting Goods Inc | 0% | +10.70% | Add |
| 40 | CVX | Chevron CORP | 0% | -10.67% | Trim |
| 41 | T | At&t Inc | 0% | +7.92% | Add |
| 42 | NFLX | Netflix Inc | 0% | +22.01% | Add |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +14.22% | Add |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +10.22% | Add |
| 45 | AEP | American Electric Power | 0% | — | Unchanged |
| 46 | TSLA | Tesla Inc | 0% | +29.05% | Add |
| 47 | VOO | Vanguard S&p 500 ETF | 0% | +13.44% | Add |
| 48 | SO | Southern Co/the | 0% | — | Unchanged |
| 49 | JNJ | Johnson & Johnson | 0% | -11.17% | Trim |
| 50 | ITB | Ishares U.s. Home Constructi | — | +9.88% | Add |
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 Q1 2026.
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 24.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $1.8M
Top Position Liquidated / Trimmed
JEF
前期市值: $1.8M
During Q1 2026, Brian Low Financial Group, LLC's top holdings by market value included SWP (12.8%)、XOM (5.5%)、MSFT (3.8%). The largest single position, SWP, represented 12.8% of total portfolio value.
In Q1 2026, Brian Low Financial Group, LLC made 118 total portfolio adjustments, initiating 13 new buys, adding to 64 positions, trimming 28 holdings, and fully liquidating 13 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.
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