Q3 2026 13F · SEC CIK 2079080

Brian Low Financial Group, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $179.4M
Reported positions: 120
Holdings vs S&P 500, 3 yrs: —
Assets under management: $239.3M

Brian Low Financial Group, LLC is a wealth manager that reported 120 positions worth $179.4M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Swp Growth & Income ETF (SWP, 11.5%), Exxonmobil Holdings Corp (XOM, 4.3%), Apple Inc (AAPL, 4.2%).

Brian Low Financial Group, LLC holdings largest 50 of 120 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Brian Low Financial Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SWPSwp Growth & Income ETF	11.5%	12.5%	766,013	-0.7%	$20.7M
XOMExxonmobil Holdings Corp	4.3%	3.8%	47,264	-0.0%	$7.7M
AAPLApple Inc	4.2%	3.8%	22,720	+2.1%	$7.6M
MSFTMicrosoft Corp	4.2%	3.7%	14,746	-12.6%	$7.6M
NVDANvidia Corporation	4.1%	1.7%	32,006	+120.3%	$7.3M
GOOGLAlphabet Inc	2.4%	2.6%	12,543	+2.2%	$4.3M
METAMeta Platforms Inc	2.2%	1.7%	5,554	+4.7%	$4.0M
EFAIshares Tr	2.2%	2.3%	38,156	+2.4%	$4.0M
AVGOBroadcom Inc	2.2%	2.4%	11,269	+3.3%	$4.0M
IBMInternational Business Machs	1.9%	1.9%	15,574	+33.8%	$3.4M
MBBIshares Tr	1.8%	1.9%	35,126	+1.3%	$3.1M
LLYEli Lilly & Co	1.7%	1.8%	2,625	+2.0%	$3.0M
JPMJpmorgan Chase & Co	1.6%	1.5%	8,678	+10.8%	$2.9M
SPSBSpdr Series Trust	1.5%	1.6%	90,556	+1.4%	$2.7M
PMPhilip Morris Intl Inc	1.5%	1.4%	13,783	+4.9%	$2.6M
PLDPrologis Inc	1.4%	1.5%	19,165	+4.4%	$2.5M
PIDInvesco International Dividend Achievers	1.3%	1.4%	112,244	+3.3%	$2.4M
TJXTjx Cos Inc New	1.3%	1.1%	18,120	+44.8%	$2.4M
ABBVAbbvie Inc	1.3%	1.3%	9,147	+4.3%	$2.4M
FCXFreeport Mcmoran Inc	1.3%	1.1%	33,325	+14.7%	$2.3M
AZNAstrazeneca PLC	1.3%	1.2%	14,203	+32.6%	$2.3M
BXBlackstone Inc	1.3%	1.1%	20,191	+28.1%	$2.3M
EMREmerson Elec Co	1.2%	1.1%	14,108	+10.6%	$2.2M
URIUnited Rentals Inc	1.2%	1.3%	2,155	+6.7%	$2.2M
CCitigroup Inc	1.2%	1.2%	16,144	+11.7%	$2.1M
WMTWalmart Inc	1.2%	1.3%	20,082	-1.4%	$2.1M
RTXRtx Corporation	1.2%	1.2%	11,155	+4.1%	$2.1M
TSMTaiwan Semiconductor Manufac	1.1%	1.1%	4,256	+10.5%	$1.9M
IEIIshares Tr	1.0%	1.1%	16,357	+1.1%	$1.9M
PNCPnc Finl Svcs Group Inc	1.0%	1.1%	8,343	+4.6%	$1.9M
CORCencora Inc	1.0%	1.0%	6,171	+5.2%	$1.9M
GSGoldman Sachs Group Inc	1.0%	1.1%	2,017	+10.1%	$1.8M
MDTMedtronic PLC	1.0%	0.9%	20,825	+5.0%	$1.8M
AXPAmerican Express Co	1.0%	1.1%	5,907	+4.8%	$1.8M
LRCXLam Research Corp	1.0%	—	5,220	—	$1.7M
BLKBlackrock Inc	1.0%	0.9%	1,620	+4.2%	$1.7M
CCJCameco Corp	1.0%	0.8%	19,767	+47.8%	$1.7M
DALDelta Air Lines Inc	0.9%	1.1%	20,417	+5.1%	$1.7M
BDXBecton Dickinson & Co	0.9%	0.8%	9,357	+5.5%	$1.7M
DLRDigital Rlty Tr Inc	0.9%	0.9%	9,451	+4.7%	$1.7M
NEENextera Energy Inc	0.9%	1.1%	21,833	+4.8%	$1.7M
IWMIshares Tr	0.9%	1.0%	5,926	+2.8%	$1.6M
UNPUnion Pac Corp	0.9%	0.9%	6,037	+4.0%	$1.6M
STMStmicroelectronics N V Ny Registry	0.9%	—	30,022	—	$1.6M
SMHVaneck ETF Trust	0.9%	1.0%	2,629	+2.7%	$1.6M
CATCaterpillar Inc	0.9%	—	1,897	—	$1.5M
LQDIshares Tr	0.8%	0.9%	14,006	+1.5%	$1.4M
DRIDarden Restaurants Inc	0.8%	0.8%	7,199	+5.1%	$1.4M
ENBEnbridge Inc	0.7%	0.8%	27,649	+4.4%	$1.3M
BKRBaker Hughes Company Cl A	0.7%	—	23,347	—	$1.3M

What Brian Low Financial Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

NVDA Nvidia Corporation+120.3% shares
CCJ Cameco Corp+47.8% shares
TJX Tjx Cos Inc New+44.8% shares
IBM International Business Machs+33.8% shares
AZN Astrazeneca PLC+32.6% shares
BX Blackstone Inc+28.1% shares
FCX Freeport Mcmoran Inc+14.7% shares
C Citigroup Inc+11.7% shares

Reduced

MSFT Microsoft Corp-12.6% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$179.4M	120
Q2 2026	$171.4M	116
Q1 2026	$147.2M	116
Q4 2025	$141.1M	116
Q3 2025	$128.9M	108
Q2 2025	$106.8M	100

Questions about Brian Low Financial Group, LLC's portfolio

What stocks does Brian Low Financial Group, LLC own?

Brian Low Financial Group, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 120 positions worth $179.4M. The largest are Swp Growth & Income ETF (SWP) at 11.5%, Exxonmobil Holdings Corp (XOM) at 4.3%, Apple Inc (AAPL) at 4.2%, Microsoft Corp (MSFT) at 4.2% and Nvidia Corporation (NVDA) at 4.1%.

What did Brian Low Financial Group, LLC buy last quarter?

In Q3 2026, Brian Low Financial Group, LLC added Nvidia Corporation (NVDA) (+120.3% shares), Cameco Corp (CCJ) (+47.8% shares) and Tjx Cos Inc New (TJX) (+44.8% shares), compared with its Q2 2026 filing.

What did Brian Low Financial Group, LLC sell last quarter?

In Q3 2026, Brian Low Financial Group, LLC cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Red Rock Resorts - Cl A (RRR), cut from its top 50 Booking Holdings Inc (BKNG), cut from its top 50 Progressive Corp (PGR) and Microsoft Corp (MSFT) (-12.6% shares), compared with its Q2 2026 filing.

When is Brian Low Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Brian Low Financial Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Brian Low Financial Group, LLC manage?

Brian Low Financial Group, LLC reported $239.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $179.4M.