Brian Low Financial Group, LLC 13F Holdings · Q2 2026
Brian Low Financial Group, LLC reported 116 securities worth $171.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SWP (12.54%), XOM (3.77%), AAPL (3.75%). Among its top 25 positions this quarter: 1 new, 23 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | $21.5M | 12.54% | 771,572 | Added |
| 2 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $6.5M | 3.77% | 47,268 | New |
| 3 | AAPL | APPLE INC COM | $6.4M | 3.75% | 22,242 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $6.3M | 3.67% | 16,881 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $4.4M | 2.56% | 12,273 | Trimmed |
| 6 | AVGO | BROADCOM INC COM | $4.1M | 2.40% | 10,905 | Added |
| 7 | EFA | ISHARES MSCI EAFE ETF | $3.9M | 2.26% | 37,268 | Added |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS COM | $3.3M | 1.91% | 11,643 | Added |
| 9 | MBB | ISHARES MBS ETF | $3.3M | 1.91% | 34,669 | Added |
| 10 | LLY | ELI LILLY & CO COM | $3.1M | 1.80% | 2,574 | Added |
| 11 | META | META PLATFORMS INC CL A | $3.0M | 1.74% | 5,305 | Added |
| 12 | NVDA | NVIDIA CORPORATION COM | $2.9M | 1.70% | 14,531 | Added |
| 13 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $2.7M | 1.56% | 89,322 | Added |
| 14 | JPM | JPMORGAN CHASE & CO COM | $2.6M | 1.50% | 7,833 | Added |
| 15 | PLD | PROLOGIS INC. COM | $2.5M | 1.45% | 18,361 | Added |
| 16 | ORCL | ORACLE CORP COM | $2.5M | 1.43% | 16,763 | Added |
| 17 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $2.4M | 1.41% | 108,657 | Added |
| 18 | PM | PHILIP MORRIS INTL INC COM | $2.4M | 1.39% | 13,144 | Added |
| 19 | WMT | WALMART INC COM | $2.3M | 1.35% | 20,371 | Added |
| 20 | URI | UNITED RENTALS INC COM | $2.3M | 1.33% | 2,019 | Added |
| 21 | ABBV | ABBVIE INC COM | $2.2M | 1.29% | 8,768 | Added |
| 22 | RTX | RTX CORPORATION COM | $2.0M | 1.19% | 10,715 | Added |
| 23 | AZN | ASTRAZENECA PLC ORD | $2.0M | 1.18% | 10,712 | Added |
| 24 | C | CITIGROUP INC COM NEW | $2.0M | 1.18% | 14,455 | Added |
| 25 | PNC | PNC FINL SVCS GROUP INC COM | $2.0M | 1.15% | 7,979 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR