BRIAN LOW FINANCIAL GROUP, LLC 13F Holdings

CIK 0002079080 · BATON ROUGE, LA

As of Sep 30, 2025, BRIAN LOW FINANCIAL GROUP, LLC reported 108 positions worth 28.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MANAGER DIRECTED PORTFOLIOSSWP—624,468 7.3M13.41%
MICROSOFT CORPMSFTTechnology11,665$6.0M4.69%
EXXON MOBIL CORPXOMEnergy49,068$5.5M4.29%
APPLE INCAAPLTechnology19,859$5.1M3.92%
JPMORGAN CHASE & COJPMFinancial Services10,259$3.2M2.51%
ISHARES MSCI EAFE ETFEFA—32,810$3.1M2.38%
BROADCOM INCAVGOTechnology9,183$3.0M2.35%
ISHARES MBS ETFMBB—31,719$3.0M2.34%
ALPHABET INCGOOGLEquity12,393$3.0M2.34%
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETFSPSB—81,017$2.5M1.90%
NVIDIA CORPNVDATechnology12,620$2.4M1.83%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology7,900$2.2M1.73%
ORACLE CORPORCLTechnology6,888 .9M1.50%
INVESCO EXCHANGE TRADED FD TPID—90,931 .9M1.50%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—14,673 .8M1.36%
ELI LILLY & COLLYHealthcare2,130 .6M1.26%
ABBVIE INCABBVEquity6,467 .5M1.16%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—12,789 .4M1.11%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive8,478 .4M1.07%
ASTRAZENECA PLCAZNHealthcare17,730 .4M1.06%
JEFFERIES FINANCIAL GROUP INCJEFFinancial Services20,763 .4M1.05%
RTX CORPRTXEquity7,827 .3M1.02%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services6,421 .3M1.00%
BLACKSTONE INCBXFinancial Services7,535 .3M1.00%
BLACKROCK INCBLKFinancial Services1,100 .3M1.00%