Vault-13

BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE, LA · CIK 2079080 · 13F filing filed 2025-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$106.8m reported value
100positions
41.9%in top 10
—no comparable previous quarter

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 MANAGER DIRECTED PORTFOLIOS SWP GROWTH & INC SWP SWP 610,486 $15.9m14.89% 14.89% First filing
2 MICROSOFT CORP COM MSFT MSFT 10,031 $5.0m4.67% 4.67% First filing
3 EXXON MOBIL CORP COM XOM XOM 45,872 $4.9m4.63% 4.63% First filing
4 APPLE INC COM AAPL AAPL 17,157 $3.5m3.30% 3.30% First filing
5 ISHARES TR MBS ETF MBB MBB 33,323 $3.1m2.93% 2.93% First filing
6 ISHARES TR MSCI EAFE ETF EFA EFA 33,910 $3.0m2.84% 2.84% First filing
7 JPMORGAN CHASE & CO COM JPM JPM 9,235 $2.7m2.51% 2.51% First filing
8 SPDR SER TR PORTFOLIO SHORT SPSB SPSB 84,184 $2.5m2.38% 2.38% First filing
9 BROADCOM INC COM AVGO AVGO 7,482 $2.1m1.93% 1.93% First filing
10 NVIDIA CORPORATION COM NVDA NVDA 12,411 $2.0m1.84% 1.84% First filing
11 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI PID PID 95,371 $2.0m1.83% 1.83% First filing
12 ISHARES TR 3 7 YR TREAS BD IEI IEI 15,275 $1.8m1.70% 1.70% First filing
13 ORACLE CORP COM ORCL ORCL 7,840 $1.7m1.60% 1.60% First filing
14 ALPHABET INC CAP STK CL A GOOGL GOOGL 9,713 $1.7m1.60% 1.60% First filing
15 ELI LILLY & CO COM LLY LLY 1,928 $1.5m1.41% 1.41% First filing
16 ISHARES TR IBOXX INV CP ETF LQD LQD 13,437 $1.5m1.38% 1.38% First filing
17 INTERNATIONAL BUSINESS MACHS COM IBM IBM 4,870 $1.4m1.34% 1.34% First filing
18 SALESFORCE INC COM CRM CRM 4,378 $1.2m1.12% 1.12% First filing
19 PHILIP MORRIS INTL INC COM PM PM 6,307 $1.1m1.08% 1.08% First filing
20 ISHARES TR SHORT TREAS BD SHV SHV 10,227 $1.1m1.06% 1.06% First filing
21 VANGUARD INDEX FDS GROWTH ETF VUG VUG 2,502 $1.1m1.03% 1.03% First filing
22 ISHARES TR EXPANDED TECH IGV IGV 9,516 $1.0m0.98% 0.98% First filing
23 GOLDMAN SACHS GROUP INC COM GS GS 1,464 $1.0m0.97% 0.97% First filing
24 KINDER MORGAN INC DEL COM KMI KMI 33,517 $985.4k0.92% 0.92% First filing
25 AMAZON COM INC COM AMZN AMZN 4,423 $970.4k0.91% 0.91% First filing
26 VANGUARD INDEX FDS VALUE ETF VTV VTV 5,455 $964.1k0.90% 0.90% First filing
27 ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 13,767 $962.0k0.90% 0.90% First filing
28 DIGITAL RLTY TR INC COM DLR DLR 5,384 $938.6k0.88% 0.88% First filing
29 HOME DEPOT INC COM HD HD 2,554 $936.4k0.88% 0.88% First filing
30 ABBVIE INC COM ABBV ABBV 4,996 $927.4k0.87% 0.87% First filing
31 RTX CORPORATION COM RTX RTX 6,345 $926.5k0.87% 0.87% First filing
32 BLACKSTONE INC COM BX BX 6,097 $912.0k0.85% 0.85% First filing
33 BLACKROCK INC COM BLK BLK 848 $889.8k0.83% 0.83% First filing
34 APPLIED INDL TECHNOLOGIES IN COM AIT AIT 3,792 $881.5k0.83% 0.83% First filing
35 EATON CORP PLC SHS ETN ETN 2,438 $870.3k0.81% 0.81% First filing
36 VANECK ETF TRUST SEMICONDUCTR ETF SMH SMH 3,097 $863.7k0.81% 0.81% First filing
37 EMERSON ELEC CO COM EMR EMR 6,439 $858.5k0.80% 0.80% First filing
38 CAMECO CORP COM CCJ CCJ 11,450 $849.9k0.80% 0.80% First filing
39 ENTERGY CORP NEW COM ETR ETR 10,126 $841.7k0.79% 0.79% First filing
40 ISHARES TR RUSSELL 2000 ETF IWM IWM 3,887 $838.7k0.79% 0.79% First filing
41 CITIGROUP INC COM NEW C C 9,754 $830.3k0.78% 0.78% First filing
42 MEDTRONIC PLC SHS MDT MDT 9,501 $828.2k0.78% 0.78% First filing
43 DICKS SPORTING GOODS INC COM DKS DKS 4,168 $824.5k0.77% 0.77% First filing
44 BAKER HUGHES COMPANY CL A BKR BKR 21,184 $812.2k0.76% 0.76% First filing
45 NEXTERA ENERGY INC COM NEE NEE 11,645 $808.4k0.76% 0.76% First filing
46 DUKE ENERGY CORP NEW COM NEW DUK DUK 6,769 $798.8k0.75% 0.75% First filing
47 CENCORA INC COM COR COR 2,651 $794.9k0.74% 0.74% First filing
48 PROLOGIS INC. COM PLD PLD 7,546 $793.3k0.74% 0.74% First filing
49 SPDR S&P 500 ETF TR TR UNIT SPY SPY 1,270 $784.7k0.73% 0.73% First filing
50 UNION PAC CORP COM UNP UNP 3,254 $748.7k0.70% 0.70% First filing
51 PNC FINL SVCS GROUP INC COM PNC PNC 3,930 $732.6k0.69% 0.69% First filing
52 VISA INC COM CL A V V 2,058 $730.6k0.68% 0.68% First filing
53 TJX COS INC NEW COM TJX TJX 5,892 $727.6k0.68% 0.68% First filing
54 STRYKER CORPORATION COM SYK SYK 1,796 $710.6k0.67% 0.67% First filing
55 SPDR SER TR S&P REGL BKG KRE KRE 11,881 $705.6k0.66% 0.66% First filing
56 ISHARES INC MSCI JPN ETF NEW EWJ EWJ 9,370 $702.4k0.66% 0.66% First filing
57 TARGET CORP COM TGT TGT 7,061 $696.6k0.65% 0.65% First filing
58 INVESCO EXCHANGE TRADED FD T S&P500 EQL DIS RSPD RSPD 12,533 $666.9k0.62% 0.62% First filing
59 ROPER TECHNOLOGIES INC COM ROP ROP 1,149 $651.3k0.61% 0.61% First filing
60 ISHARES TR US TRSPRTION IYT IYT 8,913 $610.9k0.57% 0.57% First filing
61 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP EMLP 16,116 $604.5k0.57% 0.57% First filing
62 MATCH GROUP INC NEW COM MTCH MTCH 18,042 $557.3k0.52% 0.52% First filing
63 PUBLIC SVC ENTERPRISE GRP IN COM PEG PEG 6,237 $525.0k0.49% 0.49% First filing
64 VULCAN MATLS CO COM VMC VMC 1,985 $517.7k0.48% 0.48% First filing
65 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 2,114 $478.8k0.45% 0.45% First filing
66 FREEPORT-MCMORAN INC CL B FCX FCX 10,993 $476.5k0.45% 0.45% First filing
67 WALMART INC COM WMT WMT 4,667 $456.3k0.43% 0.43% First filing
68 TESLA INC COM TSLA TSLA 1,416 $449.8k0.42% 0.42% First filing
69 SPDR SERIES TRUST PRTFLO S&P500 GW SPYG SPYG 4,380 $417.5k0.39% 0.39% First filing
70 CHEVRON CORP NEW COM CVX CVX 2,763 $395.6k0.37% 0.37% First filing
71 ISHARES TR CORE DIV GRWTH DGRO DGRO 6,144 $392.9k0.37% 0.37% First filing
72 NEWMARKET CORP COM NEU NEU 561 $387.6k0.36% 0.36% First filing
73 GOLDMAN SACHS ETF TR ACCES TREASURY GBIL GBIL 3,772 $377.8k0.35% 0.35% First filing
74 ALBEMARLE CORP COM ALB ALB 6,010 $376.6k0.35% 0.35% First filing
75 META PLATFORMS INC CL A META META 504 $372.2k0.35% 0.35% First filing
76 VANGUARD INDEX FDS SML CP GRW ETF VBK VBK 1,213 $335.9k0.31% 0.31% First filing
77 SPDR GOLD TR GOLD SHS GLD GLD 1,086 $331.0k0.31% 0.31% First filing
78 ISHARES TR CORE MSCI PAC IPAC IPAC 4,724 $324.6k0.30% 0.30% First filing
79 AMGEN INC COM AMGN AMGN 1,109 $309.6k0.29% 0.29% First filing
80 ISHARES TR CORE S&P500 ETF IVV IVV 497 $308.6k0.29% 0.29% First filing
81 UBER TECHNOLOGIES INC COM UBER UBER 3,215 $300.0k0.28% 0.28% First filing
82 ISHARES INC CORE MSCI EMKT IEMG IEMG 4,902 $294.3k0.28% 0.28% First filing
83 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 578 $280.8k0.26% 0.26% First filing
84 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 3,859 $280.5k0.26% 0.26% First filing
85 VANGUARD INDEX FDS SM CP VAL ETF VBR VBR 1,406 $274.3k0.26% 0.26% First filing
86 SYSCO CORP COM SYY SYY 3,517 $266.4k0.25% 0.25% First filing
87 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 459 $260.7k0.24% 0.24% First filing
88 ISHARES TR CORE MSCI EURO IEUR IEUR 3,918 $259.4k0.24% 0.24% First filing
89 AT&T INC COM T T 8,550 $247.4k0.23% 0.23% First filing
90 PROCTER AND GAMBLE CO COM PG PG 1,549 $246.8k0.23% 0.23% First filing
91 MPLX LP COM UNIT REP LTD MPLX MPLX 4,728 $243.5k0.23% 0.23% First filing
92 SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW SPDW 5,967 $241.6k0.23% 0.23% First filing
93 SOUTHERN CO COM SO SO 2,609 $239.6k0.22% 0.22% First filing
94 AMERICAN ELEC PWR CO INC COM AEP AEP 2,305 $239.2k0.22% 0.22% First filing
95 ENBRIDGE INC COM ENB ENB 5,264 $238.6k0.22% 0.22% First filing
96 SCHWAB STRATEGIC TR US LCAP VA ETF SCHV SCHV 8,530 $236.0k0.22% 0.22% First filing
97 SHELL PLC SPON ADS SHEL SHEL 3,230 $227.4k0.21% 0.21% First filing
98 GE AEROSPACE COM NEW GE GE 866 $222.9k0.21% 0.21% First filing
99 ONEOK INC NEW COM OKE OKE 2,569 $209.7k0.20% 0.20% First filing
100 VERIZON COMMUNICATIONS INC COM VZ VZ 4,725 $204.5k0.19% 0.19% First filing