BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE, LA · CIK 2079080 · 13F filing filed 2026-02-13

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.

$141.1m reported value +9.5% vs Q3 2025

116positions

38.0%in top 10

18 new 46 added 44 reduced 10 sold out vs Q3 2025

Holdings, Q4 2025

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MANAGER DIRECTED PORTFOLIOS SWP GROWTH & INC SWP	SWP	657,672	$18.3m12.95%	12.95%	Added +33.2k	+33,204 5.3%
2	EXXON MOBIL CORP COM XOM	XOM	48,938	$5.9m4.17%	4.17%	Reduced -130	-130 -0.3%
3	MICROSOFT CORP COM MSFT	MSFT	11,312	$5.5m3.88%	3.88%	Reduced -353	-353 -3.0%
4	APPLE INC COM AAPL	AAPL	18,795	$5.1m3.62%	3.62%	Reduced -1.1k	-1,064 -5.4%
5	JPMORGAN CHASE & CO COM JPM	JPM	11,016	$3.5m2.52%	2.52%	Added +757	+757 7.4%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	11,197	$3.5m2.48%	2.48%	Reduced -1.2k	-1,196 -9.7%
7	ISHARES TR MSCI EAFE ETF EFA	EFA	32,731	$3.1m2.23%	2.23%	Reduced -79	-79 -0.2%
8	BROADCOM INC COM AVGO	AVGO	8,943	$3.1m2.19%	2.19%	Reduced -240	-240 -2.6%
9	ISHARES TR MBS ETF MBB	MBB	31,187	$3.0m2.10%	2.10%	Reduced -532	-532 -1.7%
10	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,987	$2.7m1.89%	1.89%	Added +1.1k	+1,087 13.8%
11	ORACLE CORP COM ORCL	ORCL	12,430	$2.4m1.72%	1.72%	Added +5.5k	+5,542 80.5%
12	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	79,759	$2.4m1.71%	1.71%	Reduced -1.3k	-1,258 -1.6%
13	META PLATFORMS INC CL A META	META	3,169	$2.1m1.48%	1.48%	Added +2.3k	+2,347 285.5%
14	ELI LILLY & CO COM LLY	LLY	1,925	$2.1m1.47%	1.47%	Reduced -205	-205 -9.6%
15	INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI PID	PID	92,094	$2.0m1.44%	1.44%	Added +1.2k	+1,163 1.3%
16	JEFFERIES FINL GROUP INC COM JEF	JEF	29,763	$1.8m1.31%	1.31%	Added +9.0k	+9,000 43.4%
17	PROLOGIS INC. COM PLD	PLD	14,336	$1.8m1.30%	1.30%	Added +5.0k	+4,952 52.8%
18	NVIDIA CORPORATION COM NVDA	NVDA	9,353	$1.7m1.24%	1.24%	Reduced -3.3k	-3,267 -25.9%
19	ISHARES TR 3 7 YR TREAS BD IEI	IEI	14,559	$1.7m1.23%	1.23%	Reduced -114	-114 -0.8%
20	RTX CORPORATION COM RTX	RTX	9,052	$1.7m1.18%	1.18%	Added +1.2k	+1,225 15.7%
21	ABBVIE INC COM ABBV	ABBV	7,019	$1.6m1.14%	1.14%	Added +552	+552 8.5%
22	FLOWSERVE CORP COM FLS	FLS	23,032	$1.6m1.13%	1.13%	Added +4.1k	+4,090 21.6%
23	PHILIP MORRIS INTL INC COM PM	PM	9,917	$1.6m1.13%	1.13%	Added +1.4k	+1,439 17.0%
24	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		16,893	$1.6m1.10%	1.10%	Reduced -837	-837 -4.7%
25	CITIGROUP INC COM NEW C	C	13,116	$1.5m1.08%	1.08%	Added +846	+846 6.9%
26	CENCORA INC COM COR	COR	4,308	$1.5m1.03%	1.03%	Added +704	+704 19.5%
27	MEDTRONIC PLC SHS MDT	MDT	14,924	$1.4m1.02%	1.02%	Added +2.3k	+2,321 18.4%
28	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	5,578	$1.4m1.01%	1.01%	Added +788	+788 16.4%
29	TJX COS INC NEW COM TJX	TJX	9,124	$1.4m0.99%	0.99%	Added +1.7k	+1,692 22.8%
30	BLACKROCK INC COM BLK	BLK	1,296	$1.4m0.98%	0.98%	Added +196	+196 17.8%
31	ISHARES TR IBOXX INV CP ETF LQD	LQD	12,519	$1.4m0.98%	0.98%	Reduced -270	-270 -2.1%
32	BLACKSTONE INC COM BX	BX	8,851	$1.4m0.97%	0.97%	Added +1.3k	+1,316 17.5%
33	TOLL BROTHERS INC COM TOL	TOL	10,025	$1.4m0.96%	0.96%	Added +4.7k	+4,672 87.3%
34	PNC FINL SVCS GROUP INC COM PNC	PNC	6,061	$1.3m0.90%	0.90%	Reduced -360	-360 -5.6%
35	EMERSON ELEC CO COM EMR	EMR	9,505	$1.3m0.89%	0.89%	Added +1.5k	+1,497 18.7%
36	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,096	$1.3m0.89%	0.89%	Added +454	+454 9.8%
37	CAMECO CORP COM CCJ	CCJ	13,630	$1.2m0.88%	0.88%	Added +2.7k	+2,734 25.1%
38	FREEPORT-MCMORAN INC CL B FCX	FCX	24,264	$1.2m0.87%	0.87%	Added +3.9k	+3,858 18.9%
39	GOLDMAN SACHS GROUP INC COM GS	GS	1,394	$1.2m0.87%	0.87%	Added +196	+196 16.4%
40	NEXTERA ENERGY INC COM NEE	NEE	15,103	$1.2m0.86%	0.86%	Added +2.3k	+2,331 18.2%
41	BAKER HUGHES COMPANY CL A BKR	BKR	24,597	$1.1m0.79%	0.79%	Added +3.6k	+3,552 16.9%
42	ISHARES TR SHORT TREAS BD SHV	SHV	9,810	$1.1m0.77%	0.77%	Reduced -59	-59 -0.6%
43	AMERICAN EXPRESS CO COM AXP	AXP	2,809	$1.0m0.74%	0.74%	Added +213	+213 8.2%
44	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,116	$1.0m0.73%	0.73%	Reduced -202	-202 -8.7%
45	UNION PAC CORP COM UNP	UNP	4,397	$1.0m0.72%	0.72%	Added +607	+607 16.0%
46	AMAZON COM INC COM AMZN	AMZN	4,332	$999.9k0.71%	0.71%	Reduced -45	-45 -1.0%
47	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,229	$981.3k0.70%	0.70%	Added +527	+527 19.5%
48	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,431	$975.8k0.69%	0.69%	Reduced -105	-105 -6.8%
49	ENBRIDGE INC COM ENB	ENB	20,196	$966.0k0.68%	0.68%	Added +4.4k	+4,351 27.5%
50	DARDEN RESTAURANTS INC COM DRI	DRI	4,921	$905.6k0.64%	0.64%	New
51	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	9,403	$871.7k0.62%	0.62%	New
52	SCOTTS MIRACLE-GRO CO CL A SMG	SMG	14,913	$870.2k0.62%	0.62%	New
53	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,391	$861.1k0.61%	0.61%	Reduced -655	-655 -21.5%
54	TOYOTA MOTOR CORP ADS TM	TM	3,966	$849.0k0.60%	0.60%	Added +569	+569 16.8%
55	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,445	$849.0k0.60%	0.60%	Reduced -441	-441 -9.0%
56	DICKS SPORTING GOODS INC COM DKS	DKS	4,281	$847.5k0.60%	0.60%	Reduced -974	-974 -18.5%
57	STMICROELECTRONICS N V NY REGISTRY STM	STM	32,294	$837.7k0.59%	0.59%	New
58	CANADIAN NAT RES LTD COM CNQ	CNQ	24,672	$835.1k0.59%	0.59%	Added +8.2k	+8,172 49.5%
59	WALMART INC COM WMT	WMT	7,388	$823.1k0.58%	0.58%	Added +1.1k	+1,109 17.7%
60	UNITED PARCEL SERVICE INC CL B UPS	UPS	8,290	$822.3k0.58%	0.58%	New
61	NIKE INC CL B NKE	NKE	12,696	$808.8k0.57%	0.57%	New
62	SPDR SER TR S&P BIOTECH XBI	XBI	6,574	$801.6k0.57%	0.57%	Reduced -90	-90 -1.4%
63	ENTERGY CORP NEW COM ETR	ETR	8,305	$767.6k0.54%	0.54%	Unchanged
64	DIGITAL RLTY TR INC COM DLR	DLR	4,915	$760.4k0.54%	0.54%	Reduced -1.8k	-1,810 -26.9%
65	DUKE ENERGY CORP NEW COM NEW DUK	DUK	6,240	$731.4k0.52%	0.52%	Reduced -2.0k	-1,966 -24.0%
66	UNITED RENTALS INC COM URI	URI	901	$729.2k0.52%	0.52%	New
67	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	8,853	$714.8k0.51%	0.51%	Reduced -244	-244 -2.7%
68	GLOBAL X FDS CYBRSCURTY ETF BUG	BUG	21,781	$663.4k0.47%	0.47%	Added +3.6k	+3,611 19.9%
69	KONTOOR BRANDS INC COM KTB	KTB	10,816	$660.7k0.47%	0.47%	New
70	ISHARES TR US HOME CONS ETF ITB	ITB	6,589	$634.5k0.45%	0.45%	New
71	TESLA INC COM TSLA	TSLA	1,322	$594.5k0.42%	0.42%	Reduced -300	-300 -18.5%
72	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	15,451	$585.1k0.41%	0.41%	Reduced -265	-265 -1.7%
73	ALBEMARLE CORP COM ALB	ALB	4,010	$567.2k0.40%	0.40%	Unchanged
74	SPDR GOLD TR GOLD SHS GLD	GLD	1,345	$533.0k0.38%	0.38%	Added +265	+265 24.5%
75	GLOBAL X FDS GLOBAL X URANIUM URA	URA	11,611	$496.1k0.35%	0.35%	New
76	ISHARES TR CORE DIV GRWTH DGRO	DGRO	6,261	$434.6k0.31%	0.31%	Added +63	+63 1.0%
77	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,917	$417.9k0.30%	0.30%	Reduced -905	-905 -18.8%
78	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	655	$410.7k0.29%	0.29%	Added +19	+19 3.0%
79	NEWMARKET CORP COM NEU	NEU	561	$385.6k0.27%	0.27%	Unchanged
80	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	4,779	$383.8k0.27%	0.27%	Reduced -1.6k	-1,610 -25.2%
81	AMGEN INC COM AMGN	AMGN	1,125	$368.1k0.26%	0.26%	Added +8	+8 0.7%
82	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	8,260	$366.8k0.26%	0.26%	Added +1.5k	+1,463 21.5%
83	SALESFORCE INC COM CRM	CRM	1,307	$346.3k0.25%	0.25%	Reduced -2.7k	-2,727 -67.6%
84	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	673	$338.3k0.24%	0.24%	Added +20	+20 3.1%
85	ISHARES TR CORE S&P500 ETF IVV	IVV	471	$322.6k0.23%	0.23%	Reduced -171	-171 -26.6%
86	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	3,844	$308.4k0.22%	0.22%	Reduced -15	-15 -0.4%
87	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	4,174	$304.2k0.22%	0.22%	Reduced -1.3k	-1,264 -23.2%
88	UBER TECHNOLOGIES INC COM UBER	UBER	3,613	$295.2k0.21%	0.21%	Added +392	+392 12.2%
89	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	956	$288.8k0.20%	0.20%	Reduced -100	-100 -9.5%
90	HOME DEPOT INC COM HD	HD	832	$286.3k0.20%	0.20%	Reduced -2.2k	-2,202 -72.6%
91	CHEVRON CORP NEW COM CVX	CVX	1,847	$281.5k0.20%	0.20%	Reduced -43	-43 -2.3%
92	SHELL PLC SPON ADS SHEL	SHEL	3,830	$281.4k0.20%	0.20%	Added +600	+600 18.6%
93	SYSCO CORP COM SYY	SYY	3,617	$266.5k0.19%	0.19%	Unchanged
94	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,305	$265.8k0.19%	0.19%	Unchanged
95	GE AEROSPACE COM NEW GE	GE	862	$265.6k0.19%	0.19%	Reduced -55	-55 -6.0%
96	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,453	$258.3k0.18%	0.18%	Added +217	+217 17.6%
97	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	8,530	$252.6k0.18%	0.18%	Unchanged
98	MPLX LP COM UNIT REP LTD MPLX	MPLX	4,728	$252.3k0.18%	0.18%	Unchanged
99	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	2,937	$250.7k0.18%	0.18%	New
100	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,693	$248.2k0.18%	0.18%	Reduced -397	-397 -9.7%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
EATON CORP PLC ETN	ETN	2,865	$1.1m2.9k shares
SPDR SER TR KRE	KRE	14,304	$905.4k14.3k shares
STRYKER CORPORATION SYK	SYK	2,256	$834.0k2.3k shares
MATCH GROUP INC NEW MTCH	MTCH	22,858	$807.3k22.9k shares
VULCAN MATLS CO VMC	VMC	2,307	$709.7k2.3k shares
INVESCO EXCHANGE TRADED FD T RSPD	RSPD	12,128	$699.8k12.1k shares
GOLDMAN SACHS ETF TR GBIL	GBIL	3,697	$370.6k3.7k shares
VANGUARD INDEX FDS VTI	VTI	861	$282.5k861 shares
SILA REALTY TRUST INC		8,477	$212.8k8.5k shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,641	$204.0k4.6k shares