BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE, LA · CIK 2079080 · 13F filing filed 2026-04-20

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.

$147.2m reported value +4.3% vs Q4 2025

116positions

37.7%in top 10

13 new 64 added 28 reduced 13 sold out vs Q4 2025

Holdings, Q1 2026

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	708,588	$18.8m12.81%	12.81%	Added +50.9k	+50,916 7.7%
2	EXXON MOBIL CORP COM XOM	XOM	48,040	$8.2m5.54%	5.54%	Reduced -898	-898 -1.8%
3	MICROSOFT CORP COM MSFT	MSFT	14,919	$5.5m3.75%	3.75%	Added +3.6k	+3,607 31.9%
4	APPLE INC COM AAPL	AAPL	20,634	$5.2m3.56%	3.56%	Added +1.8k	+1,839 9.8%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,596	$3.6m2.46%	2.46%	Added +1.4k	+1,399 12.5%
6	ISHARES TR MSCI EAFE ETF EFA	EFA	35,093	$3.4m2.32%	2.32%	Added +2.4k	+2,362 7.2%
7	BROADCOM INC COM AVGO	AVGO	9,655	$3.0m2.03%	2.03%	Added +712	+712 8.0%
8	ISHARES TR MBS ETF MBB	MBB	31,172	$3.0m2.01%	2.01%	Reduced -15	-15 -0.1%
9	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	79,941	$2.4m1.63%	1.63%	Added +182	+182 0.2%
10	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	9,760	$2.4m1.61%	1.61%	Added +773	+773 8.6%
11	NVIDIA CORPORATION COM NVDA	NVDA	12,927	$2.3m1.53%	1.53%	Added +3.6k	+3,574 38.2%
12	INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI PID	PID	99,068	$2.2m1.50%	1.50%	Added +7.0k	+6,974 7.6%
13	PROLOGIS INC. COM PLD	PLD	15,824	$2.1m1.42%	1.42%	Added +1.5k	+1,488 10.4%
14	STMICROELECTRONICS N V NY REGISTRY STM	STM	58,179	$2.0m1.37%	1.37%	Added +25.9k	+25,885 80.2%
15	ORACLE CORP COM ORCL	ORCL	13,638	$2.0m1.36%	1.36%	Added +1.2k	+1,208 9.7%
16	JPMORGAN CHASE & CO COM JPM	JPM	6,749	$2.0m1.35%	1.35%	Reduced -4.3k	-4,267 -38.7%
17	RTX CORPORATION COM RTX	RTX	9,914	$1.9m1.30%	1.30%	Added +862	+862 9.5%
18	META PLATFORMS INC CL A META	META	3,329	$1.9m1.29%	1.29%	Added +160	+160 5.0%
19	ELI LILLY & CO COM LLY	LLY	2,024	$1.9m1.26%	1.26%	Added +99	+99 5.1%
20	PHILIP MORRIS INTL INC COM PM	PM	11,174	$1.8m1.26%	1.26%	Added +1.3k	+1,257 12.7%
21	ASTRAZENECA PLC ORD AZN	AZN	9,162	$1.8m1.23%	1.23%	New
22	ISHARES TR 3 7 YR TREAS BD IEI	IEI	14,589	$1.7m1.18%	1.18%	Added +30	+30 0.2%
23	BLACKSTONE INC COM BX	BX	14,529	$1.7m1.14%	1.14%	Added +5.7k	+5,678 64.2%
24	ABBVIE INC COM ABBV	ABBV	7,650	$1.7m1.13%	1.13%	Added +631	+631 9.0%
25	TJX COS INC NEW COM TJX	TJX	10,000	$1.6m1.09%	1.09%	Added +876	+876 9.6%
26	FREEPORT-MCMORAN INC CL B FCX	FCX	26,804	$1.6m1.07%	1.07%	Added +2.5k	+2,540 10.5%
27	NEXTERA ENERGY INC COM NEE	NEE	16,695	$1.6m1.05%	1.05%	Added +1.6k	+1,592 10.5%
28	TOLL BROTHERS INC COM TOL	TOL	11,213	$1.5m1.04%	1.04%	Added +1.2k	+1,188 11.8%
29	CITIGROUP INC COM NEW C	C	13,345	$1.5m1.03%	1.03%	Added +229	+229 1.8%
30	CENCORA INC COM COR	COR	4,794	$1.5m1.02%	1.02%	Added +486	+486 11.3%
31	AMERICAN EXPRESS CO COM AXP	AXP	4,820	$1.5m0.99%	0.99%	Added +2.0k	+2,011 71.6%
32	MEDTRONIC PLC SHS MDT	MDT	16,590	$1.4m0.98%	0.98%	Added +1.7k	+1,666 11.2%
33	GOLDMAN SACHS GROUP INC COM GS	GS	1,682	$1.4m0.97%	0.97%	Added +288	+288 20.7%
34	FLOWSERVE CORP COM FLS	FLS	19,271	$1.4m0.96%	0.96%	Reduced -3.8k	-3,761 -16.3%
35	PNC FINL SVCS GROUP INC COM PNC	PNC	6,644	$1.4m0.94%	0.94%	Added +583	+583 9.6%
36	EMERSON ELEC CO COM EMR	EMR	10,540	$1.4m0.94%	0.94%	Added +1.0k	+1,035 10.9%
37	BLACKROCK INC COM BLK	BLK	1,432	$1.4m0.94%	0.94%	Added +136	+136 10.5%
38	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,552	$1.4m0.94%	0.94%	Added +456	+456 8.9%
39	ISHARES TR IBOXX INV CP ETF LQD	LQD	12,489	$1.4m0.92%	0.92%	Reduced -30	-30 -0.2%
40	BAKER HUGHES COMPANY CL A BKR	BKR	20,758	$1.3m0.86%	0.86%	Reduced -3.8k	-3,839 -15.6%
41	TOYOTA MOTOR CORP ADS TM	TM	6,125	$1.3m0.86%	0.86%	Added +2.2k	+2,159 54.4%
42	UNITED PARCEL SERVICE INC CL B UPS	UPS	12,775	$1.3m0.85%	0.85%	Added +4.5k	+4,485 54.1%
43	ENBRIDGE INC COM ENB	ENB	22,060	$1.2m0.81%	0.81%	Added +1.9k	+1,864 9.2%
44	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,531	$1.2m0.81%	0.81%	Added +302	+302 9.3%
45	UNION PAC CORP COM UNP	UNP	4,858	$1.2m0.80%	0.80%	Added +461	+461 10.5%
46	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	10,495	$1.2m0.80%	0.80%	Added +1.1k	+1,092 11.6%
47	UNITED RENTALS INC COM URI	URI	1,604	$1.2m0.79%	0.79%	Added +703	+703 78.0%
48	ISHARES TR SHORT TREAS BD SHV	SHV	9,858	$1.1m0.74%	0.74%	Added +48	+48 0.5%
49	DARDEN RESTAURANTS INC COM DRI	DRI	5,509	$1.1m0.73%	0.73%	Added +588	+588 11.9%
50	DIGITAL RLTY TR INC COM DLR	DLR	5,648	$1.0m0.69%	0.69%	Added +733	+733 14.9%
51	AMAZON COM INC COM AMZN	AMZN	4,743	$987.8k0.67%	0.67%	Added +411	+411 9.5%
52	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,507	$961.2k0.65%	0.65%	Added +116	+116 4.8%
53	DICKS SPORTING GOODS INC COM DKS	DKS	4,739	$939.7k0.64%	0.64%	Added +458	+458 10.7%
54	ENTERGY CORP NEW COM ETR	ETR	8,305	$933.1k0.63%	0.63%	Unchanged
55	SPDR SER TR S&P BIOTECH XBI	XBI	7,252	$926.3k0.63%	0.63%	Added +678	+678 10.3%
56	WALMART INC COM WMT	WMT	7,400	$919.7k0.62%	0.62%	Added +12	+12 0.2%
57	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,391	$904.6k0.61%	0.61%	Reduced -40	-40 -2.8%
58	SALESFORCE INC COM CRM	CRM	4,727	$882.4k0.60%	0.60%	Added +3.4k	+3,420 261.7%
59	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,960	$855.9k0.58%	0.58%	Reduced -156	-156 -7.4%
60	CAMECO CORP COM CCJ	CCJ	7,763	$843.1k0.57%	0.57%	Reduced -5.9k	-5,867 -43.0%
61	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	9,592	$810.0k0.55%	0.55%	Added +739	+739 8.3%
62	BECTON DICKINSON & CO COM BDX	BDX	5,095	$801.1k0.54%	0.54%	New
63	CANADIAN NAT RES LTD COM CNQ	CNQ	16,366	$797.5k0.54%	0.54%	Reduced -8.3k	-8,306 -33.7%
64	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,018	$788.3k0.54%	0.54%	Reduced -427	-427 -9.6%
65	DELTA AIR LINES INC DEL COM NEW DAL	DAL	11,699	$777.8k0.53%	0.53%	New
66	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	16,855	$735.9k0.50%	0.50%	Added +1.4k	+1,404 9.1%
67	ALBEMARLE CORP COM ALB	ALB	4,010	$719.9k0.49%	0.49%	Unchanged
68	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	12,223	$703.8k0.48%	0.48%	New
69	ISHARES TR US HOME CONS ETF ITB	ITB	7,240	$655.6k0.45%	0.45%	Added +651	+651 9.9%
70	SPDR SER TR S&P REGL BKG KRE	KRE	10,020	$652.8k0.44%	0.44%	New
71	TESLA INC COM TSLA	TSLA	1,706	$634.2k0.43%	0.43%	Added +384	+384 29.1%
72	SPDR GOLD TR GOLD SHS GLD	GLD	1,211	$521.1k0.35%	0.35%	Reduced -134	-134 -10.0%
73	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	743	$443.8k0.30%	0.30%	Added +88	+88 13.4%
74	BOOKING HOLDINGS INC COM BKNG	BKNG	105	$442.1k0.30%	0.30%	New
75	ISHARES TR CORE DIV GRWTH DGRO	DGRO	6,122	$429.6k0.29%	0.29%	Reduced -139	-139 -2.2%
76	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	9,104	$415.6k0.28%	0.28%	Added +844	+844 10.2%
77	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	4,779	$386.9k0.26%	0.26%	Unchanged
78	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,917	$383.5k0.26%	0.26%	Unchanged
79	NEWMARKET CORP COM NEU	NEU	561	$359.6k0.24%	0.24%	Unchanged
80	AMGEN INC COM AMGN	AMGN	1,021	$359.4k0.24%	0.24%	Reduced -104	-104 -9.2%
81	CHEVRON CORP NEW COM CVX	CVX	1,650	$341.3k0.23%	0.23%	Reduced -197	-197 -10.7%
82	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	669	$320.6k0.22%	0.22%	Reduced -4	-4 -0.6%
83	UBER TECHNOLOGIES INC COM UBER	UBER	4,371	$314.4k0.21%	0.21%	Added +758	+758 21.0%
84	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,305	$302.1k0.21%	0.21%	Unchanged
85	SCHWAB CHARLES CORP COM SCHW	SCHW	3,137	$294.8k0.20%	0.20%	Added +988	+988 46.0%
86	QUANTA SVCS INC COM PWR	PWR	536	$294.3k0.20%	0.20%	New
87	AT&T INC COM T	T	9,503	$275.5k0.19%	0.19%	Added +697	+697 7.9%
88	ISHARES INC MSCI EMRG CHN EMXC	EMXC	3,487	$274.3k0.19%	0.19%	Added +434	+434 14.2%
89	HOME DEPOT INC COM HD	HD	828	$272.3k0.19%	0.19%	Reduced -4	-4 -0.5%
90	MPLX LP COM UNIT REP LTD MPLX	MPLX	4,728	$269.8k0.18%	0.18%	Unchanged
91	NETFLIX INC COM NFLX	NFLX	2,733	$262.8k0.18%	0.18%	Added +493	+493 22.0%
92	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	4,598	$261.1k0.18%	0.18%	Added +424	+424 10.2%
93	CHENIERE ENERGY INC COM NEW LNG	LNG	912	$258.8k0.18%	0.18%	New
94	JOHNSON & JOHNSON COM JNJ	JNJ	1,058	$258.7k0.18%	0.18%	Reduced -133	-133 -11.2%
95	SYSCO CORP COM SYY	SYY	3,611	$257.6k0.18%	0.18%	Reduced -6	-6 -0.2%
96	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	2,768	$256.6k0.17%	0.17%	Reduced -169	-169 -5.8%
97	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	846	$255.7k0.17%	0.17%	Reduced -110	-110 -11.5%
98	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	8,218	$250.7k0.17%	0.17%	Reduced -312	-312 -3.7%
99	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	3,243	$248.2k0.17%	0.17%	Reduced -601	-601 -15.6%
100	TRAVELERS COMPANIES INC COM TRV	TRV	840	$245.0k0.17%	0.17%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
JEFFERIES FINL GROUP INC JEF	JEF	29,763	$1.8m29.8k shares
ASTRAZENECA PLC		8,446	$1.6m8.4k shares
APPLIED INDL TECHNOLOGIES IN AIT	AIT	5,578	$1.4m5.6k shares
SCOTTS MIRACLE-GRO CO SMG	SMG	14,913	$870.2k14.9k shares
NIKE INC NKE	NKE	12,696	$808.8k12.7k shares
DUKE ENERGY CORP NEW DUK	DUK	6,240	$731.4k6.2k shares
GLOBAL X FDS BUG	BUG	21,781	$663.4k21.8k shares
KONTOOR BRANDS INC KTB	KTB	10,816	$660.7k10.8k shares
GLOBAL X FDS URA	URA	11,611	$496.1k11.6k shares
SHELL PLC SHEL	SHEL	3,830	$281.4k3.8k shares
MERCK & CO INC MRK	MRK	2,023	$212.9k2.0k shares
VANGUARD WORLD FD ESGV	ESGV	1,704	$206.1k1.7k shares
ISHARES TR IEUR	IEUR	2,875	$204.1k2.9k shares