BRIAN LOW FINANCIAL GROUP, LLC

BATON ROUGE, LA · CIK 2079080 · 13F filing filed 2026-07-28

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.

$171.4m reported value +16.5% vs Q1 2026

116positions

36.6%in top 10

13 new 73 added 22 reduced 13 sold out vs Q1 2026

Holdings, Q2 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	771,572	$21.5m12.54%	12.54%	Added +63.0k	+62,984 8.9%
2	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	47,268	$6.5m3.77%	3.77%	New
3	APPLE INC COM AAPL	AAPL	22,242	$6.4m3.75%	3.75%	Added +1.6k	+1,608 7.8%
4	MICROSOFT CORP COM MSFT	MSFT	16,881	$6.3m3.67%	3.67%	Added +2.0k	+1,962 13.2%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	12,273	$4.4m2.56%	2.56%	Reduced -323	-323 -2.6%
6	BROADCOM INC COM AVGO	AVGO	10,905	$4.1m2.40%	2.40%	Added +1.2k	+1,250 12.9%
7	ISHARES TR MSCI EAFE ETF EFA	EFA	37,268	$3.9m2.26%	2.26%	Added +2.2k	+2,175 6.2%
8	ISHARES TR MBS ETF MBB	MBB	34,669	$3.3m1.91%	1.91%	Added +3.5k	+3,497 11.2%
9	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	11,643	$3.3m1.91%	1.91%	Added +1.9k	+1,883 19.3%
10	ELI LILLY & CO COM LLY	LLY	2,574	$3.1m1.80%	1.80%	Added +550	+550 27.2%
11	META PLATFORMS INC CL A META	META	5,305	$3.0m1.74%	1.74%	Added +2.0k	+1,976 59.4%
12	NVIDIA CORPORATION COM NVDA	NVDA	14,531	$2.9m1.70%	1.70%	Added +1.6k	+1,604 12.4%
13	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	89,322	$2.7m1.56%	1.56%	Added +9.4k	+9,381 11.7%
14	JPMORGAN CHASE & CO COM JPM	JPM	7,833	$2.6m1.50%	1.50%	Added +1.1k	+1,084 16.1%
15	PROLOGIS INC. COM PLD	PLD	18,361	$2.5m1.45%	1.45%	Added +2.5k	+2,537 16.0%
16	ORACLE CORP COM ORCL	ORCL	16,763	$2.5m1.43%	1.43%	Added +3.1k	+3,125 22.9%
17	INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI PID	PID	108,657	$2.4m1.41%	1.41%	Added +9.6k	+9,589 9.7%
18	PHILIP MORRIS INTL INC COM PM	PM	13,144	$2.4m1.39%	1.39%	Added +2.0k	+1,970 17.6%
19	WALMART INC COM WMT	WMT	20,371	$2.3m1.35%	1.35%	Added +13.0k	+12,971 175.3%
20	UNITED RENTALS INC COM URI	URI	2,019	$2.3m1.33%	1.33%	Added +415	+415 25.9%
21	ABBVIE INC COM ABBV	ABBV	8,768	$2.2m1.29%	1.29%	Added +1.1k	+1,118 14.6%
22	RTX CORPORATION COM RTX	RTX	10,715	$2.0m1.19%	1.19%	Added +801	+801 8.1%
23	ASTRAZENECA PLC ORD AZN	AZN	10,712	$2.0m1.18%	1.18%	Added +1.6k	+1,550 16.9%
24	CITIGROUP INC COM NEW C	C	14,455	$2.0m1.18%	1.18%	Added +1.1k	+1,110 8.3%
25	PNC FINL SVCS GROUP INC COM PNC	PNC	7,979	$2.0m1.15%	1.15%	Added +1.3k	+1,335 20.1%
26	AMERICAN EXPRESS CO COM AXP	AXP	5,637	$1.9m1.11%	1.11%	Added +817	+817 16.9%
27	ISHARES TR 3 7 YR TREAS BD IEI	IEI	16,185	$1.9m1.11%	1.11%	Added +1.6k	+1,596 10.9%
28	TJX COS INC NEW COM TJX	TJX	12,513	$1.9m1.11%	1.11%	Added +2.5k	+2,513 25.1%
29	BLACKSTONE INC COM BX	BX	15,768	$1.9m1.08%	1.08%	Added +1.2k	+1,239 8.5%
30	GOLDMAN SACHS GROUP INC COM GS	GS	1,832	$1.9m1.08%	1.08%	Added +150	+150 8.9%
31	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,853	$1.8m1.07%	1.07%	Added +322	+322 9.1%
32	NEXTERA ENERGY INC COM NEE	NEE	20,828	$1.8m1.07%	1.07%	Added +4.1k	+4,133 24.8%
33	FREEPORT-MCMORAN INC CL B FCX	FCX	29,066	$1.8m1.07%	1.07%	Added +2.3k	+2,262 8.4%
34	EMERSON ELEC CO COM EMR	EMR	12,751	$1.8m1.06%	1.06%	Added +2.2k	+2,211 21.0%
35	DELTA AIR LINES INC DEL COM NEW DAL	DAL	19,421	$1.8m1.06%	1.06%	Added +7.7k	+7,722 66.0%
36	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,764	$1.7m1.01%	1.01%	Added +212	+212 3.8%
37	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,561	$1.7m0.98%	0.98%	Added +54	+54 2.1%
38	RED ROCK RESORTS INC CL A RRR	RRR	25,754	$1.7m0.98%	0.98%	New
39	CENCORA INC COM COR	COR	5,867	$1.7m0.97%	0.97%	Added +1.1k	+1,073 22.4%
40	DIGITAL RLTY TR INC COM DLR	DLR	9,023	$1.6m0.95%	0.95%	Added +3.4k	+3,375 59.8%
41	UNION PAC CORP COM UNP	UNP	5,803	$1.6m0.92%	0.92%	Added +945	+945 19.4%
42	MEDTRONIC PLC SHS MDT	MDT	19,833	$1.6m0.91%	0.91%	Added +3.2k	+3,243 19.6%
43	ISHARES TR IBOXX INV CP ETF LQD	LQD	13,801	$1.5m0.88%	0.88%	Added +1.3k	+1,312 10.5%
44	BOOKING HOLDINGS INC COM BKNG	BKNG	8,402	$1.5m0.87%	0.87%	Added +5.8k	+5,777 220.1%
45	BLACKROCK INC COM BLK	BLK	1,555	$1.5m0.87%	0.87%	Added +123	+123 8.6%
46	PROGRESSIVE CORP COM PGR	PGR	6,833	$1.5m0.87%	0.87%	New
47	ENBRIDGE INC COM ENB	ENB	26,491	$1.4m0.84%	0.84%	Added +4.4k	+4,431 20.1%
48	DARDEN RESTAURANTS INC COM DRI	DRI	6,849	$1.4m0.82%	0.82%	Added +1.3k	+1,340 24.3%
49	CAMECO CORP COM CCJ	CCJ	13,372	$1.4m0.79%	0.79%	Added +5.6k	+5,609 72.2%
50	BECTON DICKINSON & CO COM BDX	BDX	8,871	$1.3m0.78%	0.78%	Added +3.8k	+3,776 74.1%
51	TURNING PT BRANDS INC COM TPB	TPB	15,618	$1.3m0.77%	0.77%	New
52	DICKS SPORTING GOODS INC COM DKS	DKS	5,777	$1.3m0.76%	0.76%	Added +1.0k	+1,038 21.9%
53	BAKER HUGHES COMPANY CL A BKR	BKR	22,405	$1.2m0.73%	0.73%	Added +1.6k	+1,647 7.9%
54	ISHARES TR SHORT TREAS BD SHV	SHV	11,096	$1.2m0.71%	0.71%	Added +1.2k	+1,238 12.6%
55	SPDR SER TR S&P BIOTECH XBI	XBI	7,330	$1.2m0.68%	0.68%	Added +78	+78 1.1%
56	AMAZON COM INC COM AMZN	AMZN	4,801	$1.1m0.67%	0.67%	Added +58	+58 1.2%
57	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,530	$1.1m0.67%	0.67%	Added +139	+139 10.0%
58	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	11,553	$995.2k0.58%	0.58%	Reduced -207	-207 -1.8%
59	ENTERGY CORP NEW COM ETR	ETR	8,277	$950.7k0.55%	0.55%	Reduced -28	-28 -0.3%
60	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	9,880	$921.5k0.54%	0.54%	Added +288	+288 3.0%
61	ISHARES TR RUSSELL 3000 ETF IWV	IWV	2,151	$917.2k0.54%	0.54%	New
62	CANADIAN NAT RES LTD COM CNQ	CNQ	22,036	$870.4k0.51%	0.51%	Added +5.7k	+5,670 34.6%
63	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,921	$854.5k0.50%	0.50%	Reduced -97	-97 -2.4%
64	INVESCO EXCHANGE TRADED FD T S&P500 EQL IND RSPN	RSPN	13,280	$849.9k0.50%	0.50%	Added +1.1k	+1,057 8.7%
65	SPDR SER TR S&P REGL BKG KRE	KRE	10,274	$769.0k0.45%	0.45%	Added +254	+254 2.5%
66	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	2,793	$739.4k0.43%	0.43%	New
67	TESLA INC COM TSLA	TSLA	1,360	$572.0k0.33%	0.33%	Reduced -346	-346 -20.3%
68	ALBEMARLE CORP COM ALB	ALB	4,000	$540.1k0.32%	0.32%	Reduced -10	-10 -0.2%
69	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	9,510	$479.2k0.28%	0.28%	Added +406	+406 4.5%
70	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	692	$475.4k0.28%	0.28%	Reduced -51	-51 -6.9%
71	ISHARES TR CORE DIV GRWTH DGRO	DGRO	6,214	$471.0k0.27%	0.27%	Added +92	+92 1.5%
72	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,843	$457.2k0.27%	0.27%	Reduced -74	-74 -1.9%
73	NEWMARKET CORP COM NEU	NEU	561	$443.9k0.26%	0.26%	Unchanged
74	SPDR GOLD TR GOLD SHS GLD	GLD	1,086	$400.1k0.23%	0.23%	Reduced -125	-125 -10.3%
75	QUANTA SVCS INC COM PWR	PWR	542	$390.3k0.23%	0.23%	Added +6	+6 1.1%
76	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	4,779	$387.9k0.23%	0.23%	Unchanged
77	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	4,362	$374.3k0.22%	0.22%	Reduced -236	-236 -5.1%
78	AMGEN INC COM AMGN	AMGN	1,029	$372.4k0.22%	0.22%	Added +8	+8 0.8%
79	ADVANCED MICRO DEVICES INC COM AMD	AMD	608	$353.2k0.21%	0.21%	New
80	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	172	$342.2k0.20%	0.20%	Added +13	+13 8.2%
81	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	655	$327.8k0.19%	0.19%	Reduced -14	-14 -2.1%
82	ISHARES INC MSCI EMRG CHN EMXC	EMXC	3,154	$322.7k0.19%	0.19%	Reduced -333	-333 -9.6%
83	UBER TECHNOLOGIES INC COM UBER	UBER	4,447	$320.9k0.19%	0.19%	Added +76	+76 1.7%
84	ISHARES TR CORE S&P500 ETF IVV	IVV	424	$317.5k0.19%	0.19%	Added +50	+50 13.4%
85	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,305	$315.3k0.18%	0.18%	Unchanged
86	SYSCO CORP COM SYY	SYY	3,611	$301.8k0.18%	0.18%	Unchanged
87	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	822	$300.6k0.18%	0.18%	Reduced -24	-24 -2.8%
88	HOME DEPOT INC COM HD	HD	812	$286.4k0.17%	0.17%	Reduced -16	-16 -1.9%
89	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	8,219	$286.1k0.17%	0.17%	Added +1	+1 0.0%
90	CHEVRON CORP NEW COM CVX	CVX	1,711	$283.7k0.17%	0.17%	Added +61	+61 3.7%
91	EATON CORP PLC SHS ETN	ETN	655	$279.1k0.16%	0.16%	Added +22	+22 3.5%
92	APPLIED MATLS INC COM AMAT	AMAT	386	$279.1k0.16%	0.16%	New
93	TRAVELERS COMPANIES INC COM TRV	TRV	840	$277.3k0.16%	0.16%	Unchanged
94	STMICROELECTRONICS N V NY REGISTRY STM	STM	3,676	$275.3k0.16%	0.16%	Reduced -54.5k	-54,503 -93.7%
95	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,269	$270.8k0.16%	0.16%	Reduced -114	-114 -3.4%
96	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	542	$269.2k0.16%	0.16%	Added +6	+6 1.1%
97	AIRBNB INC COM CL A ABNB	ABNB	1,874	$268.2k0.16%	0.16%	Added +30	+30 1.6%
98	JOHNSON & JOHNSON COM JNJ	JNJ	1,055	$267.8k0.16%	0.16%	Reduced -3	-3 -0.3%
99	MPLX LP COM UNIT REP LTD MPLX	MPLX	4,728	$266.3k0.16%	0.16%	Unchanged
100	SOUTHERN CO COM SO	SO	2,697	$258.1k0.15%	0.15%	Added +272	+272 11.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	48,040	$8.2m48.0k shares
TOLL BROTHERS INC TOL	TOL	11,213	$1.5m11.2k shares
FLOWSERVE CORP FLS	FLS	19,271	$1.4m19.3k shares
TOYOTA MOTOR CORP TM	TM	6,125	$1.3m6.1k shares
UNITED PARCEL SERVICE INC UPS	UPS	12,775	$1.3m12.8k shares
SILICON MOTION TECHNOLOGY CO SIMO	SIMO	10,495	$1.2m10.5k shares
SALESFORCE INC CRM	CRM	4,727	$882.4k4.7k shares
FIRST TR EXCHANGE-TRADED FD EMLP	EMLP	16,855	$735.9k16.9k shares
ISHARES TR ITB	ITB	7,240	$655.6k7.2k shares
SCHWAB CHARLES CORP SCHW	SCHW	3,137	$294.8k3.1k shares
AT&T INC T	T	9,503	$275.5k9.5k shares
CHENIERE ENERGY INC LNG	LNG	912	$258.8k912 shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,715	$236.7k4.7k shares