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Disclosery

13F-HR filed by BRIAN LOW FINANCIAL GROUP, LLC

BRIAN LOW FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-16, with 108 holding rows worth $128,867,893.

Accession
0002079080-25-000002
Filer
CIK 2079080
Filed
2025-10-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 108 entries on the cover page, a total value of $128,867,893 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,867,893 with VALUE read as dollars as filed, 13F file number 028-25677. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
MANAGER DIRECTED PORTFOLIOS56170L612SWP GR IN ET SW624,468$17,284,267dollars as filed
Microsoft Corp594918104COM11,665$6,041,629dollars as filed
EXXON MOBIL CORP30231G102COM49,068$5,532,372dollars as filed
Apple Inc037833100COM19,859$5,056,662dollars as filed
JPMorgan Chase & Co46625H100COM10,259$3,236,052dollars as filed
ISHARES TR464287465MSCI EAFE ETF32,810$3,063,438dollars as filed
Broadcom Inc.11135F101COM9,183$3,029,598dollars as filed
iShares MBS ETF464288588SHS31,719$3,018,033dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM12,393$3,012,775dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF81,017$2,454,002dollars as filed
NVIDIA Corp67066G104COM12,620$2,354,657dollars as filed
International Business Machines Corporation459200101COM7,900$2,229,097dollars as filed
Oracle Corporation68389X105COM6,888$1,937,238dollars as filed
INVESCO EXCHANGE TRADED FD T46137V548COM90,931$1,933,858dollars as filed
ISHARES TR4642886613 7 YR TREAS BD14,673$1,753,588dollars as filed
Eli Lilly and Company532457108COM2,130$1,625,190dollars as filed
AbbVie,Inc.00287Y109COM6,467$1,497,325dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS12,789$1,425,564dollars as filed
Philip Morris International Inc.718172109COM8,478$1,375,132dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR17,730$1,360,246dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM20,763$1,358,315dollars as filed
Raytheon Technologies Corporation75513E101COM7,827$1,309,729dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock6,421$1,290,203dollars as filed
BLACKSTONE INC09260D107COM7,535$1,287,355dollars as filed
BlackRock,Inc.09290D101COM1,100$1,282,504dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock4,790$1,250,430dollars as filed
Citigroup Inc.172967424COM12,270$1,245,442dollars as filed
Home Depot, Inc437076102COM3,034$1,229,515dollars as filed
Medtronic PlcG5960L103COM12,603$1,200,310dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock5,255$1,167,766dollars as filed
DIGITAL RLTY TR INC COM253868103REIT6,725$1,162,618dollars as filed
CENCORA INC COM03073E105Stock3,604$1,126,358dollars as filed
iShares Russell 2000 ETF464287655SHS4,642$1,123,153dollars as filed
Vanguard Growth922908736COM2,318$1,111,872dollars as filed
iShares Short Treasury Bond ETF464288679SHS9,869$1,090,434dollars as filed
Prologis,Inc.74340W103COM9,384$1,074,601dollars as filed
TJX Companies Inc872540109COM7,432$1,074,221dollars as filed
Eaton Corp. PlcG29183103COM2,865$1,072,226dollars as filed
EMERSON ELEC CO COM291011104Stock8,008$1,050,472dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock21,045$1,025,288dollars as filed
SPY78462F103SHS1,536$1,023,252dollars as filed
Duke Energy Corporation26441C204COM8,206$1,015,552dollars as filed
FLOWSERVE CORP34354P105COM18,942$1,006,578dollars as filed
VANECK ETF TRUST92189F676COM3,046$994,093dollars as filed
NextEra Energy,Inc.65339F101COM12,772$964,136dollars as filed
Amazon.com, Inc023135106COM4,377$961,058dollars as filed
Salesforce.com, Inc79466L302COM4,034$956,064dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,198$954,057dollars as filed
CAMECO CORP COM13321L108Stock10,896$913,739dollars as filed
Vanguard Value ETF922908744SHS4,886$911,180dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK14,304$905,443dollars as filed
Union Pacific Corporation907818108COM3,790$895,878dollars as filed
American Express Company025816109COM2,596$862,287dollars as filed
Stryker Corporation863667101COM2,256$833,976dollars as filed
MATCH GROUP INC NEW57667L107COM22,858$807,345dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock20,406$800,330dollars as filed
ENBRIDGE INC COM29250N105Stock15,845$799,539dollars as filed
ENTERGY CORP NEW COM29364G103Stock8,305$773,943dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,702$754,642dollars as filed
TOLL BROTHERS INC COM889478103Stock5,353$739,463dollars as filed
iShares MSCI Japan ETF46434G822SHS9,097$729,642dollars as filed
Tesla Motors, Inc88160R101COM1,622$721,336dollars as filed
VULCAN MATLS CO COM929160109Stock2,307$709,679dollars as filed
INVESCO EXCHANGE TRADED FD T46137V381S&P500 EQL DIS12,128$699,763dollars as filed
SPDR SER TR78464A870S&P BIOTECH6,664$667,733dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR3,397$649,133dollars as filed
Walmart Inc.931142103COM6,279$647,112dollars as filed
GLOBAL X FDS37954Y384CYBRSCURTY ETF18,170$639,402dollars as filed
META PLATFORMS INC CL A30303M102COM822$603,867dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D101NO AMER ENERGY15,716$601,766dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock6,389$533,226dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock16,500$527,340dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS4,822$503,895dollars as filed
NEWMARKET CORP COM651587107Stock561$464,626dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS642$429,691dollars as filed
iShares Core Dividend Growth ETF46434V621SHS6,198$421,964dollars as filed
Vanguard S&P 500 ETF922908363COM636$389,545dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,080$383,908dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS3,697$370,550dollars as filed
Berkshire Hathaway Inc084670702COM653$328,289dollars as filed
ALBEMARLE CORP012653101COM4,010$325,131dollars as filed
Uber Technologies90353T100COM3,221$315,561dollars as filed
Amgen Inc.031162100COM1,117$315,276dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,056$314,296dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS3,859$302,314dollars as filed
SYSCOCORP871829107COM3,617$297,824dollars as filed
Chevron Corporation166764100COM1,890$293,453dollars as filed
SPDW78463X889COM6,797$290,856dollars as filed
VTI922908769COM861$282,453dollars as filed
ISHARES TR46434V696CORE MSCI PAC3,830$281,252dollars as filed
General Electric Company369604301COM917$275,874dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS4,090$269,613dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,267$264,332dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,305$259,313dollars as filed
AT&T Inc00206R102COM8,851$249,960dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF8,530$248,319dollars as filed
Johnson & Johnson478160104COM1,327$245,975dollars as filed
Procter & Gamble Co742718109COM1,589$244,076dollars as filed
MPLX LP55336V100COM UNIT REP LTD4,728$236,164dollars as filed
SHELL PLC SPON ADS780259305ADR3,230$231,042dollars as filed
Southern Company842587107COM2,424$229,741dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,236$225,471dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK5,438$222,904dollars as filed
ISHARES TR46434V738CORE MSCI EURO3,235$220,402dollars as filed
Netflix, Inc64110L106COM181$217,005dollars as filed
SILA REALTY TRUST INC146280508COMMON STOCK8,477$212,777dollars as filed
Verizon Communications Inc92343V104COM4,641$203,972dollars as filed
VILLAGE FARMS INTL INC92707Y108COM46,000$143,980dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079080-25-000002this filing2025-10-16acceptance time not in the bulk data set