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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 2025-12-31, filed 2026-02-13, with 116 holding rows worth $141,117,028.

Accession
0002079080-26-000001
Filer
CIK 2079080
Filed
2026-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 116 entries on the cover page, a total value of $141,117,028 stated on the cover page (in dollars after the unit check, H1), rows summing to $141,117,028 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 SW657,672$18,269,404dollars as filed
EXXON MOBIL CORP30231G102COM48,938$5,889,145dollars as filed
Microsoft Corp594918104COM11,312$5,470,554dollars as filed
Apple Inc037833100COM18,795$5,109,634dollars as filed
JPMorgan Chase & Co46625H100COM11,016$3,549,471dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM11,197$3,504,717dollars as filed
ISHARES TR464287465MSCI EAFE ETF32,731$3,143,176dollars as filed
Broadcom Inc.11135F101COM8,943$3,095,228dollars as filed
iShares MBS ETF464288588SHS31,187$2,969,607dollars as filed
International Business Machines Corporation459200101COM8,987$2,662,116dollars as filed
Oracle Corporation68389X105COM12,430$2,422,808dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF79,759$2,408,718dollars as filed
META PLATFORMS INC CL A30303M102COM3,169$2,092,032dollars as filed
Eli Lilly and Company532457108COM1,925$2,068,759dollars as filed
INVESCO EXCHANGE TRADED FD T46137V548COM92,094$2,026,076dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM29,763$1,844,413dollars as filed
Prologis,Inc.74340W103COM14,336$1,830,131dollars as filed
NVIDIA Corp67066G104COM9,353$1,744,368dollars as filed
ISHARES TR4642886613 7 YR TREAS BD14,559$1,737,579dollars as filed
Raytheon Technologies Corporation75513E101COM9,052$1,660,203dollars as filed
AbbVie,Inc.00287Y109COM7,019$1,603,848dollars as filed
FLOWSERVE CORP34354P105COM23,032$1,597,960dollars as filed
Philip Morris International Inc.718172109COM9,917$1,590,687dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR16,893$1,552,973dollars as filed
Citigroup Inc.172967424COM13,116$1,530,476dollars as filed
CENCORA INC COM03073E105Stock4,308$1,455,027dollars as filed
Medtronic PlcG5960L103COM14,924$1,433,599dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock5,578$1,432,263dollars as filed
TJX Companies Inc872540109COM9,124$1,401,538dollars as filed
BlackRock,Inc.09290D101COM1,296$1,387,203dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS12,519$1,379,467dollars as filed
BLACKSTONE INC09260D107COM8,851$1,364,293dollars as filed
TOLL BROTHERS INC COM889478103Stock10,025$1,355,581dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock6,061$1,265,184dollars as filed
EMERSON ELEC CO COM291011104Stock9,505$1,261,448dollars as filed
iShares Russell 2000 ETF464287655SHS5,096$1,254,487dollars as filed
CAMECO CORP COM13321L108Stock13,630$1,247,009dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock24,264$1,232,390dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,394$1,225,379dollars as filed
NextEra Energy,Inc.65339F101COM15,103$1,212,482dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock24,597$1,120,148dollars as filed
iShares Short Treasury Bond ETF464288679SHS9,810$1,080,518dollars as filed
American Express Company025816109COM2,809$1,039,190dollars as filed
Vanguard Growth922908736COM2,116$1,032,463dollars as filed
Union Pacific Corporation907818108COM4,397$1,017,174dollars as filed
Amazon.com, Inc023135106COM4,332$999,912dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,229$981,261dollars as filed
SPY78462F103SHS1,431$975,828dollars as filed
ENBRIDGE INC COM29250N105Stock20,196$965,975dollars as filed
DARDEN RESTAURANTS INC COM237194105Stock4,921$905,562dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR9,403$871,658dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A14,913$870,174dollars as filed
VANECK ETF TRUST92189F676COM2,391$861,071dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR3,966$848,962dollars as filed
Vanguard Value ETF922908744SHS4,445$848,951dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock4,281$847,510dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR32,294$837,706dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock24,672$835,147dollars as filed
Walmart Inc.931142103COM7,388$823,089dollars as filed
United Parcel Service,Inc. Class B911312106COM8,290$822,294dollars as filed
NIKE,Inc. Class B654106103COM12,696$808,843dollars as filed
SPDR SER TR78464A870S&P BIOTECH6,574$801,568dollars as filed
ENTERGY CORP NEW COM29364G103Stock8,305$767,631dollars as filed
DIGITAL RLTY TR INC COM253868103REIT4,915$760,400dollars as filed
Duke Energy Corporation26441C204COM6,240$731,373dollars as filed
UNITED RENTALS INC COM911363109Stock901$729,197dollars as filed
iShares MSCI Japan ETF46434G822SHS8,853$714,798dollars as filed
GLOBAL X FDS37954Y384CYBRSCURTY ETF21,781$663,449dollars as filed
KONTOOR BRANDS INC50050N103COM10,816$660,749dollars as filed
ISHARES TR464288752US HOME CONS ETF6,589$634,521dollars as filed
Tesla Motors, Inc88160R101COM1,322$594,530dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D101NO AMER ENERGY15,451$585,129dollars as filed
ALBEMARLE CORP012653101COM4,010$567,174dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,345$533,037dollars as filed
GLOBAL X FDS37954Y871GLOBAL X URANIUM11,611$496,138dollars as filed
iShares Core Dividend Growth ETF46434V621SHS6,261$434,643dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS3,917$417,891dollars as filed
Vanguard S&P 500 ETF922908363COM655$410,661dollars as filed
NEWMARKET CORP COM651587107Stock561$385,553dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock4,779$383,754dollars as filed
Amgen Inc.031162100COM1,125$368,089dollars as filed
SPDW78463X889COM8,260$366,830dollars as filed
Salesforce.com, Inc79466L302COM1,307$346,253dollars as filed
Berkshire Hathaway Inc084670702COM673$338,283dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS471$322,607dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS3,844$308,366dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK4,174$304,201dollars as filed
Uber Technologies90353T100COM3,613$295,218dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS956$288,817dollars as filed
Home Depot, Inc437076102COM832$286,334dollars as filed
Chevron Corporation166764100COM1,847$281,490dollars as filed
SHELL PLC SPON ADS780259305ADR3,830$281,428dollars as filed
SYSCOCORP871829107COM3,617$266,537dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock2,305$265,790dollars as filed
General Electric Company369604301COM862$265,564dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,453$258,271dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF8,530$252,584dollars as filed
MPLX LP55336V100COM UNIT REP LTD4,728$252,333dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS2,937$250,732dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,693$248,243dollars as filed
ISHARES TR46434V696CORE MSCI PAC3,371$246,791dollars as filed
Johnson & Johnson478160104COM1,191$246,461dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock840$243,650dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM523$237,107dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,096$232,122dollars as filed
Procter & Gamble Co742718109COM1,550$222,122dollars as filed
ISHARES INC46434G764MSCI EMRG CHN3,053$221,927dollars as filed
AT&T Inc00206R102COM8,806$218,732dollars as filed
Charles Schwab Corp808513105COM2,149$214,707dollars as filed
Merck & Co.,Inc.58933Y105COM2,023$212,937dollars as filed
Southern Company842587107COM2,425$211,431dollars as filed
Netflix, Inc64110L106COM2,240$210,022dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS1,704$206,116dollars as filed
ISHARES TR46434V738CORE MSCI EURO2,875$204,068dollars as filed
VILLAGE FARMS INTL INC92707Y108COM46,000$167,900dollars as filed
PROSPECT CAPITAL CORPORATION74348T102COM10,000$25,900dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002079080-26-000001this filing2026-02-13acceptance time not in the bulk data set