BRIAN LOW FINANCIAL GROUP, LLC

13F filer, CIK 2079080, BATON ROUGE, LA

BRIAN LOW FINANCIAL GROUP, LLC reported $106,809,596 across 100 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 41.91% of the portfolio.

Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC13F-HR 0001843867-25-000009

Period: 2025-06-30
Reported value: $107M
Holdings: 100
Top 10 weight: 41.91%
New
Sold out

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001843867-25-000009, largest first. % of portfolio is the value over $106,809,596, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
SWPMANAGER DIRECTED PORTFOLIOS	610,486	$15.9M	14.89%	Timeline
MSFTMICROSOFT CORP	10,031	$4.99M	4.67%	Timeline
XOMEXXON MOBIL CORP	45,872	$4.95M	4.63%	Timeline
AAPLAPPLE INC	17,157	$3.52M	3.3%	Timeline
MBBISHARES TR	33,323	$3.13M	2.93%	Timeline
EFAISHARES TR	33,910	$3.03M	2.84%	Timeline
JPMJPMORGAN CHASE & CO	9,235	$2.68M	2.51%	Timeline
SPSBSPDR SERIES TRUST	84,184	$2.54M	2.38%	Timeline
AVGOBROADCOM INC	7,482	$2.06M	1.93%	Timeline
NVDANVIDIA CORPORATION	12,411	$1.96M	1.84%	Timeline
PIDINVESCO EXCHANGE TRADED FD T	95,371	$1.96M	1.83%	Timeline
IEIISHARES TR	15,275	$1.82M	1.7%	Timeline
ORCLORACLE CORP	7,840	$1.71M	1.6%	Timeline
GOOGLALPHABET INC	9,713	$1.71M	1.6%	Timeline
LLYELI LILLY & CO	1,928	$1.5M	1.41%	Timeline
LQDISHARES TR	13,437	$1.47M	1.38%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	4,870	$1.44M	1.34%	Timeline
CRMSALESFORCE INC	4,378	$1.19M	1.12%	Timeline
PMPHILIP MORRIS INTL INC	6,307	$1.15M	1.08%	Timeline
SHVISHARES TR	10,227	$1.13M	1.06%	Timeline
VUGVANGUARD INDEX FDS	2,502	$1.1M	1.03%	Timeline
IGVISHARES TR	9,516	$1.04M	0.98%	Timeline
GSGOLDMAN SACHS GROUP INC	1,464	$1.04M	0.97%	Timeline
KMIKINDER MORGAN INC DEL	33,517	$985K	0.92%	Timeline
AMZNAMAZON COM INC	4,423	$970K	0.91%	Timeline
VTVVANGUARD INDEX FDS	5,455	$964K	0.9%	Timeline
AZNASTRAZENECA PLC-SPONS ADR	13,767	$962K	0.9%	Timeline
DLRDIGITAL RLTY TR INC	5,384	$939K	0.88%	Timeline
HDHOME DEPOT INC	2,554	$936K	0.88%	Timeline
ABBVABBVIE INC	4,996	$927K	0.87%	Timeline
RTXRTX CORPORATION	6,345	$927K	0.87%	Timeline
BXBLACKSTONE INC	6,097	$912K	0.85%	Timeline
BLKBLACKROCK INC	848	$890K	0.83%	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	3,792	$881K	0.83%	Timeline
ETNEATON CORP PLC	2,438	$870K	0.81%	Timeline
SMHVANECK ETF TRUST	3,097	$864K	0.81%	Timeline
EMREMERSON ELEC CO	6,439	$859K	0.8%	Timeline
CCJCAMECO CORP	11,450	$850K	0.8%	Timeline
ETRENTERGY CORP NEW	10,126	$842K	0.79%	Timeline
IWMISHARES TR	3,887	$839K	0.79%	Timeline
CCITIGROUP INC	9,754	$830K	0.78%	Timeline
MDTMEDTRONIC PLC	9,501	$828K	0.78%	Timeline
DKSDICKS SPORTING GOODS INC	4,168	$824K	0.77%	Timeline
BKRBAKER HUGHES COMPANY	21,184	$812K	0.76%	Timeline
NEENEXTERA ENERGY INC	11,645	$808K	0.76%	Timeline
DUKDUKE ENERGY CORP NEW	6,769	$799K	0.75%	Timeline
CORCENCORA INC	2,651	$795K	0.74%	Timeline
PLDPROLOGIS INC.	7,546	$793K	0.74%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,270	$785K	0.73%	Timeline
UNPUNION PAC CORP	3,254	$749K	0.7%	Timeline
PNCPNC FINL SVCS GROUP INC	3,930	$733K	0.69%	Timeline
VVISA INC	2,058	$731K	0.68%	Timeline
TJXTJX COS INC NEW	5,892	$728K	0.68%	Timeline
SYKSTRYKER CORPORATION	1,796	$711K	0.67%	Timeline
KRESPDR SERIES TRUST	11,881	$706K	0.66%	Timeline
EWJISHARES INC	9,370	$702K	0.66%	Timeline
TGTTARGET CORP	7,061	$697K	0.65%	Timeline
RSPDINVESCO EXCHANGE TRADED FD T	12,533	$667K	0.62%	Timeline
ROPROPER TECHNOLOGIES INC	1,149	$651K	0.61%	Timeline
IYTISHARES TR	8,913	$611K	0.57%	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	16,116	$605K	0.57%	Timeline
MTCHMATCH GROUP INC NEW	18,042	$557K	0.52%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	6,237	$525K	0.49%	Timeline
VMCVULCAN MATLS CO	1,985	$518K	0.48%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,114	$479K	0.45%	Timeline
FCXFREEPORT MCMORAN INC	10,993	$477K	0.45%	Timeline
WMTWALMART INC	4,667	$456K	0.43%	Timeline
TSLATESLA INC	1,416	$450K	0.42%	Timeline
SPYGSPDR SERIES TRUST	4,380	$418K	0.39%	Timeline
CVXCHEVRON CORPORATION	2,763	$396K	0.37%	Timeline
DGROISHARES TR	6,144	$393K	0.37%	Timeline
NEUNEWMARKET CORP	561	$388K	0.36%	Timeline
GBILGOLDMAN SACHS ETF TR	3,772	$378K	0.35%	Timeline
ALBALBEMARLE CORP	6,010	$377K	0.35%	Timeline
METAMETA PLATFORMS INC	504	$372K	0.35%	Timeline
VBKVANGUARD INDEX FDS	1,213	$336K	0.31%	Timeline
GLDSPDR GOLD TR	1,086	$331K	0.31%	Timeline
IPACISHARES TR	4,724	$325K	0.3%	Timeline
AMGNAMGEN INC	1,109	$310K	0.29%	Timeline
IVVISHARES TR	497	$309K	0.29%	Timeline
UBERUBER TECHNOLOGIES INC	3,215	$300K	0.28%	Timeline
IEMGISHARES INC	4,902	$294K	0.28%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	578	$281K	0.26%	Timeline
SPYMSPDR SERIES TRUST	3,859	$281K	0.26%	Timeline
VBRVANGUARD INDEX FDS	1,406	$274K	0.26%	Timeline
SYYSYSCO CORP	3,517	$266K	0.25%	Timeline
VOOVANGUARD INDEX FDS	459	$261K	0.24%	Timeline
IEURISHARES TR	3,918	$259K	0.24%	Timeline
TAT&T INC	8,550	$247K	0.23%	Timeline
PGPROCTER & GAMBLE CO	1,549	$247K	0.23%	Timeline
MPLXMPLX LP	4,728	$244K	0.23%	Timeline
SPDWSPDR INDEX SHS FDS	5,967	$242K	0.23%	Timeline
SOSOUTHERN CO	2,609	$240K	0.22%	Timeline
AEPAMERICAN ELEC PWR CO INC	2,305	$239K	0.22%	Timeline
ENBENBRIDGE INC	5,264	$239K	0.22%	Timeline
SCHVSCHWAB STRATEGIC TR	8,530	$236K	0.22%	Timeline
SHELSHELL PLC	3,230	$227K	0.21%	Timeline
GEGE AEROSPACE	866	$223K	0.21%	Timeline
OKEONEOK INC NEW	2,569	$210K	0.2%	Timeline
VZVERIZON COMMUNICATIONS INC	4,725	$204K	0.19%	Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001843867-25-000009	base		2025-07-31	acceptance time not in the bulk data set	2026-10-07 18:23:11 UTC