Funds › Brian LOW Financial Group, LLC
Brian LOW Financial Group, LLC
13F for Q3 2026, filed Oct 28, 2026. 120 positions worth $179.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 28, 2026
Reported value
$179.4M
+$8.0M (4.7%) vs Q2 2026
Positions
120
116 in Q2 2026
Top 10 share
39.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Swp Growth & Income ETF Swp Gr In Et Sw | 766,013 | $20.7M | 11.5% | -0.7% | 13F ↗ |
| 2 | XOM ExxonMobil Holdings Corporation | 47,264 | $7.7M | 4.3% | Unchanged | 13F ↗ |
| 3 | AAPL Apple Inc. | 22,720 | $7.6M | 4.2% | +2.1% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 14,746 | $7.6M | 4.2% | -12.6% | 13F ↗ |
| 5 | NVDA NVIDIA Corporation | 32,006 | $7.3M | 4.1% | +120% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 12,543 | $4.3M | 2.4% | +2.2% | 13F ↗ |
| 7 | META Meta Platforms, Inc. | 5,554 | $4.0M | 2.2% | +4.7% | 13F ↗ |
| 8 | iShares Tr Msci Eafe Etf | 38,156 | $4.0M | 2.2% | +2.4% | 13F ↗ |
| 9 | AVGO Broadcom Inc. | 11,269 | $4.0M | 2.2% | +3.3% | 13F ↗ |
| 10 | IBM International Business Machines Corporation | 15,574 | $3.4M | 1.9% | +33.8% | 13F ↗ |
| 11 | iShares Tr Mbs Etf | 35,126 | $3.1M | 1.8% | +1.3% | 13F ↗ |
| 12 | LLY Eli Lilly and Company | 2,625 | $3.0M | 1.7% | +2.0% | 13F ↗ |
| 13 | JPM JPMorgan Chase & Co. | 8,678 | $2.9M | 1.6% | +10.8% | 13F ↗ |
| 14 | Spdr Series Trust Bond Etf | 90,556 | $2.7M | 1.5% | +1.4% | 13F ↗ |
| 15 | PM Philip Morris International Inc | 13,783 | $2.6M | 1.5% | +4.9% | 13F ↗ |
| 16 | PLD Prologis, Inc. | 19,165 | $2.5M | 1.4% | +4.4% | 13F ↗ |
| 17 | Invesco Exchange Traded Fd T Intl Divi Achi | 112,244 | $2.4M | 1.3% | +3.3% | 13F ↗ |
| 18 | TJX TJX Companies, Inc. | 18,120 | $2.4M | 1.3% | +44.8% | 13F ↗ |
| 19 | ABBV AbbVie Inc. | 9,147 | $2.4M | 1.3% | +4.3% | 13F ↗ |
| 20 | FCX Freeport-McMoRan, Inc. | 33,325 | $2.3M | 1.3% | +14.7% | 13F ↗ |
| 21 | AZN AstraZeneca PLC | 14,203 | $2.3M | 1.3% | +32.6% | 13F ↗ |
| 22 | BX Blackstone Inc. | 20,191 | $2.3M | 1.3% | +28.1% | 13F ↗ |
| 23 | EMR Emerson Electric Company | 14,108 | $2.2M | 1.2% | +10.6% | 13F ↗ |
| 24 | URI United Rentals, Inc. | 2,155 | $2.2M | 1.2% | +6.7% | 13F ↗ |
| 25 | C Citigroup, Inc. | 16,144 | $2.1M | 1.2% | +11.7% | 13F ↗ |
| 26 | WMT Walmart Inc. | 20,082 | $2.1M | 1.2% | -1.4% | 13F ↗ |
| 27 | RTX RTX Corporation | 11,155 | $2.1M | 1.2% | +4.1% | 13F ↗ |
| 28 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 4,256 | $1.9M | 1.1% | +10.5% | 13F ↗ |
| 29 | iShares Tr 3 7 Yr Treas Bd | 16,357 | $1.9M | 1.0% | +1.1% | 13F ↗ |
| 30 | PNC PNC Financial Services Group, Inc. | 8,343 | $1.9M | 1.0% | +4.6% | 13F ↗ |
| 31 | COR Cencora, Inc. | 6,171 | $1.9M | 1.0% | +5.2% | 13F ↗ |
| 32 | GS Goldman Sachs Group, Inc. | 2,017 | $1.8M | 1.0% | +10.1% | 13F ↗ |
| 33 | MDT Medtronic plc. | 20,825 | $1.8M | 1.0% | +5.0% | 13F ↗ |
| 34 | AXP American Express Company | 5,907 | $1.8M | 1.0% | +4.8% | 13F ↗ |
| 35 | LRCX Lam Research Corporation | 5,220 | $1.7M | 1.0% | New | 13F ↗ |
| 36 | BLK BlackRock, Inc. | 1,620 | $1.7M | 1.0% | +4.2% | 13F ↗ |
| 37 | CCJ Cameco Corporation | 19,767 | $1.7M | 1.0% | +47.8% | 13F ↗ |
| 38 | DAL Delta Air Lines, Inc. | 20,417 | $1.7M | 0.9% | +5.1% | 13F ↗ |
| 39 | BDX Becton, Dickinson and Company | 9,357 | $1.7M | 0.9% | +5.5% | 13F ↗ |
| 40 | DLR Digital Realty Trust, Inc. | 9,451 | $1.7M | 0.9% | +4.7% | 13F ↗ |
| 41 | NEE NextEra Energy, Inc. | 21,833 | $1.7M | 0.9% | +4.8% | 13F ↗ |
| 42 | iShares Tr Etf | 5,926 | $1.6M | 0.9% | +2.8% | 13F ↗ |
| 43 | UNP Union Pacific Corporation | 6,037 | $1.6M | 0.9% | +4.0% | 13F ↗ |
| 44 | STM STMicroelectronics N.V. | 30,022 | $1.6M | 0.9% | +717% | 13F ↗ |
| 45 | Vaneck ETF Trust Semiconductr Etf | 2,629 | $1.6M | 0.9% | +2.7% | 13F ↗ |
| 46 | CAT Caterpillar, Inc. | 1,897 | $1.5M | 0.9% | New | 13F ↗ |
| 47 | iShares Tr Etf | 14,006 | $1.4M | 0.8% | +1.5% | 13F ↗ |
| 48 | DRI Darden Restaurants, Inc. | 7,199 | $1.4M | 0.8% | +5.1% | 13F ↗ |
| 49 | ENB Enbridge Inc | 27,649 | $1.3M | 0.7% | +4.4% | 13F ↗ |
| 50 | BKR Baker Hughes Company | 23,347 | $1.3M | 0.7% | +4.2% | 13F ↗ |
Showing the top 50 of 120 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
16 new, 71 added to, 20 trimmed, 12 exited, 13 unchanged. By estimated dollars.
New positions (16)
| LRCX Lam Research Corporation | 5,220 | New | $1.7M |
| CAT Caterpillar, Inc. | 1,897 | New | $1.5M |
| GLW Corning Incorporated | 8,180 | New | $1.3M |
| Global X Fds Global X Uranium | 22,856 | New | $910.8K |
| Invesco Qqq Tr | 462 | New | $342.1K |
| EME EMCOR Group, Inc. | 359 | New | $270.9K |
| VZ Verizon Communications Inc. | 5,729 | New | $262.8K |
| MU Micron Technology, Inc. | 244 | New | $260.2K |
| OKE ONEOK, Inc. | 2,800 | New | $238.8K |
| MPC Marathon Petroleum Corporation | 591 | New | $234.0K |
Added to (71)
| NVDA NVIDIA Corporation | 32,006 | +120% | $4.0M |
| STM STMicroelectronics N.V. | 30,022 | +717% | $1.4M |
| IBM International Business Machines Corporation | 15,574 | +33.8% | $864.6K |
| TJX TJX Companies, Inc. | 18,120 | +44.8% | $741.9K |
| AZN AstraZeneca PLC | 14,203 | +32.6% | $563.7K |
| CCJ Cameco Corporation | 19,767 | +47.8% | $554.3K |
| BX Blackstone Inc. | 20,191 | +28.1% | $495.8K |
| FCX Freeport-McMoRan, Inc. | 33,325 | +14.7% | $298.1K |
| JPM JPMorgan Chase & Co. | 8,678 | +10.8% | $279.6K |
| C Citigroup, Inc. | 16,144 | +11.7% | $218.7K |
Trimmed (20)
| MSFT Microsoft Corporation | 14,746 | -12.6% | -$1.1M |
| iShares Tr Core Div Grwth | 4,140 | -33.4% | -$156.4K |
| Swp Growth & Income ETF Swp Gr In Et Sw | 766,013 | -0.7% | -$150.3K |
| Spdr Series Trust St Str P500GRW | 2,668 | -30.6% | -$144.6K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 1,369 | -10.5% | -$122.8K |
| GLD SPDR Gold Shares · Gold Shs | 845 | -22.2% | -$91.8K |
| AMZN Amazon.com, Inc. | 4,600 | -4.2% | -$50.1K |
| Spdr Series Trust St Str P500ETF | 2,515 | -13.3% | -$34.6K |
| WMT Walmart Inc. | 20,082 | -1.4% | -$30.0K |
| PG Procter & Gamble Company | 1,509 | -2.7% | -$6,103 |
Exited (12)
| ORCL Oracle Corporation | 16,763 | Exited | -$2.5M |
| RRR Red Rock Resorts, Inc. | 25,754 | Exited | -$1.7M |
| BKNG Booking Holdings Inc. | 8,402 | Exited | -$1.5M |
| PGR Progressive Corporation | 6,833 | Exited | -$1.5M |
| TPB Turning Point Brands, Inc. | 15,618 | Exited | -$1.3M |
| DKS Dick's Sporting Goods Inc | 5,777 | Exited | -$1.3M |
| iShares Tr Etf | 2,151 | Exited | -$917.2K |
| CNQ Canadian Natural Resources Limited | 22,036 | Exited | -$870.4K |
| ETN Eaton Corporation, PLC | 655 | Exited | -$279.1K |
| AMAT Applied Materials, Inc. | 386 | Exited | -$279.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer