Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Swp Growth & Income ETFETF | ETF | $18.8M | 12.8% |
| Exxon Mobil Corp.Stock | Stock | $8.15M | 5.5% |
| Microsoft Corp.Stock | Stock | $5.52M | 3.8% |
| Apple Inc.Stock | Stock | $5.24M | 3.6% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $3.62M | 2.5% |
| iShares MSCI Eafe ETFETF | ETF | $3.41M | 2.3% |
| Broadcom Inc.Stock | Stock | $2.99M | 2.0% |
| iShares Mbs ETFETF | ETF | $2.96M | 2.0% |
| State Street SPDR Portfolio Short Term Corporate Bond ETFETF | ETF | $2.4M | 1.6% |
| International Business MachsStock | Stock | $2.37M | 1.6% |
| Nvidia CorporationStock | Stock | $2.25M | 1.5% |
| Invesco International Dividend Achievers ETFETF | ETF | $2.2M | 1.5% |
| Prologis Inc..REIT | REIT | $2.09M | 1.4% |
| Stmicroelectronics N V NY RegistryADR | ADR | $2.01M | 1.4% |
| Oracle Corp.Stock | Stock | $2.01M | 1.4% |
| JPMORGAN Chase & COStock | Stock | $1.99M | 1.3% |
| Rtx CorporationStock | Stock | $1.91M | 1.3% |
| Meta Platforms Inc. CL AStock | Stock | $1.9M | 1.3% |
| Eli Lilly & COStock | Stock | $1.86M | 1.3% |
| Philip Morris Intl Inc.Stock | Stock | $1.85M | 1.3% |
| Astrazeneca PLC OrdADR | ADR | $1.81M | 1.2% |
| iShares 3-7 Year Treasury Bond ETFETF | ETF | $1.73M | 1.2% |
| Blackstone Inc.Stock | Stock | $1.67M | 1.1% |
| Abbvie Inc.Stock | Stock | $1.66M | 1.1% |
| TJX Cos Inc. NewStock | Stock | $1.6M | 1.1% |
| Freeport Mcmoran Inc. CL BStock | Stock | $1.58M | 1.1% |
| Nextera Energy Inc.Stock | Stock | $1.55M | 1.1% |
| Toll Brothers Inc.Stock | Stock | $1.53M | 1.0% |
| Citigroup Inc. Com NewStock | Stock | $1.51M | 1.0% |
| Cencora Inc.Stock | Stock | $1.51M | 1.0% |
| American Express COStock | Stock | $1.46M | 1.0% |
| Medtronic PLC ShsStock | Stock | $1.44M | 1.0% |
| Goldman Sachs Group Inc.Stock | Stock | $1.42M | 1.0% |
| Flowserve Corp.Stock | Stock | $1.42M | 1.0% |
| PNC Finl Svcs Group Inc.Stock | Stock | $1.38M | 0.9% |
| Emerson Elec COStock | Stock | $1.38M | 0.9% |
| Blackrock Inc.Stock | Stock | $1.38M | 0.9% |
| iShares Russell 2000 ETFETF | ETF | $1.38M | 0.9% |
| iShares Iboxx $ Investment Grade Corporate Bond ETFETF | ETF | $1.36M | 0.9% |
| Baker Hughes Company CL AStock | Stock | $1.27M | 0.9% |
| Toyota Motor Corp. ADSADR | ADR | $1.26M | 0.9% |
| United Parcel Svcs Inc. CL BStock | Stock | $1.26M | 0.9% |
| Enbridge Inc.Stock | Stock | $1.19M | 0.8% |
| Taiwan Semiconductor Manufact Sponsored ADSADR | ADR | $1.19M | 0.8% |
| Union Pac Corp.Stock | Stock | $1.18M | 0.8% |
| Silicon Motion Technology Corp. Sponsored ADRADR | ADR | $1.18M | 0.8% |
| United Rentals Inc.Stock | Stock | $1.17M | 0.8% |
| iShares Trust iShares 0-1 Year Treasury Bond ETFETF | ETF | $1.09M | 0.7% |
| Darden Restaurants Inc.Stock | Stock | $1.08M | 0.7% |
| Digital Rlty TR Inc.REIT | REIT | $1.02M | 0.7% |
Swp Growth & Income ETFETF$18.8M
- Class
- ETF
- Share
- 12.8%
Exxon Mobil Corp.Stock$8.15M
- Class
- Stock
- Share
- 5.5%
Microsoft Corp.Stock$5.52M
- Class
- Stock
- Share
- 3.8%
Apple Inc.Stock$5.24M
- Class
- Stock
- Share
- 3.6%
Alphabet Inc. Cap Stk CL AStock$3.62M
- Class
- Stock
- Share
- 2.5%
iShares MSCI Eafe ETFETF$3.41M
- Class
- ETF
- Share
- 2.3%
Broadcom Inc.Stock$2.99M
- Class
- Stock
- Share
- 2.0%
iShares Mbs ETFETF$2.96M
- Class
- ETF
- Share
- 2.0%
State Street SPDR Portfolio Short Term Corporate Bond ETFETF$2.4M
- Class
- ETF
- Share
- 1.6%
International Business MachsStock$2.37M
- Class
- Stock
- Share
- 1.6%
Nvidia CorporationStock$2.25M
- Class
- Stock
- Share
- 1.5%
Invesco International Dividend Achievers ETFETF$2.2M
- Class
- ETF
- Share
- 1.5%
Prologis Inc..REIT$2.09M
- Class
- REIT
- Share
- 1.4%
Stmicroelectronics N V NY RegistryADR$2.01M
- Class
- ADR
- Share
- 1.4%
Oracle Corp.Stock$2.01M
- Class
- Stock
- Share
- 1.4%
JPMORGAN Chase & COStock$1.99M
- Class
- Stock
- Share
- 1.3%
Rtx CorporationStock$1.91M
- Class
- Stock
- Share
- 1.3%
Meta Platforms Inc. CL AStock$1.9M
- Class
- Stock
- Share
- 1.3%
Eli Lilly & COStock$1.86M
- Class
- Stock
- Share
- 1.3%
Philip Morris Intl Inc.Stock$1.85M
- Class
- Stock
- Share
- 1.3%
Astrazeneca PLC OrdADR$1.81M
- Class
- ADR
- Share
- 1.2%
iShares 3-7 Year Treasury Bond ETFETF$1.73M
- Class
- ETF
- Share
- 1.2%
Blackstone Inc.Stock$1.67M
- Class
- Stock
- Share
- 1.1%
Abbvie Inc.Stock$1.66M
- Class
- Stock
- Share
- 1.1%
TJX Cos Inc. NewStock$1.6M
- Class
- Stock
- Share
- 1.1%
Freeport Mcmoran Inc. CL BStock$1.58M
- Class
- Stock
- Share
- 1.1%
Nextera Energy Inc.Stock$1.55M
- Class
- Stock
- Share
- 1.1%
Toll Brothers Inc.Stock$1.53M
- Class
- Stock
- Share
- 1.0%
Citigroup Inc. Com NewStock$1.51M
- Class
- Stock
- Share
- 1.0%
Cencora Inc.Stock$1.51M
- Class
- Stock
- Share
- 1.0%
American Express COStock$1.46M
- Class
- Stock
- Share
- 1.0%
Medtronic PLC ShsStock$1.44M
- Class
- Stock
- Share
- 1.0%
Goldman Sachs Group Inc.Stock$1.42M
- Class
- Stock
- Share
- 1.0%
Flowserve Corp.Stock$1.42M
- Class
- Stock
- Share
- 1.0%
PNC Finl Svcs Group Inc.Stock$1.38M
- Class
- Stock
- Share
- 0.9%
Emerson Elec COStock$1.38M
- Class
- Stock
- Share
- 0.9%
Blackrock Inc.Stock$1.38M
- Class
- Stock
- Share
- 0.9%
iShares Russell 2000 ETFETF$1.38M
- Class
- ETF
- Share
- 0.9%
iShares Iboxx $ Investment Grade Corporate Bond ETFETF$1.36M
- Class
- ETF
- Share
- 0.9%
Baker Hughes Company CL AStock$1.27M
- Class
- Stock
- Share
- 0.9%
Toyota Motor Corp. ADSADR$1.26M
- Class
- ADR
- Share
- 0.9%
United Parcel Svcs Inc. CL BStock$1.26M
- Class
- Stock
- Share
- 0.9%
Enbridge Inc.Stock$1.19M
- Class
- Stock
- Share
- 0.8%
Taiwan Semiconductor Manufact Sponsored ADSADR$1.19M
- Class
- ADR
- Share
- 0.8%
Union Pac Corp.Stock$1.18M
- Class
- Stock
- Share
- 0.8%
Silicon Motion Technology Corp. Sponsored ADRADR$1.18M
- Class
- ADR
- Share
- 0.8%
United Rentals Inc.Stock$1.17M
- Class
- Stock
- Share
- 0.8%
iShares Trust iShares 0-1 Year Treasury Bond ETFETF$1.09M
- Class
- ETF
- Share
- 0.7%
Darden Restaurants Inc.Stock$1.08M
- Class
- Stock
- Share
- 0.7%
Digital Rlty TR Inc.REIT$1.02M
- Class
- REIT
- Share
- 0.7%
The share class is shown on a wider screen.
The 50 largest of 116 positions by value, with holdings of the same security combined. The 116 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2079080
- File number
- 028-25677
- Options
- 0 call, 0 put
- In the 25 largest
- 57.1%
Common questions
What are Brian Low Financial Group’s 13F holdings worth?
$147 million across 116 positions for the quarter ended 31 March 2026.
What is Brian Low Financial Group’s largest 13F holding?
SWP GROWTH & INCOME ETF (ETF) was the largest position at $18.8 million, or 12.8% of reported 13F value, as of 31 March 2026.
How concentrated is Brian Low Financial Group’s 13F portfolio?
The ten largest positions accounted for 37.7% of reported value and the twenty-five largest for 57.1%, across 116 positions as of 31 March 2026.
Does Form 13F show everything Brian Low Financial Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Brian Low Financial Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.