Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRIAN LOW FINANCIAL GROUP, LLC (CIK 2079080) reported $147.2M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SWP ($18.8M, 12.81%), XOM ($8.2M, 5.54%), MSFT ($5.5M, 3.75%), AAPL ($5.2M, 3.56%), GOOGL ($3.6M, 2.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | $18.8M | 12.81% | 708,588 | Added |
| 2 | XOM | EXXON MOBIL CORP COM | $8.2M | 5.54% | 48,040 | Trimmed |
| 3 | MSFT | MICROSOFT CORP COM | $5.5M | 3.75% | 14,919 | Added |
| 4 | AAPL | APPLE INC COM | $5.2M | 3.56% | 20,634 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $3.6M | 2.46% | 12,596 | Added |
| 6 | EFA | ISHARES MSCI EAFE ETF | $3.4M | 2.32% | 35,093 | Added |
| 7 | AVGO | BROADCOM INC COM | $3.0M | 2.03% | 9,655 | Added |
| 8 | MBB | ISHARES MBS ETF | $3.0M | 2.01% | 31,172 | Trimmed |
| 9 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $2.4M | 1.63% | 79,941 | Added |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS COM | $2.4M | 1.61% | 9,760 | Added |
| 11 | NVDA | NVIDIA CORPORATION COM | $2.3M | 1.53% | 12,927 | Added |
| 12 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $2.2M | 1.50% | 99,068 | Added |
| 13 | PLD | PROLOGIS INC. COM | $2.1M | 1.42% | 15,824 | Added |
| 14 | STM | STMICROELECTRONICS N V NY REGISTRY | $2.0M | 1.37% | 58,179 | Added |
| 15 | ORCL | ORACLE CORP COM | $2.0M | 1.36% | 13,638 | Added |
| 16 | JPM | JPMORGAN CHASE & CO COM | $2.0M | 1.35% | 6,749 | Trimmed |
| 17 | RTX | RTX CORPORATION COM | $1.9M | 1.30% | 9,914 | Added |
| 18 | META | META PLATFORMS INC CL A | $1.9M | 1.29% | 3,329 | Added |
| 19 | PM | PHILIP MORRIS INTL INC COM | $1.8M | 1.26% | 11,174 | Added |
| 20 | LLY | ELI LILLY & CO COM | $1.9M | 1.26% | 2,024 | Added |
| 21 | AZNCF | ASTRAZENECA PLC ORD | $1.8M | 1.23% | 9,162 | New |
| 22 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $1.7M | 1.18% | 14,589 | Added |
| 23 | BX | BLACKSTONE INC COM | $1.7M | 1.14% | 14,529 | Added |
| 24 | ABBV | ABBVIE INC COM | $1.7M | 1.13% | 7,650 | Added |
| 25 | TJX | TJX COS INC NEW COM | $1.6M | 1.09% | 10,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31