Brian Low Financial Group, LLC Portfolio Holdings

Brian Low Financial Group, LLC

  • $107 Billion
  • Q2 2025

Brian Low Financial Group, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Manager Directed Portfolios with a value of $15.9B, Microsoft Corp with a value of $4.99B, Exxon Mobil Corp with a value of $4.95B, Apple Inc. with a value of $3.52B, and Ishares Tr with a value of $3.13B.

Examining the 13F form we can see an increase of $107B in the current position value.

Brian Low Financial Group, LLC is based out at Baton Rouge, LA

Below you can find more details about Brian Low Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $28.3 Billion
Technology: $17.7 Billion
Energy: $8.91 Billion
Financial Services: $7.2 Billion
Healthcare: $6.04 Billion
Industrials: $5.16 Billion
Consumer Cyclical: $3.91 Billion
Utilities: $3.45 Billion
Other: $9.4 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$2.06 Billion 1.93% of portfolio
7,482
Q2 2025 New
$60.1B
$985 Million 0.92% of portfolio
33,517
Q2 2025 New
$49.2B
$939 Million 0.88% of portfolio
5,384
Q2 2025 New
$119B
$912 Million 0.85% of portfolio
6,097
Q2 2025 New
$10.2B
$881 Million 0.83% of portfolio
3,792
Q2 2025 New
$143B
$870 Million 0.81% of portfolio
2,438
Q2 2025 New
$33B
$850 Million 0.8% of portfolio
11,450
Q2 2025 New
$78.5B
$859 Million 0.8% of portfolio
6,439
Q2 2025 New
$18.4B
$842 Million 0.79% of portfolio
10,126
Q2 2025 New
$177B
$830 Million 0.78% of portfolio
9,754
Q2 2025 New
$121B
$828 Million 0.78% of portfolio
9,501
Q2 2025 New
$12B
$824 Million 0.77% of portfolio
4,168
Q2 2025 New
$43B
$812 Million 0.76% of portfolio
21,184
Q2 2025 New
$143B
$808 Million 0.76% of portfolio
11,645
Q2 2025 New
$97B
$799 Million 0.75% of portfolio
6,769
Q2 2025 New
$98.1B
$793 Million 0.74% of portfolio
7,546
Q2 2025 New
$137B
$749 Million 0.7% of portfolio
3,254
Q2 2025 New
$75.6B
$733 Million 0.69% of portfolio
3,930
Q2 2025 New
$153B
$728 Million 0.68% of portfolio
5,892
Q2 2025 New
$142B
$711 Million 0.67% of portfolio
1,796
Q2 2025 New
$48.6B
$697 Million 0.65% of portfolio
7,061
Q2 2025 New
$56.9B
$651 Million 0.61% of portfolio
1,149
Q2 2025 New
$10.3B
$557 Million 0.52% of portfolio
18,042
Q2 2025 New
$43.6B
$525 Million 0.49% of portfolio
6,237
Q2 2025 New
$37.5B
$518 Million 0.48% of portfolio
1,985
Q2 2025 New
$58.3B
$477 Million 0.45% of portfolio
10,993
Q2 2025 New
$152B
$310 Million 0.29% of portfolio
1,109
Q2 2025 New
$183B
$300 Million 0.28% of portfolio
3,215
Q2 2025 New
$40.7B
$266 Million 0.25% of portfolio
3,517
Q2 2025 New
$200B
$247 Million 0.23% of portfolio
8,550
Q2 2025 New
$51.8B
$244 Million 0.23% of portfolio
4,728
Q2 2025 New
$58.4B
$239 Million 0.22% of portfolio
2,305
Q2 2025 New
$104B
$240 Million 0.22% of portfolio
2,609
Q2 2025 New
$95.3B
$239 Million 0.22% of portfolio
5,264
Q2 2025 New
$33.7B
$210 Million 0.2% of portfolio
2,569
Q2 2025 New
$180B
$204 Million 0.19% of portfolio
4,725
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 100 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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