Brian Low Financial Group, LLC Portfolio Holdings

Brian Low Financial Group, LLC

  • $129 Billion
  • Q3 2025

Brian Low Financial Group, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Manager Directed Portfolios with a value of $17.3B, Microsoft Corp with a value of $6.04B, Exxon Mobil Corp with a value of $5.53B, Apple Inc. with a value of $5.06B, and Jpmorgan Chase & CO with a value of $3.24B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $107B to 129B.

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 $129 Billion
ETFs: $29.1 Billion
Technology: $22.9 Billion
Financial Services: $10.6 Billion
Energy: $9.56 Billion
Healthcare: $8.43 Billion
Industrials: $6.86 Billion
Consumer Cyclical: $6.54 Billion
Communication Services: $5.09 Billion
Other: $11 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $129 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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