account_balance
Investment manager · 13F filer · SEC CIK 2079080
Brian Low Financial Group, LLC
Reported value$179Mas of Sep 30, 2026
Positions120 15 new, 11 sold out
Top 10 weight39.3%SWP alone is 12%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SWPSWP Growth & Income ETF
11.5%
XOMExxonMobil Holdings Corp
4.3%
AAPLApple Inc.
4.2%Added +2%
MSFTMicrosoft Corp
4.2%Trimmed −13%
NVDANVIDIA Corp
4.1%Added +120%
GOOGLAlphabet Inc.
2.4%Added +2%
METAMeta Platforms, Inc.
2.2%Added +5%
EFAiShares MSCI EAFE ETF
2.2%Added +2%
AVGOBroadcom Inc.
2.2%Added +3%
IBMInternational Business Machines Corp
1.9%Added +34%
MBBiShares MBS ETF
1.8%
LLYELI Lilly & Co
1.7%
SWPSWP Growth & Income ETF
11.5%
XOMExxonMobil Holdings Corp
4.3%
AAPLApple Inc.
4.2%
MSFTMicrosoft Corp
4.2%
NVDANVIDIA Corp
4.1%Added +120%
GOOGLAlphabet Inc.
2.4%
METAMeta Platforms, Inc.
2.2%
EFAiShares MSCI EAFE ETF
2.2%
MBB1.8%
LLY1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SWP SWP Growth & Income ETF 11.5% Held
XOM ExxonMobil Holdings Corp 4.3% HeldAAPL Apple Inc. 4.2% Added +2%MSFT Microsoft Corp 4.2% Trimmed −13%NVDA NVIDIA Corp 4.1% Added +120%GOOGL Alphabet Inc. 2.4% Added +2%META Meta Platforms, Inc. 2.2% Added +5%EFA iShares MSCI EAFE ETF 2.2% Added +2%
AVGO Broadcom Inc. 2.2% Added +3%IBM International Business Machines Corp 1.9% Added +34%MBB iShares MBS ETF 1.8% Held
LLY ELI Lilly & Co 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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