Data as of Q4 2025 (Dec 31, 2025)

BRIAN LOW FINANCIAL GROUP, LLC

โ€ขCIK: 2079080โ€ขFiling: Q4 2025

**BRIAN LOW FINANCIAL GROUP, LLC** manages $141M across 116 distinct positions, exhibiting a diversified, concentrated approach. The portfolio's largest allocation is to SWP at $18.3M, followed by significant exposure to energy and technology leaders including XOM ($5.9M), MSFT ($5.5M), and AAPL ($5.1M). Notable secondary holdings include JPM ($3.5M) and GOOGL ($3.5M), suggesting a focus on established, large-cap sector leaders. This structure indicates a tactical deployment of capital across key industrial and technology value chains.

Total AUM
$141.1M
QoQ Performance
+9.5%
Positions
96
Top 10 Concentration
38.0%
Latest Filing
Q4 2025

Top Holdings Allocation

SWP
SWP12.9%
XOM4.2%
MSFT3.9%
AAPL3.6%
JPM2.5%
GOOGL2.5%
EFA2.2%
AVGO2.2%

๐Ÿ“ˆ Biggest Buys

META
META PLATFORMS INC
+285.5%
1.5% of portfolio
ORCL
ORACLE CORP
+80.5%
1.7% of portfolio
SWP
MANAGER DIRECTED PORTFOLIOS
+5.3%
12.9% of portfolio
DRI
DARDEN RESTAURANTS INC
NEW
0.6% of portfolio
SIMO
SILICON MOTION TECHNOLOGY CO
NEW
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

HD
HOME DEPOT INC
-72.6%
0.2% of portfolio
CRM
SALESFORCE INC
-67.6%
0.2% of portfolio
NVDA
NVIDIA CORPORATION
-25.9%
1.2% of portfolio
GOOGL
ALPHABET INC
-9.7%
2.5% of portfolio
AAPL
APPLE INC
-5.4%
3.6% of portfolio

Sector Breakdown

Other55.2%
Technology18.7%
Financial6.8%
Healthcare4.2%
Energy4.2%
Consumer2.7%
Industrial2.7%
Utilities1.8%

๐Ÿšช Exited Positionssold since Q3 2025

ETN
EATON CORP PLC
SOLD
$1.1M
KRE
SPDR SERIES TRUST
SOLD
$905.4K
SYK
STRYKER CORPORATION
SOLD
$834.0K
MTCH
MATCH GROUP INC NEW
SOLD
$807.3K
VMC
VULCAN MATLS CO
SOLD
$709.7K
+5 more exited positions

Changes from Q3 2025

NEW18 new positions
โ†‘46 increased
โ†“44 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025