1y return+19.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $119 against $121 in the S&P 500.2
Brian Low Financial Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SWPSwp Growth & Income Etf | $21.5M | 12.5% | +8.9% |
| XOMExxonmobil Holdings Corp Com Shs | $6.5M | 3.8% | New |
| AAPLApple Inc Com | $6.4M | 3.8% | +7.8% |
| MSFTMicrosoft Corp Com | $6.3M | 3.7% | +13.2% |
| GOOGLAlphabet Inc Cap Stk Cl A | $4.4M | 2.6% | −2.6% |
| AVGOBroadcom Inc Com | $4.1M | 2.4% | +12.9% |
| EFAIshares Msci Eafe Etf | $3.9M | 2.3% | +6.2% |
| MBBIshares Mbs Etf | $3.3M | 1.9% | +11.2% |
| IBMInternational Business Machs Com | $3.3M | 1.9% | +19.3% |
| LLYEli Lilly & Co Com | $3.1M | 1.8% | +27.2% |
| METAMeta Platforms Inc Cl A | $3.0M | 1.7% | +59.4% |
| NVDANvidia Corporation Com | $2.9M | 1.7% | +12.4% |
| SPSBState Street Spdr Portfolio Short Term Corporate Bond Etf | $2.7M | 1.6% | +11.7% |
| JPMJpmorgan Chase & Co Com | $2.6M | 1.5% | +16.1% |
| PLDPrologis Inc. Com | $2.5M | 1.5% | +16.0% |
| ORCLOracle Corp Com | $2.5M | 1.4% | +22.9% |
| PIDInvesco International Dividend Achievers Etf | $2.4M | 1.4% | +9.7% |
| PMPhilip Morris Intl Inc Com | $2.4M | 1.4% | +17.6% |
| WMTWalmart Inc Com | $2.3M | 1.3% | +175.3% |
| URIUnited Rentals Inc Com | $2.3M | 1.3% | +25.9% |
| ABBVAbbvie Inc Com | $2.2M | 1.3% | +14.6% |
| RTXRtx Corporation Com | $2.0M | 1.2% | +8.1% |
| Astrazeneca PLC OrdCUSIP G0593M107 | $2.0M | 1.2% | +16.9% |
| CCitigroup Inc Com New | $2.0M | 1.2% | +8.3% |
| PNCPnc Finl Svcs Group Inc Com | $2.0M | 1.1% | +20.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SMHVaneck Semiconductor Etf | June 30, 2025 | +135.2% | $1.7M |
| TSMTaiwan Semiconductor Manufact Sponsored Ads | June 30, 2025 | +110.9% | $1.8M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2025 | +102.8% | $4.4M |
| CCitigroup Inc Com New | June 30, 2025 | +64.4% | $2.0M |
| LLYEli Lilly & Co Com | June 30, 2025 | +53.9% | $3.1M |
| FCXFreeport Mcmoran Inc Cl B | June 30, 2025 | +45.1% | $1.8M |
| GSGoldman Sachs Group Inc Com | June 30, 2025 | +42.9% | $1.9M |
| AAPLApple Inc Com | June 30, 2025 | +41.0% | $6.4M |
| DALDelta Air Lines Inc Com New | March 31, 2026 | +40.9% | $1.8M |
| URIUnited Rentals Inc Com | December 31, 2025 | +40.0% | $2.3M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $8.2M
- TOLToll Brothers Inc Com was $1.5M
- FLSFlowserve Corp Com was $1.4M
- TMToyota Motor Corp Ads was $1.3M
- UPSUnited Parcel Svcs Inc Cl B was $1.3M
- SIMOSilicon Motion Technology Corp Sponsored Adr was $1.2M
- CRMSalesforce Inc Com was $882K
- EMLPFirst Trust North American Energy Infrastructure Fund was $736K
- ITBIshares U.s. Home Construction Etf was $656K
- SCHWSchwab Charles Corp Com was $295K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.1% | +14.8% |
| March 31, 2026 | −0.9% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Brian Low Financial Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2079080&type=13F-HR&dateb=&owner=include&count=40CIK 2079080
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2079080/000207908026000003/Filed July 28, 2026 · accession 0002079080-26-000003