StockDriftsStockDriftsTop 50 Brian Low Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | 12.54% | 771.6K | $21.5M | +8.89%(+62.98K) | $25.56(+14.68%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.75% | 22.2K | $6.4M | +7.79%(+1.61K) | $224.35(+36.69%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.67% | 16.9K | $6.3M | +13.15%(+1.96K) | $433.86(+15.88%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.56% | 12.3K | $4.4M | -2.56%(-323) | $188.81(+86.15%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 2.4% | 10.9K | $4.1M | +12.95%(+1.25K) | $255.56(+64.49%) | 2026-06-30 | |
| EFA | ISHARES MSCI EAFE ETF | 2.26% | 37.3K | $3.9M | +6.20%(+2.17K) | $87.36(+24.25%) | 2026-06-30 | |
| MBB | ISHARES MBS ETF | 1.91% | 34.7K | $3.3M | +11.22%(+3.50K) | $93.86(-0.77%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 1.91% | 11.6K | $3.3M | +19.29%(+1.88K) | $274.55(-13.94%) | 2026-06-30 | |
| LLY | ELI LILLY & CO COM | 1.8% | 2.6K | $3.1M | +27.17%(+550) | $858.17(+43.20%) | 2026-06-30 | |
| META | META PLATFORMS INC CL A | 1.74% | 5.3K | $3.0M | +59.36%(+1.98K) | $638.44(-6.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.49% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.02% |
Brian Low Financial Group LLC reports $171.43M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are SWP (12.5%), AAPL (3.8%) and MSFT (3.7%). The top 20 holdings account for 48.95% of reported assets. Its disclosed equity book has returned +13.49% cumulatively over 4 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brian Low Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2079080). View Brian Low Financial Group LLC’s 13F filings on SEC