Brian Low Financial Group, LLC holds a diversified book of 116 reported positions worth $171.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Alphabet Inc-CL A. Their largest long position is SWP Growth & Income ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +22.0%, a 2.7-point gap that is the cost of the ~28-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Brian Low Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
68% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Brian Low Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| SWP Investment Management LLC | 43 / 80 | $144.8M |
| BlueSpruce Investments, LP | 9 / 80 | $639.9M |
| Evelyn Partners Group Ltd | 46 / 80 | $44.1B |
| Harvard Management Co Inc | 10 / 80 | $1.6B |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
| Draper Asset Management, LLC | 8 / 80 | $168.6M |
| Ketron Financial | 14 / 80 | $272.1M |
| Howard Hughes Medical Institute | 14 / 80 | $367.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Brian Low Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SWP Growth & Income ETF ETF | $21.5M | 771.6K | 12.5% | ▲+8.9% Added · +63K sh | |
| 2 | ExxonMobil Holdings Corp Com SHS Stock | $6.5M | 47.3K | 3.8% | ▲New New position | |
| 3 | Apple Inc Com Stock | $6.4M | 22.2K | 3.8% | ▲+7.8% Added · +2K sh | |
| 4 | Microsoft Corp Com Stock | $6.3M | 16.9K | 3.7% | ▲+13% Added · +2K sh | |
| 5 | Alphabet Inc Cap STK CL A Stock | $4.4M | 12.3K | 2.6% | ▼−2.6% Reduced · −323 sh | |
| 6 | Broadcom Inc Com Stock | $4.1M | 10.9K | 2.4% | ▲+13% Added · +1K sh | |
| 7 | Ishares Msci Eafe ETF ETF | $3.9M | 37.3K | 2.3% | ▲+6.2% Added · +2K sh | |
| 8 | Ishares MBS ETF ETF | $3.3M | 34.7K | 1.9% | ▲+11% Added · +3K sh | |
| 9 | International Business Machs Com Stock | $3.3M | 11.6K | 1.9% | ▲+19% Added · +2K sh | |
| 10 | Eli Lilly & Co Com Stock | $3.1M | 2.6K | 1.8% | ▲+27% Added · +550 sh | |
| 11 | Meta Platforms Inc CL A Stock | $3.0M | 5.3K | 1.7% | ▲+59% Added · +2K sh | |
| 12 | Nvidia Corporation Com Stock | $2.9M | 14.5K | 1.7% | ▲+12% Added · +2K sh | |
| 13 | State Street SPDR Portfolio Short Term Corporate Bond ETF ETF | $2.7M | 89.3K | 1.6% | ▲+12% Added · +9K sh | |
| 14 | JPMorgan Chase & Co Com Stock | $2.6M | 7.8K | 1.5% | ▲+16% Added · +1K sh | |
| 15 | Prologis Inc. Com REIT | $2.5M | 18.4K | 1.5% | ▲+16% Added · +3K sh | |
| 16 | Oracle Corp Com Stock | $2.5M | 16.8K | 1.4% | ▲+23% Added · +3K sh | |
| 17 | Invesco International Dividend Achievers ETF ETF | $2.4M | 108.7K | 1.4% | ▲+9.7% Added · +10K sh | |
| 18 | Philip Morris Intl Inc Com Stock | $2.4M | 13.1K | 1.4% | ▲+18% Added · +2K sh | |
| 19 | Walmart Inc Com Stock | $2.3M | 20.4K | 1.3% | ▲+175% Added · +13K sh | |
| 20 | United Rentals Inc Com Stock | $2.3M | 2.0K | 1.3% | ▲+26% Added · +415 sh | |
| 21 | Abbvie Inc Com Stock | $2.2M | 8.8K | 1.3% | ▲+15% Added · +1K sh | |
| 22 | RTX Corporation Com Stock | $2.0M | 10.7K | 1.2% | ▲+8.1% Added · +801 sh | |
| 23 | AstraZeneca PLC Ord ADR | $2.0M | 10.7K | 1.2% | ▲+17% Added · +2K sh | |
| 24 | Citigroup Inc Com New Stock | $2.0M | 14.5K | 1.2% | ▲+8.3% Added · +1K sh | |
| 25 | PNC Finl Svcs Group Inc Com Stock | $2.0M | 8.0K | 1.1% | ▲+20% Added · +1K sh | |
| 26 | American Express Co Com Stock | $1.9M | 5.6K | 1.1% | ▲+17% Added · +817 sh | |
| 27 | Ishares 3-7 Year Treasury Bond ETF ETF | $1.9M | 16.2K | 1.1% | ▲+11% Added · +2K sh | |
| 28 | TJX Cos Inc New Com Stock | $1.9M | 12.5K | 1.1% | ▲+25% Added · +3K sh | |
| 29 | Blackstone Inc Com Stock | $1.9M | 15.8K | 1.1% | ▲+8.5% Added · +1K sh | |
| 30 | Goldman Sachs Group Inc Com Stock | $1.9M | 1.8K | 1.1% | ▲+8.9% Added · +150 sh | |
| 31 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $1.8M | 3.9K | 1.1% | ▲+9.1% Added · +322 sh | |
| 32 | NextEra Energy Inc Com Stock | $1.8M | 20.8K | 1.1% | ▲+25% Added · +4K sh | |
| 33 | Freeport McMoran Inc CL B Stock | $1.8M | 29.1K | 1.1% | ▲+8.4% Added · +2K sh | |
| 34 | Emerson Elec Co Com Stock | $1.8M | 12.8K | 1.1% | ▲+21% Added · +2K sh | |
| 35 | Delta Air Lines Inc Com New Stock | $1.8M | 19.4K | 1.1% | ▲+66% Added · +8K sh | |
| 36 | Ishares Russell 2000 ETF ETF | $1.7M | 5.8K | 1.0% | ▲+3.8% Added · +212 sh | |
| 37 | Vaneck Semiconductor ETF ETF | $1.7M | 2.6K | 1.0% | ▲+2.1% Added · +54 sh | |
| 38 | Red Rock Resorts Inc CL A Stock | $1.7M | 25.8K | 1.0% | ▲New New position | |
| 39 | Cencora Inc Com Stock | $1.7M | 5.9K | 1.0% | ▲+22% Added · +1K sh | |
| 40 | Digital Rlty TR Inc Com REIT | $1.6M | 9.0K | 0.9% | ▲+60% Added · +3K sh | |
| 41 | Union Pac Corp Com Stock | $1.6M | 5.8K | 0.9% | ▲+19% Added · +945 sh | |
| 42 | Medtronic PLC SHS Stock | $1.6M | 19.8K | 0.9% | ▲+20% Added · +3K sh | |
| 43 | Ishares Iboxx $ Investment Grade Corporate Bond ETF ETF | $1.5M | 13.8K | 0.9% | ▲+11% Added · +1K sh | |
| 44 | Booking Holdings Inc Com Stock | $1.5M | 8.4K | 0.9% | ▲80× Added · +8K sh | |
| 45 | BlackRock Inc Com Stock | $1.5M | 1.6K | 0.9% | ▲+8.6% Added · +123 sh | |
| 46 | Progressive Corp Com Stock | $1.5M | 6.8K | 0.9% | ▲New New position | |
| 47 | Enbridge Inc Com Stock | $1.4M | 26.5K | 0.8% | ▲+20% Added · +4K sh | |
| 48 | Darden Restaurants Inc Com Stock | $1.4M | 6.8K | 0.8% | ▲+24% Added · +1K sh | |
| 49 | Cameco Corp Com Stock | $1.4M | 13.4K | 0.8% | ▲+72% Added · +6K sh | |
| 50 | Becton Dickinson & Co Com Stock | $1.3M | 8.9K | 0.8% | ▲+74% Added · +4K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show BRIAN LOW FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.