Brian Low Financial Group, LLC holds a diversified book of 116 stocks worth $171.4M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Alphabet Inc-CL A. Their largest long position is SWP Growth & Income ETF at 13% of the equity book. Cloning the disclosed picks since 2025 would be +18% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2079080/holdings"
Use Arkolith to show BRIAN LOW FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Brian Low Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
64% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Brian Low Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 79 / 80 | $145.5B |
| FMR LLC | 78 / 80 | $727.9B |
| MORGAN STANLEY | 78 / 80 | $530.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $519.5B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $415.8B |
| ROYAL BANK OF CANADA | 78 / 80 | $154.5B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $136.4B |
| AMERIPRISE FINANCIAL INC | 78 / 80 | $124.1B |
Ranked by how many of Brian Low Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.