BRIAN LOW FINANCIAL GROUP, LLC: 13F holdings
CIK 20790802026Q2
| Positions | 116 |
|---|---|
| Reported value | $171.4m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SWP GROWTH & INCOME ETF | 771,572 | $21.5m | 12.5% |
| EXXONMOBIL HOLDINGS CORP COM SHS | 47,268 | $6.5m | 3.8% |
| AAPL APPLE INC COM | 22,242 | $6.4m | 3.8% |
| MSFT MICROSOFT CORP COM | 16,881 | $6.3m | 3.7% |
| GOOGL ALPHABET INC CAP STK CL A | 12,273 | $4.4m | 2.6% |
| AVGO BROADCOM INC COM | 10,905 | $4.1m | 2.4% |
| EFA ISHARES MSCI EAFE ETF | 37,268 | $3.9m | 2.3% |
| MBB ISHARES MBS ETF | 34,669 | $3.3m | 1.9% |
| IBM INTERNATIONAL BUSINESS MACHS COM | 11,643 | $3.3m | 1.9% |
| LLY ELI LILLY & CO COM | 2,574 | $3.1m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2079080")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.