BRIAN LOW FINANCIAL GROUP, LLC - Portfolio Stock Holdings
BRIAN LOW FINANCIAL GROUP, LLC disclosed 128 stock positions in a recent SEC 13F filing. $164,966,540 of stock holdings were filed, with the largest holdings including SWP, AAPL, and MSFT. This filing represented positions held on June 30, 2026, and was filed on July 28, 2026.We estimate the fund has a total AUM of $239,345,026 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
128Est. Stock Holding Value:
$164,966,540Top Stock Holdings By Sector
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Portfolio Stock Holdings - BRIAN LOW FINANCIAL GROUP, LLC
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% of Portfolio
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