BRIAN LOW FINANCIAL GROUP, LLC - Portfolio overview

BRIAN LOW FINANCIAL GROUP, LLC has 130 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SWP - SWP GROWTH & INCOME ETF, 12.07%
2. XOM - EXXON MOBIL CORP COM, 5.22%
3. MSFT - MICROSOFT CORP COM, 3.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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