Brian Low Financial Group, LLC Portfolio Holdings

Brian Low Financial Group, LLC

  • $129 Billion
  • Q3 2025

Brian Low Financial Group, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Manager Directed Portfolios with a value of $17.3B, Microsoft Corp with a value of $6.04B, Exxon Mobil Corp with a value of $5.53B, Apple Inc. with a value of $5.06B, and Jpmorgan Chase & CO with a value of $3.24B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $107B to 129B.

Brian Low Financial Group, LLC is based out at Baton Rouge, LA

Below you can find more details about Brian Low Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $29.1 Billion
Technology: $22.9 Billion
Financial Services: $10.6 Billion
Energy: $9.56 Billion
Healthcare: $8.43 Billion
Industrials: $6.86 Billion
Consumer Cyclical: $6.54 Billion
Communication Services: $5.09 Billion
Other: $11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$6.04 Billion 4.69% of portfolio
11,665
Q3 2025 Added 16.29%
$490B
$5.53 Billion 4.29% of portfolio
49,068
Q3 2025 Added 6.97%
$4.3T
$5.06 Billion 3.92% of portfolio
19,859
Q3 2025 Added 15.75%
$881B
$3.24 Billion 2.51% of portfolio
10,259
Q3 2025 Added 11.09%
$139B
$3.03 Billion 2.35% of portfolio
9,183
Q3 2025 Added 22.73%
$1.65T
$3.01 Billion 2.34% of portfolio
12,393
Q3 2025 Added 27.59%
$465B
$2.35 Billion 1.83% of portfolio
12,620
Q3 2025 Added 1.68%
$266B
$2.23 Billion 1.73% of portfolio
7,900
Q3 2025 Added 62.22%
$593B
$1.94 Billion 1.5% of portfolio
6,888
Q3 2025 Reduced 12.14%
$971B
$1.63 Billion 1.26% of portfolio
2,130
Q3 2025 Added 10.48%
$414B
$1.5 Billion 1.16% of portfolio
6,467
Q3 2025 Added 29.44%
$237B
$1.38 Billion 1.07% of portfolio
8,478
Q3 2025 Added 34.42%
$277B
$1.36 Billion 1.06% of portfolio
17,730
Q3 2025 Added 28.79%
$12B
$1.36 Billion 1.05% of portfolio
20,763
Q3 2025 New
$258B
$1.31 Billion 1.02% of portfolio
7,827
Q3 2025 Added 23.36%
$74.3B
$1.29 Billion 1.0% of portfolio
6,421
Q3 2025 Added 63.38%
$9.6B
$1.25 Billion 0.97% of portfolio
4,790
Q3 2025 Added 26.32%
$190B
$1.25 Billion 0.97% of portfolio
12,270
Q3 2025 Added 25.79%
$367B
$1.23 Billion 0.95% of portfolio
3,034
Q3 2025 Added 18.79%
$128B
$1.2 Billion 0.93% of portfolio
12,603
Q3 2025 Added 32.65%
$12B
$1.17 Billion 0.91% of portfolio
5,255
Q3 2025 Added 26.08%
$45.5B
$1.16 Billion 0.9% of portfolio
6,725
Q3 2025 Added 24.91%
$38.4B
$1.13 Billion 0.87% of portfolio
3,604
Q3 2025 Added 35.95%
$114B
$1.07 Billion 0.83% of portfolio
9,384
Q3 2025 Added 24.36%
$140B
$1.07 Billion 0.83% of portfolio
2,865
Q3 2025 Added 17.51%
$170B
$1.07 Billion 0.83% of portfolio
7,432
Q3 2025 Added 26.14%
$75.4B
$1.05 Billion 0.82% of portfolio
8,008
Q3 2025 Added 24.37%
$48.8B
$1.03 Billion 0.8% of portfolio
21,045
Q3 2025 Reduced 0.66%
$96.4B
$1.02 Billion 0.79% of portfolio
8,206
Q3 2025 Added 21.23%
$8.78B
$1.01 Billion 0.78% of portfolio
18,942
Q3 2025 New
$168B
$964 Million 0.75% of portfolio
12,772
Q3 2025 Added 9.68%
$2.39T
$961 Million 0.75% of portfolio
4,377
Q3 2025 Reduced 1.04%
$265B
$954 Million 0.74% of portfolio
1,198
Q3 2025 Reduced 18.17%
$237B
$956 Million 0.74% of portfolio
4,034
Q3 2025 Reduced 7.86%
$36.7B
$914 Million 0.71% of portfolio
10,896
Q3 2025 Reduced 4.84%
$136B
$896 Million 0.7% of portfolio
3,790
Q3 2025 Added 16.47%
$255B
$862 Million 0.67% of portfolio
2,596
Q3 2025 New
$136B
$834 Million 0.65% of portfolio
2,256
Q3 2025 Added 25.61%
$9.13B
$807 Million 0.63% of portfolio
22,858
Q3 2025 Added 26.69%
$96.7B
$800 Million 0.62% of portfolio
15,845
Q3 2025 Added 201.01%
$57.4B
$800 Million 0.62% of portfolio
20,406
Q3 2025 Added 85.63%
$19.3B
$774 Million 0.6% of portfolio
8,305
Q3 2025 Reduced 17.98%
$1.46T
$755 Million 0.59% of portfolio
2,702
Q3 2025 Added 27.81%
$14.8B
$739 Million 0.57% of portfolio
5,353
Q3 2025 New
$1.29T
$721 Million 0.56% of portfolio
1,622
Q3 2025 Added 14.55%
$37.3B
$710 Million 0.55% of portfolio
2,307
Q3 2025 Added 16.22%
$279B
$647 Million 0.5% of portfolio
6,279
Q3 2025 Added 34.54%
$272B
$649 Million 0.5% of portfolio
3,397
Q3 2025 New
$1.37T
$604 Million 0.47% of portfolio
822
Q3 2025 Added 63.1%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $129 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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