Brian Low Financial Group
Brian Low Financial Group reported 120 stocks worth $179M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SWP (11.5%), XOM (4.3%) and AAPL (4.2%). Compared with Q2 2026, the fund opened new positions in LRCX, CAT and GLW, added to AAPL, NVDA and GOOGL, trimmed SWP, MSFT and WMT and sold out of ORCL, RRR and BKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SWP Manager Directed Portfolios | $20.7M | 11.5% | 766K | −5,559 (−1%) | 6 of 6 | |
| 2 |  XOM Exxon Mobil Corp | $7.7M | 4.3% | 47K | No change | 2 of 6 | |
| 3 |  AAPL Apple Inc | $7.6M | 4.2% | 23K | +478 (+2%) | 6 of 6 | |
| 4 |  MSFT Microsoft Corp | $7.6M | 4.2% | 15K | −2,135 (−13%) | 6 of 6 | |
| 5 |  NVDA Nvidia Corporation | $7.3M | 4.1% | 32K | +17K (+120%) | 6 of 6 | |
| 6 |  GOOGL Alphabet Inc | $4.3M | 2.4% | 13K | +270 (+2%) | 6 of 6 | |
| 7 |  META Meta Platforms Inc | $4M | 2.2% | 5,554 | +249 (+5%) | 6 of 6 | |
| 8 |  EFA Ishares TR | $4M | 2.2% | 38K | +888 (+2%) | 6 of 6 | |
| 9 |  AVGO Broadcom Inc | $4M | 2.2% | 11K | +364 (+3%) | 6 of 6 | |
| 10 |  IBM Ibm Corp | $3.4M | 1.9% | 16K | +3,931 (+34%) | 6 of 6 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ORCL Oracle Corp | $2.5M | 17K |
 RRR Red Rock Resorts Inc | $1.7M | 26K |
 BKNG Booking Hldgs Inc | $1.5M | 8,402 |
 PGR Progressive Corp | $1.5M | 6,833 |
 TPB Turning PT Brands Inc | $1.3M | 16K |
🔒 Free account: see all 12.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Brian Low Financial Group 13F FAQ
What does Brian Low Financial Group own?
Brian Low Financial Group reported 120 stocks worth $179M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are SWP (11.5%), XOM (4.3%) and AAPL (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Brian Low Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 71 added to, 17 trimmed and 12 sold out. New positions include LRCX, CAT and GLW. It sold all of ORCL, RRR and BKNG.
When will Brian Low Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Brian Low Financial Group's portfolio worth?
The Q3 2026 filing reports $179M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.