BRIAN LOW FINANCIAL GROUP, LLC

Q3 2025 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
108
Total value ($000)
$128,868
Net value change ($000)
+22,058 (20.7%)
New positions
15
Sold out positions
7
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,537 43.7%
SWP 1,375 8.6%
JEF 1,358 NEW
GOOGL 1,301 76.0%
MSFT 1,052 21.1%
FLS 1,007 NEW
AVGO 968 46.9%
AXP 862 NEW
IBM 793 55.2%
TOL 739 NEW
Top Reduces (Value $000, Stocks/ETFs)
IGV -1,042 -100.0%
KMI -985 -100.0%
V -731 -100.0%
TGT -697 -100.0%
ROP -651 -100.0%
IYT -611 -100.0%
CRM -238 -19.9%
OKE -210 -100.0%
MBB -111 -3.5%
CVX -103 -26.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type