BRIAN LOW FINANCIAL GROUP, LLC

Q4 2025 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$141,117
Net value change ($000)
+12,249 (9.5%)
New positions
18
Sold out positions
10
Turnover %
10.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
META 1,488 246.4%
SWP 985 5.7%
DRI 906 NEW
SIMO 872 NEW
SMG 870 NEW
STM 838 NEW
UPS 822 NEW
NKE 809 NEW
PLD 755 70.2%
URI 729 NEW
Top Reduces (Value $000, Stocks/ETFs)
ETN -1,072 -100.0%
HD -944 -76.7%
KRE -905 -100.0%
SYK -834 -100.0%
MTCH -807 -100.0%
VMC -710 -100.0%
RSPD -700 -100.0%
NVDA -611 -25.9%
CRM -610 -63.8%
MSFT -571 -9.5%
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